Garrett LeSage
Summerfield,OH
Summary
Corporate finance professional with robust experience in financial management, strategic planning, and regulatory compliance. Known for effective collaboration and delivering measurable results. Strong analytical skills, adept at financial reporting, budgeting, and risk management. Reliable, adaptable, and focused on achieving organizational goals.
Overview
6
6
years of professional experience
Work History
Underwriting Assistant Investigator
The Hartford Insurance Group
09.2024 - Current
- Maintained high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
- Assisted in development of underwriting guidelines that led to more consistent and fair decision-making processes.
- Supported senior underwriters in evaluating complex applications, ensuring thorough analysis and accurate decision-making.
- Reviewed sales contracts, appraisals, titles and deeds to effectively underwrite real estate loans.
- Reduced errors in application documentation, meticulously reviewing and updating records as needed.
- Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
- Played key role in project team that implemented new underwriting platform, leading to improved operational efficiency.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Contributed to policy updates by providing insights from case analyses, helping to mitigate potential risks.
- Streamlined reporting processes to ensure timely submission of detailed investigation reports to management and clients.
Financial Loan Officer
Florida Credit Union
06.2022 - 09.2024
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Developed strong relationships with customers through high levels of customer service.
- Maintained strict confidentiality of bank records and client information.
Personal Banker
Citizens First Bank
10.2019 - 06.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Ensured compliance with company policies as well as industry regulations through diligent oversight of daily operations and staff adherence to guidelines.
- Improved overall team morale with effective motivational techniques like reward programs, recognition events, and transparent communication practices.
- Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
High School Diploma -
Souls Harbor Christian Academy
Belleview, FLSkills
- Policy administration
- Problem-solving abilities
- Time management
- Multitasking Abilities
- Excellent communication
- Organizational skills
- Adaptability and flexibility
- Self motivation
- Client relations
- Financial analysis
- Risk management
- Analyzing data
Languages
Sign Language
Limited Working
Timeline
Underwriting Assistant Investigator
The Hartford Insurance Group
09.2024 - Current
Financial Loan Officer
Florida Credit Union
06.2022 - 09.2024
Personal Banker
Citizens First Bank
10.2019 - 06.2022
High School Diploma -
Souls Harbor Christian Academy