Cheryl Engberg
Woodstock,IL
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
Work History
Sr. Collateral Analyst
Zurich North America
Schaumburg, IL
03.2000 - Current
- Conducted periodic audits of collateral instruments (i.e. Letters of Credit, Surety Bonds, Trust Agreements and Cash Collateral) to verify proper documents and records are in place.
- Reconciled discrepancies between internal records and third-party data sources (i.e. banks and bond carriers).
- Assembled and compiled documents for collateral releases.
- Collaborated with internal counsel on complex legal matters related to collateral documents.
- Accepted and recorded payment on accounts.
- Provided guidance to junior analysts on best practices related to collateral administration.
- Reviewed collateral documents to ensure accuracy and compliance with applicable laws and regulations.
- Filed and maintained collateral records.
- Prepared and typed collateral closing documents or legal documents using computers.
- Drafted reports summarizing findings from due diligence reviews of financial institutions.
- Maintained an up-to-date database of customer information including payment history and account balances.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Assisted with customer requests and answered questions to improve satisfaction.
- Assisted in modifying existing software systems to enhance performance and add new features.
- Completed day-to-day duties accurately and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Maintained updated knowledge through continuing education and advanced training.
- Answer 100 e-mails per week to assist with customer questions and concerns.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Planned and completed group projects, working smoothly with others.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Bachelor of Arts - Busisness Management And Leadership
Judson University
Elgin, IL12-2010
Skills
- Collateral Documents Review
- File Management
- Collateral and Legal Disbursements
- Customer Communication
- Letters of Credit Application Review
- Data Entry
- Decision-Making
- Microsoft Office
- Customer Service
- Problem-Solving
- Calculations Error Correction
- Business Correspondence Preparation
- Accounting Software (ie Salesforce and SAP)
Affiliations
- Active volunteer at Feed My Starving Children
- Active member of K-pop Global Fanbase by leading and promoting projects within the Chicagoland area
References
References available upon request.
Timeline
Sr. Collateral Analyst
Zurich North America
03.2000 - Current
Bachelor of Arts - Busisness Management And Leadership
Judson University
Similar Profiles
Gianna FowlerGianna Fowler
Veterinary Claims Professional at Zurich North America Insurance CompanyVeterinary Claims Professional at Zurich North America Insurance Company
Holly Swain MendezHolly Swain Mendez
AVP E&S PROPERTY at Zurich North AmericaAVP E&S PROPERTY at Zurich North America
Mickie MartinezMickie Martinez
Customer Care Professional II at Zurich North AmericaCustomer Care Professional II at Zurich North America
Stephanie SanchezStephanie Sanchez
Regional Income Develpoment Executive at Zurich North AmericaRegional Income Develpoment Executive at Zurich North America
Jocelyn EisenmengerJocelyn Eisenmenger
Marketing & Visitors Center Manager at Woodstock Area Chamber of Commerce & IndustryMarketing & Visitors Center Manager at Woodstock Area Chamber of Commerce & Industry