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Philadelphia, PA
... Education: Swarthmore College Bachelor of Arts - English Literature 2000 FINRA Series 6 & 63, Property & Casualty licenses and Chartered Life Underwriter candidate. Industry Experience: Municipal Bonds, Annuities, 401k Plans, 403b Plans, Traditional ...
- 2020 May 22
Philadelphia, PA
... Submitted loan applications to the underwriter for verification and recommendations. Developed prospects for new loans by conducting cold calls weekly. Successfully closed an average of eight loans per month. Reviewed and edited loan agreements to ...
- 2020 Apr 18
Philadelphia, PA
... ● Securing and forwarding patient medical records Patriot National Insurance, Plymouth Meeting, Pa 07/2015 – 02/2016 Underwriter Assistant ● Underwriting, prices, and developing appropriate insurance programs for assigned accounts ● Delivering ...
- 2019 Aug 10
Mount Holly Township, NJ
... I have conducted due diligence investigations in several M+A projects and produced the accounting requirements in an IPO with a major underwriter. I have coordinated the upgrading of accounting systems as diverse as QuickBooks and Microsoft Dynamics ...
- 2019 Jul 21
Philadelphia, PA
... ●Handling incoming phone calls and gathering pertinent information to provide assistance to the underwriter. ●Understanding various carrier guidelines or brokerage arrangements to efficiently assist the underwriter on accounts. ●Ensuring ...
- 2019 Apr 14
Philadelphia, PA
... Manager, Financial Accounting Successfully completed a $275 million IPO for a newly formed limited partnership, concurrent with a $250 million senior note offering, including SEC S-1 filings, deal structure modeling, and underwriter due diligence. ...
- 2019 Jan 07
Philadelphia, PA
... THE TITLE SECURITY GROUP, LLC San Juan, PR Paralegal & Underwriter Assistant December 2016- August 2017 • Reviewing and analyzing title documents prior to closing to determine what requirements must be met in order for the company to issue policies ...
- 2018 Oct 17
Woodbury, NJ
... Experience Radius Financial Group Mortgage Underwriter 07/2016 - 03/2018 Underwrote Correspondent Mortgage Loans to lender specific guidelines Fannie Mae, Freddie Mac, USDA, Mass Housing and Conforming High Balance loans Analyzed credit, income, ...
- 2018 Aug 02
Delran Township, NJ
... Shivi Gupta ac6f3r@r.postjobfree.com Page Two RADIAN, Philadelphia, PA 2010 to 2011 Application Engineer (Contract-Underwriter [CUW] Billing System – Mortgage) Improved efficiency and reduced billing system resource time 20% by automating for ...
- 2018 Jul 27
Philadelphia, PA
... Identify transactions which need Underwriter review; package and submit within in pre-determined timeframes. Apply new information received regarding investor underwriting guidelines, company policies, processing procedures, etc. Send commitment ...
- 2018 Jul 17