Gregory Frazier

Executed comprehensive underwriting and quoting for group insurance offerings to ensure accurate policy issuance and client satisfaction.

• Oversaw two special projects focused on optimizing the setup process for renewal insurance proposals in anticipation of the upcoming group benefit season.
• Coordinated efforts with director and manager to establish clear alignment on project goals and deliverables.
• Facilitated the creation and submission of broker proposals for tailored benefits packages designed for employee groups between 26 and 1999.
• Collaborated on process improvement strategies aimed at optimizing operational workflows.
• Developed comprehensive training materials for new hires to ensure understanding of company procedures and policies.

• Developed comprehensive knowledge in various loan products, including refinance loans, retail bank loans, HELOCs, private bank loans, correspondent mortgages, FHA loans, and BCMA loans over nearly seven years.
• Developed and delivered comprehensive training programs for new hires to ensure understanding of departmental processes and daily operations.
• Orchestrated communication and problem-solving among underwriters, processors, closers, agents, and HOAs to ensure timely mortgage closures.
• Actively represented department on advisor council leadership team, contributing to strategic discussions and decision-making from 2018 to 2021.
• Managed relationships with high equity and high net worth clients in private banking and wealth management sectors.
• Analyzed client financial documentation to support mortgage eligibility assessments and risk evaluations.
• Engaged with clients to obtain necessary documentation for project completion.
• Facilitated collaboration with underwriters to address and resolve loan processing challenges.
• Ensured adherence to federal and state regulations through rigorous compliance monitoring.
• Managed workflow through mortgage processing software, ensuring timely and accurate processing of applications.
• Facilitated appraisal and title service orders on behalf of borrowers as required.
• Oversaw timeline management to guarantee punctual loan closings.
• Engaged with borrowers and lenders to ensure understanding of documentation needs and effectively resolve concerns.

• Conducted comprehensive analysis and compilation of detailed reports on fraud investigations for bank submission.
• Engaged clients effectively to provide timely information regarding account fraud incidents.
• Provided outstanding customer service to address clients' daily banking needs.
• Utilized effective problem-solving and communication strategies to guide clients through fraud events.
• Engaged in clear verbal and written communication to resolve customer inquiries related to online banking.
• Delivered assistance to clients facing challenges with online banking access to enhance user experience.
• Configured QuickBooks for business account clients to enhance financial management.
• Investigated fraudulent transactions to ensure compliance with banking regulations.
• Conducted thorough analysis of customer accounts to identify suspicious activity and mitigate potential risks.
• Developed strategies to identify, prevent, and mitigate instances of fraud.
• Analyzed fraud investigation data and prepared comprehensive reports to inform clients.
• Instructed clients on digital banking functionalities and security protocols.
• Guided users through troubleshooting steps for online banking applications.
• Resolved customer issues related to online banking and account management to enhance user experience.