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Underwriter Assistant Resume Samples
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0-5 years of experience
Supported Assistant Vice President, Regional Manager, Assistant Manager, and nearly ten (10) Senior Underwriters.
- Prepared and processed post issuance registration instructions. Loaded data into seven (7) diverse Global Operational Systems, which was 40% technical support.
- Uploaded and recorded weekly management reports that reconciled policy premium discrepancies. Tracked the status of new and renewed business accounts.
- Oversaw and assisted with quality reviews of eight (8) product line policies, within the required three (3) day turnaround time. Pulled loss run reports for internal and external requests with twenty-four (24) hour mandate. Processed 40% of all underwriting policy contract requests.
- Communicated with brokers regarding new and existing changes to policies.
- Developed and designed a company training manual to teach other UA's how to rate and process midterm changes.
10+ years of experience
Assisted with the review, evaluation and pricing of new and renewal business quotes and endorsements within an accurate and timely manner.
- Ordered, reviewed & analyzed property inspection reports per underwriter instructions.
- Communicate with agents to obtain additional information to facilitate processing of transactions.
- Assisted in resolving billing issues, policy status, and explaining new processes or company products.
- Developed business relationships in Georgia, Alabama and Florida.
0-5 years of experience
Took charge of effectively processing different kinds of loans, such as conventional, government, construction, coop, and portfolio loans.
- Handled the pre-approval of clients and requests for all title policies, home owners' coverage, and appraisal through a third party to assure HVCC compliance.
- Effectively communicated with the Calyx Point daily; sent wire for funding as well as arranged and shipped loan to investor for purchase; and ensured the completion of final documents to secure timely delivery.
- Implemented and verified the final review for all the credit, income, assets as well as the property documentation.
- Developed and maintained business relationship with several investors, such as Wells Fargo, M&T Bank & Crescent Mortgage.
0-5 years of experience
Worked under limited supervision assisting casualty manager and senior underwriters foreign accounts.
- Handled involved risk and difficult problems in commercial lines of business.
- Specific functions included preparing cessions, data entry, endorsements, typed proposals, retrieved Dunn & Bradstreet reports and prepared audits.
- Formulated Summaries of Insurance.
- Kept positive and progressive relationships with brokers and customers as assigned for underwriting and executive accounts transactions.
- Analyzed and researched information requests and share findings to pertinent colleague.
- Amplified emerging prospect or client issues to the appropriate colleague.
0-5 years of experience
Pulled Client's credit report, Property tax, PreHud from Title company, checked 1003, GFE, TIL, All disclosures for accuracy.
Responsible for preparing data entry for computer entry, maintaining databases, entering financial and customer data.
- Reviewed charge documents for accuracy as well as corrected errors, return documents to source or enter missing data.
- Maintained control of input documents by properly following batch control procedures, and accurately recorded data.
- Informing team leader about unusual situations affecting productivity, accuracy and efficiency of data flow.
- Responsible for other office duties as assigned.
0-5 years of experience
Reviewed loan information, appraisal reports, tax transcripts, credit reports, income and asset documentation
- Facilitated efficient closings through effective communication with mortgage brokers, account executives, and team members
- Acquired related party reporting from approved vendors and reviewed for inconsistencies or issues
- Acquired and evaluated soft pull credit reports as required prior to funding
- Evaluated and advised procedure improvements, and initiated new procedures
6-10 years of experience
Wholesale Underwriter and Sr. Underwriting Assistant of Conventional and Government Loans.
- Issued initial and final credit decision on residential mortgage applications, using assigned authority.
- Reviewed credit, income, assets, and collateral while staying within bank, lender, and investor guidelines.
- Maintained daily pipeline new loans as well as clear underwriting conditions for resubmissions.
- Met and exceeded production quotas and maintained quality assurance goals while providing exceptional customer service.
0-5 years of experience
Organized documents to scan electronically into storage system to maintain in clients files, and retrieved as needed.
- Created bill invoices and forward to clients monthly.
- Typed letters to notify clients of renewal and payment deficiencies, and aid clients when issues arise with their policy.
- Maintained files in an organized format to be retrieved when electronic documents were unavailable.
- Implemented policies and procedures for errors and omission that occurred during scanning of information for clients files.
- Provided quality customer service daily.
0-5 years of experience
This position I worked for the Underwriting Department as an assistant and I was responsible for reviewing quotes and the rating of new business applications and renewals. Skills required for this position were knowledge of underwriting guidelines and rating procedures. I was able to multitasking and organize my workload to meet deadlines. Other skills required where, accuracy and attention to detail. The computer skills required excellent data entry and typing. Knowledge of Outlook, Microsoft Office, 10 key by touch and the knowledge of using other office equipment..
- Reviewed applications for missing information and/or inconsistencies.
- Applied extensive knowledge of underwriting guidelines for each state specific
- Successfully prepared applications for new policies that would ensure each customer would be provided with their new policy before expiration date of their present policy.
6-10 years of experience
Ordered loss control reports on renewals and new business
- Handled renewals bypasses with premium $5,000 and below.
- Quoted Umbrella policies on renewals and worked with two Wyoming Agencies.
- Reviewed MVRs, evaluated youthful drivers & excluded drivers.
- Worked closely with Underwriters in two states
- Handled amendments in property, general liability, and inland marine coverage. Added drivers, updated locations and reviewed mail. Completed additional insured's amendments and cancellations.
- Updated IRPM worksheets, answered CLCP questions or concerns and assisted agents with renewals and amendments.
0-5 years of experience
Liaison between Agent and Underwriter by reviewing new applications.
- Followed up on outstanding requirements and engaged in ongoing communication with agents, vendors and clients.
- Managed assigned case load and processing of life applications and all other necessary documentation.
- Reviewed all applications and determined deficiencies along with track and communicate status of underwriting requirements.
- Updated administrative system and other databases with pertinent data.
- Generated correspondence related to underwriting decisions and requirements.
- Provided service to insurance agents and general agents via a 1-800 line.
10+ years of experience
Ordered and reviewed vital reports including: property, flood, and appraisals to process home equity lines of credit, installment loans, and secured loan products.
- Reviewed credit bureaus for fraudulent activities and loan qualifications.
- Compiled information for final determination of loan status.
- Underwrote pre-approved status offers of credit for secured and unsecured loans, credit line increases and automobile loans through the indirect lending department.
- Resolved all problems related to pre-loan qualifications and approvals.
- Prepared and insured all required FHA Title 1 program documentation was accurate, complete and properly processed for bank closings on all home improvement loans.
- Monitored each program's records to comply with federal regulations.
- Resolved all loan-related questions for every Mellon Bank Branch and car dealerships supported by Mellon having questions or issues concerning loan applications and/or approvals.
- Trained all new employees on loan operations and procedures.
6-10 years of experience
Provided underwriting assistance to underwriters in the San Diego office in all the systems used for the Marine Facilities Group and assisted other underwriters in the Philadelphia and Florida offices as needed. Participated in reviewing new forms and rates on the new programs that were replace for the package and marine policies.
- Handled new and renewal package rating accounts from $10,000 to $100,000 in premium.
- Reviewed and reported policy rating and billing system issues.
- Processed policy issuance, endorsements, notices and cancellations for the commercial package, marine and auto policies.
- Registered a high volume of policies and endorsements each month during booking.
0-5 years of experience
Reviewed and updated all renewal information.
- First point of contact for agent requests and inquiries.
- Hired and managed a staff of 10 rating specialists, 2 data entry clerks, and 1 mail clerk.
- Assigned and monitored workload and conducted weekly quality control assessments of all staff members.
0-5 years of experience
- Handled a diary system efficiently and did daily follow- ups for paperwork and information needed for policies with the underwriters and brokers.
- Acted as a liaison between underwriters and brokers to maximize efficiency with policy processing. Able to correspond with brokers and office workers in a professional manner.
- Created a training manual for current and future underwriter assistant
- Maintained renewal checklist and performed due diligence for both new cases and renewals.
0-5 years of experience
Strategized with the business development team on new account penetration and territory development.
- Maintained and updated extensive client database.
- Effectively communicated potential risk to the underwriters.
- Communicated and followed up with customers to request additional information needed for approval.
6-10 years of experience
- Provided timely and professional customer service to internal and external
- Supported the Underwriters who maintained relationships with customers.
- Responded to customers and underwriters quickly and completely and provided status updates.
- Ensured policy transactions such as quotes, new business, endorsements,
- Maintained customer satisfaction by meeting company processing standards and minimized errors by completing a thorough review of work processed before presenting to underwriters that the paperwork was ready for customer
- Participated in project/assignments as needed.
- Received Chartis 2009 Golden Compass Award in recognition of dedication,
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