Experience

Ohio National Financial Services

• United States
• Financial Services
• 400 - 500 Employee

• IT Business/Quality Analyst

  • Oct 2016 - Present

• Case Management Supervisor

  • Feb 2015 - Present

• Team Lead

  • Jan 2014 - Jan 2015

• Vendor Coodinator

  • Aug 2012 - Jan 2014

• Case Manager, Underwriting

  • Feb 2008 - Aug 2012



US Financial Life Ins Co

• Customer Service

  • Mar 2004 - Dec 2007

   Validate, approve, process and acknowledge beneficiary, ownership, and name policy change transactions Validate, approve, process and acknowledge collateral/release of assignments Calculate, validate, approve and process cash disbursements of loans, partial and full cash surrenders, 1035 exchanges, Internal Exchanges, and Cancellations  Calculate cost basis for cash surrenders and 1035 exchanges  Validate, approve, process and acknowledge beneficiary, ownership, and name policy change transactions Validate, approve, process and acknowledge collateral/release of assignments Calculate, validate, approve and process cash disbursements of loans, partial and full cash surrenders, 1035 exchanges, Internal Exchanges, and Cancellations  Calculate cost basis for cash surrenders and 1035 exchanges