Shauna Lyzen
Brook Park,OH
Summary
A highly focused and detail oriented professional with more than 10 years in the Financial Services Industry, with a strong background in Life Insurance Operations, Deposit Operations, Mortgage Loan Closing, Mortgage Servicing and sales. Skilled in both verbal and written communications, complex problem solving, and decision making. Exceptional track record working under limited supervision.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance New Business Specialist
Thomas Brady & Associates
01.2024 - Current
- Quality check and process Fixed & Variable Life Insurance applications.
- Demonstrated exceptional problem-solving abilities by resolving requirements promptly and professionally, resulting in improved processing turnaround times.
- Collaborated closely with Insurance carriers and Agents to ensure timely delivery of Life Insurance Policies to clients.
- Tracked application status throughout review process.
- Gathered, organized and input information into Salesforce.
- Handled sensitive client information with discretion while maintaining strict confidentiality standards according to company guidelines.
- Provided administrative support to senior staff members as needed, enabling them to focus on high-level strategic tasks.
Sr. Funding Analyst / Mortgage Loan Closer
NATIONS LENDING CORPORATION
06.2021 - 12.2023
- Member of Nations Lending Operations Advisory Board
- Manage a team of up to 4-8 Funders to include training, mentoring, assigning loans and development
- Collaborate with loan processor and loan officer from origination to close to ensure loan closing
- Manage a pipeline of loans comparing documents, ordering wires, and reaching out to appropriate parties if discrepancies are found
- Confirm loan compliance with all state and federal regulations and policies, as well as investor/mortgage lending product and program guidelines
- Used coordination and planning skills to achieve results according to schedule
Funding and Insuring Analyst
NATIONS LENDING CORPORATION
03.2020 - 06.2021
- Orders wires from warehouse line systems to settlement agents and gives authorization for filing
- Reviews signed closing package for completion and accuracy
- Manually balance’s file and CDs for funds needed
- Pay FHA Premiums on FHA Connection
- Demonstrated the ability to work in a team environment (to include interaction with various levels of management and lending staff), as well as the ability to take initiative and work independently.
CSR IV
THIRD FEDERAL SAVINGS AND LOAN
08.2015 - 03.2020
- Handle a large range of transactions from Deposit Accounts, Online Banking, Mortgage Servicing to Mortgage Applications.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Maintain close relationships with all parties including realtors, builders, and borrowers from application to close to ensure an on-time closing
- Peer Coach - trained new associates and developed training manuals for existing associates being introduced to new processes
- Regularly received commendations from management and customers on high level of customer service.
Education
Associates Degree - Esthetics
Heritage College
Skills
- Leadership Skills
- Analytical
- Communications
- Multitasking Abilities
- Flexible and Adaptable
- Problem Solving
- Attention to Detail
- Regulatory Compliance Awareness
Certification
- Life Insurance License - Ohio Department of Insurance.
- Life & Health - Pre Licensing Certificate from Kaplan
Timeline
Insurance New Business Specialist
Thomas Brady & Associates
01.2024 - Current
Sr. Funding Analyst / Mortgage Loan Closer
NATIONS LENDING CORPORATION
06.2021 - 12.2023
Funding and Insuring Analyst
NATIONS LENDING CORPORATION
03.2020 - 06.2021
CSR IV
THIRD FEDERAL SAVINGS AND LOAN
08.2015 - 03.2020
- Life Insurance License - Ohio Department of Insurance.
- Life & Health - Pre Licensing Certificate from Kaplan
Associates Degree - Esthetics
Heritage College
Similar Profiles
Kaitlyn KelleyKaitlyn Kelley
Accounting & Tax Associate at Brady Martz & Associates, P.C.Accounting & Tax Associate at Brady Martz & Associates, P.C.
Nicholas WolfNicholas Wolf
Accounting Manager at Brady, Martz & AssociatesAccounting Manager at Brady, Martz & Associates
Ashley TraylorAshley Traylor
Claims Consultant at Brady, Chapman, Holland & AssociatesClaims Consultant at Brady, Chapman, Holland & Associates