JOSHUA W. GRANT
EASLEY,SOUTH CAROLINA
Summary
Results-driven insurance professional with a strong background at Shellpoint Mortgage Servicing, specializing in audit management and client coordination. Demonstrated expertise in resolving complex client escalations while maintaining strict adherence to investor guidelines. Recognized for sharp attention to detail and exceptional problem-solving skills, leading to improved operational efficiency and enhanced client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager- Insurance Client Coordinator
SHELLPOINT MORTGAGE SERVICING
GREENVILLE, SOUTH CAROLINA
11.2017 - Current
- Administered all investor-required audit self-reporting programs, ensuring the accuracy of the data requested, and timely remittance to the appropriate parties.
- Monitor the lifecycle of flood insurance for multiple investors.
- Lead specialty client escalation emails, and participate in client visits.
- Ensure the timely response to client escalations and concerns.
- Coordinate requests between clients and insurance vendors in a timely fashion.
- First line of defense on email and call escalations; helping to direct research among team members, and send back timely and professional responses to the requestor.
- Work with all departments as the SME to ensure that policies and procedures are aligned with internal and external requirements.
- Oversight, training, and coaching team members on insurance data discrepancy reporting.
- Ensure policies and procedures are reviewed annually and are current.
- Provide accurate communication with vendors.
- Solves problems rapidly, cost-effectively, and with minimal disruption.
MORTGAGE LENDING LOSS MITIGATION SPECIALIST II
BRANCH BANKING & TRUST
GREENVILLE, SOUTH CAROLINA
12.2016 - 11.2017
- Analyzed clients' financial and personal documentation to determine eligibility for loss mitigation options based on investor guidelines
- Maintained notes on the Mortgage Servicing Platform reflecting all conversations and relevant details
- Monitored assigned files throughout the Loss Mitigation process to ensure all processes are completed in a timely manner
PERSONAL LINES ACCOUNT MANAGER
THE FURMAN CO.
GREENVILLE, SOUTH CAROLINA
11.2014 - 12.2016
- Assisted clients with policy questions and documented daily activities in the Agency Management System
- Processed policy renewals by completing daily agency downloads and policy expiration lists
- Quoted and issued all new policies, answered client calls, and replied to emails in a timely manner
- Requoted policies with other carriers for more competitive rates by processing and invoicing policy endorsements
COMMERCIAL TRUCKING ACCOUNT MANAGER
BENTON & PARKER INSURANCE SERVICES
GREENVILLE, SOUTH CAROLINA
11.2014 - 12.2016
- Specialized in transportation risks
- Submitted applications to all companies to obtain the most competitive quotes for clients
- Provided quotes to clients and various processing work, including transportation risk of one truck to a fleet of trucks
Education
Business Management
Tri-County Technical College
Pendleton, South Carolina05-2010
High school or equivalent -
Pickens High School
Pickens, South Carolina06.2008
Skills
- Strong interpersonal and communication skills
- Microsoft Office Suite
- Ability to work collaboratively as part of a team
- Problem solving
- Leadership
- Meticulous attention to detail
- Excellent organizational skills
- Audit management
- Client relationship management
- Attention to detail
- Decision-making
Certification
- Licensed Insurance Agent
- License Number: 16157934
Timeline
Manager- Insurance Client Coordinator
SHELLPOINT MORTGAGE SERVICING
11.2017 - Current
MORTGAGE LENDING LOSS MITIGATION SPECIALIST II
BRANCH BANKING & TRUST
12.2016 - 11.2017
PERSONAL LINES ACCOUNT MANAGER
THE FURMAN CO.
11.2014 - 12.2016
COMMERCIAL TRUCKING ACCOUNT MANAGER
BENTON & PARKER INSURANCE SERVICES
11.2014 - 12.2016
Business Management
Tri-County Technical College
High school or equivalent -
Pickens High School
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