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Life Insurance Case Management

Location:
Indianapolis, IN, 46202
Salary:
Open
Posted:
February 23, 2024

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Resume:

David Robinson

317-***-****

ad3vcd@r.postjobfree.com

Education

Issuing Institution

Location

Qualification

Course of Study

Indiana University Purdue University of Indianapolis

Indianapolis, IN

Bachelor's Degree

Sport Management Kinesiology and Certificate in Business. August 2013

Vincennes University

Vincennes,

IN

Associate's Degree

Sport Studies and Sciences

May 1999

Professional Experience

New Business Processor

January /2023-November 2023. OneAmerica

Responsible for seeking any discrepancies such clients not including their social security number, in accurate address or not selecting the proper correct life insurance product on the applications for business. This includes analyzing multiple forms such as HIPPA making sure the correct date of birth matches on the application submitted by the client, and applying premium payments, setting up billing, and creating external replacements of life and annuity correspondence. All must be done in accordance by state and regulatory guidance. This role partners with case management to deliver a customer focused approach to the prioritizing and processing of new business to meet specific service level targets.

Loan Audit Specialist

1/2017-11/2022 Team Lead Loan Auditor. Freedom Mortgage Corporation

Performing audits using lakewood software for FHA, Conventional and Fannie mae loans internal audits to ensure regulatory compliance, operational efficiency, and accuracy insuring valid sigbatures and calculations are accurate after closing by loan officers, underwriter and borrowers. Secondly trained groups of auditors As well to assist assembling loan binders by collecting vital documentation such as: Closing disclosures, warranty deed, Uniform Residential Loan Application, Planned Unit development riders, proof of employment, bank statements and promissory note and loan agreement. These documents were uploaded into a software called catalyst controlled by Housing Urban Development which was submitted within a designated deadline for auditing purposes as well due to borrower maybe past due between one to thirty days.

Loan Audit Specialist

8/2016-1/2017 Aerotek

Review documents and audit and verify the information to meet the specific loan type requirements such as FHA loans.

Standardized Test Scorer

05/2016-6/2016 Data Recognition Corporation / Kelly Services

Evaluate students’ responses on a computer, including essays and written work to determine how well they grasped standards. Also graded according to an answer key or rubric.

Account Specialist

01/2016-05/2016 Stericycle / Kelly Services

Communicate to customers about urgent and non-urgent calls to consumer and commercial clients about the Microsoft replacement program for possible defective AC power cords connected to their Surface Pro, Pro 2, and Pro 3 devices using computer-telephone integration. Provide information, document interactions, or schedule shipping appointments. Also training new hires in the Stericycle system to familiarize them with the scope of work.

Student Loan Specialist

07/2013 - 05/2015

JP Morgan Chase

Indianapolis, IN

JP Morgan Chase Work - (Loan Specialist) July 2013- May 2015 Facilitate timely resolutions for at-risk borrowers- Facilitate resolutions for delinquent borrowers in danger of defaulting. Also training new hires in the Stericycle system to familiarize them with the scope of work. Work collaboratively across campus departments to present borrowers with a clear picture of their options regarding re-enrollment.

Related Skills / Certified

Five-plus years of performing internal audits to ensure regulatory compliance, operational efficiency, and accuracy. Completed numerous special assignments and internal audit projects for senior management. Conducted various types of internal audit reviews on Mortgage loans. Assisted in the development of Internal Audit Procedures and training new employees to process internal audits

-Microsoft Windows and Microsoft Office applications Word, Excel, PowerPoint, Outlook.

-Outstanding Customer service skills

-15 plus years of leadership and activity work for recreation and sports for youth activities.

-Intern with Marian University 2013 Sports Recording for Volleyball, basketball, Football, and Soccer games.

-Exceptional Communication skills



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