Insurance Officer Resume Example City National Bank

INSURANCE OFFICER

Summary

Diligent and driven Supervisor with 14 years of operations experience, who has achieved success in a variety of roles with increasing levels of responsibility. I am a seasoned professional adept at cultivating partnerships and building lasting relationships across all business sectors. I manage large and complex projects while maintaining high team morale and energy.

Highlights

Operations management
Risk management
Decisive leader
Mergers and acquisitions
SLA implementation
Procedure development
Project analysis
Capital market trends
Merger and acquisition financing expert
Analytical
Detail-oriented
Bank security issues
Complaint handling and resolution
Systems implementation
Productivity improvement specialist
Customer relations specialist
Quality assurance and control
Homeowners insurance knowledge

Experience

City National BankMarch 2011 to July 2013Insurance Officer
El Segundo, CA

Review, process, and approve insurance documents for new, existing, and renewed transactions for Commercial Properties, Construction Loans, Real Properties, General Liability, Condominiums, and Co-Ops)
Oversee and process insurance policy renewals and endorsements required for multiple lines of business. (E.g. lines of credit, commercial and real property and vacant land)
Develops and maintains highly effective business relationships with assigned Relationship Managers, brokers, insurance
Maintain loan portfolios and borrower collateral documentation files consisting of secured and unsecured commercial assets
Process and review Flood insurance certification, HUD-1, Good Faith letters
Manage unit email to respond promptly to internal and external requests
Provide collateral termination fees to internal clients for demand statements on open obligations
Completes all required steps on account setup, documentation, and account management
Maintain proper documentation on coverage(s) and exceptions for assigned accounts.
Work with insurance agency/ agents/ brokers to resolve insurance deficiencies in a timely manner
Process monthly insurance premiums for escrowed accounts, monthly Corelogic invoices.

Bank of New York MellonJune 2009 to February 2011Client Liaison
Cypress, CA

Manage collateral for Mortgage Backed Securities pools, Fannie Mae E-Commitments, flow loans and deals Responsible for processing all Ginnie Mae initial and final collateral reviews based on each Servicing Level Agreement Process Repurchases (settlement schedules, wires and releases) for loans that have representation and warranty issues Communicate with 3rd parties regarding document resolution, including use of Bailee letters and follow up strategies Coordinate and track all post closing and recorded documentation, follow-up of loan review and audit exceptions Maintain loan portfolios and borrower collateral documentation files consisting of secured and unsecured commercial assets Insure compliance with loan program guidelines, underwriting requirements, state and federal lending laws and Agency guidelines Responsible for reconciliation of outstanding certification issues to identify, track and work with external parties to ensure timely settlement.
Review collateral files to confirm loans have paid in full; in order to process collateral release approvals Effectively and efficiently manage complex pool and deal transactions and handle escalated client inquiries.

ACC Capital Holdings CorporationAugust 2002 to October 2008Capital Markets Transaction Specialist
Orange, CA

Support sales transactions by coordinating loans for due diligence reviews, clearing stipulations, preparing closing schedules and coordinating deal books and post sale documents.
Inspected portions of audit work papers to assess the degree of compliance with the Sarbanes-Oxley Act, the Securities and Exchange Commission, or professional standards in connection with the performance of audits and issuance of reports
Prepare and execute asset releases (i.e. Guaranties, Vehicle Title Lien Releases, Deed of Trust Reconveyances, Aircraft, Houseboat and Crop)
Update, change and add items to CLSA and check for expiring liens (i.e. UCC, Deed of Trust, and Insurance utilizing Tickler System).
Maintain loan portfolios and borrower collateral documentation files consisting of secured and unsecured commercial assets
Prepare missing collateral documents and handle trailing documents for closed deals
Provide collateral termination fees to internal clients for demand statements on open obligations
Review title policies and endorsements and pay Title Invoices for obligations
Deliver and settle mortgage collateral for whole loan trades and securitizations
Resolve secondary collateral issues on closed sales. Locate and obtain loan files for due diligence
Identify and clear primary collateral deficiencies for non flow sales
Coordinate & resolve secondary collateral issues on service released non flow sales, including preparation of assignments and trailing documents.
Organize and maintain deal books, closing documents, post sale documentation.
Manage title and vesting process, including collateral issues, and work with vendors and custodians as necessary

Education

California State University of Dominguez Hills2014B.A : Psychology Business AdministrationCulver City, CA, usa

Psychology / Business Administration

West Los Angeles College2011Associates of Arts: PsychologyCulver City, CA, USA GPA: Cum Laude

Cum Laude Psychology

Skills

Account management, agency, closing, credit, documentation, due diligence, insurance, letters, exchange, policies, sales, Sarbanes-Oxley, Securities

Resume Overview

Companies Worked For:

City National Bank
Bank of New York Mellon
ACC Capital Holdings Corporation

School Attended

California State University of Dominguez Hills
West Los Angeles College

Job Titles Held:

Insurance Officer
Client Liaison
Capital Markets Transaction Specialist

Degrees

B.A : Psychology Business Administration
Associates of Arts : Psychology

Insurance Officer Resume Example

Resume Score: 100%

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