UNDERWRITER Resume Walnut Creek CA - Hire IT People

Dedicated Underwriting experience and comprehensive banking background, recognized as an effective and motivational team player with a consistent track record in delivering bottom-line results. Experienced professional with planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner. Proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, outlook and Internet Explore.

PROFESSIONAL STRENGTH:

Possess excellent analytical and logical skills.
Solution oriented with an eye toward bottom-line result.
Proven externally oriented skills along with hands on operational experience.
Successful in resolving customers concern in both corporate and field environments.

EXPERIENCE:

Confidential (Assignment) Walnut Creek, CA 07/2010-12/2010

COMMERCIAL MORTGAGE SERVICING
Processed, validated and balances Automated Clearing House (ACH) origination client files to ensure timely and accurate processing of incoming and outgoing wire transfers through Whole Sale Electronic Deposit banking system. Verified proper authority and maintaining documentation of current transfer agreements and special clients processing restrictions or enhancements.

Processed incoming/outgoing wires for loan payment, insurance and fees to send funds to beneficiaries at AIX such as investor reporting.
Processed debits and credits for cash transfers by using Whole Sale Electronic Deposits and Strategy systems to update cash disbursement and deposit clearing accounts.
Received requests from other departments to process regular loan payment included loan principal, interests, tax, insurance, miscellaneous fee, and reserves.

Confidential San Francisco, CA 2005 – 2009

UNDERWRITER
Experience Underwriting in casualty insurance includes Homes, Auto and Personal Umbrella insurance policies. Involving the assignment of proper rate classification premium computation, policy renewal and rate changes. Recommended internal underwriting staff as it pertains to decisions and knowledge of assigned territory. Recognized as an effective and motivational person who enjoys challenge seeking opportunity to learn and improve skills.

Conducted independent investigations of applicants.
Worked with sales personnel from assigned territory to evaluate exceptions requests which fall outside of guidelines.
Determined the proper premiums and policy terms for broad categories of individuals and properties.

Confidential Oakland, CA 2002-2005

VISA, MASTER DEBIT CARD CHARGEBACK REPRESENTATIVE
Confidently use various accounting tools and macros systems to identify of any discrepancies and fraudulent activity. Escalating any matter including a potential or threatened legal. Successfully resolved customer inquiries during initial meeting/calling and monitored issues that require follow-up and research. Recognize formally with Employee of the Year award for two occasions for Excellence Customer Service.

Responsible for closing fraudulent accounts and blacklisting the corresponding addresses.
Corresponded between cardholders, businesses or individuals to ensure proper procedures and actions are completed.
Confirmed the billing information of the client by calling the banks, the credit card companies and other financial institutions.

Confidential Oakland, CA 2000-2002

DEPARTMENT LEAD SPECIALIST
Extensive interaction on a daily basis with all levels of bank personnel and large commercial clients, maintain transaction reports related to the Investment Department. Oversees daily Securities wire accounts transaction and investment settlements.

Analyzed and resolved non-routine and moderately complex operational problems.
Verified proper authority and maintaining documentation of current transfer agreements and special client processing restrictions.

Confidential, San Francisco, CA 1996-2000

PERSONAL TRUST ACCOUNT SUPPORT
Responsible for the general support administration of personal trust accounts including estates, trusts, guardianships and agencies up to and including moderately complex situations. To represent the Bank in contacts with customers, attorneys, beneficiaries and other related parties. Ability to managed expectations of senior banker, analysts and clients while working on project simultaneously.

Handled the tasks of preparing financial statement and reports.
Assisted senior loan officer in verifying authenticity of documents.
Directing disbursement of funds according to conditions of a trust needs of a beneficiary.
Initiated and monitors account activity ensuring compliance with established policies, procedures, rules and regulations.

EDUCATION:

BS Business Accounting on going

VOCATIONAL/TRAINING:

Certificates - Office Career with Computer Application Program.
Certificates - Horizons Computer Applications/Remote Barcode Systems.

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Underwriter Resume

Walnut Creek, CA

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