Experience

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  The Adjuster School Licensing & Training

  • Harris County, Texas, United States

  • Multi Lines Claims Adjuster

    • Sep 2022 - Oct 2023
    • Harris County, Texas, United States

    Coursework to review insurance policy coverage for property, auto, marine and workers compensation. Training on how to take measurements and estimate repair cost. Testing on comprehension of insurance coverage requirements and claims handling. Xactimate training for completing repair estimates.

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  Connect Search, LLC

  • Kansas City, Missouri, United States

  • Claims Compliance Specialist

    • Dec 2022 - Sep 2023
    • Kansas City, Missouri, United States

    Worked with multiple claims adjusters and examiners to expedite processing in alignment with procedures. escalated files with significant indemnity exposure to supervisor for further investigation. Compiled documentation for auto, property, general liability damages, and workers compensation claims by gathering information from diverse sources for claims resolution. Reviewed outstanding management tasks and redirected workloads to complete projects before deadlines. Responded to insurance carrier requests for annual worker's compensation audits. Reported injury information to OSHA. Directed and implemented strategic improvement plans to integrate solutions to audit findings and workflow process.

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  Hawthorn Bank

  • Independence, Missouri, United States

  • Loan Compliance Specialist

    • Aug 2020 - Jul 2022
    • Independence, Missouri, United States

    Reviewed property insurance documents for adequate coverage. Monitored residential loans for HMDA compliance. Requested documentation from loan officers for mortgage insurance. Prepared adverse actions documents for loans that were denied or withdrawn by the borrower or underwriter. Project coordinator for compliance audits and reporting requirements in the lending department. Data analysis for accounting reports for department expenses and receivables.

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  First Federal Bank

  • Kansas City, Missouri, United States

  • Loan Processor

    • Mar 2020 - Aug 2020
    • Kansas City, Missouri, United States

    Reviewed loans files for all documents needed for underwriting request any missing documents from the borrower or loan officer. Requested title work, insurance, taxes, appraisals, inspections, property surveys and employment information. In reviewing property inspections, I communicated repairs and acceptable conditions to real estate agents. Prepared documents for loan closing department. Preformed preliminary review of new loan files to assure efficiency once forwarded for underwriting approval.

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  Cohen Financial, a Division of SunTrust Bank

  • Leawood, Kansas

  • Senior Loan Portfolio Manager

    • Jul 2019 - Nov 2019
    • Leawood, Kansas

    Reviewed new loans for insurance coverage, taxes, inspections, escrow analysis and various lender requirements. Requested insurance claim documents for property repairs, inspections, lien releases and reimbursement checks. Answered calls from borrowers for documentation needed for loan files and payments. Responded to requests from asset managers and the legal department for property insurance claims documents.

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  North American Savings Bank

  • Grandview, Missouri

  • Loan Servicing Supervisor

    • Jul 2017 - Mar 2018
    • Grandview, Missouri

    Supervisor for call center operations and staff in the loan servicing department. Collected payments and documentation for taxes and insurance for escrow accounts. Reviewed new loans for property insurance documents and coverage requirements. Responded to claims and repairs for unfavorable conditions on property inspections. Monitored call volume, staffing and transaction processing to meet service level agreements.

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  PNC Financial Services

  • Overland Park, Kansas, United States

  • Commercial Loan Analyst

    • Feb 2014 - Nov 2016
    • Overland Park, Kansas, United States

    Processed loan payoffs, releases, property deeds and UCC filings. Collected payments and mailed default letters to borrowers for delinquent accounts. Reviewed department processing reports to confirm financial transactions balanced. Created system queries using Microsoft Access for compliance audits. Trained loan analysts, department resource for questions and procedure updates.

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  Mazuma Credit Union

  • Kansas City, Missouri, United States

  • Business Loan Coordinator

    • Jan 2012 - Jan 2014
    • Kansas City, Missouri, United States

    Added new commercial loan accounts and requested required documents for regulatory audits. Requested documentation for insurance claims and forced placed insurance. Assisted the product development team by submitting ideas and implementation plans. Processed loan advances, disbursements, and wires for commercial accounts. Coordinator for documenting and resolving system issues with the information technology department. Property manager for foreclosed investment properties, contact for repairs, rent, leases, ownership changes etc. Liaison for regulatory audits by providing documentation, reporting and assisted the compliance officer. Provided monthly reports to the Small Business Administration and internal accounting department. Scheduled closings for commercial loans and submitted documents to the title company for recording.