Summary
Overview
Work History
Education
Skills
Timeline
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Stephanie Bogdan

Philadelphia,PA

Summary

Dynamic and prepared insurance professional with strong analytical skills, adept at evaluating risk and optimizing insurance coverage. Known for fostering team collaboration to achieve results, adapting quickly to changing needs, and delivering reliable outcomes. Skilled in claims analysis, policy review, regulatory compliance, and developing streamlined processes to improve operational efficiency.

Overview

6
6
years of professional experience

Work History

Insurance Analyst

Berkadia
06.2024 - Current
  • Manage and review pending force-placed insurance notices for non-compliant borrowers, ensuring timely resolution and adherence to investor requirements (Fannie Mae, Freddie Mac, HUD).
  • Serve as a liaison between insurance agents, borrowers, and internal teams to facilitate communication and resolve inquiries related to force-placed insurance policies.
  • Collaborate with offshore teams to conduct post-closing insurance reviews for commercial loan portfolios, verifying coverage and compliance standards.
  • Identify and resolve policy discrepancies, such as missing coverage, incorrect limits, and outdated endorsements, providing clear documentation for accurate servicing.
  • Maintain and update tracking tools and databases to support team organization, billing accuracy, and policy monitoring.
  • Contribute to process improvement initiatives by proposing workflow enhancements that reduce turnaround times and improve consistency across servicing operations.
  • Support accurate monthly reporting and closing processes by organizing loan notes, imaging supporting documents, and verifying loan data.

Client Service Analyst

Kroll Settlement Administration
06.2020 - 05.2024
  • Provided critical support to Senior Analysts and Managers in executing claims administration tasks, utilizing ad hoc queries for in-depth analysis of claim data in class action lawsuits.
  • Verified and validated proofs of claim using Excel and CAS, upholding accuracy and strict adherence to court-approved administration plans.
  • Maintained consistent client communication, leveraging Microsoft Power BI to deliver real-time updates on claim statuses and activities.
  • Developed and presented clear and concise presentations to client services teams, detailing case specifics, responsibilities, timelines, and deadlines.
  • Implemented a ticket-tracking system via Monday.com, significantly improving cross-departmental workflows and enhancing operational efficiency.
  • Drafted precise declarations for court submission, providing comprehensive summaries of claims activities, notice mailings, and case-specific information.
  • Mentored and trained new team members on critical tasks including notice drafting, class member communication, and website development using CMS and Strapi.

Intern

RoNetco Supermarkets
06.2019 - 08.2019
  • Gained insights into departmental management by shadowing a department manager at the Flanders, NJ Shoprite location.
  • Participated in weekly waste huddles and manager meetings, contributing to discussions on improving waste reduction and addressing company challenges.
  • Identified and conceptualized a project to enhance departmental efficiency.
  • Developed and implemented an organized order book using Excel, improving departmental organization.
  • Presented efficiency-focused ideas for the Bakery department to corporate leadership.

Education

Bachelor of Science - Management

Rowan University
Glassboro, NJ
05.2020

Skills

  • Claims management
  • Legal document analysis
  • Compliance and loan tracking
  • Teamwork and collaboration
  • Attention to detail
  • Microsoft office

Timeline

Insurance Analyst

Berkadia
06.2024 - Current

Client Service Analyst

Kroll Settlement Administration
06.2020 - 05.2024

Intern

RoNetco Supermarkets
06.2019 - 08.2019

Bachelor of Science - Management

Rowan University