Customer Service Insurance

Kateri M. Montry

**** ****** *** **** ***. ****

Lewisville, Texas 75067

(cell) 972-***-****

Email: ************@*****.***

JP Morgan Chase

**** – Present

Senior Operations Specialist

Home Lending Default/Process Control. Working with reports to capture scheduled foreclosures sales date. Sales must be postponed to allow sufficient time for the customer to respond and submit important documents in accordance to the Treasury directives. Worked with proprietary information regarding financials, capturing reports from Fannie Mae, Freddie Mac, FHA, VA, and Farm loans that are restricted from the population base. Continuous work updating on MSP, LPS, Lenderlive, Fastrieve, Internet Explorer, Microsoft Excel, and Microsoft Outlook applications.

I worked my last job of 8 years and the company closed due to the economy.

After a year of unemployment I went to work at Stria as a Scanning Specialist.

The purpose of my position is maintaining a consistent production rate concentrating on accuracy, integrity of the hard copy and digital image, as well as maintains the overall Quality Control of the documents.

Summary

Insurance Specialist with experience in providing support to business units including monitoring and updating required insurance, accessing and interpreting loan documents using interpersonal skills, written and verbal skills to establish and maintain relationships with account representatives, insurance agents and borrowers. A loyal, dedicated, ambitious individual motivated to contribute to the company’s success by working as a team member to increase efficiencies and deliver outstanding customer service.

Professional Experience

KeyBank / Orix Real Estate Capital, Dallas, TX.

2000 - Present

Insurance Specialist, Loan Servicing, Insurance, and Primary Servicing

Communicated with customers, agents, and finance companies via e-mail and phone to ensure proper coverage was in place avoiding penalty fees from being assessed to the customers.

Modified Flood, Earthquake, paying attention to wind building and Business Interruption coverage’s in designated areas reducing process time and providing higher efficiency in paying invoices.

Kept analysis, transfers, new loans, cancellations, assumptions for due diligence and maintained filings updates in a timely manner to eliminate fees shortages or overages.

Compiled data on a diary of manual reports due to Hurricane Rita and Katrina paying attention to wind building and rents designated areas to ensure proper coverage was in place avoiding penalty fees from being assessed to the client.

Chubb Insurance Company, Dallas, TX. 1998-2000

Customer Service Representative II – advanced/Expert

Reviewed underwriting analysis and processed commercial multi-line property, general liability, auto, workers compensation, umbrella, and international policies to ensure appropriate pricing and rating structure on new lines, renewals, endorsements, manuscripts, and guarantee policy forms were n place in a timely manner.

Communicated with accounting, underwriters, and producers bringing awareness of claim activity within assigned book of business to develop solutions in producer cash flow for growth.

General Accident Insurance Company, Dallas, TX. 1997 – 1998

Staff Specialist for Bonus/Brokerage Department

Created a department that became known as AON of TEXAS “go to” market that developed relationships and executed a strategy placing insurance company on personal relationship with AON Agency. Implemented process on a local level with little assistance from home office, resulting in department completing first year with $3 Million reviewing profits of company writing.

Assistance to Underwriting servicing and utilization business for loss control, claims and premium audits in a timely manner and demonstrating a high level of customer service.

Sorted and distributed incoming/outgoing mail and faxing correspondence to various departments of offsite premises to avoid late responses and fees.

Processed issuance of policies, renewals, endorsements, state filings, and posted notices for workers compensation to ensure agency expectations were met in a timely manner.

Entered information to/or obtained reports from various or automated and computer based systems so information was available for conference calls between sites and agency to review for quoting.

Processed general clerical administrative support to underwriter which included manual updates, follow up on motor vehicle reports, Dun and Brad, Marshall and Swift, Loss runs, and claims kits, to ensure the completion of forms and coverage’s are in compliance.

Kemper Insurance Company, Garland, TX. 1990 - 1997

Assistant Underwriting to Inland Marine, Select Accounts, & Assigned Risks Automobile

Reviewed for completeness of new and renewal policies obtaining additional information when indicated. Approved or declined those within authority and referred those that exceeded authority to underwriter to handle completion with notes for future reference.

Reviewed records of loss experience, motor vehicle reports, and special reports, used for determining the desirability of risk for accuracy in a timely manner.

Served as back-up for company switchboard operator for front desk

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