Finance service specialist resume examples from 2026
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How to write a finance service specialist resume
Craft a resume summary statement
A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the finance service specialist role.
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in finance service specialist-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
These tips will help you demonstrate why you are the perfect fit for the finance service specialist position.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a finance service specialist resume:
- Excellent Interpersonal
- Mutual Funds
- Customer Service
- Patients
- Financial Services
- Loan Applications
- Life Insurance
- Credit Card
- PowerPoint
- Client Relationships
- Customer Inquiries
- Financial Aid
- Account Balances
- Customer Relationships
- Bank Products
- Customer Issues
- Financial Eligibility
- Payment Arrangements
- NMLS
- Financial Transactions
- Financial Data
- Outbound Calls
- Business Development
- Customer Accounts
- Delinquent Accounts
- Account Maintenance
- Sales Quota
- Financial Products
- Wire Transfers
- Financial Statements
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How to structure your work experience
Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.
Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.
Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the finance service specialist.
How to write finance service specialist experience bullet points
Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:
- Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
- Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
- Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.
Here are great bullet points from finance service specialist resumes:
Work history example #1
Customer Service Officer
Walmart
- Maintained communication throughout ordering or checking out process.
- Pitched for the Wal-Mart MasterCard.
- Maintained communication throughout the check-out process.
- Handled cash input for the store, loan to CSM, and fund verification for customer payroll.
- Experienced professional with 12 years of proven capabilities in customer service, transportation and operational logistics.
Work history example #2
Loan Administrator
Bank of America
- Projected and Performed detailed appraisal reviews determining the acceptability of the valuation.
- Obtained and continues to maintain NMLS Loan Officer Licenses in states of MA and maintain NMLS license.
- Researched and successfully resolved account discrepancies.
- Prepared Mortgage Discharges and UCC's filing, continuation, and termination and Insurance tracking.
- Worked with Government Sponsored Entities (GSE's) performing audits of repurchase request.
Work history example #3
Finance Service Specialist
Northwestern Mutual
- Obtained my series 6 and 63 FINRA securities licenses in 2 months time.
- Established relationships within small to medium businesses and existing clients through one-on-one communication.
- Completed Series 6 and 63 FINRA licensing exam.
- Leveraged strong written & verbal communication to deliver individual & group sales presentations
- Developed and delivered training for PeopleSoft.
Work history example #4
Loan Administrator (Part-Time)
Bank of America
- Performed loan set up for various types of commercial loans on AFS system.
- Processed clients' RESPA documents for various NationsBank branches over the US.
- Worked closely with account executives, brokers, underwriters, funders, and HMDA department on a daily basis.
- Audited foreclosure loans to ensure alignment with investor/insurer, state, and regulatory guidelines.
- Entered in sale dates, holds and data into Lender Processing Systems (LPS) and AS400.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
- The highest degree you have achieved.
- TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
- TField of study
- TAny honors, relevant coursework, achievements, or pertinent activities
Here are some examples of good education entries from finance service specialist resumes:
High School Diploma
1999 - 1999
Associate's Degree in business
American InterContinental University, Chandler, AZ
2006 - 2008
Highlight your finance service specialist certifications on your resume
Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.
To list, use the full name of the certification and the organization that issued it, along with the date of achievement.
If you have any of these certifications, be sure to include them on your finance service specialist resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Management Accountant (CMA)
- Certified Billing and Coding Specialist (CBCS)
- International Accredited Business Accountant (IABA)
- Certified Public Accountant (CPA)