Felissa McHardy
Vero Beach,United States
Summary
Ambitious Assistant Underwriter performs variety of administrative duties to support underwriting operations. Prioritizes and completes high number of tasks while maintaining established turnaround time. Easily navigates various computer systems to manage client accounts and process underwriter requests.
Proficient Data Entry Clerk successful in preparing documents and tasks. Familiar with ordering supporting reports, completing required documents and preparing marketing materials. Ready to offer over 10 years of experience to challenging position with room for advancement.
Methodical administrative assistant committed to meeting strict deadlines and personally guiding clients through underwriting process. Expertise in credit and income analysis, loan closing and risk assessment. Innovative and diligent individual commended for working collaboratively with team members and accurately completing loan packages.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Underwriting Assistant
Orchid Insurance
04.2021 - 05.2024
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks
- Examined potential loss stemming from catastrophe, severity or frequency of possible loss
- Responded to customer requests via telephone and email and effectively answered questions and inquiries
- Work From Home Copied, logged and scanned supporting documentation and placed all information in client files
- Performed second-level review for loans recommended for denial by assisting with re-negotiations
- Reviewed credit reports, financial statements and transactions to verify accuracy and completeness
- Assisted Underwriters by calculating group and individual renewal rates based on customers' background, industry and demographic information.
Data Entry Administrator
Abbott
03.2020 - 02.2022
- Maintained high levels of data confidentiality, adhering to strict security protocols and guidelines.
- Improved data accuracy by meticulously verifying and correcting information during entry.
- Reduced errors and increased efficiency through thorough proofreading and editing of entered data.
- Remained adaptable to changing workloads and priorities while maintaining a high level of organization and attention to detail.
- Demonstrated strong multitasking abilities by juggling numerous tasks simultaneously without sacrificing quality or accuracy.
- Optimized existing spreadsheets for better tracking and analysis of entered data.
- Enhanced team productivity with efficient communication and collaboration on various data entry tasks.
Manager
Regus
05.2016 - 03.2021
- Coordinated office inventory by restocking supplies and placing purchase orders
- Kept reception area clean and neat to give visitors a positive impression of the company
- Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance
- Wrote professional memorandum, letters and marketing copy
- Planned and coordinated logistics and materials for board meetings, committee meetings and staff events
- Managed office supplies, vendors, organization and upkeep
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades
- Created customized marketing materials to increase product awareness
- Used Pardot (Salesforce marketing) to create marketing emails for use by project managers, customers and other marketing staff to make accurate decisions about future plans
- Tracked key metrics and developed spreadsheets and data models
- Wrote engaging and successful marketing, advertising and website copy.
Education
High School Diploma -
Port Saint Lucie
Port Saint Lucie, FLAssociate of Arts -
Indian River State College
Ft. Pierce, FLSkills
- SalesForce
- Complaint documentation
- Client communication
- Provider identification
- Opening and closing accounts
- Service upselling
- Staff training
- CRM software
- Call escalation
- Banking operations support
- Mircosoft and Excel
Certification
- MCAS - Microsoft Certified Application Specialist
Timeline
Underwriting Assistant
Orchid Insurance
04.2021 - 05.2024
Data Entry Administrator
Abbott
03.2020 - 02.2022
Manager
Regus
05.2016 - 03.2021
High School Diploma -
Port Saint Lucie
Associate of Arts -
Indian River State College
- MCAS - Microsoft Certified Application Specialist
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