Seven years of progressive experience facilitating business operational processes, procedures and policies to meet end goals and achieve results while building innovative customer relationships.
Overview
8
8
years of professional experience
Work History
Senior Operations Professional
Ameriprise Financial
08.2023 - 01.2025
Processed approximately 100 premium payments weekly for life insurance policies.
Calculated adjustments in coverage and premium increases between $100,000 and $5,000,000.
Completed implementation of requested non-underwriting policy adjustments.
Sent 150 duplicate contracts weekly to customers.
Handled account-related communications.
Facilitated loan setups for amounts spanning $100,000,000 to $8,000,000.
Directed incoming documents to relevant departments for additional processing.
Ensured flawless accuracy in implementing policy updates.
Ensured compliance with terms and conditions in all contracts.
Mortgage Associate 3
US Bank Home Mortgage
07.2019 - 07.2023
Processed batches of residential mortgage files received via mail.
Achieved weekly scanning target of 800 mortgage files.
Indexed an average of 1200 mortgage files weekly with exceptional accuracy.
Drafted precise legal descriptions for properties.
Bond Operations Processor 3
US Bancorp
08.2018 - 06.2019
Organized and stored bonds in vault using CUSIP numbers.
Processed withdrawal of 200 matured bonds weekly.
Handled payment operations with accuracy.
Handled bond transfer requests efficiently.
Facilitated consistent mailing of bonds each day.
Performed duties to maintain accurate records.
Reviewed and finalized contracts to mitigate potential risks.
Operations Processor
Wells Fargo
07.2017 - 07.2018
Sent 200 AOM documents to US counties to enable property resale to Mr Cooper Mortgage.
Sorted and categorized incoming correspondence.
Managed and executed contractual agreements.
Operations Clerk
Wells Fargo
08.2016 - 07.2017
Scanned approximately 800 foreclosure files daily. Distributed incoming mail. Conducted research for documents without a loan number with a 99.9% success rate.