Smart financial professional applies strong problem-solving and decision-making skills in job tasks. Self-motivated with good understanding of evaluating credit history, financial stability and risks. Diligent individual with strong work ethic.
Overview
3
3
years of professional experience
Work History
Account Underwriter
Travelers
09.2023 - Current
Manage profitability, growth, and retention of typically smaller assigned book of business largely composed of existing accounts
Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability
Partner with leadership to execute business unit underwriting strategies across book of business to achieve profit and growth objectives
Cultivate and maintain relationships with internal partners within business unit and across enterprise to identify cross-selling opportunities
Foster and maintain relationships with external partners through regular touchpoints and engagement
Travel to such touchpoints may be requested on limited basis
Learn to identify and capture new business opportunities using consultative marketing and sales skills
Collaborate with assigned Account Executive(s) to execute agency, region, and group sales plans with guidance from management
Complete underwriting support activities for assigned agents on limited basis
Perform other duties as assigned.
Project Coordinator
DI Supply
06.2023 - 09.2023
Coordinate with Project Supervisors and order all materials for hotel renovations and new construction projects
Send all purchase orders to vendors
Follow up with 50+ purchase orders daily to ensure completion time
Approve invoices
Organize and compile excel spreadsheets that are shared with corporate office
Kept projects on schedule by managing deadlines and adjusting workflows.
Purchasing Specialist
The Printing Co
04.2021 - 06.2023
Submit all purchase orders to outsourced vendors
Follow up on 150+ purchase orders daily to ensure orders will complete on time
Submit prepayments to vendors when required
Match invoices to orders and submit to finance department
Request spec samples
Process 50+ estimates weekly to give to CSR
Process all "problem tickets" and damaged goods that are received
Managed inventory levels to minimize stock shortages while optimizing storage space utilization.
Collaborated with other supervisors to develop interdepartmental strategies for process improvement and increased efficiency across organization