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Manager Insurance

Location:
Prattville, AL, 36066
Posted:
September 30, 2010

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Resume:

PATRICIA M WALDROP

**** **** *****

Prattville, AL 36066

334-***-**** (home)

334-***-**** (cell)

abjfv2@r.postjobfree.com

SUMMARY

Accomplished financial professional with over 30 years experience.

Professional strengths include strong analytical skills, knowledgeable,

organized, and team player.

PROFESSIONAL EXPERIENCE

BB&T (formerly Colonial Bank) 1990 to 2010

Operations Business Analyst, Montgomery, AL

. Acted as liaison between system personnel and business users to

support One Point, a documentation tracking system

. Managed modifications to One Point configuration and system files

. Acted as the first line of support for all end users

. Maintained and managed security for One Point

. Managed the data integrity process for the One Point database by doing

monthly maintenance and creating end of month reports

. Developed administration and user documentation for One Point

. Used bank's mainframe data structure

. Imported files and related mapping of data from the source system to

One Point

. Instructed and trained new users and provided assistance with

development and documentation of input procedures

. Worked independently and effectively communicated with end users and

IT personnel

. Worked with IT department to facilitate new processes, products,

system upgrades

. Assisted with various special projects related to the department,

i.e., Fidelity Director Administrator, Biweekly imports to TriStar,

Mortgage Servicing Projects, Record Retention Project, Revamped and

consolidated One Point category and tickler descriptions, Weekly

escalation reports for senior personnel, generated automated letters

for users on Fidelity Online Letter Writer, and quarterly SOX review.

. Assisted in divesture of Huntsville region banks

Document Review, Montgomery, AL

. Developed and implemented quarterly training procedures for document

review

. Handled questions and/or problems in all areas of auditing for

document review

. Serviced branches or regional support with questions or concerns

. Reported on monthly production for document review

. Worked with Credit Review on loans over $2,000,000 ensuring that loans

were correct and exceptions were cleared as needed

. Worked with PwC (internal auditors) during the audit procedures with

document review

. Worked with Document Review Manager on other projects assigned

. Worked as administrator for One Point as outlined under Operation

Business Analyst

Corporate Training, Montgomery, AL

. Worked as instructional designer for 2 years

. Designed and implemented training material for regional loan trainers

. Scheduled and facilitated more than 50 software classes for over 350

Banc Group employees

. During April - May 2000, taught Customer Information System classes

for Banc Group and Nevada employees

. Assisted and/or facilitated in quarterly train-the-trainer meetings in

Birmingham and Montgomery regions

. Learned Front Page and HTML that were unrelated to my job

Consumer Lender/Assistant Branch Manager, AVP, Hartselle, AL

. Managed Daily Operational procedures to ensure efficiency according to

bank policy

. Daily reviewed vector to determine if a client warrants an overdraft

. Monitored profit and loss statement

. Audited tellers on a monthly basis

. Performed audit reports for District Operations Officer

. Supervised personnel to ensure that we were functioning according to

bank policy

. Interviewed loan applicants and made appropriate decisions

. Monitored loan repayment activities

. Contacted current and prospective customers

. Prepared and closed all loans that were approved by City President and

myself

. Prepared loan approval requests for presentation to Officer Loan/Board

Loan Committee

. Prepared accounts payable for branch

. Back-up personnel as needed

. Assisted in preparation of monthly local board meeting

Rankin Insurance, Decatur, AL 1987 to 1990

Commercial Lines Underwriter

. Assisted producers in quoting and placing insurance to commercial

lines accounts

. Knowledge of ISO manual

. Issued binders and certificates

. Rated various lines of insurance

. Monitored renewal and expiration listing

. Prepared billing

. Processed endorsements, cancellations, and audits

. Communicated with insurers and carriers as needed

. Prior to this position, acted as head bookkeeper for this $15 million

agency

AmSouth, Decatur, AL 1985 to 1987

P/R Teller

. Handled various customer transactions related to deposits, check

cashing, credit card, loan payments, tax payments, issued money orders

and cashier's checks. Balanced cash drawer

Colonial Bank (formerly Valley National Bank)

Lanett, AL 1978 to 1985

Head Bookkeeper/IRA Consultant

. Responsible for overall operations of bookkeeping department and

personnel

. Serviced customer inquiries and complaints

. Initiated and maintained Individual Retirement Accounts

EDUCATION & CERTIFICATIONS

. Associate Arts, Elementary Education, Enterprise State Junior College

. Continuing Education, Accounting, Southern Union Junior College,

Lanett, AL

. American Institute of Banking Classes in Bank Management, Consumer

Lending

. Certification - Leadership Hartselle Certification

. Professional Continuing Education Credits for various Software

applications at Auburn University, Montgomery, AL

COMPUTER SKILLS

. Seagate Crystal

. MS Outlook

. MS Word

. MS Access

. MS Excel

. MS PowerPoint

. Fidelity OLLW

. One Point, product of Experian



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