Field underwriter/life insurance agent

JEANNACE BURNETT-BENTLEY

SUMMARY

Versatile business professional with 5+ years of experience in Financial Services/ Mortgage Banking and Auditing

Experience with auditing and identifying regulatory compliance and non-compliance incidents by reviewing loan documents for accuracy and completeness

Experience with addressing various issues to be corrected with Processors and Managers

Knowledgeable of Regulatory Requirements of Commercial Lending, processing and supporting operation procedures of Middle Market, Real Estate, Research and Maintenance, and Specialty Loans

Ability to complete and compile findings and make recommendations for status updates memos, negotiating and audit reports

Disciplined and goal-oriented with strong attention to detail skills

Able to adapt quickly in a fast-paced environment

Excellent written/verbal communication skills

Able to multi-task, organize and prioritize to carry out activities that are large or short in scope, cross-functional and technically difficult

Thorough and analytical and the ability to meet strict deadlines

Computer Proficiency: Microsoft Windows, Microsoft Office (Word, Access, Excel, PowerPoint, Outlook), MS Project, Encompass, Calyx, Internet Explorer, JavaScript, .COM, HTML, DHTML, MS SQL Server, IIS Server, MTS, Mercury Testing Tools, Closer, Real EC, MSP, DealWorks, Exposure Now, ACBS, QIP, CLW

EXPERIENCE

PRIMERICA FINANCIAL SERVICES - Chicago, IL 07/2017-current

Insurance Agent/Field Underwriter

Recommends financial services to potential clients, data entry, sets appointments, filling out applications for clients and following up with other business partners,

Recruited and trained new representatives

Conducts presentations

Helped clients become debt free and financially independent through life insurance and investments,

Mentor a team of 12

BANK OF AMERICA - Chicago, IL 06/2016 - 07/2018

Leasing Credit Officer

Responsible for evaluating and underwriting new end-user credit opportunities, including the identification and assessment of all strengths, weaknesses and risks (including operational) associate with the opportunity as well as identifying and describing mitigating factors

Responsible for the evaluation, review and written analysis of all factors that affected an entity’s ability to repay and /or service their obligations on time

JPMORGAN CHASE BANK NA - Chicago IL 10/2007 - 12/2014 Compliance Internal Auditor

Audited and identified regulatory compliance and non-compliance incidents by reviewing loan documents for accuracy and completeness

Addressed various issues to be corrected with Processors and Managers by using a tracking scorecard that identifies problem

Followed regulatory requirements of Commercial Lending, processing and supporting operation procedures of Middle Market, Real Estate, Research and Maintenance, and Specialty Loans

Extensively, read and interpreted of loan document

Lead 4-member team with specialty functions including conducting and interpreting Flood reports, granting system access for new employees, and managing new hire list; also, audit daily financial rates

Assisted and trained new hires on loan reviews and procedures, as well as how to meet monthly Adherence and Productivity goals

Accomplishment

Achieved 100% quality non-detractor rating for 14 consecutive months

MB Senior Loan Processor - Downers Grove, IL

Processed monthly pipeline of 40-45 mortgage loans and ensured closing dates were met

Reviewed loan-related documents including financial statements, tax returns, credit reports, appraisals, title companies, title insurance, flood and tax certificates; ordered appraisals, and title and credit documents

Trained and advised junior processors on new loan functions and computer systems

Accomplishments

Promoted to Senior Loan Processor

Closed 94% loans in 60 days, 81% in 35 days (year-end cycle of 29 days).

Internal Auditor / Senior Operations Specialist - Gahanna OH

Charges with ensuring quality for the organization

Reviewed documents for accuracy; processed and prepared legal documents for attorneys to present in court

Served as liaison between Bank and attorneys

Accomplishments

Recognized for top 100% quality performance through awards and verbal recognition in 7 out of 8 months

Earned promotion to Senior Operations specialist following superior performance and demonstrated ability to quickly learn and master complex concepts

Reduced losses by approximately $750K by working with customer to modify loan terms and avoid foreclosure

EDUCATION / CERTIFICATIONS

Western Governors University Salt Lake City, UT Bachelor of Science, Business Management - November 2019

SIE Certified - January 2019

SERIES 6 AND 63 - February 2019

Project Management Certified - MAY 2016

Life Licensed in IL, OH, NC, and MI - November 2017

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