Hi, I’m
Julie Theodore
Underwriter Assistant
Far Rockaway,NY
Summary
Motivated professional offering proficiency in data entry combined with strong mathematical and analytical thinking skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning.Creative, forward-thinking and profit-minded to connect with peers to achieve goals.
Overview
4
years of professional experience
Work History
Advantage Capital Funding
Assistant Underwriter
06.2022 - Current
Job overview
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Copied, logged, and scanned supporting documentation and placed all information in client files.
- Identified portfolio risks resulting from clients' underlying business practices, underwriting investigations, or fraud exposure.
- Controlled loss by assessing risk, conducting system analysis, and recommending policy solutions.
- Reviewed bank statements to determine risks.
- Provided a high level of assistance to the Senior Underwriter and Credit analyst helping to review, and classify files.
James Allen
Account Data Entry Clerk
04.2022 - 06.2022
Job overview
- Evaluated source documents to locate needed information.
- Scanned documents and saved them in the database to keep records of essential organizational information.
- Organized, sorted, and checked input data against original documents.
- Increased data-entry productivity by maintaining detailed logs of data projects, identifying issues and improving them.
- Verified accuracy of computer system information by updating over million dollar worth of data.
Enterprise Holdings
Customer Service Representative
05.2019 - 07.2020
Job overview
- Provided primary customer support to internal and external customers in fast-paced environment.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Boosted sales revenue by skillfully promoting diverse product options.
- Organized and reported on financial information to document payment histories and assist with sound financial accounting.
- Reviewed weekly sales circulars and monitored price changes.
- Served needs of more than 50 customers in fast paced environment.
- Assisted customers by answering questions and fulfilling requests.
Applebee's Neighborhood Grill & Bar
Head Bartender
08.2021 - 04.2022
Job overview
- Boosted bar profitability, mentoring team members on routine procedures and productivity strategies.
- Poured and prepared mixed drinks for over 100 customers daily.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
- Implemented drink prep procedures that significantly reduced wasted stock.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Adhered to state laws regarding alcoholic beverage services and customer regulations.
- Consulted with managers to organize special events and promotions.
Education
Brooklyn CollegeBrooklyn, NY
Bachelor of Science from Finance
05.2021
Skills
- Proficient in Quickbooks
- Experienced in Pivot tables
- Data Analysis
- Customer assistance
- Cash Handling
- Experienced in V-Lookup
- Proficient in Microsoft Excel
- Leadership Skills
- Computer Skills
- Prepare Reports
- Database Management
- Report Generation
- Microsoft Office Suite
- Attention to Detail
- Data Reconciliation
Timeline
Assistant Underwriter
Advantage Capital Funding
06.2022 - Current
Account Data Entry Clerk
James Allen
04.2022 - 06.2022
Head Bartender
Applebee's Neighborhood Grill & Bar
08.2021 - 04.2022
Customer Service Representative
Enterprise Holdings
05.2019 - 07.2020
Brooklyn College
Bachelor of Science from Finance
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