Underwriter

Jimmy W. Situ

**** **** **. ********, ** ***** *****.******@*****.*** 718-***-****

Education

Brooklyn College, Brooklyn, NY

Bachelor of Science in Business Management & Finance December 2014

Professional Experience

National Debt Relief New York, NY

Underwriter September ’16 - Present

Review financial agreements, personal loan statements and credit reports to resolve client’s request.

Verify employment, income information, reviewed credit history and calculated borrower’s assets.

Document reasons for approval or denial of enrollment and assisted with UW scenarios.

Ensure Debt Relief Agreement terms and enrolled creditors met negotiations eligibility requirements.

Constantly recognized as top performing underwriter by exceeding company metrics and QA audits.

Santander Bank Brooklyn, NY

Personal Banker Representative September ’15 - September’16

Managed customer’s bank accounts and performed due diligence by identifying suspicious transactions.

Obtained necessary documents from customers while maintaining a high level of customer service.

Met all goals consistently and referred customers to financial advisors, as need.

Developed relationships with customers while cross-selling banking services, such as checking and saving accounts, loans, and other financial products.

Reached out to potential customers to generate new business.

Yablon & Associates New York, NY

Recruiter February ’15 - September ‘15

Sourced, screened, and phone interviewed candidates through the use of LinkedIn, Monster and Dice.

Developed and implemented strategic initiatives for recruiting diverse candidates

Briefly qualified candidates on the responsibilities, salary and benefits of the various open positions.

Requested candidate’s references, performed background check and check the suitability of the candidates.

Met and exceeded monthly goals before deadline.

Wrevel New York, NY

Marketing Intern August ’13 - October'13

Assisted in marketing and advertising promotional activities such as social media, direct mail and web development.

Prepared promotional material and organized marketing events at venues, fairs and college campuses.

Performed market analysis and research on competition.

Managed and updated company database and customer relationship management systems (CRM).

Leadership Activities & Skills

Software: Proficient in Microsoft Word, Excel, PowerPoint, Outlook, Windows 7, and Mac OS

•Languages: Fluent in Cantonese (Chinese)

•Activities: Member & Social Chairman of Tau Kappa Epsilon (ΤΚΕ), December '09 – ‘14

Contact this candidate