Kelli J. Fisher

Special projects

image documents for outstanding requirements

work task to clear outstanding documents

customer service phone calls from external and internal

testing new production programs

write procedures for process for training purposes

overtime when asked

backgrounds

EFT

precess and index new agent contract

The licensing case manager will help process the applications of individual sales agents and sales agencies that are applying to sell Legal and general life insurance policies. 80% of their work will be individual and processional - ensuring that all aspects of an application are present. Are all questions and materials provided and filled out properly, following up as needed, checking that standards are met and that everything is correct. This person will be responsible for submitting background checks, credit checks, and many other functions that go into vetting out a new agent, or renewing an agent. Candidates do not need to have previous life insurance or insurance experience, but must have a high attention to detail and the ability to excel performing repetitive tasks. 20% of the time this person will be getting on the phone and speaking with a prospective agent or current agent and gathering missing information or explaining what may be needed. This is a team of 11 and training is extensive so this person will have resources around them to help with the learning process.

Execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards. Complete other administrative duties and projects as directed by management.

Some responsibilities include:
Review new agent contracts for completeness and accuracy
Answer telephone calls accurately, courteously and with good customer service
Respond all voice-mails and emails in a timely manner
Setup agent records to ensure proper contract level and commission structures are entered
Request and review background reports to ensure individual and/or entity is within pre-defined guidelines of acceptance
Appoint all new agents with the respective state(s)
Index all documents in image queue accurately
Review state agent renewal listings to ensure agent is active and appointed
Terminate agent in system and send proper notification to agent/agency.

• Decorate bakery items, based on orders placed by customers, in a timely fashion
• Attend to bakery sales items, to ensure stock and merchandising in the bakery sales are available
• Assisted customers with selecting suitable cake designs based on their preferences, demonstrating excellent listening skills and attention to detail.
• Create cakes, pastries, etc
• Based on company standards and specs, for sale in service case
• Manage bakery when management is not available
• Maintained clean and organized work area, ensuring compliance with health and safety standards.

• Review collateral files for all completed documents for investors on incoming closed deals
• Mailed return trail documents to investors once the loan has been released or was not located in system
• Update log for all incoming trail documents for investor deals
• Create daily reports on incoming trails documents

• Validated signatures on closing disclosure documents to ensure the signed documents were acceptable and compliant
• Performed research when seller closing disclosures, mortgage and deed documentation was missing
• Followed up with the title company and/or attorney's to obtain the documents for the finalize loan package
• Researched missing mortgage insurance payments, and preformed internal updates as needed

• Created and reconciled the asset sales report as assigned
• Cleared outstanding items with recorded mortgage, assignments and title policy
• Contacted Title companies or lenders for mortgage, execution of assignment and final title policies
• Order title searches from abstractors on borrowers property, to check for correct chain of title
• Trained temporary employees
• Received requests from outside vendors to research assignment chain and prepare assignments in house to have executed, or mailed to outsourced company for preparation
• Update spreadsheet with loan information for tracking
• Work with outside vendors to follow up on assignments thru completion
• Mail in house assignments to vendor and outsourced company for completion
• Work with compliance to ensure all documents are within completed timeframe
• Received requests for research to work with Title companies and/or Lenders to update legal descriptions, and ensure that all items that needed to be corrected are complete
• Follow up on modifications or original mortgage are re-recorded and correct
• Contact the title companies or lenders until recorded document is return in a timely manor
• Asset Sales & Service Release Assignments
• Service Release Assignment
• Legal Descriptions