Gregory Frazier

Executed underwriting and quotation processes for group insurance products including disability, life, dental, vision, and critical illness coverage.

• Led two special projects focused on timely setup of renewal insurance proposals for upcoming group benefit season.
• Collaborated with director and manager to ensure alignment on project goals and deliverables.
• Managed proposals for various benefits, such as voluntary life and stand-alone AD&D policies.

• Accumulated nearly seven years of experience in refinance and retail home loans, HELOCs, private bank loans, correspondent mortgages, and BCMA loans.
• Trained new employee hires on departmental processes and daily operations.
• Facilitated communication and problem-solving between underwriters, processors, closers, agents, and HOAs to ensure timely mortgage closures.
• Elected by colleagues as representative for department on advisor council leadership team from 2018 to 2021.
• Served high equity and high net worth clients in private banking and wealth management sectors.
• Reviewed financial documents for private mortgage clients to assess eligibility and risk.

• Compiled detailed reports on fraud investigations for bank submission.
• Utilized strong interpersonal skills to inform clients about account fraud incidents.
• Delivered exceptional customer service to assist clients daily with banking needs.
• Employed problem-solving and communication skills to support clients during fraud events.
• Communicated effectively in verbal and written form to resolve online banking issues.
• Provided IT support for clients experiencing access problems with online banking.
• Configured QuickBooks for business account clients to enhance financial management.