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.
Senior Commercial Subrogation Representative / Lead at National Interstate InsuranceSenior Commercial Subrogation Representative / Lead at National Interstate Insurance
Outside Sales - Senior Mortgage Loan Officer at US Lending Corp - Society MortgageOutside Sales - Senior Mortgage Loan Officer at US Lending Corp - Society Mortgage