Experience

MUFG Union Bank N.A.

• Banking
• 1 - 100 Employee

• Assistant Vice President Insurance Dept.

  • Feb 2021 - Present



MUFG Union Bank, N. A.

• Loan Operations Work Director

  • Apr 2018 - Feb 2021



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Underwriting Support Supervisor

  • Dec 2009 - Feb 2021

  Project lead for Quality Charter. Developed audit procedure and dispute work flows to increase accuracy across UW division. Created reporting for corresponding departmentsConstructed several training plans for new employees depending on skill level. Created detailed work flows for various states DMV processing Change Control Board Member for reviewing pending department projects. Coordinated state book of business to improve service levels.Developed internal awards programEOS committee member to review results and affect changeTrainer for rollout of eCLIQ to both sub-regionsCoach and develop direct reports; monthly one on onesMonthly UA file reviews

• business analyst

  • Mar 2009 - Feb 2021

  Business Systems Analyst II - February 2013 to present• New Role within the Region1. Self-trained along with working with remote peers to collaborate responsibilities2. Trained self on all new BA duties• Developed BSA Roles and Responsibilities value map with peers• Assisted Regional Management staff with Problem Solving and conversion to LMS• Attend weekly management staff meetings• Attend Tier 1 and Tier 2 huddles, provide feedback to LMS Coach• Process confirm UWs and UAs to assist with process efficiency• Attend weekly Tier 2 Problem Solving sessions to assist with any questions• Attend and participate with Standard Work Champions• Train all UA new hires; order equipment, set up training room, organize mentor/trainers, first day onboarding; facilitate testing, system access• Develop/test/rollout UA training plans; meet with HO training coordinator, monthly meetings to gain feedback from new hire trainees and trainers for continuous improvement; rolled out to both sub-regions• Assist cross country Regional teams with specific state DMV needs• eCLIQ/MECCA support• Created bi-weekly meetings with sub-region RVP to build relations and keep informed of BA activities; offer assistance • Team member for development and testing of new Company-wide UA File Review process; sub-committee to make recommendations for scoring tool to align with UA OSPE expectation; collaborate with other Regional BAs across the country. Created workflow document for new users• Lead team member for Company-wide VIN work item project for all states requiring electronic verification; developed reciprocal agreement for VIN work items in home states to assist all Regional Companies; working with CPO for possible shift for this work item; review staffing needs for CPO. Rolled out Business Plan to Sr. Management.• Created training plan for new Middle Market UA File Review expectation; contacted BAs across the country to gather needed documents, see resume

• Sr. Commercial Underwriting Assistant

  • Mar 2009 - Feb 2021

  Rate, process and document policy transaction; quotes, new business, endorsements, renewals Review transactions for authority level and routing -pre underwrite transactions for Sr. Underwriters Professional customer service through phone calls or email with accurate, prompt responses, resolve problem issues, provide policy status and information for additional products availableHandle and order various reports such as DMV, loss control, error reports Provide technical & procedural support to department and agent Assist in procedure testing



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• System Support Team Trainer

  • Jan 2007 - Mar 2009

  Agent & service center support for technical issues Audit system efficiencies HO liaison for new programs & testing Training of service center employees and customer service

• Customer Service Representative

  • Jan 2000 - Jan 2009

  Agent training and technical assistance of rating system billing issues, commissions, account breakdowns, court appearances Monthly report to HO Review risk eligibility and assist in pricing Multi Line RaterManual & system rating for Underwriting reviewCoding, commissions, account audits Review new business, renewals, changes & reinstatements Conversion from manual to on line system



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Commercial Underwriting Associate

  • Jan 1981 - Jan 2009

  Assist & advise agents of eligibility through phone calls & email Rate, price & issue new business, changes, renewals, reinstates Review audits and loss control results Strong communication skills educating agents regarding eligibility of risks Training for on line rating system & technical support Field training for underwriting & systems Underwrite & issue multiple line of business; Commercial Auto, Apartments & Condos, Manufacturers, Retail/Service, Real Estate, Restaurants, Wholesale/Distributors, Automotive Service Industry & Contractors



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Accounts Specialist

  • Feb 1981 - Jan 1983

  Billing, invoicing Premium extensions Collections Account breakdowns Billing, invoicing Premium extensions Collections Account breakdowns