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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Saville CtKansas City, MO Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESummaryInsurance and banking professional with more than six years of experience in commercial insurance brokerage, mortgage servicing and credit administration. Experienced in a fast paced environment performing detail-oriented tasks in pricing and placing insurance coverage, compliance with agency guidelines, and state and federal regulations, while providing quality customer service.Relevant ExperienceTwin Lakes Insurance Agency, Lees Summit MO December 2021 December 2022Commercial Marketing RepresentativeAccomplishments:Passed testing to receive a property and casualty license in Missouri and Kansas.Provide the producers (salesmen) with quotes from all insurance carriers that are capable of quoting each particular client.Provide producers with booklets outlining the details of proposed coverage quote versus the current coverage.Process payments when binding a new account and updating the information in the system Applied Epic.Maintain regular contact with underwriters regarding any questions or issues when quoting or binding a policy.North American Savings Bank, Grandview MO March 2018 October 2021Loan Default CounselorAccomplishments: Maintain regular contact with delinquent borrowers and answer any questions they might have.Organize repayment plans to cure a borrowers delinquency.Send out required correspondences for all delinquent loans.Assist borrowers with the completion of loss mitigation packets to ensure that alldocumentation is properly and thoroughly completed before the review process begins.Instruct the servicing department on how to post funds for delinquent loans.North American Savings Bank, Grandview MO November 2017 March 2018Credit Analyst IAccomplishments: Ordered appraisals and evaluations for properties being tied to new loans.Prepared invoices received in the department for payment.Updated system records regarding the housing market in the Kansas CityMetro Area.Ensured the list of approved appraisers matched what was on file with the third party.Uploaded required tax documents into CLOSE and ensured all required documentshad been received.EducationDrake University August 2013Bachelor of Arts Music Performance Performed with the top Wind Ensemble, The Drake Wind Symphony, JazzBand, Orchestra and Marching Band from 2008 2013. Designated the Principle Percussionist in 2011 due to strong practice routineand demonstrated leadership quality. |
