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underwriter resume example with 15+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary
A professional with over 20 years experience in customer relations. Detail-oriented, quick learner with a proven ability to work well in a fast-paced environment. Able to effectively communicate all aspects of various industries utilizing excellent verbal and written communication skills. SELECTED ACCOMPLISHMENTS: Instrumental in introducing and effectively presenting new phone accountability measurements which resulted in 100% team achievement of quality standards. Improved criteria to increase efficiency of share draft return desk at medium-sized credit union which resulted in substantial savings by decreasing number of delinquent accounts. Proven ability to deliver highly efficient, customer-focused conversations during extremely high volume times at Janus.
Core Qualifications
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Experience
Underwriter, 03/2015 to 05/2015
ChubbCharlotte, NC,
  • Processed home mortgage modifications through third party vendor for Bank of America.
  • Verified all required documents were scanned in system and not outdated.
  • Scrutinized bank statements, tax returns and paystubs for correct and complete information.
  • Corresponded with Customer Relationship Manager through email and phone to ensure all required information was received in a timely manner.
  • Monitored various stages of modification requests for various loan types.
Customer Support Services Representative, 06/2014 to 02/2015
Santander BankWashington, DC,
  • Handled escalation cases involving Bank of America customers.
  • Researched all types of concerns with nationwide clients.
  • Processed inbound and outbound calls in fast-paced, energetic center.
  • Maintained compliance specifications involving lending practices and banking regulations on ongoing basis.
Resolution Specialist, 10/2012 to 03/2013
Berry PlasticsTolleson, AZ,
  • Answered incoming/outgoing calls for a mortgage loan-servicing company.
  • Advised on status of modifications, foreclosures, short sales, etc.
  • Assisted borrowers with inquiries on missing paperwork, dealt with real estate brokers on status of short sales.
  • Learned more about mortgage industry and various mortgage products.
Provider Claims Representative, 02/2009 to 02/2010
TeledocLewisville, TX,
  • Answered incoming calls from health providers regarding claims in dynamic office.
  • Determined various reasons claim was still in process such as wrong procedure code used, lack of timely filing, patient not covered at time of service, etc.
  • Developed better understanding of medical claims and terms.
Consultant Contractor, 07/2007 to 04/2008
Cu*Answers, Inc.Grand Rapids, MI,
  • Researched, processed and resolved returned institutional refund checks for large retirement annuity company.
  • Utilized and learned Legacy and OMNI software systems.
  • Worked with about 50 other consultants to move monies off of company ledgers.
  • Developed understanding of different retirement products available for institutional employees.
Logistics Specialist, 06/2006 to 10/2006
Otter Tail CorporationLakeville, MN,
  • Assisted logistics department in conversion to SAP system, helped pick orders in the system, worked with Excel spreadsheets for processing invoices for accounting department.
  • Filed old orders as needed.
Account Resolution Specialist, 01/2003 to 01/2005
CENTRIX FINANCIALCity, STATE,
  • Facilitated busy collection office by assisting in phone payments, explained loan details to clients and resolved delinquent vehicle loan accounts by making appropriate verbal arrangements.
  • Developed understanding of collection procedures in busy office environment.
Investor Communications Representative, 01/1999 to 01/2002
JANUS FUNDSCity, STATE,
  • Demonstrated knowledge of Janus products, accounts, industry/market trends and support of client's needs regarding mutual fund investment education.
  • Performed a variety of customer representative responsibilities: answering questions, handling redemptions, exchanges, and other transactions.
Client Service Representative, 01/1997 to 01/1999
MASS MUTUAL LIFE INSURANCE COMPANYCity, STATE,
  • Explained billing, dividend, annual statement questions and also generated and mailed ledgers as needed and met monitored company phone standards.
  • Developed overall understanding of complex life insurance products and riders.
Customer Account Representative, 01/1994 to 01/1997
COMCAST CABLECity, STATE,
  • Resolved and explained billing-related questions, established new accounts and maintained and updated customer data as needed.
  • Met all sales and customer service performance standards regarding upgrading subscriber packages.
Share Draft Clerk, 01/1991 to 01/1993
CREDIT UNION OF DENVERCity, STATE,
  • Managed share draft desk for medium-sized credit union.
  • Determined whether to cover or reject share draft payments in accounting department.
  • Reported delinquent share draft accounts to Colorado Credit Union League.
  • Interacted with various types of members on the telephone or at the help counter.
Education
B.S: Business Administration Economics, Expected in to Regis University - Denver, Colorado
GPA:
Business Administration Economics
Professional Affiliations
Skills
accounting, banking, billing, conversion, Credit, client, clients, customer service, email, fast, filing, insurance, logistics, market trends, Excel spreadsheets, office, mortgage loan, pick, real estate, sales, SAP, tax returns, telephone, phone, upgrading

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Resume Overview

School Attended

  • Regis University

Job Titles Held:

  • Underwriter
  • Customer Support Services Representative
  • Resolution Specialist
  • Provider Claims Representative
  • Consultant Contractor
  • Logistics Specialist
  • Account Resolution Specialist
  • Investor Communications Representative
  • Client Service Representative
  • Customer Account Representative
  • Share Draft Clerk

Degrees

  • B.S

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