Accounts Coordinator Resume Sample
Otilia Ebert
474 Hilpert Rapid,
Houston,
TX
+1 (555) 171 1023
Work Experience
Lead Data Analyst Accounts Coordinator
05/2018
-
PRESENT
San Francisco, CA
- Financial analysis and/or project management experience
- Proficiency in Excel, Word, ACT, and PowerPoint
- Answer and maintain the national accounts consumer and provider 1-800 number
- Initiate and facilities with speakers at conferences and webinars and Skype. Keep reports on attendance, CEUS webinars and skype
- Contracts follow up and maintenance including red line and submission of contracts to executive leadership for processing and signature
- Provides support for the national accounts team
- Maintains customer contact list and database with active emails and phone numbers
- Generate cold calls to potential national scale referral sources
National Accounts Coordinator
06/2015
-
02/2018
Philadelphia, PA
- Document communications and account contacts using departmental software and scanning processes
- Collaborate and strategize with team members and supervisor to solve, streamline and strengthen internal processes
- Prepare and update account assignment reports to monitor collection issues, and plan towards transfers to collection agencies when needed
- Manage monthly payment plans on account assignment, assessing accuracy of plan set-up, monitoring timely installments, and closing plans appropriately
- Accept and receipt daily payments
- Report directly to the Director of Student Accounts
- Bid proposal preparations
- Prospect and research businesses as necessary
Student Accounts Coordinator
01/2013
-
04/2015
Phoenix, AZ
- Provide event coordination and support
- Participate in the maintenance and support of a CRM system
- Assist with the development of national sales and marketing materials
- Support and prepare for all pre and post preparation work for the national education trainings of ELNEC & EPEC at national conferences and for VITAS Programs
- Work on various events nationally for our corporate partners and with faith based partnerships
- Attend and schedule appropriate conferences and workshops to enhance census development
- Provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings
- Coordinate timely communication to account assignment partners providing accurate account details, due dates, and documentation required
- Provide positive, courteous and complete verbal and written responses to inquiries from customers; students, parents, internal departmental offices, and team members
Education
University of San Francisco
2009 - 2013
Bachelor's Degree in Related Discipline
Professional Skills
- Excellent written and verbal communication skills, as well as excellent, organization, and public relations skills is required
- Excellent organizational skills and proven ability to multi-task and prioritize in a fast-paced, time-bound environment
- Strong interpersonal skills and good negotiation skills to manage dispute resolution
- Strong communication skills with ability to influence decision makers
- Excellent communication and interaction skills (both verbal and written)
- Strong computer and phone skills required
- Team building skills with all COD field
How to write Accounts Coordinator Resume
Accounts Coordinator role is responsible for software, communications, articulate, organization, reporting, retail, finance, credit, securities, training.
To write great resume for accounts coordinator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Accounts Coordinator Resume
The section contact information is important in your accounts coordinator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Accounts Coordinator Resume
The section work experience is an essential part of your accounts coordinator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous accounts coordinator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular accounts coordinator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Accounts Coordinator resume experience can include:
- Effective phone, verbal and written communications skills
- PowerPoint and Excel skills are mandatory
- Responsible for establishing effective strategies in accordance with our policies that assist students in resolving outstanding account balances
- Work closely with accounting department to ensure that accounts are in good standing
- Experience working in a digital advertising operations role
- Demonstrated commitment to teamwork and achieving specific and aggressive team results
Education on an Accounts Coordinator Resume
Make sure to make education a priority on your accounts coordinator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your accounts coordinator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Accounts Coordinator Resume
When listing skills on your accounts coordinator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical accounts coordinator skills:
- Demonstrate effective verbal communication skills, written and verbal
- Ability and experience to effectively utilize the required technology tools
- Proven ability to prioritize while managing multiple tasks
- Exceptional time management skills and ability to manage multiple projects at one time
- Work independently with some direction; superior organizational skills
- Time management and organization skills are essential
List of Typical Experience For an Accounts Coordinator Resume
1
Experience For National Accounts Coordinator Resume
- Effective written and oral communication skills with team members, managers, senior business leaders and intermediary contacts
- Project management skills, including task estimation and project communications with multiple stakeholders
- Validates, processes, reviews and then bills to third party payers or State 529 plans
- Creating shipping paperwork for outgoing cases
- Sorting shipping paperwork for outgoing cases
- Sorting splints and stone models
- Scheduling agency payments as needed
- Adhering to customer order requirements such as, compliance, data entry, etc
2
Experience For Student Accounts Coordinator Resume
- Manage and perform calling campaigns relating specifically to Senior Pod Accounts that maximize revenue
- Assists with directing incoming phone calls
- Assists with packaging and shipping completed product
- Respond to inquiries regarding student accounts, stipend calculations, and quality assurance testing
- Responsible for addressing applicable invoicing inquiries by students and employers that provide tuition assistance
- Acts as focal point for student requests of specialized invoicing and developing of processes and procedures
- Reviews accounts to track funds received, invoiced amounts, and remaining amounts still needed for future invoicing
3
Experience For Target Accounts Coordinator Resume
- Input customer orders, customer credits, invoicing and other related information accurately and timely
- Primary responsibility of prospecting new sales opportunities for assigned Senior Pod pipeline of firms
- Work hand-in-hand with POCs to participate in the implementation and evaluation of all marketing programs of account
- Responsible for submitting refund requests to third party vendors when overpayments occur due to dropped classes or other issues
- Assist with filing completed cases
4
Experience For Accounts Coordinator GI Center Resume
- Process incoming orders to meet departmental and warehouse requirements
- Maintain customer pricing/bids and catalogs
- Maintain a close working, communicative relationship with key personnel at National account locations
- Facilitates all departmental and broker dealer reporting
- Facilitates and tracks broker dealer meeting approval process
- Coordinates services for BD and team events, such as accommodation and transportation for participants, facilities, signage, displays and marketing material
5
Experience For Major Accounts Coordinator Resume
- Advise on the student’s rights and responsibilities regarding their financial obligations to the University
- Reconciles accounts to ensure that outstanding invoices have been submitted to the student and/or employer
- Researches and understands corporate account policies and procedures with respect to billing processes
- Monitors student accounts through regular billing and payment processes
- Counsel students on the document intake, awarding, disbursement and withdrawal processes
6
Experience For Global Accounts Coordinator Resume
- Counsel students and taking payment plans/audit payment plans reviews
- Respond to inquiries regarding student accounts, monitor student accounts and conduct quality assurance reviews
- Advise on the student's rights and responsibilities regarding their financial obligations to the University
- Assist customers with orders, product and any related service problems
- Contacts vendors and handles samples requests for customers
- Interacts with many key accounts directly, sometimes as a lead person but also in a support role for outside sales staff with direct account responsibility
- Respond promptly to guest queries and account disputes, including credit card initial inquiries and charge backs, by verifying the information and, after obtaining the Credit Manager or the accounting manager’s designates approval, making the appropriate corrections as required
- HR7 - Accounts Coordinator
- Drive revenue by effectively addressing the customer’s needs, offering appropriate value proposition solutions, creating urgency, and closing accounts over the phone
7
Experience For Collection Accounts Coordinator Resume
- Customer service or related experience,
- Previous experience in a Customer Service Role would be an asset
- Understand each clients organization structure and assist with order performance, on-time delivery, no invoice errors, etc
- Own On-Time-Delivery performance, analysis, problem identification and solutions
- Support customer and item set-up at outside warehouses, brokers and EDI providers
- Acts a liaison between the station, account executive, and the client to ensure client’s objectives and needs are achieved
- College diploma, preferably in business
- Serve as the primary point of contact for the client if associated Senior Pod Account Representative is out of the office
- Update firm information in FLASH database (i.e. duplicates, incorrect information, update product profile information, etc.)
8
Experience For Accounts Coordinator, Europe Resume
- Audit and complete invoices for customers
- Work closely with National Account Specialists to respond to and service retail customers
- Assist other departments and divisions with customer needs
- Enter customer account information and data into the computer system & maintain customer files
- Participate in on-call support for customers and USE technicians
- Process credit card information
- Participate in teams, committees and other group activities, including participation in GSEP graduation ceremony activities. Attend meetings with Director of Student Accounts and all Student Accounts personnel when requested
- Conduct Quality Assurance and reviews online and offline marketing materials and make recommended edits to ensure correct application of job order/requirement, revisions and brand guidelines
- Works effectively as part of a multi-disciplinary Marketing and Communications team to communicate, coordinate, and integrate Marketing and Communications, and apply best-in-class practices to all efforts
9
Experience For Customer Accounts Coordinator Resume
- Processing of third party invoicing and payments, outside scholarship, payments and reconciliations and excess financial aid refunds
- Assist in the billing process for all SGCS programs
- Ensure that work is properly coordinated with various stakeholders of each project
- Track students’ account and place holds as necessary
- Take payment information to be processed
- Check credit balances for non-registered students
- Check balances due for non-registered students
10
Experience For Client Accounts Coordinator Resume
- Maintain high-level, continuous professional correspondence with world-wide surgeons, staff, distributors for coordination of billing, shipping time frames, addresses, and deliverables
- Office communication including answering phones, returning voice messages and emails, and postal mail
- Track outgoing shipments to ensure any shipping delays are resolved in a timely manner
- Manage daily shipping queue
- Review open orders and incoming purchase orders for accuracy and discrepancies
- Engage in regular customer satisfaction conversations
- Coordination and execution with internal and external teams for same day shipments
- High level of product knowledge
List of Typical Skills For an Accounts Coordinator Resume
1
Skills For National Accounts Coordinator Resume
- Experience working in an administrative accounts focused role
- Strong working knowledge of MS Excel, PowerPoint, Word and Outlook
- Experience working directly with sales and marketers
- Work confidently and competently under tight deadlines and flexibility to adjust to changing priorities
- Manage multiple tasks simultaneously, meet deadlines and adapt to changing priorities
- Experience working in customer service environment
- Provide general administrative support, such as preparing documents, filing, scheduling meetings, ordering supplies, etc
2
Skills For Student Accounts Coordinator Resume
- Responsible for assisting team in achieving monthly wholesale sales goals
- Create incoming receipts and manage inventory going back into stock at fulfillment center
- Help manage samples for sample sale, in-office use, and receiving and distributing to showrooms each season
- Responsible for resolving accounts receivable balances on student accounts and communicating with students on collection efforts if applicable
- A proficiency in desktop computing using MS Office Word and Excel, email and web interfaces on a Windows platform
- Accurately inputting cases into the accounting database
- Input incoming purchase orders accurately into accounting system
3
Skills For Target Accounts Coordinator Resume
- Assists in answering phones and transferring calls to appropriate personnel
- Identify customer needs (up-sell contractor supplies as necessary), fill orders and negotiate pricing for equipment within prescribed guidelines
- Contact/respond to the appropriate branch and discuss job requirements, pricing or issues to be resolved
- Assist account executives with purchase orders, invoicing, and returns/exchanges
- Answer phone calls and emails to assist wholesale accounts for general questions, occasional reorders, order tracking, etc
- Responsible for shipping promotional items to stores each season
4
Skills For Accounts Coordinator GI Center Resume
- Maintain knowledge of the line, product quality, sizing, etc. to discuss with wholesale customers
- Oversee the accuracy and completeness of required departmental User Acceptance Testing (UAT) for any system updates
- Ad hoc reporting and work group participation as needed
- Prepare, review, and take appropriate action on reports such as account aging, student activities, etc
- World class learning and development opportunities
- Update and distribute monthly and quarterly marketing materials for clients and executive staff
- Coordinate setup for new companies relating to alternate participation programs
- Distribute confidential loan amortization schedules to clients, along with invoicing for these clients
- Willingness to work in a fast paced, high stress working environment
5
Skills For Major Accounts Coordinator Resume
- Highly proficient in all applications of Microsoft Office including Word, Excel, PowerPoint and Outlook
- Possess a successful work history, supported by references, in a work setting similar to the position
- Perform certain basic computer functions including, but not limited to Colleague, Etrieve and Microsoft Office
- Comfortable working with new technology
- Ship confirming cases for invoice generation
- Create quotes for custom pricing cases
- Review open accounts weekly and close any outstanding sales orders
- Adhere to ISO 13485, HIPAA Regulations, and the Quality Management System’s standard operating procedures and work instructions
6
Skills For Global Accounts Coordinator Resume
- Process wholesale orders, monitor backorders, and file purchase orders and invoices upon order completion
- Maintain organization of wholesale account files and file room
- Assemble new store packets for account executives
- Ensure payment for all sales are within established time frames
- Review and compare R2T4 calculation results for completeness
7
Skills For Collection Accounts Coordinator Resume
- Prepare invoices for students and third-party agencies
- Participate in workgroup discussions with other departments to communicate student needs and identify issues for resolution
- Multitasks various aspects of the position while being able to prioritize daily work load in order to achieve account resolution goals as well as provide quality customer service
- Two years prior experience or recent graduate
- Great customer service skills, both verbal and written
- Effectively deal with difficult people with diplomacy and tact
- Experience in a client services role
- Previous experience with National customer accounts an asset
8
Skills For Accounts Coordinator, Europe Resume
- 1-2 yrs foodservice or grocery related order entry, customer service, call center and / or related account service work experience
- Higher-education finance-related experience required
- Demonstrate the ability to practice confidentiality with sensitive information
- Strong desire to work in a client centric and fast paced environment
- A lifestyle in agreement with the ONU Statement of Mission, Faith, and Lifestyle Covenant
- Affinity for numbers and success with mathematics, both personally and professionally
- Send appropriate documents to customers, facilitate field staff by coordinating requests between the customers and the company, furnish and distribute all marketing materials, update and revise marketing materials as needed, preparing correspondence
9
Skills For Customer Accounts Coordinator Resume
- Prepare, distribute, and follow-up on reinsurance company offering circulars
- Process stock subscription materials and coordinate with clients or field staff for completion
- Maintain and ensure proper compliance procedures on both reinsurance companies and regulators
- Create cession statements bundles by series of stock and distribute as requested
- Gather necessary data and incorporate into presentation documents for semi-annual reinsurance Board of Directors meetings
- Maintain established electronic client file system
10
Skills For Client Accounts Coordinator Resume
- Professional demeanor and integrity; works extremely well in teams
- Travel (domestically) up to 10%
- Knowledge of CS Professional Suite that is typically developed with 1-2 years of experience in Sales, Customer Service, Training & Consulting or Product Support
- Prioritize and develop procedures for completing work
- Able to learn and adjust to new software systems
- Proficiency in computer applications, internet applications, Microsoft Word and Excel and Lotus Notes
- Competent to learn and utilize multiple information systems as needed
List of Typical Responsibilities For an Accounts Coordinator Resume
1
Responsibilities For National Accounts Coordinator Resume
- Manual processing of Study Abroad charges, payments and invoices to accounts payable for 3 party payments, manual adjustment to student accounts and mailing paper billing statement when necessary
- First point of contact for the Cashier Window, daily drawer, balancing drawer and deposits, taking payments, answering questions, processing manual tuition and housing deposits
- Initiative and intellectual curiosity by identifying issues and recommending solutions
- Process form 8300 for cash payments over $10,000 (automatic message on cashiering station)
- Email all students not completing forms each term; Backup for payment plans and UAS correspondence
2
Responsibilities For Student Accounts Coordinator Resume
- Assists with obtaining initiative approval from senior business leaders and coordinates salesforce launch communication plans with Sales Operations group
- Analyze and process Leave of Absence, Cancel/Defer reports, and Return to Title IV funds reports from financial aid
- Process and disseminate registration reports
- Responsible for all electronic mailings to students, faculty and/or staff such as orientation materials, Summary of Financial Procedures, Semester Check Lists, flyers, etc
- Process employer reimbursements and communicate ER students to Financial Aid, Record Title IV Authorizations in Banner
- Responsible to back up or attend orientation or events that require SA presence
3
Responsibilities For Target Accounts Coordinator Resume
- Supports execution of segment business priorities and initiatives through the coordination of product launches, messaging and development of firm-specific business development strategies
- Coordinates activities with Marketing and other North American Distribution (NAD) business groups to develop meaningful resources to support business priorities and sales activities (e.g. communication plans, marketing pieces, emails, etc.)
- Leads the development of detailed project plans and facilitates working group meetings for execution of small to medium size initiatives
- Manages team priorities and provides guidance to National Accounts Senior Manager on execution of routines related to business planning, shared priorities, firm updates, budgets and engagement strategies
- Facilitates the dissemination of firm intelligence using the appropriate method of communication with the salesforce and relevant business groups
- Responsible for developing department level dashboards, reports for senior leadership, and deliverables to support client engagements (e.g. key performance indicators (KPIs), quarterly board reports (QBRs), executive briefs, pitchbooks, etc.)
- Gathers and analyzes key firm data and works with reporting teams/systems to create ad hoc reports for National Accounts and/or firm contacts
- Lead and manage initiatives across multiple business lines or groups
4
Responsibilities For Accounts Coordinator GI Center Resume
- Analyze information from various sources and share key findings
- Receives contracts from students who have third party payers or State 529 plans
- Participates in the collection of any overdue third party contracts with third party payers or State 529 plans
- Responds to students, parents, third party payers and staff in person, on the phone, and e-mail or written correspondence to resolve student account third party problems and facilitate solutions to their concerns and issues
- Maintains the financial integrity of the accounts by constantly monitoring outstanding third party balances to identify issues in regards to unpaid balances or to locate and post payments
- Daily cash reconciliation of payments received by mail
- Post checks, wires and ACH payments for all student related items received in the banks
- Processes third party vendor credit card payments
5
Responsibilities For Major Accounts Coordinator Resume
- Work with buyers and warehouse personnel to ensure customer order needs are fulfilled
- Resolve questions/problems associated with but not limited to order placement, order modification, customer billing and payments, pricing, delivery of orders and product information
- Provide proactive follow-up communications to customers and management as necessary
- Source stock or non-stock product to meet specific customer requests with current or potential vendors
- Comply with all applicable State/Federal laws, regulations, and policies (i.e. OSHA, HACCP)
- Report any unresolved issues to supervisor
6
Responsibilities For Global Accounts Coordinator Resume
- Observe all safety rules in an effort to reduce accidents and injuries and report any unsafe conditions to supervisor
- Responsible for the organization of all National Accounts broker dealer conferences including wholesaler coverage, speaker participation, and marketing presence
- Meets with sponsors and organizing committees to plan scope and format of events, to understand and monitor budgets, and to review administrative procedures and event progress
- Provides administrative support to National Accounts team
- Detailed student account analysis and award year reconciliation at increased productivity levels
- Calculate and schedule student stipends accurately and in accordance with institutionalpolicies and procedures to maintain compliance with university and regulatory requirements
- Adjust student stipend payment schedules as students modify their education plan
- Assist in the resolution of escalated student issues and dispute resolution
- Collaborate cross-departmentally to ensure proper communication to students regarding the University’s financial policies related to the corporate payment option(s)
7
Responsibilities For Collection Accounts Coordinator Resume
- Monitor compliance of financial policies related to the student’s payment option(s) through the University’s system of record; Prepare, review, and resolve issues represented on reports including student account aging and assigned activities
- Counsel on re-entry policies and procedures, and facilitate student efforts to re-enter
- Monitor and collect any balances incurred throughout the progression of the student lifecycle
- Establish and maintain key partnerships by collaborating with Enrollment Services, Student Services, Accounting, Collections, and Strategic Partnerships to communicate student needs and identify issues for resolution. Works collaboratively with other teams to ensure students receive proper support
- Coordinate student ledger activities with other departments
- Performs full account reviews upon request and when the student status changes to inactive
- Reviews Letter of Credits/Vouchers/Course Approvals for accuracy
8
Responsibilities For Accounts Coordinator, Europe Resume
- Calculate and schedule student stipends accurately and in accordance with institutional policies and procedures to maintain compliance with university and regulatory requirements
- Guide and counsel students to complete the appropriate forms by providing the information they need to fully complete their student financing process in a timely manner
- Review students that have been out less than 60 days and work with student to review Post Withdrawal Disbursement and R2T4 process
- Review and complete Regent tasks and review documents to ensure students are Ready to Package
- Collaborate cross-departmentally to ensure proper communication to students regarding the University's financial policies related to the corporate payment option(s)
9
Responsibilities For Customer Accounts Coordinator Resume
- Monitor compliance of financial policies related to the student's payment option(s) through the University's system of record; Prepare, review, and resolve issues represented on reports including student account aging and assigned activities
- Making paperwork corrections
- Counsel on re-entry policies and procedures and facilitate student efforts to re-enter
- Establish and maintain key partnerships by collaborating with Enrollment Services, Student Services, Accounting, Collections, and Strategic Partnerships to communicate student needs and identify issues for resolution
- Works collaboratively with other teams to ensure students receive proper support
- Review the National Student Loan Database System (NSLDS) to help determine current student eligibility
10
Responsibilities For Client Accounts Coordinator Resume
- Review the Common Originations and Disbursement System help (COD) to determine current student eligibility
- Diary management of combined team meetings.
- Actively listen and understand requests from field staff and management
- Troubleshoot to resolve client issues
- Knowledge of insurance industry and products
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