Summary
Overview
Work History
Education
Skills
References
Timeline
SoftwareEngineer

Kevin Gregory

Lock desk Analyst
Park,CO

Summary

10 years of Commercial Multi-Line Underwriting Experience. 7 Years in the Mortgage Industry. Excellent customer service skills, good verbal and written communication skills, dependable and conscientious. Detail orientated, self-motivated, able to work well with others in a team concept as well as independently. Good problem solving skills, able to make decisions and be accountable for decisions made. Computer literate, knowledgeable about computer systems and applications used to manage risk more effectively. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

10
10
years of professional experience

Work History

Mortgage Servicing Specialist/ Post

Westerra Credit Union
Parker, CO
09.2016 - 04.2023
  • Closing Audits-
  • Perform directorial tasks to support the mortgage loan servicing group.
  • Reconcile additions and disbursements of escrow accounts, process payoffs, and reviews documents for accuracy and completeness.
  • Manage and direct members claim checks and communicate with members and investor and related parties regarding escalated loan issues.
  • Assists with mortgage loan closing process by reviewing loan documents for compliance, completeness and accuracy.
  • Obtain missing information, prepares files, and provides support to internal and external customers.
  • Sold FNMA loans as directed.
  • Excellent communication skills, both verbal and written.
  • Resolved problems, improved operations and provided exceptional service.

Commercial lines Underwriter

Employers Mutual Insurance
09.2013 - 01.2016
  • Worked in the state of Oregon to develop $2,500,000 in new written business
  • Maintained an overall retention rate of 90% for renewal business
  • Reviewed all new and renewal business accounts
  • Accepted or rejected accounts after a thorough review based on operation, loss experience and loss control preventions in place to control exposure hazards
  • Managed 25 agencies in Oregon
  • Traveled quarterly to agents, while building a profitable book of business and marketing products.

Education

Bachelor of Science - Information Technologies

University of Phoenix
01.2005

Coursework in Information Technology Numerous Company Sponsored Insurance Courses for all lines of -

Skills

  • Customer Relations
  • Financial History Analysis
  • LexisNexis Software
  • Loan File Maintenance
  • Income Evaluation
  • Creditworthiness Determination
  • Corporate Financial Statements
  • Credit History Review
  • Decision Making
  • Oral and Written Comprehension
  • Excel

References

References available upon request.

Timeline

Mortgage Servicing Specialist/ Post

Westerra Credit Union
09.2016 - 04.2023

Commercial lines Underwriter

Employers Mutual Insurance
09.2013 - 01.2016

Bachelor of Science - Information Technologies

University of Phoenix

Coursework in Information Technology Numerous Company Sponsored Insurance Courses for all lines of -

Kevin GregoryLock desk Analyst