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Finance processing clerk skills for your resume and career

Updated January 8, 2025

4 min read

Quoted expert

Curtis Nicholls Ph.D.

Below we've compiled a list of the most critical finance processing clerk skills. We ranked the top skills for finance processing clerks based on the percentage of resumes they appeared on. For example, 16.7% of finance processing clerk resumes contained data entry as a skill. Continue reading to find out what skills a finance processing clerk needs to be successful in the workplace.

15 finance processing clerk skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how finance processing clerks use data entry:

Performed all office duties such as scheduling, dealing with all clients and customers, heavy phone volume and data entry.
Aggregate client data and ensure accurate data entry into Customer Relationship Management (CRM) and financial information databases.

2. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how finance processing clerks use financial transactions:

Processed on-line financial transaction on accounts.
Processed financial transactions such as cash distributions, rollovers to IRA accounts and qualified plans with a high degree of accuracy.

3. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how finance processing clerks use outbound calls:

Make outbound calls to dealerships to verify funding contracts.
Conducted outbound calls to brokerage firms and financial institutions in regards to mutual clients.

4. Student Loans

Student loans refer to money borrowed from the government or a private lender to pay for college. Students must settle the loan later, along with the interest that builds up over time. The primary uses of the money include payment for tuition, accommodation, and books.

Here's how finance processing clerks use student loans:

Look over Unpaid Refund Discharge applications for defaulted student loans and recommend reject or accept to FSA.

5. Title IV

Here's how finance processing clerks use title iv:

Determine eligibility and certify Title IV funds for students while adhering to Department of Education policies.
Followed up with students for outstanding documents and packaging Title IV funding.

6. External Regulations

Here's how finance processing clerks use external regulations:

Adhered to all internal and external regulations.
Reviewed transactions for accuracy, completeness, and adherence to all internal and external regulations.

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7. Origination

Here's how finance processing clerks use origination:

Execute origination process, reports and researched information for certification.

8. Federal Regulations

Federal regulations refer to the set of rules, both general and permanent that are published in the Federal Register by the agencies of the federal government and the executive departments. Federal regulations are the large body of rules that govern federal practice. Examples of these laws include taxes and financial regulation, discrimination law, wages law, and so on.

Here's how finance processing clerks use federal regulations:

Process all forms in accordance with State/Federal regulations and company policies and procedures.
Carry out duties in compliance with all state and federal regulations and guidelines.

9. AWD

Here's how finance processing clerks use awd:

Validate checks accurately using Vanguard s AWD, WAVE and OARS data base.

10. Financial Data

Here's how finance processing clerks use financial data:

Establish administrative controls to promote strict confidentiality of client financial data.
Processed financial data pertaining to posting various customer transactions and verifying the data entries.

11. Annuities

Here's how finance processing clerks use annuities:

Process returned mail for participants Annuities and Retirement fund information Review, find and research information to locate beneficiaries.
Provided professional assistance through Individual Annuities via the Financial Hotline.

12. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how finance processing clerks use ach:

Created various disbursements such as checks, wires and ACH's.
Confirmed bank account, wires, and Ach information.

13. External Clients

External clients directly relate with a company or business, however only through the purchase of products and services.

Here's how finance processing clerks use external clients:

Display strong client relationship management skills during interactions with both internal and external clients.

14. Financial Reports

Here's how finance processing clerks use financial reports:

Aided with the monthly financial reports along with quarterly and annual statements.
Prepared 5+ Ad-hoc financial reports analyzed and finalized to process payments on Oracle system.

15. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how finance processing clerks use account maintenance:

Deposited and invested check deposits, opened new accounts and processed account maintenance requests appropriately within deadlines.
Provide account maintenance and process requests for PNC Asset Management trust accounts.

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What skills stand out on finance processing clerk resumes?

Curtis Nicholls Ph.D.

Associate Professor of Accounting, Co-director of the Student Managed Investment Fund, Bucknell University

The obvious trends are going to become more pronounced: coding and technology-related skills. I think we are going to see an elevation in the coding expectations. In the future, I expect employers to begin providing coding assessments to potential candidates. This is a common feature of engineering and finance jobs, and I think we will see it with respect to claims about coding prowess.

Data skills will also continue to become more prevalent across all business disciplines. Employers are looking for experience with large data sets, data visualization software (e.g. Tableau, PowerBI, Alteryx, etc.) and statistical analysis. Data has become a major currency, and employees' ability to utilize data for decision making will be critical to success in the employment marketplace.

Beyond the obvious, I think the pandemic has also shifted focus to skills surrounding resilience and motivation. I've heard employers during the pandemic express surprise at the disparity of responses to the pandemic: some employees made the pivot to remote work seamlessly, others required significantly more support. Skills that demonstrate resilience, such as group work, honors programs, etc. will become more important.
I would encourage job seekers to highlight skills learned during the pandemic. I would anticipate a regular interview question inquiring about how the job seeker used their extra time during the pandemic. The most common answers will likely include lots of Queen's Gambit and Tiger King, but employers will look for answers surrounding the development of new skills or acquired certifications. Imagine the employer's thoughts when you suggest that you used the extra time to pursue a lifelong dream such as learning to play the piano or guitar. If you missed the early pandemic window of opportunity, take advantage now!

This line of questions may precede a dangerous trend for employers to look for indications of mental strength. I find this possibility disheartening as we could see employers screening employees with mental health challenges at a time when the solidarity of a job could provide much needed structure.

Do you want to know more?

List of finance processing clerk skills to add to your resume

The most important skills for a finance processing clerk resume and required skills for a finance processing clerk to have include:

Data Entry
Financial Transactions
Outbound Calls
Student Loans
Title IV
External Regulations
Origination
Federal Regulations
AWD
Financial Data
Annuities
ACH
External Clients
Financial Reports

Account Maintenance
Financial Statements
Administrative Systems
Client Transactions
Financial Requests
Departmental Policies
Vanguard
Account Transactions
Financial Institutions
Exchange Commission
Retirement Accounts
Bank Deposits
Credit Reports
Client Accounts

Process Checks
Address Changes
Expense Reports
IRS
Credit Card Payments
Wire Transfers
Bank Statements
PowerPoint
Account Updates
Client Expectations
EFT
Customer Payments
Iras

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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