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Citi - Credit Balance Specialist Resume Example

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Lucas Martin
  • XXXX XXXX XXXXX XXXXXX, Kansas City, MO 64157
Professional Summary

Responsible Credit Balance Specialist proficient in  making decisions for refunds and write off . Passionate and motivated, with a drive for excellence. [12] years in [Credit Balance Write Off] and [Small Balance Write Off] positions.

  • Proficient with Windows Suite and Citi Systems
  • Auditing methodology
  • Strong language and writing skills
  • Judgment and Decision Making
  • Time Management
  • Education and Training
  • Pristine Attention to Details
Credit Balance Specialist, 04/2006 to Present
Citi Kansas City, MO
  • Validated audit findings and provided clear summary
  • Reviewed daily reports for accounts potentially out of compliance
  • Processed daily manual refunds, stop pay, Bk pref and fee refunds, monthly reports
  • Identifying and analyzing credit balance inventory, escalating any gaps to management
  • Training peers in credit balance processes and systems
  • Assisted with accumulating information for outside audits
  • Produced monthly inventory reports
  • Produced training aid for manual database
Small Balance Specialist, 10/2003 to 04/2006
Citi Kansas City, MO
  • Reviewed and processed accounts for small balance write off incurred by settlements
  • Lead special projects for management
  • Worked with offshore when the department transitioned,making sure training was complete and inventory did not get into backlog
High School Diploma: May 1979 Winnetonka High School - Kansas City, MO
General , Maplewoods Community College - Kansas City, MO
Completed 1 Semester
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Resume Details

This is a real resume for a Credit Balance Specialist in Kansas City, Missouri with experience working for such companies as Citi. This is one of the hundreds of Credit Balance Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Credit Balance Specialist resume.

Previous Companies:

  • Citi

Previous Job Positions:

  • Credit Balance Specialist
  • Small Balance Specialist


  • Winnetonka High School
  • Maplewoods Community College

Level of Education:

  • High School Diploma

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