JENNIFER GILREATH
Indian Land,SC
Summary
Knowledgeable professional with strong background managing wide range of business operations. Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Looking to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Agent
New York Life Insurance Co
Charlotte, NC
07.2022 - 01.2023
- Generated leads through cold-calling, networking and other outreach methods.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Analyzed customer needs to provide customized insurance solutions.
- Maintained high standards of customer service by building relationships with clients.
- Utilized CRM software to manage client relationships.
- Finalized sales and collected necessary deposits.
- Passed FINRA SIE exam as first step to becoming registered representative in addition to agent role
Junior Income Support Specialist
Movement Mortgage
Indian Land, SC
09.2021 - 03.2022
- Intricate review of personal and corporate tax returns, profit and loss statements, and balance sheets to complete income calculations and liquidity tests for self-employed borrowers
- Gained in-depth knowledge of many types of self-employment income such as Schedule C, rental properties, C-Corps, S-Corps, Partnerships, and pass-through entities.
APD Underwriter
Movement Mortgage
Indian Land, SC
08.2020 - 09.2021
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
- Approved or denied loans based on established criteria and underwriting guidelines.
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Reviewed appraisals and title documents to verify accuracy and completeness.
- Monitored pipelines to track and log status of loans.
Loan Processor II
Movement Mortgage
Indian Land, SC
02.2019 - 07.2020
- Managed a pipeline of conventional, FHA, and VA loans for multiple loan officers
- Obtained and reviewed documentation needed to satisfy underwriting conditions
- Achieved and exceeded productivity targets of processing timelines
- Assisted in training and mentoring of multiple new processors
- Began fully underwriting conventional files in addition to handling a full processing pipeline, leading to a promotion to APD Underwriter.
Operations Concierge
Movement Mortgage
Indian Land, SC
07.2018 - 02.2019
- Chosen to pilot new position combining Loan Officer Assistant and Processor roles, which was adopted company wide
- Assisted in the loan process from start to finish, compiling and organizing mortgage application information and documentation in accordance with policy to create a complete package for credit evaluation and clear any underwriting conditions
- Worked closely with real estate agents and loan officers to streamline the entire home-buying process
Transaction Coordinator
Movement Mortgage
Indian Land, SC
01.2018 - 07.2018
- Assisted a team of multiple loan officers to contact borrowers and obtain documentation needed for initial underwriter review
- Anticipated underwriter conditions on a case-by-case basis, such as obtaining additional information to document compensating factors upfront for FHA and VA files requiring manual underwrites.
- Set up and completed loan submission packages.
Sales Support Analyst
Movement Mortgage
Indian Land, SC
11.2017 - 01.2018
- Placed outbound customer service or customer satisfaction calls to follow up on issues.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Server
BRADY’S SPORTS BAR & GRILL
FORT MILL, SC
08.2017 - 11.2017
- Responsible for care and customer service of restaurant patrons
- Answered customers' questions, recommended items, and recorded order information.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
OPERATIONS ASSISTANT
GUARANTEED RATE
SIMPSONVILLE, SC
05.2016 - 12.2016
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Maintained accurate records of loan processing activities and documents in CRM system.
Server
RED BOWL ASIAN BISTRO
GREENVILLE, SC
02.2016 - 05.2016
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Processed orders and sent to kitchen employees for preparation.
- Served food and beverages promptly with focused attention to customer needs.
OFFICE/BILLING ADMINISTRATOR
FUNDAMENTAL COMMUNICATIONS
MAULDIN, SC
09.2014 - 02.2016
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Worked effectively with medical payers such as Medicare, Medicaid, commercial insurances to obtain timely and accurate payments.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Monitored front areas so that questions could be promptly addressed.
OFFICE ADMINISTRATOR
HERITAGE PEDIATRICS & INTERNAL MEDICINE, WREN
PIEDMONT, SC
08.2012 - 09.2013
- Provided excellent customer service to patients checking in and checking out at the practice, updating patient files in the computer system, answering phone calls, scheduling appointments, obtaining pre-authorizations from insurance companies, processing patient referrals, and assisting with proper appointment coding and data entry for billing purposes.
MARKETING ASSOCIATE
LEVEL ONE
GREER, SC
01.2012 - 08.2012
- Handled high volume of inbound calls per shift to offer callers information and pricing on apartment rentals
- Asked fact-finding questions to determine customer needs and expectations and make detailed notes for the on-site leasing team
- Exhibited high energy and professionalism when dealing with clients and staff.
- Gained familiarity with fair housing laws and regulations.
Skills
Excellent people skills
Relationship building and management
Attention to detail
Problem-solving abilities
Analytical and Critical Thinking
Flexible and Adaptable
Clear oral/written communication
Retire planning and insurance decisions
Financial document review
MS Office
Salesforce and other CRM softwares
Certification
Life & Health Insurance License - SC & NC
Quote
I cannot believe the purpose of life is to be happy. I think the purpose of life is to be useful, to be responsible, to be compassionate. It is, above all, to matter, to count, to stand for something, to have made some difference that you lived at all.
Leo Rosten
Timeline
Passed SIE Exam
09-2022
Agent
New York Life Insurance Co
07.2022 - 01.2023
Life & Health Insurance License - SC & NC
07-2022
Junior Income Support Specialist
Movement Mortgage
09.2021 - 03.2022
APD Underwriter
Movement Mortgage
08.2020 - 09.2021
Loan Processor II
Movement Mortgage
02.2019 - 07.2020
Operations Concierge
Movement Mortgage
07.2018 - 02.2019
Transaction Coordinator
Movement Mortgage
01.2018 - 07.2018
Sales Support Analyst
Movement Mortgage
11.2017 - 01.2018
Server
BRADY’S SPORTS BAR & GRILL
08.2017 - 11.2017
OPERATIONS ASSISTANT
GUARANTEED RATE
05.2016 - 12.2016
Server
RED BOWL ASIAN BISTRO
02.2016 - 05.2016
OFFICE/BILLING ADMINISTRATOR
FUNDAMENTAL COMMUNICATIONS
09.2014 - 02.2016
OFFICE ADMINISTRATOR
HERITAGE PEDIATRICS & INTERNAL MEDICINE, WREN
08.2012 - 09.2013
MARKETING ASSOCIATE
LEVEL ONE
01.2012 - 08.2012