210 Cessna Drive
Fort John, IN 46802
(111)-386-4221
john.w@emailaddress.com
Job Purpose Seeking a Economical Screenerposition utilizing my skills and knowledge.
Highlights of Qualifications:
Extensive encounter of client-based financial testing and certification activities
In-depth details of economic intake, recordkeeping, and phone etiquette
Operational details of computerized payments program, multiline phone, and MIS
Familiarity with insurance terms, MS Office Package, and internet applications
Ability to work with and maintain client-related private information
Ability to operate printing device, copier, finance calculator, and fax machine
Professional Experience:
Financial Screener
The Hartford Economical Solutions, Master of Prussia, PA
August 2012 – Present
Responsibilities:
Informed and described customers about appropriate programs and credentials requirements.
Performed and documented financial tests of customers, properly and effectively.
Determined and analyzed clients’ credentials for various services depending on their finances.
Gathered, verified, and examined all necessary records offered by customers.
Contacted and conveyed with customers and exterior organizations regarding testing results, as needed.
Recorded, modified, and managed precise client-specific details, effectively.
Operated and managed agency-owned MIS and computerized payments program.
Created collected, and offered all needed financial records, as per organization procedure.
Cooperated with front table team and offered necessary management support.
Developed and managed positive relationship with customers and government departments.
Education
Bachelor’s Degree in Economics
Sierra College, Rocklin, CA
Financial Screener Resume Sample
