Carla Stewart
Charlotte,NC
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Corporate Insurance Consultant
Wells Fargo
Charlotte, NC
08.2020 - Current
- Review property and liability insurance certificates to ensure compliance with servicing agreements specific to the borrower
- Maintain knowledge with Freddie Mac, Fannie Mae, Ginnie Mae (HUD) Insurance requirements which include Loan Agreements, Seller/Servicing Guides, and Servicing Agreements
- Provide detailed insurance analysis on Hi-Risk programs including reviewing statement of values, collaborating with the agent on resolving deficiencies in coverage, and ensuring compliance with loan document and investor guidelines
- Escalate issues, evaluate, and process borrowers’ insurance waiver request(s) in conjunction with asset managers, internal and external counsel, and business partners
- Work closely with Asset Management teams across all portfolio's providing insurance guidance and taking the lead on complex insurance issues.
Account Executive Associate
Arthur J. Gallagher
Charlotte, NC
07.2017 - 02.2020
- Assisted Underwriter in servicing and operational management of accounts
- Conducted and reported on Quality Assurance and Data Entry underwriting audits for the commercial book of business
- Developed and maintained strong business relationships with insurance agents and carrier underwriters in multiple states
- Served as primary point of contact for all underwriting processing related inquires and escalated issues from Northland and Canal
- Also, the key contact for internal departments.
Senior Operations Specialist Client Compensation
LPL Financial
Charlotte, NC
11.2006 - 09.2016
- A member of the Quality Assurance Team within Client Compensation
- Provided quality assurance & control over Operations key control processes
- Reviewed financial transactions across all areas of processing for completeness and accuracy to ensure that advisors and institutions receive accurate and timely compensation payments and reporting
- Delegated task and ensured service level agreements and accuracy standards were met
- Served as the primary point of contact for escalations and assisting staff with complex issues and tasks
- Participated in projects related to process improvements
- Worked with Internal and External Auditors in reviewing and developing departmental controls to stay within SEC and FINRA guidelines.
Underwriting Technician
RSUI Insurance
Atlanta, GA
01.2001 - 10.2006
- Prepared automatic renewals & other new/renewal accounts for analysis, issuance, and additional underwriter review
- Supported the Underwriting Unit in loss control review & compliance follow up, outstanding file documentation, and other general underwriting tasks
- Responded to and conduct regular follow-ups with agents/underwriters/accounting/premium finance companies for additional underwriting and billing information, applications, and various payment resolutions
- Managed new & renewal business within a limited underwriting authority level.
Education
Bachelor of Science in Business Administrative Management -
Skills
- Quality Assurance Requirements
- Analytical Thinking
- Effective Communication
- Teamwork and Collaboration
- Attention to Detail
- Decision-Making
- Task Prioritization
- Continuous Improvement
- Problem-Solving Abilities
- Property and Casualty Insurance
- Multitasking
Certification
- · Property & Casualty License
Affiliations
- Women in Technology (WiT)
References
References available upon request.
Timeline
Senior Corporate Insurance Consultant
Wells Fargo
08.2020 - Current
Account Executive Associate
Arthur J. Gallagher
07.2017 - 02.2020
Senior Operations Specialist Client Compensation
LPL Financial
11.2006 - 09.2016
Underwriting Technician
RSUI Insurance
01.2001 - 10.2006
Bachelor of Science in Business Administrative Management -
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