Catherine Bailey
Toms River,NJ
Summary
Highly proficient professional with a background in Insurance Adjusting and Mortgage Processing and Closing. Adept in managing large pipelines of work with high volume. Expert in task management.
Overview
11
11
years of professional experience
Work History
Material Damage Claims Adjuster
National General Insurance Company
09.2022 - 11.2023
- Attained and currently holds insurance adjusting license for NY State Department of Financial Services, License# 1771597. Willing and able to apply for reciprocity to attain license in other states.
- Improved claim resolution times by efficiently managing a caseload of material damage claims, while keeping Pending Claim list under 40 claims at all times.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate updates on claim status.
- Reduced fraudulent claims by thoroughly investigating each case and gathering relevant evidence.
- Collaborated with repair shops to ensure timely and cost-effective repairs, ultimately saving company resources.
- Negotiated fair settlements with claimants by leveraging strong communication skills and industry knowledge.
- Streamlined workflow by effectively prioritizing tasks based on claim complexity and urgency.
- Identified subrogation opportunities through careful analysis of accident details, recovering funds for the company when appropriate.
Closer/Funder
Supreme Lending
07.2020 - 06.2022
- Sent initial closing disclosures, balanced files for closing, sent closing document packages and funded an average pipeline of 80 monthly loans.
- Reviewed paperwork for completeness and accuracy, such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Coordinated with down payment assistance and bond programs to set up loans for closing and funding, and completed final documents and funding authorizations.
- Offered friendly and efficient service to loan officers, processors, and other team members, handled challenging situations with ease.
- Worked flexible hours; nights and weekends as needed.
Mortgage Loan Closer/Post Closer
Glendenning Mortgage Corporation
10.2018 - 07.2020
- Reviewed mortgage documents for accuracy, which includes title abstract and insurance forms
- Accurately issued initial closing disclosure for all borrowers, meeting minimum TRID waiting period guidelines
- Prepared all documents for loan closing package for loan types including Conventional, FHA, USDA, VA, Construction and Renovation loans
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Successfully closed pipeline averaging 30 loans per month
- Handled any final closing conditions sent from underwriting departments
- Reviewed, ordered, and processed closed loan packages for accuracy and compliance
- Marketed, sold, and shiped closed loans to investors for review and purchase, working with them to efficiently clear any post-closing conditions
- Exceptional understanding of many aspects of Ellie Mae Encompass software, including standard forms, custom forms, and reporting functionality
- Oversaw annual distribution of borrower 1098's and HMDA reporting
Office Manager
Colie Sails
03.2017 - 07.2018
- Handled all incoming business and client requests for information
- Generated invoices upon receipt of billing information, tracked collection progress, and processed final payment
- Tracked financial information and payments to guarantee that employees and vendors were paid accurately and on time
- Utilized QuickBooks accounting system to reflect accurate financial records
- Received new purchase orders and located correct merchandise
- Enforced the on-time shipment of products with FedEx and USPS to create exceptional customer experiences
Center Director
Mathnasium of Manhattan
07.2015 - 03.2017
- Hired, trained, managed, observed and evaluated 5 assistant directors, and 20 instructors.
- Managed multiple centers, ensuring consistent inventory management and adequate staffing at each location.
- Built constructive and open relationships with students and parents with forthright yet friendly communication.
- Strategically scheduled team members to maintain optimal staffing levels at all times.
- Utilized Salesforce CRM software to efficiently and consistently follow up with leads and communicate with existing customers.
- Supervised and assisted instruction of students, from 1st through 12th grade.
Mathematics Instructor
Mathnasium Of Manhattan
10.2012 - 07.2015
- Designed age-appropriate math activities to help student progress
- Collaborated with teachers about specific student needs
- Administered group sessions, as well as providing one-on-one support
- Documented student attendance and progress against goals
Education
Mathematics
University of Hartford
West Hartford, CTTimeline
Material Damage Claims Adjuster
National General Insurance Company
09.2022 - 11.2023
Closer/Funder
Supreme Lending
07.2020 - 06.2022
Mortgage Loan Closer/Post Closer
Glendenning Mortgage Corporation
10.2018 - 07.2020
Office Manager
Colie Sails
03.2017 - 07.2018
Center Director
Mathnasium of Manhattan
07.2015 - 03.2017
Mathematics Instructor
Mathnasium Of Manhattan
10.2012 - 07.2015
Mathematics
University of Hartford
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