Dane Moscatelli

● Manage 25 clients by performing system configuration and testing to meet client requirements for projects and annual enrollment.

● Updated benefit plan rules, details, rates for annual enrollment as well as

● Conduct regression testing to discover software enhancements or needs.

● Perform ongoing audits and file reviews, ensuring data and results accuracy.

● Achieve 100% monthly billing accuracy tasks such as generating invoices, posting payments and reconciling receivables.

● Planned and organized daily trips to conduct physical and virtual audits on commercial accounts.

● Analyze financial statements, such as payroll records and general ledgers to ensure that labor was covered by workmen's comp and general liability to capture any unreported exposures.

● Investigate through interviews and research to gain an understanding of the business being audited.

● Manage and audit a pipeline of loans to ensure the integrity of the file while making sure it complied with federal and company policies

● Liaison between Processing, Sales, and Closing departments, obtaining proper documentation and information to provide an accurate loan

● Consistently track outstanding documentation and communication to meet closing deadline

● Ensure that loan amounts were correctly disbursed to the appropriate beneficiaries

● Speak with employers to confirm validity of employment to prevent risks of mortgage fraud

● Communicate with all divisions of the bank and employer companies to obtain necessary documentation in a timely fashion to ensure accuracy of the loan file