jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom summary financial services professional looking obtain secure challenging position opportunity growth advancement strength customer relationsservice highly effective communicator variety software system skills highlights strength problem solving 11 yrs experience finance 4 yrs educational financingfinancial aid experience student finance planner 082011 112014 aew capital management los angeles ca conduct preliminary financing interview new students provide students accurate information regarding application process loan counseling eligibility statefederal financial assistance alternative financing contracts andor institutional payment plans inform students financial obligation institutions financial aid options financial policies procedures related educational expenses determine title iv eligibility financial aid software system students requesting financial aid review financial applications disclosure statements completeness accuracy track maintain file completion throughout enrollment process students interested applying financial aid tracking missing documents allow timely follow completion accordance company policies procedures student finance advisor 082010 072011 university phoenix city state responsible conducting student financial interviews identify explain tuition payment options policies requirements selection appropriate tuition payment plan maintained student financial aid accounts calculating cost attendance processed refunds apply funds updated student accounts answered student questions regarding account via telephone email correspondence researched resolved escalated issues provided problem resolvingresolutions student inquiries concerns accounts received verified financial documents completeness accuracy established extensive internal federal regulations established maintained student rapport building relationships beginning program study graduation addition maintained financial profiles university tracking account activities throughout financial process teleservices consultant escalation manager lead 2007 072010 arizona federal fcu city state help assigned staff well credit union members escalated issues providing problem solvingresolutions members accounts answer process questions complete transactions member accounts via telephone take loan applications provide decisions loan approvals working knowledge many network computer systems well maintain high degree knowledge credit union products services offereducate credit union members promote environment teamwork department organization whole member assistance representative 042005 112006 desert schools fcu city state responsible answering inbound calls members regarding accounts assist processing transfers payments loan advances quote loan payoffs research accounts assist members correctionsexplanations transactions accounts crosssell products money markets accounts upgrade checking accounts certificates deposits ira accounts administrative assistant 092004 042005 spectra international city state responsible answering inbound calls escrow title company handle filing open cancel escrow files prepared documents files place outbound calls schedule courier pickups fraud detection analyst 2004092004 bank america city state created friendly professional relationships ensure satisfied customers return business closed accounts fraudulent activity opened new accounts worked merchants law enforcement investigate fraudulent activity customer service representative research analyst 032000 102003 citifinancial retail service city state communicated merchants resolve billing disputeserrors communicated effectively resolve customer issues data research handle inboundoutbound calls certified dental assistant 2000 pima medical institute mesa arizona associates degree 1996 mesa community college mesa arizona high school diploma 1992 red mountain high school mesa arizona education skills customerstudent relationscustomer service financing telephone computers