Samantha Moore
Calumet City
Summary
Dynamic professional with expertise in coaching, sales, communication, and team building, supported by a strong background in finance. Recognized for fostering a motivating environment that enhances team collaboration and drives exceptional customer relations through effective relationship-building skills. Proficient in independent decision-making and sound judgment, consistently contributing to organizational success. Committed to leveraging training and morale-boosting strategies to elevate employee engagement and optimize performance outcomes.
Overview
13
13
years of professional experience
Work History
Manager of Operations, Controls & Carrier Complian
Ryan Specialty Group
02.2023 - Current
- Handle the review and quality checks of various insurance and non-insurance related projects, ensuring that compliance with external and internal regulations are met.
- Develop, enhance and maintain audit procedural checkpoints, methods and techniques in order to validate information and minimize risk.
- Work with other team members to facilitate Carrier Audit support management for MGUs requiring additional assistance where needed.
Credit Underwriter
Guaranteed Rate
09.2020 - 05.2022
- Developed and maintained strong professional relationship with clients
- Researched all aspects of the loan file to ensure guidelines were met
- Performed credit and property analysis on Conventional, Conforming and Non-Conforming loan files using FNMA and FHLMC underwriting platforms
Credit Underwriter II
Wells Fargo
03.2020 - 09.2020
- Reviewed credit applications and rendered appropriate credit decisions based on credit policy requirements and all regulation compliance
- Developed strong professional relationship with clients
- Worked proactively, in a constructive, diplomatic manner with both internal and external contacts to keep transactions going
Credit Underwriter II
JPMorgan Chase & Co
11.2016 - 02.2020
- Worked with Chase Private Clients
- Developed and maintained strong professional relationship with clients
- Worked in partnership with Bankers to develop fulsome client relationships
- Reviewed credit applications and rendered appropriate credit decisions based on credit policy requirements
Patient Access Representative
Franciscan Alliance
09.2015 - 11.2016
- Interviewing
- Obtaining signatures
- Preparing forms
- Assigning rooms
- Scheduling surgeries
- Assisting with financial obligation
- Responsibilities Includes:
Customer Service Manager (CSM)
Hertz/Dollar Rent A Car
04.2012 - 06.2015
- Resolved customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills
- Made decisions and solved problems
- Resolved conflicts and negotiated with others
- Coached and developed others
Education
Master of Science (M.S.) - Accounting and Financial Management
Keller School of Management
Tinley Park, Illinois04.2018
Business Administration
Monmouth College
Monmouth, Illinois05.2011
Skills
- Prioritization and scheduling
- Strategic leadership
- Clear written communication
- Client support
- Interdepartmental communication
- Collaborative teamwork across departments
- Collaborative decision-making
- Proficient in Microsoft Office Suite
- Proficient in time management
- Problem-solving proficiency
- Ability to thrive in high-pressure environments
Languages
English
Timeline
Manager of Operations, Controls & Carrier Complian
Ryan Specialty Group
02.2023 - Current
Credit Underwriter
Guaranteed Rate
09.2020 - 05.2022
Credit Underwriter II
Wells Fargo
03.2020 - 09.2020
Credit Underwriter II
JPMorgan Chase & Co
11.2016 - 02.2020
Patient Access Representative
Franciscan Alliance
09.2015 - 11.2016
Customer Service Manager (CSM)
Hertz/Dollar Rent A Car
04.2012 - 06.2015
Business Administration
Monmouth College
Master of Science (M.S.) - Accounting and Financial Management
Keller School of Management
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