Sherrie Crosby-Bullard

***** ******* ***** *****, ************, FL 32258

904-***-****

Employment

Citi – Retail Mortgage – Jacksonville, Florida 2012 – June 2014

Processing of HARSS Refinances

o Liaison between client, loan officer, and underwriting department for full approval

of loan.

o Completed welcome call with client to verify loan information and to advise of

documents needed for loan approval.

o Obtained verification of employment.

o Scheduled closings.

Alluvion Staffing Inc. – Jacksonville, Florida Feb 2012- June 2012

Assigned to Citizens Claims LDCU

o Open and close claims.

o Prepare claim files for Citizens Attorney’s/Litigation Team.

Axiom Staffing Group – Jacksonville, Florida 2011 to 2012

Assigned to QBE First as a Client Support Associate

o Act as the liaison between client and internal departments regarding lender placed loan

processing and requirements.

o Pull and save daily and weekly work reports. Provide supervisors with the daily and

weekly work volumes needed to be completed.

o Research referrals from other departments regarding voluntary and lender placed

coverage. Contact agents and insurance companies for proof of coverage. Issue and

cancel lender placed policies. Assist Team Lead with emails from our client.

Citizens Property Insurance – Jacksonville, Florida 2004 to 2011

Customer Correspondence 2006 to 2011

o Handled executive, legislative, and Department of Financial Services Complaints,

written correspondences from attorneys and Citizens policyholders, and emails received

through Citizens web-site.

o Assisted in review of letters prior to being released, and quality review of the team.

o Underwriting resource for the team and processed underwriting transactions for the team.

o Attended Policyholder Forum’s on behalf of Citizens Property Insurance.

Underwriter 2004 to 2006

o Review and process applications, endorsements, renewals, rewrites, and cancellations

following company guidelines.

o Thorough understanding of Citizens manuals, rates, rules and procedures.

Prudential Financial Agency – Jacksonville, Florida 2004

Agent Assistant (Part –Time)

o Responsible for scheduling appointments with existing clients for annual reviews,

maintaining client records, cold calling of potential customers and scheduling

appointments, organization of weekly sales, production and commission reports.

Prudential Financial/Prudential Insurance Company – Jacksonville, Florida 1973 -2002

Project Management Associate – Data Quality Beneficiary Research Project (2002)

o Located beneficiaries of unclaimed life benefits totaling millions of dollars.

Project Management Associate – Demutualization Resolution Team (2000 – 2002)

o Responded to written and verbal inquiries from policyholders, plan administrators, and

attorneys concerning Prudential Financials demutualization process.

o Assisted in the new business sweep, reviewing new policies that would be eligible for

demutualization.

Customer Recovery Advisor (1997 – 2000)

o Liaison between policyholders and Prudential to resolve conflicts. Handled written

complaints addressed to Prudential’s CEO, Board of Directors and Vice President.

Client Concern Specialist (1992-1997)

o Liaison between policyholders and Prudential Property and Casualty Insurance to resolve

conflicts. Handled complaints addressed to the Department of Financial Services,

Prudential’s CEO, Board of Directors, and Vice President.

Regional Claims Coordinator and Manual Rater (1983-1992)

o As Regional Claims Coordinator, responsible for providing claim offices with support for

contested claims.

o As a Manual Rater, extensive background in rating and analysis. Responsible for rating

homeowner, automobile and personal catastrophe policies.

Education

High School Graduate

FCCJ – Presidents List (Working on AS Degree)

Professional Development

Registered Customer Service Representative (4-40 License)

Securities License – NASD Series 6 (License now expired)

Loma Part 1

Areas of Expertise

Strong analytical and written communication skills

Excellent telephone skills

Microsoft Word, ePAS, AS400, CHATS, Imageright, CTS, Symphony Access, Outlook, VO,

IMS & PowerPoint, Citrix, FPS (Used for verification of employment)

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