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underwriting assistant resume example with 20+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Website, Portfolio, Profiles
  • https://www.linkedin.com/in/Jessica-Claire-66a87296
Professional Summary

Proficient [Job Title] successful in preparing documents and [Task]. Familiar with ordering supporting reports, completing required documents and preparing marketing materials. Ready to offer [Number] years of experience to challenging position with room for advancement.


Methodical [Job Title] committed to meeting strict deadlines and personally guiding clients through underwriting process. Expertise in credit and income analysis, loan closing and risk assessment. Innovative and diligent individual commended for working collaboratively with team members and accurately completing loan packages.


Meticulous Underwriting Analyst with [Number] years of experience making loan application decisions by evaluating financial strength of borrowers. Strong risk assessment and decision-making skills paired with detailed approach in examining documents. Friendly and analytical professional proficient in [Software] and [Software].


Skilled [Job Title] specializing in [Area of expertise], offering more than [Number] years of experience to growing organizations. Highly adept in underwriting moderate to complex policies. History of being effective team member with full understanding of underwriting process and team needs. Well-versed in using Excel to create and update tracking spreadsheets.


Analytical [Job Title] with expertise in [Area of expertise]. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.


Dedicated to enhancing underwriting department operations with analytical and disciplined approach. Work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries.


Meticulous [Job Title] with [Number]-year background in [Area of expertise]. Successful in revamping policies and procedures to resolve discrepancies and prevent future recurrence. Team-oriented and adept in developing high-performing teams.


Seasoned [Job Title] offering [Number] years of [Type] insurance expertise. Well-versed in insurance laws with success in mitigating risk and controlling loss through comprehensive analysis, policy negotiation and service delivery.


Talented [Job Title] goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.


Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry].

Skills
  • Policy renewal
  • Document scanning
  • Policy Development
  • Data analysis
  • Quality assurance
  • Clerical support
  • Report writing
  • Loss protection
  • Relationship building
  • Inspection reviews
  • Trend Analysis
  • Policy quoting and pricing
  • Business Development
  • Time management
  • Risk management
  • Spreadsheet management
  • Project planning
  • Accounting familiarity
  • Business administration
  • Multi-line phone proficiency
  • Database Management
  • [Number] WPM typing speed
  • Mail handling
  • Filing and data archiving
  • Bookkeeping
Work History
01/2016 to Current Underwriting Assistant Crum & Forster Holdings Corp. | Remote, PA,
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
  • Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
  • Served bankers, internal staff and borrowers by offering alternative options and explaining credit decisions.
  • Calculated loan applicant debt ratios, income and terms and payments to determine financial stability of applicants to repay loan.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Supported review, acceptance or denial of new or renewal business by providing [Skill] to [Job title].
  • Assisted [Job Title]s by calculating group and individual renewal rates based on customers' background, industry and demographic information.
  • Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
  • Entered details such as payments, account information and call logs into [Software] system.
  • Produced ad hoc reports and documents for senior team members on [Timeframe] basis.
  • Modified loan requests through [Action] and [Action] to determine best type of loan program for each potential borrower.
  • Underwrote and processed [Number] mortgages and secured loans per [Timeframe], lending over $[Amount].
  • Prepared detailed reports to present analysis of client creditworthiness using [Software] and [Software].
  • Contacted [Number] borrowers per [Timeframe] to gather additional information to make appropriate lending decisions.
  • Reviewed sales contracts, appraisals, titles and deeds to effectively underwrite [Number] real estate loans per [Timeframe].
  • Performed second-level review for loans recommended for denial by assisting with re-negotiations.
  • Completed pre-closing responsibilities to prepare loan files for closing team through [Action] and [Action].
  • Improved department efficiency [Number]% by developing file management systems and spreadsheets to manage loan review.
  • Trained and delivered feedback to [Number]-person underwriting team by coaching subordinates on underwriting policies and decisions.
01/2007 to 01/2016 Associate Underwriter Assurant | Simi Valley, CA,
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Promoted successful investment plans with well-organized and smooth presentations.
  • Educated clients on investment levels, funding sources and strategic timing impacting successful capitalization.
  • Organized financing for each deal by sourcing funds from private and public groups.
  • Orchestrated client-centered financial packages factoring in current market trends.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
  • Supported review, acceptance or denial of new or renewal business by providing [Skill] to [Job title].
  • Provided high level of assistance to [Job Title] and [Job Title] helping with review, Claireification, coding and rating of applications.
  • Assisted [Job Title]s by calculating group and individual renewal rates based on customers' background, industry and demographic information.
  • Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
  • Entered details such as payments, account information and call logs into [Software] system.
  • Researched and developed loss control support resources using [Skill] and [Software].
  • Coordinated with internal stakeholders to initiate marketing strategies and meet market penetration and business growth objectives.
  • Produced ad hoc reports and documents for senior team members on [Timeframe] basis.
  • Verified data integrity and accuracy.
01/2001 to 01/2006 Commercial Insurance Account Manager Johnson Financial Group | Franklin, WI,
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Collected premiums on or before effective date of coverage.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Collected, analyzed and validated agency commissions.
  • Met and exceeded revenue goals by [Number]% through generating new leads and identifying new clients.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
Education
Expected in 06/1993 to to Bachelor of Arts in Sociology | Concentration in Business Western New England University, Springfield, MA GPA:
Certifications
  • CAP - Certified Administrative Professional
  • [Area of expertise] License - [Timeframe]
  • Certified [Job Title], [Company Name] - [Timeframe]
Additional Information

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Resume Overview

School Attended

  • Western New England University

Job Titles Held:

  • Underwriting Assistant
  • Associate Underwriter
  • Commercial Insurance Account Manager

Degrees

  • Bachelor of Arts in Sociology

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