Marquette Wallace
Frisco,USA
Summary
Empower a role in a dynamic business environment providing effective clerical, problem resolutions, customer service, financial and administrative services that will increase productivity while enhancing business processes and practices.
Overview
12
12
years of professional experience
1
1
Certification
Work History
QC Title Specialist
ProTitleUSA
01.2023 - 04.2025
- Conducts thorough public record searches to verify property ownership history and identify potential liens or encumbrances.
- Reduces title discrepancies by proactively researching and resolving any potential issues in advance.
- Streamlines workflow processes for increased productivity through effective team collaboration and organization.
- Oversee quality assurance efforts, conducting regular audits of completed work to maintain high standards of accuracy and professionalism across the team.
- Serves as liaison between internal departments, facilitating clear communication channels that supported overall operational success.
- Minimized risk exposure by diligently assessing potential fraud risks associated with complex transactions.
- Audits and reviews title documents for accuracy and compliance with state and federal regulations.
- Collects taxes and fees, submits payments and issues receipts.
- Analyzes title documents to identify potential issues and resolve any discrepancies.
- Researches ownership interests and liens on real estate properties.
- Creates legal documents such as deeds, mortgages and leases based on title search results.
Senior Claims Adjuster
BSA Claims Service (Citizens Insurance of Florida)
10.2024 - 12.2024
- Examined photographs and statements.
- Optimized workload management, prioritizing time-sensitive cases to ensure timely resolutions for clients.
- Collaborated with cross-functional teams to expedite claim handling processes, enhancing overall efficiency and client satisfaction scores.
- Reduced claim processing time by implementing streamlined procedures and efficient documentation practices.
- Expedited claims settlements with successful negotiation strategies and effective communication skills.
- Enhanced customer satisfaction by promptly addressing and resolving complex claim issues through thorough investigation and analysis.
- Answered customer questions regarding deductibles.
- Examined claims forms and other records to determine insurance coverage.
Claims Adjuster- Specialty Team (Public Adjuster/Litigation Specialist)
Pilot Catastrophe
03.2022 - 09.2024
- Works with insureds who are represented by Public Adjusters/ Attorneys by assisting with the completion of estimate accuracy
- Demonstrated effective management of pending case loads of complex property claims within the litigation capacity
- Assists with the process and completion is appraisals by gathering pertinent information and scheduling of appointments such as inspections and umpires if applicable
- Calculate and issue policyholder’s premiums, refunds, and adjustment as needed
- Successfully utilized Xactimate software to compile estimates for personal property and structure damage
- Reviewed insurance policies to ascertain levels of coverage to determine whether a claim would receive an approval or denial
- Coordinated and managed field investigations, outside engineers
- Maintained daily claims with a top5% response time
Insurance Processor/ Claims Adjuster
Breckenridge Insurance
04.2022 - 10.2023
- Responsible for issuing new and renewal certificates for commercial line clients
- Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed
- Works directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
- Correspondence with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service
- Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
- Responsible for assisting Account Manager(s) and/or producers in the servicing and processing of New, Renewal, Endorsement, Certificates and Audit transactions or other tasks assigned in a timely, accurate and positive manner
- Processing the new, renewal, endorsement, or audit business the processor must verify the coverages on the apps in EPIC reflect what is on the policy
Junior Loan Processor
Planet Home Lending
07.2021 - 02.2022
- Collaborated with underwriters to expedite approval decisions, resulting in improved customer satisfaction.
- Streamlined loan application process by implementing efficient documentation and data entry procedures.
- Ensured accuracy of loan documents by thoroughly reviewing all application materials and identifying discrepancies.
- Supported senior processors with complex loan files, ensuring timely completion and accurate information submission.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Provided quick turnaround times to maintain fast-past schedule.
Life Disbursement Analyst
New York Life Insurance Company
08.2014 - 10.2019
- Processes changes to existing policies as well as processing duplicate statements
- Processes, research and resolve complex problems related to the various applications,1035 exchanges and qualified transfers
- Cross Trained within the Life Claims department
- Review the claim-holder's insurance policy to determine what should be covered
- Processes, research, and resolves problems related to distributions, systematic payouts and process complex death claims
- Maintains compliance with both IMSA Code of Ethics and SEC regulations that require variable financial transactions to be processed the same day received
- Maintains a beyond satisfactory productivity
- Conducts training sessions for peers and new hires in different work types within the Disbursement Department
- Works with Management to propose new ways of training for systems such as WebEx and LiveCycle software programs
Loan Processor
Wingspan Portfolio Advisors
04.2013 - 08.2015
- Demonstrated exemplary success in customer service
- Pre-underwriting of files
- Gained comprehensive Loan Processing experience with Loan Origination Systems, DU/LP, FHA/VA, Fannie and Freddie guidelines
- Ability to read credit reports,4506's, and VOE's
- Respond to phone calls and written correspondence received from borrowers, trustees, investors and attorneys during the Deed in Lieu and Short Sale process
- Respond to all borrowers interested in a Deed in Lieu and Short Sale option
- Handled the most complex customer complaints or enquiries
- Act as a liaison between RMS and its affiliates, ensuring that policies and procedures are followed, including compliance with federal laws and regulations
- Demonstrated success with Pega, Iportal, FHA Connection, and AS400 systems
- Actively monitor Deed in Lieu and Short Sale loans through closure
- Gained experience in the title process including title searches, commitments, real estate liens, mortgages, estoppels, assignments, and chain of title
- Successful in the closing process including preparation of deeds, curative documents, affidavits, and other documents related to closing
- Maintained a high degree of discretion dealing with confidential information regarding client information
- Profound working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors
Education
English, Interdisciplinary Studies
Lane College
Jackson, Tennessee01.2009
Skills
- Competent, results-oriented, dedicated accounts receivable resolutions specialist outstanding qualifications orchestrating high-paced operations with demonstrated success in administration, accounts receivable, Mortgage Servicing, cash application, Insurance, and customer service environment Demonstrate successful in the following areas:
- Customer Service
- Accounts Receivable
- Insurance Claims
- Cash Applications
- Hospitality
- Training Coordinator
- Clerical/ Office Administration
- Mortgage Analyst
- Anti-Money Laundering
- Loan Servicing
- Catastrophe Claims
- Policy Administration
- Insurance Processing
- Property Inspector
- Commercial Insurance
- MS Excel
- MS Word
- MS Outlook
- MS Office
- Xactimate- Expert
- NextGen
- CPT
- 40/WPM
- Encompass
- Guidewire
- Property/Auto policy language
- Salesforce
- XACT analysis- Expert
- Symbility
Certification
- Adjuster- All Lines- Texas Department of Insurance
- Adjuster – All Lines- Florida Dept of Financial Services – Self Appointed
- Adjuster- All Lines – Indiana Dept of Insurance
- Adjuster – All Lines – Louisiana Dept of Insurance
- Adjuster – All Lines – Minnesota Dept of Insurance
- Adjuster – All Lines – West Virginia Dept of Insurance
- Adjuster – All Lines – Washington Dept of Insurance
- Adjuster – All Lines – Oklahoma Dept of Insurance
- State Farm Policy Certification
- State Farm Estimatics Certification
- State Farm Auto Certification
- Mortgage Field Service Inspector- Mortgage Field Services
Timeline
Senior Claims Adjuster
BSA Claims Service (Citizens Insurance of Florida)
10.2024 - 12.2024
QC Title Specialist
ProTitleUSA
01.2023 - 04.2025
Insurance Processor/ Claims Adjuster
Breckenridge Insurance
04.2022 - 10.2023
Claims Adjuster- Specialty Team (Public Adjuster/Litigation Specialist)
Pilot Catastrophe
03.2022 - 09.2024
Junior Loan Processor
Planet Home Lending
07.2021 - 02.2022
Life Disbursement Analyst
New York Life Insurance Company
08.2014 - 10.2019
Loan Processor
Wingspan Portfolio Advisors
04.2013 - 08.2015
English, Interdisciplinary Studies
Lane College
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