Detail-oriented professional with extensive experience in insurance policy auditing and financial analysis. Strong problem-solving skills and effective communication abilities contribute to successful collaborations with stakeholders, driving compliance and process improvements that enhance overall organizational performance.
Overview
17
17
years of professional experience
Work History
Insurance Company Examiner Senior
The State Of Iowa, Insurance Division
Des Moines, IA
04.2011 - Current
Conducted comprehensive audits of insurance policies to ensure compliance with state regulations.
Analyzed financial statements and reports for accuracy and adherence to industry standards.
Collaborated with stakeholders to address compliance issues and implement corrective measures.
Developed training materials for team members on regulatory changes and best practices.
Led investigations into consumer complaints, ensuring fair resolutions in line with departmental policies.
Streamlined examination processes, enhancing efficiency and reducing turnaround times for reviews.
Mentored junior examiners, fostering a culture of continuous learning and professional development.
Presented findings and recommendations to senior management, influencing strategic decisions within the division.
Participated in ongoing professional development opportunities to stay current on industry changes and maintain expertise in the field.
Contributed positively to organizational reputation by consistently demonstrating professionalism, integrity, and expertise in the role of Examiner.
Provided clear explanations of decisions made during examinations, enhancing transparency between applicants and organization.
Developed strong relationships with internal and external stakeholders, fostering open communication and collaboration.
Collaborated with team members to develop best practices for reviewing applications and maintaining accuracy.
Conducted comprehensive reviews of complex applications, ensuring all necessary documentation was obtained before rendering a decision.
Ensured compliance with relevant laws, policies, and procedures throughout the examination process.
Analyzed information gathered from investigations and reported findings.
Examined forms to determine insurance coverage and validity.
Maintained up-to-date knowledge of industry regulations to ensure accurate application assessments.
Facilitated information sharing among team members to improve overall understanding of complex cases.
Streamlined examination processes for increased efficiency and consistency in decisionmaking.
Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
Kept up-to-date with state and federal regulations to prevent errors and fraud.
Stayed up-to-date on [State] laws and licensing requirements to complete accurate and efficient reviews.
Recorded and edited minutes of meetings and distributed to appropriate officials or staff members.
Reverse Mortgage Quality Analyst
Wells Fargo
West Des Moines, IA
09.2009 - 03.2011
Conducted comprehensive quality assessments to ensure compliance with regulatory standards and internal policies.
Developed and executed test plans, identifying defects and ensuring timely resolution to enhance product quality.
Collaborated with cross-functional teams to streamline processes, improving efficiency in quality assurance workflows.
Analyzed data trends to identify areas for quality enhancement, contributing to strategic decision-making processes.
Implemented automated testing tools, reducing manual efforts and increasing accuracy in quality evaluations.
Analyzed quality and performance data to support operational decision-making.
Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
Provided detailed reports on quality metrics to senior management, enabling informed decision-making regarding process improvements.
Collaborated with cross-functional teams to develop and implement targeted solutions for identified quality issues, ensuring continuous improvement.
Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
Identified process inefficiencies through meticulous data analysis, leading to streamlined operations and increased productivity.
Ensured compliance with regulatory requirements by meticulously reviewing documentation and maintaining accurate records.
Enhanced customer satisfaction by addressing and resolving complaints in a timely manner, demonstrating commitment to exceptional service.
Optimized resource utilization by effectively prioritizing tasks based on project timelines and risk assessment outcomes.
Evaluated vendor performance by conducting regular audits, ensuring adherence to established quality standards and requirements.
Conducted thorough root cause analyses on recurring defects, resulting in the implementation of effective corrective actions.
Enhanced product quality by conducting rigorous manual testing and documenting variances from expected results.
Identified and addressed process bottlenecks, streamlining workflows for faster turnaround times.
Elevated customer trust by establishing transparent defect reporting and resolution process.
Promoted collaborative approach to problem-solving, leveraging team strengths to address complex quality challenges.
Collaborated with product management to clarify requirements, ensuring test plans fully addressed user needs.
Ensured product compliance with industry standards, meticulously reviewing specifications and conducting relevant tests.
Fostered culture of quality, encouraging proactive identification and resolution of potential quality issues.
Analyzed user feedback to inform future testing strategies, aligning efforts more closely with customer expectations.
Optimized test environments for more accurate simulation of user scenarios, enhancing product reliability.
Maintained up-to-date knowledge of quality assurance methodologies, applying best practices to daily tasks.
Incorporated delivery requirements into planning of testing schedules.
Kept scripts and test cases updated with current requirements.
Evaluated function, performance and design compliance of every product against design standards and customer needs.
Documented testing procedures for developers and future testing use.
Education
Associate of Science - Business Administration And Finance
Grandview University
Des Moines, IA
03-2009
Associate of Science - Accounting
Des Moines Area Community College (DMACC)
Des Moines, IA
05-2007
Skills
Empathy and sensitivity
Assessment coordination
Risk assessment skills
Ethical judgment
Group facilitation
Policy interpretation
Evaluation of liability exposure
Mitigation skills
Confidential records management
Confidentiality
Accuracy and precision
Document review
Documentation review
Report preparation
Deadline management
Loan documentation
Records evaluation
Data entry
Document verification
Problem-solving abilities
Records management
Records maintenance
Public service
Financial report analysis
Examination administration
Account management
Document management
Policy analysis
Teamwork
Teamwork and collaboration
Problem-solving
Time management
Attention to detail
Multitasking
Multitasking Abilities
Reliability
Excellent communication
Critical thinking
Organizational skills
Active listening
Effective communication
Adaptability and flexibility
Creative problem solving
Decision-making
Verbal communication
Relationship building
Office administration
Professional ethics
Team building
Task prioritization
Affiliations
Member of National Association of Insurance Commissioners (NAIC)
Timeline
Insurance Company Examiner Senior
The State Of Iowa, Insurance Division
04.2011 - Current
Reverse Mortgage Quality Analyst
Wells Fargo
09.2009 - 03.2011
Associate of Science - Business Administration And Finance
Insurance Company Examiner I - Financial Analyst at State of North Carolina Department of InsuranceInsurance Company Examiner I - Financial Analyst at State of North Carolina Department of Insurance