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Interactive Intelligence - Finance Customer Service Specialist Resume Example

Anna Gonzales

Energetic and Enthusiastic Business Professional offering strong administrative, communication and customer service skills.  Possess a strong reputation for building internal and external relationships. 

  • Customer and Personal Service
  • Sales and Marketing
  • Judgment and Decision Making
  • Time Management
  • Production and Processing
  • Troubleshooting/Problem Solving
Finance Customer Service Specialist May 2012Sep 2014 Interactive Intelligence Indianapolis, IN
  • Proactively collaborate with ININ resources in finance, legal, sales and services to ensure accurate processing and invoicing of sales orders, annual maintenance renewal, professional services, education and other invoice types for the Great Lakes Region.
  • Set up and maintain comprehensive and accurate billing records, including current customer information.
  • Develop strong relationships with customers.
  • Research and solve license management issues including software product upgrades and trial/evaluation licensing.
  • Bill transactions on a timely basis to meet month/quarter/year-end deadlines.
  • Utilize ServiceNow ticketing system to receive, respond and track resolution of team questions/issues.
Co-Owner Aug 2005Jun 2013 INK Solution of Muncie Muncie, IN
  • Established QuickBooks Accounting System and trained staff to utilize Microsoft POS System.
  • Maintain all accounting functions including customer invoicing, accounts payable and receivables.
  • Direct and coordinate organization's financial and budget activities to fund operations, maximize investments, and increase efficiency.
  • Establish and implement operational policies, goals, objectives, and procedures.
  • Perform sales floor work, such as greeting or assisting customers, taking phone and email orders, or taking inventory.
Member Service Representative II Nov 2008May 2012 FORUM Credit Union Indianapolis, IN
  • Process member transactions accurately and quickly, in a timely manner while providing professional service.
  • Adhere to all credit union policies and procedures regarding cash limits, approvals, identification and cash counting.
  • Listen, identify, and cross-sell credit union products and services to help meet members' needs.
  • Handle all member problems and complaints with professionalism and courtesy.
  • Answer incoming calls from members and other departments to research errors and issues.
Independent Sales Representative Jan 1995Jun 2011 Silpada Designs/The Pampered Chef
  • Developed monthly newsletters for down line Consultants and Customers.
  • Presented in-home product display of product line.
  • Provided guidance to other sales representatives regarding presentation and sales tips to maximize profits.
Manager Feb 1983Mar 1997 USA Group/Education Loan Servicing Center Indianapolis, Indiana
  • Established a high quality client communication program which included telephone and written correspondence.
  • Responsible for planning, development and coordination of annual conference and quarterly training meetings.
  • Monitored quality standards and service level to ensure maximum effectiveness and client satisfaction.
  • Effectively supervised the Client Relations staff including conducting annual performance reviews.
Administrative Clerk May 1978Feb 1983 Ball State University Office of Financial Aid Muncie, Indiana
  • Established and maintained excellent Public Relations between the Student Financial Assistance Office and student, parents, and faculty.
  • Trained new permanent and part-time employees in the application of department policies and procedures.
  • Provided clarification of changing regulations, procedures, and deadlines.
Bachelor of Science : Business Administration-Management/Finance May 1982 Ball State University
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Resume Details

This is a real resume for a Finance Customer Service Specialist in Fishers, Indiana with experience working for such companies as Interactive Intelligence, Ink Solution Of Muncie, Forum Credit Union. This is one of the hundreds of Finance Customer Service Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Finance Customer Service Specialist resume.

Previous Companies:

  • Interactive Intelligence
  • INK Solution of Muncie
  • FORUM Credit Union

Previous Job Positions:

  • Finance Customer Service Specialist
  • Co Owner
  • Member Service Representative II
  • Independent Sales Representative
  • Manager


  • Ball State University

Level of Education:

  • Bachelor of Science

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