Brandon Shaw
Lakewood,OH
Summary
Analytical professional proficient in information gathering, report preparation and data compilation capabilities. In-depth knowledge of insurance coverage forms, procedures, and policies. Accommodating and logical individual skillful in creating customized requests for each client.
Overview
3
3
years of professional experience
Work History
Associate Underwriter II
National Interstate Insurance
Richfield, OH
02.2023 - Current
- Analyze driving record's following guidelines to determine eligibility.
- Calculate premium when accounts are adding vehicles to their policies.
- Create a policy for New Business/Renewals and issuing to policyholder.
- Developed relationships with brokers, agents, and external partners who may refer potential customers.
- Providing loss run history for our current and/or expired insureds.
- Provide and make policy request endorsements for all lines of insurance.
- Identified opportunities to improve underwriting processes or procedures.
- Collaborated with other departments within the organization to ensure efficient processing of customer applications.work.
Corresponding Review Specialist
Union Home Mortgage
Strongsville, OH
03.2021 - 01.2024
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Reviewed loan applications for accuracy and completeness.
- Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
- Compiled closing packages containing all necessary documents required for funding.
- Monitored progress of each loan application from start to finish ensuring timely completion.
- Monitored post-closing activities such as recording fees, finalizing titles, releasing funds from escrow accounts.
- Established escrow accounts for taxes and insurance payments as needed.
Education
Bachelor of Science - Sports Administration
Kent State University
Kent, OH12-2020
Skills
- Data Interpretation
- Organizational Skills
- Relationship Building
- Influencing business growth
- Insurance policies
- Policy Review
- Sales Support
- Analytical Skills
Timeline
Associate Underwriter II
National Interstate Insurance
02.2023 - Current
Corresponding Review Specialist
Union Home Mortgage
03.2021 - 01.2024
Bachelor of Science - Sports Administration
Kent State University
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