Account Officer Resume Samples - Page 2

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Account Officers oversee the financial performance of a business and need to perform a variety of tasks such as assessing financial risks, promoting products, preparing budgets, and ensuring payments are accurate. The most successful Account Officer resume samples highlight accounting skills, computer proficiency, managerial abilities, loyalty to their employers and familiarity with office operations. Those seeking to work as Account Officers need to showcase in their resumes a Bachelor's Degree in accounting. An MBA represents a major advantage.

For more information on what it takes to be a Account Officer, check out our complete Account Officer Job Description.

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11

Account Officer

Provided accurate account information, quotes, technical support & banking services

  • Assisted compliance department in determining corrective actions for discrepancies & fraud
  • Processed equity/option trades & other account transactions
  • Resolved customer service & technical issues on company website
  • Answered 60-80 calls daily regarding basic operational procedures for existing clients
  • Monitored client cash balances, incoming/outgoing wires & individual securities
Candidate Info
6
years in
workforce
6
years
at this job
BA
Bachelor of Arts
12

Account Officer

Developed financial statements and periodic reports to facilitate cost control by management.

  • Reviewed bank reconciliation, revenue and expense account and oversaw fixed asset management needed to develop company's financial statements.
  • Facilitated migration of company's data management system from manual calculation to VBA database that significantly saved over $1,000,000 every year.
  • Reviewed and prepared annual internal and external auditing schedules; coordinates audit activities that increased company's confidence in financial statement.
Candidate Info
2
years in
workforce
1
year
at this job
MBA
Accounting And Finance
MBA
Accounting & Cpa
13

Account Officer

  • Underwrote $500MM in senior, mezzanine and structured commercial real estate loans
  • Independently managed several multimillion dollar accounts
  • Developed financial proforma models used to accelerate quantitative analysis of new financing requests, test borrowers’ performance expectations and clarify lender risk
  • Provided market research, valuation and financial statement analysis for 25 transactions involving office, hotel/casino, multifamily, condominium, construction, self-storage, land, public companies and/or REITs
  • Produced credit analysis reports used to satisfy federal reporting and reserve requirements
  • Reviewed draws for construction loans and revolving credit facilities
Candidate Info
4
years in
workforce
3
years
at this job
BA
Economics
MBA
Finance, Management Of Technology & Operations
14

Account Officer

  • Maintained monthly customer accounts of 500 and reconciled account balances up to $80,000.
  • Coordinated customer account billings, overdue balances, collections and settlements; researched high balance delinquencies and generated formal design of debt reduction strategies
  • Monitored account performance statistics and auto-debit accounts
  • Collaborated with mortgage institutions on securitization accounts, loan approvals, and refinancing of personal capital
Candidate Info
8
years in
workforce
2
years
at this job
HS
Cultural Studies
AA
International Language Studies
AA
Liberal Arts
15

Account Officer

  • Managed high volume of telephone calls from existing and potential customers in a call center setting.
  • Responded to and resolved customer questions and problems utilizing all available tools.
  • Transacted trades on a daily basis, this included trades for stocks and options. In order to make certain that industry rules and regulations were followed, calculated buying power for margin accounts, day-trading buying power for online traders and ensured accounts held the appropriate clearance while working in the Electronic Brokerage Services department.
  • Resolved trade-related issues and aided the firm in avoiding trade violations.
  • Reviewed and processed paperwork for new accounts in the Operations Department.
Candidate Info
1
year in
workforce
1
year
at this job
BA
Business
Dipolma

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