Cash Applications & Financial Processing Specialist

Karen Smith

Phone number: 203-***-****

Email: ****************@***.***

Detail-oriented professional seeking a rewarding career in the Cash Applications, Credit Processor, and Loan Processor fields. Bringing extensive organizational, computer, and communication skills to contribute effectively to a team-oriented environment. Authorized to work in the United States for any employer.

Core Skills

Accounting & Finance Skills: Accounts payable/receivable, debits & credits, bookkeeping, cash applications, reconciliation, financial analysis.

Software Proficiency: SAP, COCC, Oracle/Insight, Microsoft Office Suite (Excel, Word, and Outlook).

Customer Service: Problem-solving, multi-tasking, client engagement, data entry, and vendor communication.

Administrative Skills: Collating, documentation verification, digital inventory management, and federal compliance reporting (Section 8 housing payments).

Banking: Loan processing (applications, appraisals, title, credit checks), escrow management, payment processing, and compliance monitoring.

Other: Teaching and childcare experience with emphasis on organization and communication.

Experience

Exela Technologies June 2022 – April 2025

Customer Service Representative II

Managed incoming customer and lawyer calls, ensuring precise communication and resolution.

Processed invoices for payment and managed loss run reports and policy cancellations.

Prepared FedEx packages for accounting check processing tasks.

First County Bank September 2022 – November 2022

PT Special Assets Coordinator

Monitored and identified past-due accounts.

Engaged customers via mail or telephone to address delinquencies.

Reviewed credit reports and collaborated on status updates with supervisors.

Michael’s Craft Store November 2014 – September 2022

Cashier/Customer Service

Assisted customers by providing recommendations, resolving inquiries, and processing refunds or exchanges.

Managed payment transactions, including scanning items and verifying pricing and quantity accuracy.

Ricoh Legal November 2013 – December 2013

Scanner (Robert Half Temp)

Digitized hard copy documents into the company’s comprehensive filing system.

Childcare Learning Center September 2012 – March 2013

Substitute Teacher

Supervised children, organized story-time sessions, and facilitated educational activities focused on basic literacy and numeracy.

People's United Bank September 2010 – January 2011

Loan Processor Administrator

Ordered and verified escrow, title, appraisals, income documentation, and credit.

Entered client data into the database and ensured full processing compliance.

Ricoh Corporation (Savin) September 2000 – July 2006

Account Receivable Specialist

Matched payments and remittances with relevant invoices for accurate postings.

Batch processed invoices and employee reimbursements.

Stamford Federal Savings Bank January 1997 – April 2000

Loan Processor Administrator

Managed loan documentation and ensured compliance.

Ordered escrow/title, verified insurance updates, and processed Section 8 housing payments.

Walden Books July 1987 – May 1996

Financial Analyst

Generated and reviewed monthly/year-end reports.

Handled vendor communication and invoice management.

Balanced books and analyzed financial data.

Education

Norwalk Community College

Accounting Studies

High School Diploma or GED

Additional Skills & Certifications

Bookkeeping, Problem Solving, Banking Processes

Data Entry and Collating Experience

Junior Achievement Mentoring

Analytical Skills in Financial Services

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