Ivana Cuesta

• Assist clients in risk assessment and mitigation, resulting in reduce potential financial losses.
• Remain current on industry trends and regulatory changes to provide accurate guidance to clients regarding insurance matters.
• Develop and maintain strong working relationships with insurance carriers, facilitating smoother claim processes for clients.
• Collaborate with underwriters to secure competitive rates for clients, ensuring the best possible coverage at a reasonable cost.

Reviewed banking processes, evaluated the effectiveness of tracking systems, reported any possible fraud, and examined the loan policy while making suggestions for changes.

Established customer-focus, needs based review process to educate customers about insurance options.

Calculated premiums and established payment methods for sales.

• Ensured compliance with lending regulations and guidelines, contributing to a well-regulated work environment.
• Enhanced the efficiency of the underwriting process by implementing comprehensive risk assessment models.
• Conducted detailed analyses of financial ratios to accurately determine an applicant''s ability to repay loans on time.
• Contributed to company growth by identifying new business opportunities through networking and market research.