Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mary Loubier

Hope Valley,RI

Summary

Dedicated to enhancing underwriting department operations with analytical and disciplined approach. Work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries.

Overview

22
22
years of professional experience

Work History

Underwriting Assistant

New London County
Norwich, CT
07.2005 - Current
  • Trained new Underwriting Assistants and Monitored performance and provided mentoring to achieve personal and department production goals.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Actively listened to agents, handled concerns quickly and escalated major issues to supervisor.
  • Identified issues, analyzed information and provided solutions to problems.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Reviewed new and existing policies in Personal Lines Department to verify that they meet our underwriting guidelines.
  • Reviewed changes to existing policies.
  • Trained and delivered feedback to 6 person underwriting team by coaching subordinates on underwriting policies and decisions
  • Improved department efficiency by developing file management systems and spreadsheets to manage loan review

Bank Head Teller

Windsor Federal Savings
Granby, CT
01.2000 - 05.2005
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Education

Arts

Norwich Free Academy
Norwich, CT
1995

Skills

  • Time management
  • Inspection reviews
  • Policy renewal
  • Document scanning
  • Spreadsheet management
  • Accounting familiarity
  • Project planning
  • Multi-line phone proficiency

Timeline

Underwriting Assistant

New London County
07.2005 - Current

Bank Head Teller

Windsor Federal Savings
01.2000 - 05.2005

Arts

Norwich Free Academy

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Mary Loubier