JASON MOFFETT
Erie,PA
Summary
To obtain an exciting and challenging opportunity that allows me to be in a creative and innovative environment where I can apply and enhance my experience and knowledge.
Overview
10
10
years of professional experience
Work History
Policy Servicing Specialist I
ERIE INSURANCE
Erie, PA
11.2022 - Current
- Develops and applies basic knowledge of rules, rates and procedures for quotes, applications, endorsements and or renewals of designated lines of business.
- Enters and updates policy records, applying appropriate rules and rates by accessing online manuals.
- Contacts agents and underwriters to obtain additional information as required.
- Enters cancellations, expirations and partial cancellations into the system as required.
- Develops and applies a basic knowledge of cancellation laws for states in which ERIE operates.
- Performs limited underwriting review and rates complex quotes, applications, endorsements, or renewals as required.
- Resolve problems and answers inquiries from associates, Agents, Underwriters, and management, in routine consultation with level II and III input.
- Acts as a liaison to Underwriting, office of the president, collections, State bureaus, and State Insurance Departments on premium audit issues and answers audit-related complaints.
- Developed and implemented specialized procedures for customer service operations.
Underwriter
WIDGET FINANCIAL
Erie, PA
05.2021 - 11.2022
- Attain and maintain a thorough knowledge of all credit union products and services, recommend cross-selling opportunities to lenders during application review.
- Established maximum loan amounts according to underwriting standards and communicated decisions to members.
- Assist with Home Equity loan processing, monitor queues to ensure applications are in the correct queue and are moving forward in the pipeline
- Obtain deed copies, child support searches, tax assessments, verbal, or written verification of employment.
- Order services, including property reports and flood determinations, real estate appraisals or valuations.
- Coordinate Home Equity loan closings with applicants and in-branch closing agent, ensure closing disclosures are provided in a timely manner and all loan documents are accurate.
- Package complete loan file and verify lien is recorded.
- Reviewed and evaluated loan applications to assess creditworthiness, risk and eligibility for approval.
Personal Service Representative II
WIDGET FINANCIAL
Erie, PA
11.2017 - 05.2021
- Answered member inquiries via phone, email, or in person.
- Explain to members the different types of loans and credit options that Widget offers, as well as the terms and conditions of those loans.
- Assisted members with completing applications and paperwork.
- Review the loan agreement to ensure they are accurate according to policy.
- Maintain current knowledge of the Financial Service Representative job duties.
- Provide Notary Services as needed.
- Enroll in courses to maintain current compliance regulations.
- Respond to members requests, concerns, and complaints.
Management Trainee
WIDGET FINANCIAL
Erie, PA
11.2016 - 11.2017
- Orchestrate opening and closing of the branch
- Evaluated employee performance against established goals and objectives, and gave performance reviews for a diverse team of (8) tellers.
- Organized and approved the opening of new member accounts.
- Provided Notary and medallion stamp services.
- Handled sensitive information with discretion.
- Resolved member issues by delivering excellent member service and maintaining positive attitude.
Personal Service Representative
WIDGET FINANCIAL
Erie, PA
05.2015 - 11.2016
- Utilize problem solving skills to perform a variety of member service tasks.
- Opened new personal membership accounts and added products to existing accounts.
- Processed vehicle applications and performed 5-star loan reviews.
- Conducted outgoing member calls to establish a relationship with new members.
- Opened and processed contributions/withdrawals from members IRA accounts.
- Provided superior service to every member.
Universal Personal Banker
CITIZEN’S BANK
Erie, PA
06.2014 - 05.2014
- Assisted in the successful operation of the teller line.
- Approved and opened new personal and business accounts.
- Reviewed and processed applications for personal and mortgage loans.
- Prepared crucial documents for loan closings.
Education
General Education -
IROQUOIS JUNIOR SENIOR HIGH SCHOOL
Erie, PA06-2001
Criminal Justice -
MERCYHURST UNIVERSITY
ErieSkills
- Idea Development and Brainstorming
- Excellent Communication
- Time Management
- Analytical Skills
- Adaptability and Flexibility
Tel
814.602.1131
Public Service
- Lawrence Park Township commissioner, 07/2022, 12/2023
- Iroquois Foundation, 01/2024, Present
Activities Awards
- Recipient, Million Dollar Club Award- 9/2016, 5/2017, 8/2018, 7/2019, 3/2020, 7/2020, 12/2021
- Recipient, Two Million Dollar Club Award- 9/2020
- Certified Tax preparation (Volunteer Income Tax Assistance Program) 1/2022
- Certified Notary- 5/2017- Present (Commission Ending 5/2025)
- Essential Supervisor Skills Certificate- 12/2016
- African American Affinity Network- 1/2024
- International Association Of Insurance Professionals- 4/2024
Timeline
Policy Servicing Specialist I
ERIE INSURANCE
11.2022 - Current
Underwriter
WIDGET FINANCIAL
05.2021 - 11.2022
Personal Service Representative II
WIDGET FINANCIAL
11.2017 - 05.2021
Management Trainee
WIDGET FINANCIAL
11.2016 - 11.2017
Personal Service Representative
WIDGET FINANCIAL
05.2015 - 11.2016
Universal Personal Banker
CITIZEN’S BANK
06.2014 - 05.2014
General Education -
IROQUOIS JUNIOR SENIOR HIGH SCHOOL
Criminal Justice -
MERCYHURST UNIVERSITY