More than twenty years of experience in the insurance and customer service industries. Background in risk management, account management, and underwriting. Attentive to detail; able to quickly and effectively prioritize to meet deadlines.
Overview
13
13
years of professional experience
Work History
Ops Specialist II LSAM- CMBS
KeyBank Real Estate Capital
Overland Park, KS
04.2019 - 02.2022
Review, analyze and interpret all types of property and liability insurance policies, operating statements and property appraisals for commercial loans to ensure compliance with the loan documents, investor requirements and internal policies and procedures.
Manage and ensure the data contained in the servicing system is updated to reflect the current status regarding insurance policy effective dates and coverage amounts.
Monitor and manage the disbursement of payment of all insurance premiums for the commercial mortgage loans for which there are escrow funds being held and any force place insurance premiums.
Monitor and collect the necessary documentation to determine all non-escrowed loans have adequate insurance policies in force.
Initiate and oversee any forced place insurance coverage that is required due to inaction of the borrower.
Closely monitor performance of current portfolio of specialty loans and made changes to achieve performance targets.
Maintain strict confidentiality of bank records and client information.
Licensed Customer Care Agent
Select Quote Auto & Home
Overland Park, KS
10.2016 - 03.2019
Calculated quotes and educate potential clients on insurance options
Provided coverage option information to assist clients in protecting assets
Obtained documents, clearances, certificates and approvals from local, state and federal agencies
Verified data integrity and accuracy
Determined financial needs by assessing existing coverage and aligning new products and services with long term goals
Conducted annual reviews of existing policies to update information
Followed up with customers on unresolved issues
Provided service for over 25 carriers staying current on all state to state specifics, underwriting rules, manuals and guidelines
Customer Service Representative
Red Cedar Services
Overland Park, KS
01.2015 - 01.2016
Promptly analyzed ,answered and processed customer requests and inquiries with strict adherence to confidentiality
Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Handled sensitive financial situations and educated customers on the available options
Explained very technical financial information to applicants in easy to understand language
Obtained copies of applicants' credit histories and reviewed them to determine feasibility of granting loans
Observed all regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches
Performed high volume, time sensitive tasks related to the loan documentation process which includes researching, and problem solving to ensure compliance with customer loyalty , quality and timeliness standards
Patient Care Technician I Chronic
DaVita Dialysis
Lenexa, KS
01.2015 - 01.2015
Provided chronic Hemodialysis therapy within scope of practice and plan of care
Performed and recorded vital signs and all other parameters of ESRD patients ; obtained blood samples and culture specimens and prepared for shipment
Collected patient data as well as monitors and documented status of vascular access
Initiated dialysis via approved access using proper Cannulation or central venous catheter techniques
Complied with safety measures, administered medications, and monitored fluid therapy
Service Advocate II
Farmers Insurance
Olathe, KS
01.2007 - 01.2014
Evaluated new and renewal applications to determine insurance risks, insurance premiums, extent of coverage and other conditions
Performed underwriting functions and advised risk acceptability
Compiled and maintained insurance data and records
Calculated quotes and educated potential clients on insurance options
Evaluated the accuracy and quality of data entered into the agency management system
Explained Foremost procedures, policies and marketing initiatives
Followed up with customers on unresolved issues
Modeled exceptional customer service skills and appropriate diagnostic sales techniques
Education
Kansas City, MO -
Northeast High School
Life Insurance Producer -
Missouri Department of Insurance
2016
Property & Casualty Producer
Missouri Department of Insurance
Kansas City, MO
2015
American Society for Clinical Pathology, PBT - undefined
2015
Phlebotomy -
Metropolitan Community College - Kansas City
Kansas City, MO
2014
Skills
Commerical Insurance
Property & Casualty Insurance
Life Insurance
Account & Records Management
Risk Analysis & Management
Issue and Compliant Resolution
Data Entry & Maintenance
Customer Service
Call Center
Sales
Phlebotomy
Hemodialysis
Medical Records & Charting
Medical Terminology
Timeline
Ops Specialist II LSAM- CMBS
KeyBank Real Estate Capital
04.2019 - 02.2022
Licensed Customer Care Agent
Select Quote Auto & Home
10.2016 - 03.2019
Customer Service Representative
Red Cedar Services
01.2015 - 01.2016
Patient Care Technician I Chronic
DaVita Dialysis
01.2015 - 01.2015
Service Advocate II
Farmers Insurance
01.2007 - 01.2014
Kansas City, MO -
Northeast High School
Life Insurance Producer -
Missouri Department of Insurance
Property & Casualty Producer
Missouri Department of Insurance
American Society for Clinical Pathology, PBT - undefined
Asset Manager II (Multifamily / Sub Servicer Auditor) at KeyBank Real Estate CapitalAsset Manager II (Multifamily / Sub Servicer Auditor) at KeyBank Real Estate Capital