Reconciliation Specialist Resume Sample

A Reconciliation Specialist is an accountant that balances ledgers with bank statements. Their duties includes ensuring that procedures involving cash processes are adequate and effective, reviewing bank accounts, verifying financial statements, researching items that don’t match up, providing effective procedures for cash transactions, monitoring and reconciling incoming financial documents.

For many people, writing a resume can be daunting. If you are working on your own, it is easy to become overwhelmed with the amount of information you need to include and how best to present yourself.

The sample resumes below provide great examples of how to write an effective resume.

The Best Reconciliation Specialist Resume Samples

These are some examples of accomplishments we have handpicked from real Reconciliation Specialist resumes for your reference.

Reconciliation Specialist Resume Sample 1

  • Reduced outstanding individual account disputes by 80% within 6 months.
  • Reconciled accounts with credit unions to improve the Company’s profitability, resulting in over $100,000 of annual savings.
  • Managed and controlled more than $15 million in delinquent receivables through successful customer outreach initiatives.
  • Operated efficiently under pressure while working with multiple branches to resolve claims issues, meeting 90% resolution averages.
  • Redressed consumer concerns through prompt attention to complaints regarding company service-related errors; recognized for high levels of customer satisfaction by multiple branch managers.

Reconciliation Specialist Resume Sample 2

  • Reconciled time deposits, savings accounts, and loans.
  • Reconciled loan payments from inception to the present date.
  • Provided excellent customer service by responding promptly to inquiries from customers, both inside and outside of my department.
  • Outstanding performance as a Call Monitoring Superstar; effectively addressed the needs and concerns of customers while adhering to banks’ guidelines regarding authentication, disclosure, and customer service.
  • Achieved award for meeting customer satisfaction guidelines based on survey ratings from customers who had applied for a loan.

Reconciliation Specialist Resume Sample 3

  • Provided quality customer service by reconciling discrepancies between data received and expected data.
  • Calculated variance reports for monthly, quarterly, and yearly reviews to maintain regulatory compliance with the Bank Secrecy Act.
  • Worked closely with Retail Banking Sales Managers to provide solutions for potential issues to ensure trusted relationships that lead to positive customer experiences.
  • Resolved escalated inquiries created through the automatic monitoring system by researching internal policies and applicable laws to avoid violating privacy standards.
  • Established efficient work flow procedures to help create consistent results in high-volume audits of loan portfolios; recognized as Reconciliation Specialist of the Quarter two consecutive times.

Reconciliation Specialist Resume Sample 4

  • Reconciled bank statements within the 5% error margin by using Double Entry Bookkeeping and multiple databases.
  • Identified discrepancies between ledgers and resolved issues with high accuracy rates; recognized for significant contributions to branch operations.
  • Resolved data entry errors, fixed customer accounts, and prevented inaccurate information from entering the system by identifying mistakes before they became problems.
  • Streamlined reconciliations and reduced processing time by researching and creating charts that organized various pieces of data into a comprehensive format.
  • Discovered patterns in spreadsheet reports that identified previously unknown trends in financial performance; prompted management to revise business plans based on new information received.

Reconciliation Specialist Resume Sample 5

  • Reconciled daily transactions by entering source documents and ensuring proper posting throughout the month.
  • Identified, researched, and resolved discrepancies in bank accounts through effective communication with customers.
  • Reviewed reports to uncover errors; updated records using computerized systems; drafted letters of explanation when necessary.
  • Trained new employees on reconciliation procedures; updated staff frequently regarding changes in policies or processes.
  • Prepared reconciliation schedules for review by management; presented findings at monthly meetings.

Reconciliation Specialist Resume Sample 6

  • Reconciled over $100 million in annual reconciliations of general ledger accounts.
  • Accurately processed 1099’s for $3.7 billion through the property management system.
  • Resolved over $300,000 in discrepancies resulting from foreign currency exchanges.
  • Expedited online application processing of new accounts within organization by completing process of data requests, address verifications, and security freezes; this adaption reduced time-to-market by 42%.
  • Initiated daily monitoring review process to ensure on-time arrival of account information; facilitated the identification of missing loan documents before monthly closing report was completed; increased accuracy on monthly reports saving company 30 hours per month.

Reconciliation Specialist Resume Sample 7

  • Revised and simplified the reconciliation process for five separate savings accounts while following bank policies, guidelines, and procedures.
  • Completed a four month construction project in the time it normally took others to complete two months of work, while successfully reconciling all five accounts weekly.
  • Recognized by management for exceptional performance – developed a new system that increased efficiency by 20%.
  • Developed a set of processes that streamlined account reconciliations into existing accounting software, reducing errors and saving time.
  • Re-engineered internal controls which saved the company’s clients millions of dollars; received special recognition from management and was asked to present at three regional meetings.

Reconciliation Specialist Resume Sample 8

  • Reconciled various types of financial accounts (bank, credit card) by correcting the account information in the records for each client.
  • Provided exceptional customer service to customers; provided support in solving their banking needs.
  • Achieved motivation awards for high levels in productivity and accuracy through reconciling bank statements.
  • Recognized as one of the top performers with superior numbers in productivity and accuracy.
  • Improved reconciliations with improved reports/graphs that were needed by upper management to better understand discrepancies that were occurring within certain areas or categories.

Reconciliation Specialist Resume Sample 9

  • Reconciled, inspected, and analyzed records of customer accounts in accordance with bank policies utilizing check processing software.
  • Recognized for increase in sales volume after providing guidance to new accounts representative on market structure.
  • Met compliance goals by testing 100 percent of items within the required testing period following branch merger due to acquisition.
  • Identified discrepancy between ACH transactions reported by financial institution compared to actual amount deposited through federal reserve report analysis.
  • Reported accurate information relating to checks reconciled to database management system which assisted with audits performed by Regulatory Management Division at FDIC Headquarters.

Reconciliation Specialist Resume Sample 10

  • Reconciled daily reconciliation reports in a timely manner according to FHA, Fannie Mae, Freddie Mac lending guidelines.
  • Identified and corrected errors in accordance with bank policies for quality control review.
  • Recognized by the Regional Manager for outstanding performance when processing 80 percent of daily work in just over an hour; recognized by manager to be promoted.
  • Achieved award for meeting customer satisfaction guidelines based on customer survey ratings from customers who had applied for loans.
  • Earned recognition as Reconciliation Superstar; quickly completed tasks even during peak periods while successfully maintaining banking standards.

Reconciliation Specialist Resume Sample 11

  • Reconciled $200 million in high-volume interbank reconciliations within compliance requirements.
  • Identified, investigated, and corrected reporting errors.
  • Streamlined an otherwise time-consuming process to facilitate the preparation of board reports by two days.
  • Trained peers in the use of new software that increased productivity by 20%.
  • Received several awards for outstanding performance in reconciliation processing.

Reconciliation Specialist Resume Sample 12

  • Reconciled loan accounts with client, creditor, and financial institution records to ensure all documents are up-to-date.
  • Resolved account discrepancies or exceptions before they become delinquent, providing credit managers with the information needed to identify potentially fraudulent activity.
  • Ensured accuracy of customer statements by reconciling current monthly statement balances against previous month’s transactions within appropriate time frame.
  • Identified potential frauds through research and analysis of accounts that have apparent income but not apparent spending patterns.
  • Identified money laundering activities by examining foreign wire transfers coming into U.S.-based accounts for suspicious activity including name dialing patterns between countries.

Reconciliation Specialist Resume Sample 13

  • Reconciled hundreds of accounts in a timely and accurate manner with the help of multiple online databases.
  • Reorganized documentation for efficiency, accuracy, and transparency by joining electronically dispersed files which had been previously scattered across paper documents.
  • Increased productivity due to invention of a customized spreadsheet which allowed for a twelve-fold increase in speed.
  • Earned departmental recognition award for going above and beyond the call of duty by handling complex reconciliation issues without seeking assistance from supervisors or coworkers.
  • Reduced Company’s overall reconciliation time by sixty percent through streamlined workflow; earned appreciation from management on supervisor level.

Reconciliation Specialist Resume Sample 14

  • Participated in the harmonization of international financial institutions by leveraging relationships between foreign banks.
  • Reconciled inter-country cash accounts for over $2,000,000 USD daily through application of complex mathematical formulas.
  • Identified and resolved discrepancies resulting from internal system problems or external bank processing errors that led to client accounts appearing incorrect.
  • Collaborated with other reconciliation specialists across business lines to resolve root causes associated with discrepancies identified during ad hoc reconciliations processes.
  • Deposited funds into multiple federally insured U.S.-chartered commercial banking institutions simultaneously for accounts held domestically and internationally.

Wrap Up

To work as a Dental Assistant you will need an Associates Degree in Accounting is along with some past work experience. A Reconciliation Specialist must have effective written and verbal communication skills, ability to resolve differences in account figures, analytical skills, time management skills, ability to maintain spreadsheets, is organized and able to organize data.

Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally. To create the perfect resume, think about what skills and qualities you want your future employer to see.

Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.

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