Personal Line Account Manager

• Oct 2021 - Present

Insurance Agent

• Aug 2020 - Feb 2021

Commercial Insurance Service II

• Jan 2019 - Aug 2020

PL Retention Licensed Agent

• Sep 2015 - Aug 2020

Help client review policy, Sales, Retention, and Service.

Jr Underwriter -Temporary

• Apr 2015 - Sep 2015

Review and audit closed loans from correspondent lenders for compliance and complete Qualified Mortgage review of file to ensure it meets Qualified Mortgage guidelines prior to purchase for acceptable documentation for secondary market acceptance. Reviews and analyzes Desktop Underwriter and Loan Prospector conditions for files received from correspondent partners.Verifies data integrity of Correspondent loans that have received an approve/eligible decision from Desktop Identify documentation deficiencies within review and communicate out to Correspondent partners. Review cure/ hold documentation submitted by Correspondents to determine acceptability and assist in resolving documentation deficiencies to make the loan marketable and eligible for purchase. Interacts with Correspondent Lenders regarding interpretation of company and investor guidelines, as well as, any other Prior to purchase, verifies data integrity on Correspondent loans that have received an automated underwriting decision from Loan Prospector. Based on findings, informs post closing department to either purchase the loan or place in suspense until further information is obtained. Calculates purchase amount and prepares documentation for accounting to purchase loan.Reviews underwriting prior to closing, and closing conditions for compliance with underwriter approval and ensure fits within our DU guidelines. Validates data completeness and integrity for loan record in our origination system. Determines that the loan meets compliance standards per policy/ regulatory requirements. Send loan files back to Correspondent when dont meet requirements or at lenders request. Runs reviews, and analyzes DU Compare / Early Check on files to identify and correct potential loan delivery eligibility and/or data integrity issues anytime during the loan process before shipping the loan for sale to investor (Fannie Mae/Freddie Mac) Clear Fraud Guard findings for Delegated files. Show less

Financial Consultant-Temporary

• Dec 2014 - Apr 2015

Titling, closing deals, and office duties: mail, fax, and bank deposits. Titling, closing deals, and office duties: mail, fax, and bank deposits.

Sales Associate- Assistant Manager

• Aug 2014 - Apr 2015

Sales, inventory control, and submitting transactions. Sales, inventory control, and submitting transactions.

Night Auditor

• Jul 2013 - Jul 2014

Front Desk, Night Auditor Front Desk, Night Auditor

PA Coordinator

• Feb 2012 - Feb 2013

Office coordinator-Fax received from doctors prescription, Mail going out to members, calling doctors on missing information. Office coordinator-Fax received from doctors prescription, Mail going out to members, calling doctors on missing information.

Sales Associate

• May 2010 - Oct 2012

Phone customer service - Temporary

• Feb 2011 - Apr 2012