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Transactional specialist skills for your resume and career

Updated January 8, 2025

6 min read

Quoted expert

Elisha Blankson

Below we've compiled a list of the most critical transactional specialist skills. We ranked the top skills for transactional specialists based on the percentage of resumes they appeared on. For example, 12.5% of transactional specialist resumes contained real estate as a skill. Continue reading to find out what skills a transactional specialist needs to be successful in the workplace.

15 transactional specialist skills for your resume and career

1. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how transactional specialists use real estate:

Supported the corporate analysts of the strategic transaction team within the legal department focusing on corporate real estate and global finance.
Liaised with other in-house departments in order to close time-sensitive and often complex real estate deals involving major national wireless carriers.

2. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how transactional specialists use customer relationships:

Developed and maintained quality customer relationships.
Fostered team growth in customer relationships by making sales referrals when appropriate.

3. Customer Satisfaction

Here's how transactional specialists use customer satisfaction:

Conduct internal quality assurance and adapt secret shopper methods to assure branches are at optimal customer satisfaction.
Resolved complex service issues or referred to associate to guarantee customer satisfaction and retention

4. Cash Flow Analysis

Here's how transactional specialists use cash flow analysis:

Provided transactional financial analysis support; including cash flow analysis for projects up to $6M.
Provide transactional financial analysis, cash flow analysis and site surveys.

5. Cash Handling

Here's how transactional specialists use cash handling:

Managed approvals, account balancing and cash handling 100k+.
Excelled at cash handling procedures with no discrepancies.

6. Financial Analysis

Here's how transactional specialists use financial analysis:

Promoted from financial analysis to commercial business development.
Performed lease abstracts, CAM reviews and financial analysis for clients.

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7. 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 transactional specialists use data entry:

Completed new hire/rehire processing including data entry of personal data, payroll data and benefit processing.
Performed data entry and other clerical tasks in a high volume environment.

8. 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 transactional specialists use financial transactions:

Processed financial transactions for members, researched and resolved erroneous transactions, and proactively generated referrals for additional products and services.
Greeted and assisted customers and completed guest financial transactions.

9. Loan Payments

Here's how transactional specialists use loan payments:

Monitored monthly activity transactions (deposits, wires, loan payments, cash transactions, checks, mortgages, etc.)
Process transactions such as: check cashing, deposits, cosigned items, savings bonds, and loan payments.

10. Cash Flow

Here's how transactional specialists use cash flow:

Negotiated indirect cost savings with suppliers in exchange for agreements to prompt payment discounts, increased company cash flow.
Carried out cash flow, portfolio residual value risk, and profitability analyses, along with competitive market pricing.

11. Purchase Orders

Here's how transactional specialists use purchase orders:

Developed college purchase orders by strictly following district purchasing guidelines.
Entered and reviewed approved requisitions for purchase order status.

12. Credit Card Payments

Here's how transactional specialists use credit card payments:

Handled cash, recorded deposits, cashed checks and recorded loan and credit card payments.
Submit check payments and credit card payments via telephone.

13. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how transactional specialists use due diligence:

Provided business advisory services, due diligence and business case analysis to support new business opportunities.
Created charts, spreadsheets, and graphs to keep Due Diligence teams on track for monthly and quarterly goals.

14. 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 transactional specialists use outbound calls:

Engaged in outbound calls to suppliers to negotiate best dates for parts to come in while building up rapport.
Assist customers and Moneygram agents to remove hold off of wire transfers by taking incoming calls and making outbound calls.

15. Customer Inquiries

Here's how transactional specialists use customer inquiries:

Investigated and resolved customer inquiries concerning billing and enrollment errors and resolved escalated customer issues.
Converted customer inquiries for company products into service orders.

5 Transactional Specialist resume examples

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What skills help Transactional Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What type of skills will young transactional specialists need?

Elisha Blankson

Program Director NCCU, Assistant Professor, North Carolina Central University

Graduates will need a skill set about the field in which they received training and additional skills useful to the job market. For example, with the changing demographics in the United States, extra skills in information technology and foreign languages will be a plus when entering the job market.

Do you want to know more?

List of transactional specialist skills to add to your resume

The most important skills for a transactional specialist resume and required skills for a transactional specialist to have include:

Real Estate
Customer Relationships
Customer Satisfaction
Cash Flow Analysis
Cash Handling
Financial Analysis
Data Entry
Financial Transactions
Loan Payments
Cash Flow
Purchase Orders
Credit Card Payments
Due Diligence
Outbound Calls
Customer Inquiries
ACH

Customer Transactions
Account Maintenance
Customer Accounts
ATM
Bank Products
SLA
Bank Policies
Customer Issues
Client Accounts
Wire Transfers
Notary
Customer Interaction
Bank Secrecy Act
IRS
POS
Foreign Currency

Customer Complaints
Customer Service
Process Improvement
Cash Drawers
Savings Bonds
Sales Referrals
PeopleSoft
Financial Reports
PowerPoint
Administrative Tasks
Financial Products
Financial Statements
SME
HR
DTC
Night Drop

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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