Financial Assistant 2

Posted on: 2006-05-26

Mary Volcy Financial Assistant & Customer Service 1307 Wilcrest Dr. # 3900 Houston, TX 77042 (713) 532-9518 SUMMERY Dependable 25 yrs of Financial Assistant and extensive customer service background with polish communication skills in variety of office settings. A positive attitude with producing quality results and satisfied customers. Proven to be a team player, eager to learn, apply quickly and effectively. Excellent interpersonal skills with the ability to work well with others in both supervisory and support staff roles. Hard working and detail oriented, able to multi-task with outstanding leadership and communication. EXPERTISE Computer/Office • Microsoft Word • 10-Key • Microsoft Works • Scheduling/Appointment Setting • Microsoft Excel • Customer Service/Reception • Peoplesoft • Fax and copy machines • Outlook WORK EXPERIENCE University of Houston – Student Financial Services Financial Assistant 2 1996 – Present Serves as data entry specialist for the department for modification to ABC student accounts, process SC Vouchers for student payments, state waivers and other documents from colleges and departments, assist with Third Party contracts and billing with departments and outside venders, assist departmental or colleges regarding student problems or issues, assistant to the ACD customer service phone line, work with credit card transactions that have failed. Either processes or reject them, process stop payments on student refunds and keeping records of all transactions, and reconcile ABC accounts payable refund reports to PeopleSoft Summary Check Report. University of Houston – Federal Loans/Collections – Bursar Department Accounting Clerk III/ Cashier 1990 – 1996 Reimbursement of Off Campus work-study employers, entrance and exit interviews with students for federal loans, reconcile loan transmittal forms from Financial Aid to promissory notes, report all federal loans to ASFA Data Corporation, generate payment plan correspondences for federal loans, process Paid-In-Full federal loans, receptionist and handle customer service window, process ABC payments in cashiers department, process payments received in the mail, dept deposits, petty cash, and refunds, daily check and balance. University of Houston – Residential Life & Housing Office Assistant 1980 – 1990 Data entry of all housing application and charges to ABC billing system, customer service, printing housing contracts for mailing, and Third Party Billing for Athletic Department on athletes who reside in the dorms. EDUCATION Graduated from Sam Houston High School – Houston, TX (May 1980)