Katrina Fechter
Edgewater,NJ
Summary
Compliance Analyst at Standard and Preferred Insurance Company with expertise in compliance program management and process improvement. Proven ability to enhance operational efficiency and ensure adherence to regulations. Strong organizational skills complemented by a keen attention to detail, leading to successful audit preparations and cross-functional collaboration.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Compliance Analyst
Standard and Preferred Insurance Company
Englewood Cliffs, NJ
01.2023 - Current
- Developed training materials for personnel regarding compliance standards and procedures.
- Maintained an up-to-date knowledge base of all relevant laws, regulations, guidelines, and industry standards.
- Developed and implemented compliance policies and procedures.
- Prepared documents for submission to regulatory agencies as required by law.
- Performed periodic reviews of existing processes and procedures to identify areas of improvement in terms of compliance standards.
- Collaborated with various departments within the organization to develop effective solutions for ensuring ongoing compliance.
- Created plans to improve and correct operations in order to stay compliant.
- Conducted due diligence on third-party vendors to ensure compliance with company standards.
- Assisted with the preparation of audit working papers, including gathering supporting documentation for testing purposes.
- Reviewed financial statements for accuracy and compliance with applicable regulations.
- Compiled and presented audit findings to senior management and clients in a clear and concise manner.
- Analyzed accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Ensured all audit work is conducted in accordance with established professional standards and guidelines.
- Prepared monthly, quarterly and annual financial reports for management review.
- Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
- Oversaw cash flow, controlled costs and financial matters.
- Ensured compliance with local, state, and federal government reporting requirements and tax filings.
Sales Development Representative
Justworks
New York, NY
10.2023 - 01.2024
- Conducted high-volume outbound prospecting via email, phone, and LinkedIn to generate qualified leads and book meetings for account executives
- Researched and identified key decision-makers across target accounts to tailor outreach and increase engagement rates
- Managed and nurtured leads through the sales pipeline using CRM tools such as Salesforce and HubSpot
- Consistently exceeded monthly KPIs, including calls, emails, and meetings booked
- Collaborated with marketing and sales teams to develop outreach strategies based on campaign performance and buyer personas
Underwriting Associate
The Graph Group
Englewood Cliffs, NJ
07.2022 - 10.2022
- Reviewed and evaluated new insurance applications to assess risk and determine eligibility based on company underwriting guidelines
- Collaborated with brokers and agents to gather underwriting documentation and clarify applicant details for accurate risk evaluation
- Performed risk assessments and recommended terms, premiums, and coverage based on underwriting guidelines and loss trends
Bank Representative
Professional Appearances
Millburn, NJ
12.2021 - 07.2022
- Generated Excel reports to identify trend analysis of housing market inventory in fluctuation with win-loss ratio
- Centralized operating procedures through management software that improved accuracy and efficiency
- Resolved an average of 100+ inquiries weekly serving as primary liaison between attorney and lender
- Increased foreclosure bids won under contract by 13% and identified $60K gain on potential sale through conducting research on third-party bidders and competition
Project Management Associate
Stuf Storage (Start Up)
New York, NY
05.2021 - 05.2022
- Oversaw ~$100,000 budget for new locations soft launch events maintaining material and supply levels
- Created investment marketing tools showcasing 10x monthly recurring revenue measuring over 12 months
- Reduced operational expenses by 9% through development of scorecards based on performance of sales accounts
- Developed customer inquiry and diagnostic method, producing improvement on problem-resolution window of 58%
- Partnered with senior project manager to build design package used on 15+ new location acquisitions and developments
- Assembled team of 5 and provided one-on-one mentorship training which led to outperforming target goals
- Analyzed weekly sales reports to produce sell-through rating, identify pain points, present corrective action plans, and consolidated potential risk, increasing sales team efficiency by 30%
Marketing and Strategy Intern
Stuf Storage (Start Up)
New York, NY
01.2021 - 05.2021
- Built strong brand awareness campaign through field marketing initiatives reaching +25,000 people in 7 key cities
- Collaborated with team members to generate customized price structures and promotional membership terms
- Strengthened online presence by creating social media accounts, and increasing customer web engagement by 99%
- Launched mobile application and performed onboarding for end-to-end process order management system
- Increased click-through rate by 80% through email marketing campaigns geared towards customer retention
- Strategized and executed ideas to streamlined data-management system which grew customer retention rate +17%
Sales Manager
Michael Kors
Paramus, NJ
07.2015 - 10.2020
- Balanced cash register and handled over $2000 in daily cash transactions
- Motivated sales team of 8 to consistently exceed sales goal volumes and increased store revenue by 40%
- Performed floor sets including restocking, price markdowns, inventory controls, and merchandising
- Formed personal connections with clients to effectively communicate information on product quality, value, and style
Education
Bachelor of Business Administration - Marketing
LIM College
New York, NY05.2022
Skills
- Adobe Cloud
- Microsoft Office
- Organizational skills
- Attention to detail
- Process Improvement
- Cross-Functional Collaboration
- Compliance Program Support & Management
- Licensing and Registration Management (TPA)
- Internal controls evaluation
- Audit preparation
Hobbies and Interests
- Chess
- Running
- Sleight of hand magic tricks
References
- Katharine Lau, http://linkedin.com/in/katharinelau
- Fatima Duran, http://linkedin.com/in/fatimayduran
Certification
- Yoga
Timeline
Sales Development Representative
Justworks
10.2023 - 01.2024
Compliance Analyst
Standard and Preferred Insurance Company
01.2023 - Current
Underwriting Associate
The Graph Group
07.2022 - 10.2022
Bank Representative
Professional Appearances
12.2021 - 07.2022
Project Management Associate
Stuf Storage (Start Up)
05.2021 - 05.2022
Marketing and Strategy Intern
Stuf Storage (Start Up)
01.2021 - 05.2021
Sales Manager
Michael Kors
07.2015 - 10.2020
Bachelor of Business Administration - Marketing
LIM College
Similar Profiles
Caryn WakeCaryn Wake
Account Management Rep at Preferred Mutual Insurance CompanyAccount Management Rep at Preferred Mutual Insurance Company
Tyler ZellTyler Zell
Employee Benefits Consultant at Standard Insurance CompanyEmployee Benefits Consultant at Standard Insurance Company
Juan VillarrealJuan Villarreal
Short Term Disability Specialist at The Standard Insurance CompanyShort Term Disability Specialist at The Standard Insurance Company
Elijah HernandezElijah Hernandez
Dish Washer at Batten RamenDish Washer at Batten Ramen
Danielle FieldsDanielle Fields
Customer Support/Account Manager at Kettle CuisineCustomer Support/Account Manager at Kettle Cuisine