Overview
Work History
Education
Skills
Timeline
Generic

Jack Pankratz

Analyst
Carmel,IN

Overview

6
6
years of professional experience
4
4
years of post-secondary education

Work History

Claims Analyst

Allied Solutions
10.2024 - Current
  • Managed 400+ REPO Plus claims, conducting coverage investigations, claim history reviews, and demand submissions to maximize recoveries.
  • Partnered with internal teams and lenders to support audits, client interactions, and insurance inquiries while ensuring compliance with QA and recovery goals.
  • Improved claim workflows, enhancing investigations, OIC follow-ups, and recovery strategies for greater efficiency.

Claims Investigator

Allied Solutions
10.2023 - 10.2024
  • Conducted ISO investigations and established contact with OICs, ensuring accuracy and efficiency in claims processing.
  • Provided process feedback to managers and QA while assisting with training, claims reporting, document review, and adjuster shadowing.

Grounds/Maintenance

Wasatch Group
12.2022 - 08.2023
  • Maintained 350 units, completed service requests, and earned HVAC certification.

Options Trader

Self-Emplyed
08.2021 - 12.2022
  • Analyzed different sectors using technical analysis.
  • Executed trades through various strategies.
  • Assessed different factors including volume, volatility and contract price to mitigate risk.

REPO Plus Claims Processor

Allied Solutions
08.2020 - 08.2021
  • Established new claims and facilitated communication between adjusters and carriers, verifying policy and lienholder details to ensure claim accuracy.
  • Assessed vehicle damages per strict guidelines while organizing police reports, back-office claims, and essential documents for adjusters.

Associate Financial Services Professional

Charles Schwab
06.2019 - 03.2020
  • Raised $20M in AUM, advised clients on investments, and educated on market conditions.
  • Top 20 of 20,000 employees for Schwab’s Voice ID software promotion.
  • Processed IRA distributions and financial transactions with compliance.

Education

B.S. Finance - Ball State University - Muncie, IN
08.2015 - 05.2019

Skills

  • Microsoft Office Suite (Excel [Formulas, PivotTables, Charts, Macros] Word, PowerPoint)
  • Data Analytics & Visualization (SQL, Microsoft Access)
  • Finance & Cost Recovery (Valuation, Risk Assessment, Forecasting, Modeling)
  • Process & Operations (Lean Principles, Workflow Optimization, Technical Documentation)
  • Core Competencies (Communication, Problem Solving, Multi-Tasking, Customer Service, Training & Mentorship)

Timeline

Claims Analyst

Allied Solutions
10.2024 - Current

Claims Investigator

Allied Solutions
10.2023 - 10.2024

Grounds/Maintenance

Wasatch Group
12.2022 - 08.2023

Options Trader

Self-Emplyed
08.2021 - 12.2022

REPO Plus Claims Processor

Allied Solutions
08.2020 - 08.2021

Associate Financial Services Professional

Charles Schwab
06.2019 - 03.2020

B.S. Finance - Ball State University - Muncie, IN
08.2015 - 05.2019

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Jack PankratzAnalyst