SEARCH

Insurance Officer Resume Example

Resume Score: 100%

Love this resume?Build Your Own Now
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

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

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

Similar Resumes

View All
Insurance-and-Scheduling-Officer-/-Office-Manager-resume-sample

Insurance and Scheduling Officer / Office Manager

Beachside Physical Therapy

Melbourne, Florida