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2008 - present
aurora, IL (US)
INDEPENDENT SALES AGENT
Created effective marketing strategies in order to acquire new business.
Assessed perspective’s insurance needs to determine appropriate coverage with maximum security.
Performed the role of the primary contact for clients with questions regarding the status of their insurance claim and maintained file reports.
Validated all insurance policy transactions to ensure any requested modifications or changes were accurately updated in a timely manner.
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Jan 2007 - May 2008
westmont , IL (US)
ACCOUNT MANAGER
Named Top Performer 4 Times in 2007- 2008 while managing a pipeline of 80+ files.
Analyzed underwriting decisions, ordered/followed up appraisal requests for review and facilitated communication between broker, account executives and borrowers.
Daily reviewed each file’s risk assessment and analysis in order to determine credit worthiness.
Processed loan transactions within delegated authority limits and updated Conditions reports while maintaining department standards.
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May 2006 - Oct 2006
sugar grove, IL (US)
LOAN PROCESSOR
Diligently monitored all loan conditions to determine proper processing.
Analyzed each file for its’ potential risk level, performance potential, and ability to meet pricing quotas.
Daily worked with appraisers to obtain accurate home values and communicated with brokers and borrowers in a consultative capacity.
Exercised initiative and independent judgment in resolving extremely complex situations.
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Nov 2005 - Mar 2006
warrenville, IL (US)
LOAN RESOLUTION ANALYSTQ
Served as lender advocate for specific lenders and responsible for client pipeline meeting funding requirements.
Extensively investigated outstanding conditions on post funded files.
Utilized effective interpersonal skills to resolve unique and challenging client situations.
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Feb 2005 - Sep 2005
naperville, IL (US)
LOAN PROCESSOR
Validated criteria from applications submitted by several Account Executives.
Reviewed and validated all essential documentation while maintaining an accurate data base.
Facilitated the coordination of files from underwriting to funding.
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Feb 2004
rolling meadows, IL (US)
ACCOUNT EXECUTIVE
Correctly analyzed prospective borrower’s credit worthiness for programs that would suit their financial needs.
Quoted accurate pricing within authority limits and company guidelines.
Guided customers throughout the application process from beginning through funding.