KINDERYN PETTET

• Compliance review rep for Commercial loans I handle incoming loans under million and more with single property collateral, Multiple units, and Agriculture Land.
• Reviewing these documents for collateral purposes and making sure any discrepancies that need to be corrected by the underwriters is completed before the post close process is complete.
• Using AFS, Real Estate information system as well as nCino(Salesforce) to update this in.
• Demonstrated excellent communication skills, both verbal and written, when interacting with business partners.
• Collaborated with team members to improve service delivery and workflow efficiency.
• Ensured adherence to company policies and regulatory requirements during all interactions.
• Processed loan applications and documentation for timely approvals and disbursements.
• Consistently met daily performance goals set by management team members.

Processed cash warrants for California and managed foreign check processing for Canada.

• Handled daily incoming wires, coordinating with clients on deposit routes and cancellations.
• Executed customer transactions with precision and efficiency.
• Maintained comprehensive records of all processing activities.
• Promoted to New Accounts department, ensuring timely account setup and document delivery.
• Collaborated with team members to enhance workflow efficiency.
• Advanced to Lending Services, overseeing Commercial Post Close procedures.

• Educated patients on insurance benefits and coverage options effectively.
• Reviewed patient eligibility for insurance coverage and services to ensure compliance.
• Analyzed patient records for accuracy and completeness before submission.
• Researched medical codes utilized in billing processes to confirm documentation accuracy.
• Maintained knowledge of state and federal laws related to health care coverage.
• Communicated with healthcare providers to clarify billing inquiries and verify claim details.
• Resolved discrepancies in insurance claims through thorough analysis.
• Delivered efficient, courteous service to customers consistently.

• Managed customer inquiries regarding commercial and personal property insurance policies and claims processing
• Collaborated with underwriting teams to assess risk factors for clients.
• Reviewed policy documents for accuracy and compliance with regulations.
• Attended team meetings regularly to discuss updates on products, services and policies changes.
• Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.

• Processed client transactions with high efficiency and accuracy in fast-paced environment.
• Reviewed investment documents to ensure compliance with company policies.
• Collaborated with team members to enhance workflow and reduce processing times.
• Monitored daily processing tasks to uphold operational standards.