Summary
Overview
Work History
Education
Skills
Certification
Systems Experience
References
Timeline
Generic

Stephanie Nelson

Forney,TX

Summary

Successful claims professional with 8 years solid history in property and casualty insurance. Minimize losses by quickly handling basic claims and supporting effective litigation processes. Approach each investigation with an organized approach and strong attention to detail.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Team Lead Property Adjuster

Cross Country Adjusting
Forney, TX
09.2022 - Current

Team lead Property

Investigate claim damages using internal and external resources

Interviewing insured, and all parties involved, such as Contractors, Attorneys and Public Adjusters, establish reserves

  • Completed daily quality assurance duties to provide feedback for improvements.
  • Documented production levels and materials used to keep management informed.
  • Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
  • Delegated daily tasks to team members to optimize group productivity.

Review receiving and requesting field investigation reports, engaging vendors for expert services

Review and approve negotiates settlement amounts for damages claimed

Determine policy coverage through examining of policy terms, investigation data

Audit teams claims Advise insured of coverage or any issues • Maintain accurate and current communication with insured and all interested parties • Audit files for quality assurance, train staff on systems, claim handling and statues • Coach staff on claim handling and customer service opportunities • Approve reserve

Team Lead Property Adjuster

Southwest Adjusters
Forney, TX
08.2020 - 09.2022
  • Performs quality assurance review of field adjuster reports, correspondences, and or supplemental reviews
  • Ensures that all client instructions and specifications have been followed
  • Communicate with field adjusters when inconsistencies within the reports arise to obtain clarification, modifications or corrections as needed.

Catastrophe and Daily Adjuster

Heritage Insurance
Clearwater , FL
06.2018 - 07.2020
  • Review field adjuster documents, policies and endorsements to determine coverage for claims
  • Provide voice to voice contact within 24 hours of reported claims
  • Negotiate and with insureds, public adjusters, contractors, and attorneys to seek claim resolution
  • Maintains effective diary system to ensure that all claims are handled timely
  • Review claims for supplement payments with vendors such as contents evaluation, plumbers, contractors, and engineers
  • Work with SIU and subrogation department
  • Handle large loss claims.

Desk Adjuster

Homeowners Choice Insurance
Tampa, FL
09.2017 - 06.2018
  • Review field adjuster documents, policies and endorsements to determine coverage for claims
  • Negotiate and with insureds, public adjusters, contractors, and attorneys to seek claim resolution
  • Conduct recorded statements where applicable
  • Maintains effective diary management system to ensure that all claims are handled timely
  • Review claims for supplement payments with vendors such as contents evaluation, plumbers, contractors, and engineers
  • Work with SIU and subrogation department
  • Handled large loss claims.

Sr. Compliance Examiner

Ocwen Loan Servicing
04.2014 - 09.2017
  • Review files for to ensure compliant with state and federal regulations
  • Interact with all business units and counsel to ensure documents and information are delivered timely, ensure that exams progress and conclude as scheduled (CFPB and State Exams)
  • Communication liaison communicating questionnaires from state examiners to various business units with inquiries referencing different entities, policy, and procedures
  • Provide data for testing matrix and loan review modules requested by monitors and auditors
  • Provides summaries for foreclosures, modifications, complaints, short sales, CFPB guidelines, and various servicing standards referencing the New York Consent Order Agreement
  • Assist with creating a repository share point site which houses the repeated questions from state examiners allowing a shorter time frame for responses for the business units.

FHA/VA Short Sale Analyst

Ally Financial
Addison, TX
03.2012 - 04.2014
  • Worked closely with real estate agents, Veteran Affairs, attorneys, and the Housing and Urban Development (HUD) on short sales
  • Reviewed title reports, credit reports, purchase contracts, settlement statements, and appraisals to determine the allowed discount payoff for submitted offers
  • Negotiated judgments, liens, homeowner association fees, utility invoices and second mortgages.

Education

Skills

  • Risk Assessment
  • Exposure Analysis
  • Fact Finding
  • Customer Relationship Management
  • Strategic Planning
  • Staff Development
  • Performance Management
  • Analytical Thinking

Certification

  • TWIA- Field and Desk
  • State Farm Property Certified
  • State Farm Auto Certified
  • Earthquake Certification
  • Licensed Adjuster in AL
  • FL
  • GA
  • MI
  • MS
  • TX
  • LA
  • SC
  • NC
  • CT
  • RI (pending)

Systems Experience

  • Xactimate
  • XactAnalysis
  • Guidewire
  • WestPoint
  • Majesco
  • FileTrac
  • Microsoft Word
  • Excel
  • PowerPoint
  • Outlook
  • LPS
  • Nextiva
  • Hubstaff

References

INDUSTRY & PERSONAL REFERENCES AVAILABLE UPON REQUEST

Timeline

Team Lead Property Adjuster

Cross Country Adjusting
09.2022 - Current

Team Lead Property Adjuster

Southwest Adjusters
08.2020 - 09.2022

Catastrophe and Daily Adjuster

Heritage Insurance
06.2018 - 07.2020

Desk Adjuster

Homeowners Choice Insurance
09.2017 - 06.2018

Sr. Compliance Examiner

Ocwen Loan Servicing
04.2014 - 09.2017

FHA/VA Short Sale Analyst

Ally Financial
03.2012 - 04.2014

Stephanie Nelson