Susana Velasquez
Long Beach,CA
Summary
Experienced with data analysis and risk assessment. Utilizes strong analytical skills to evaluate insurance claims and policies. Track record of collaborating effectively with teams and achieving consistent results in dynamic environments.
Overview
10
10
years of professional experience
Work History
Bilingual Insurance Analyst
Sun West Mortgage Company, Inc.
Buena Park, CA
03.2021 - Current
- Reviewed and analyzed insurance policies alongside risk factors to determine suitable coverage options and premium structures.
- Analyzed client industry dynamics and regulatory developments to ensure thorough and accurate risk evaluations.
- Facilitated communication with underwriters to gather and synthesize detailed reports on risk exposures, proposing informed strategic adjustments.
- Addressed client inquiries with a focus on ensuring clarity and accuracy of information related to insurance product terms and conditions.
- Engaged with clients, brokers, and internal stakeholders to build and maintain effective working relationships.
- Implemented insurance software solutions to facilitate process improvements, boost operational efficiency, and maintain comprehensive records.
- Trained junior analysts on data analysis techniques and best practices in insurance operations.
- Analyzed customer feedback to identify trends and implement solutions for recurring problems.
Reverse Mortgage Specialist
Sun West Mortgage Company
Buena Park, CA
08.2016 - 03.2021
- Managed client interactions for reverse mortgage services, prioritizing prompt and professional responses to inquiries and concerns.
- Simplified and communicated reverse mortgage concepts, loan terms, and repayment options to enhance client comprehension.
- Reviewed and verified loan application documents for clients, ensuring precision and compliance with established regulatory standards.
- Conducted thorough investigations into customer complaints, implementing effective solutions while demonstrating understanding and support.
- Managed meticulous customer record-keeping, capturing all interactions, inquiries, and resolutions for improved customer support.
- Facilitated client follow-ups to assess satisfaction levels and provided dedicated support throughout reverse mortgage tenure.
- Maintained awareness of regulatory changes and integrated them into customer interaction protocols to uphold compliance standards.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Education
High School Diploma -
Lakewood High School
LakewoodSkills
- Loan processing
- Client support
- Mortgage management
- Dispute tracking
- Interpersonal and written communication
Languages
Spanish
Timeline
Bilingual Insurance Analyst
Sun West Mortgage Company, Inc.
03.2021 - Current
Reverse Mortgage Specialist
Sun West Mortgage Company
08.2016 - 03.2021
High School Diploma -
Lakewood High School