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Skills

  • Team Leadership
  • Process implementation
  • Extremely organized
  • Customer service and assistance
  • Interpersonal and written communication
  • Public speaking
  • Food preparation
  • Data analysis
  • MS Office
  • Conflict resolution

Work Experiences

  • Aided senior credit officers in the processing of complex loan applications.
  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Looked for industry trends on social media and through online sources.
  • Achieved Excellence Award for excellence in team leadership and business growth, driving a 57% increase in revenue over 5 months.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved 32% reduction in erroneous data entries.
  • Achieved a 76% reduction in fraud-related losses.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Accomplished this in 14 months.
  • Created a new employee evaluation process that resulted in significant performance improvements.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Finance Insurance Manager was successful in exceeding goals.
  • Expertise in streamlining, profitable, and focused finance and contract processing.
  • Motivated Finance Insurance Manager with experience managing large-scale projects, including budgeting and administration.
  • Sales leader with extensive knowledge of Accounting and Finance requirements, standards, and best practices.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • With 14 years of experience, I'm adaptable and responsive.
  • With more than 7 years of experience in the field, I'm adaptable and responsive.
  • Interpersonal, communication, and analytical skills are all excellent.
  • Finance Insurance Manager with 15 years of successful quality assurance and client relations experience.

Accomplishments

  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Proposed
  • Business Development: Initiated two key partnerships which resulted in method revenue growth.
  • Collaborated with legal and compliance teams to standardize policy documentation, ensuring consistency and reducing audit discrepancies by 53%.
  • Consulted
  • Developed and conducted regulatory training programs, increasing team compliance aptitude by 53% and reducing audit risks.
  • Documented
  • Guided
  • Enhanced profitability in insurance policy premiums by designing a risk-adjusted pricing model that improved quote accuracy by 72%, boosting customer acquisition.
  • Documented and resolved procedure which led to standard.

Affiliations

  • International Association of Administrative Professionals
  • National Association of Insurance Commissioners (NAIC)
  • Global Association of Risk Professionals (GARP)
  • Toastmasters
  • American Medical Informatics Association
  • Project Management Institute
  • Association for Financial Professionals (AFP)
  • Certified Business Intermediary (CBI) of the International Business Brokers Association
  • American Risk and Insurance Association (ARIA)
  • Finance Insurance Risk Managers Network

Certifications

  • Certified Public Accountant (CPA)
  • Life Underwriter Training Council Fellow (LUTCF) – 2024
  • Associate of the Society of Actuaries (ASA), 2022
  • Certified Financial Risk Manager (FRM) - Cedar Works
  • Certified Public Accountant
  • Apple Certified Associate (ACA)
  • Associate in Risk Management (ARM) - 2021
  • Health Insurance Associate (HIA) - Northwind
  • CompTIA A+ Technician
  • CompTIA Security+

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