Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Dimple Rao

Rosenberg,TX

Summary

High achieving professional with 20+ years of business administration and customer service. Organized, detailed oriented, and experienced in properly handling customer inquiries and transactions. Consistently recognized for driving team members forward and exceeding company expectations resulting in numerous rewards.

Overview

8
8
years of professional experience

Work History

Underwriting Assistant

Starr Insurance
09.2023 - 02.2024
  • Created, updated, and maintained renewals into Salesforce and CAT model on RMS.
  • Ensured policy transactions, quotes and renewals were issued timely and all changes documented and recorded accurately.
  • Analyze submissions for accuracy of policy issuance invoiced through Lynx system and communicated with Global Operations for fronted accounts.
  • Collaborated with underwriters and producers to ensure common understanding releases of instructions for policy issuance and resolved procedural problems.
  • Created Loss Run Reports by researching history of claims against a commercial insurance policy.
  • Assembled Policy Wordings such as manuscript and benchmark policies by collecting proper endorsements.

Credit Delivery Analyst

Texas Capital Bank
10.2021 - 04.2023
  • Supported Homebuilder Finance with daily tasks such as draws/distributions requests, new construction loan projects, funding deposit accounts, order construction inspections to make funds available.
  • Worked on monthly reconciliations inventory reports for borrowers to ensure client is compliant.
  • Used TCL system, Tickler, and Nautilus while coaching new and current team members, communicated with title companies, builder clients, loan operations, closing/funding team, relationship managers, relationship associates, Line of Business, Line of Credit V.P. and business associates.
  • Reviewed critical pipeline fundings to add lots/construction verticals on borrower's global inventory line along with capacity limits when booking high dollar loans.
  • Reviewed loan agreements, exception status, and closing modification agreements.
  • Collaborated with clients to resolve any contractual issues and served as a point of escalation on the team.

Business Advocate Banker I

Wells Fargo Bank N.A.
01.2016 - 10.2021
  • Managed client's accounts and provided exceptional customer service resulting in X% increase in customer satisfaction.
  • Consulted with high-net-worth customer segments and served as a point of escalation.
  • Consulted with Business Advisory Specialist, Merchant, Consultants, Financial Advisors, Private Wealth Management Advisors, and Mortgage Consultants.
  • Opened all accounts, certificates, loans, and other credit institution products or services accurately, ensuring all related forms are completed in a timely manner.
  • Completed transactional and operational tasks along with daily balancing cash vaults while minimizing risks under established policies.
  • Adapted a flexible coaching style for a diverse team to learn new products and services.

Education

Fashion Merchandising

Houston Community College
Houston, TX

High School Diploma -

Lee High School
Houston, TX
2004

Skills

  • MS Excel
  • SPARC
  • Nautilus
  • iVOS
  • The Construction Loan System
  • Store Vision Platform Banking

Accomplishments

  • 2019 Community Bank Golden Spoke Champion – Exceptional Service & Outstanding Performance (Top 4th Percentile Regional Award, Wells Fargo Bank N.A.)
  • 2018 Branch Team Member Semi Annual Recognition Q3-Q4 2018, Regional Award.
  • 2018 Branch Team Member Semi Annual Recognition Q1-Q2 2018, Regional Award.

Timeline

Underwriting Assistant

Starr Insurance
09.2023 - 02.2024

Credit Delivery Analyst

Texas Capital Bank
10.2021 - 04.2023

Business Advocate Banker I

Wells Fargo Bank N.A.
01.2016 - 10.2021

Fashion Merchandising

Houston Community College

High School Diploma -

Lee High School

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Dimple Rao