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Customer Service Insurance Claims

Location:
Brighton, CO
Posted:
March 26, 2024

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Resume:

LORI KELLEY

Brighton, Colorado 720-***-**** ad4li3@r.postjobfree.com

Highly motivated and detail-oriented Professional with over 20 years of experience. Seeking a career change into the field of insurance claims. Leveraging my strong analytical thinking skills, attention to detail and ability to use good judgement to investigate and negotiate to resolve complex issues. I am confident that my experience in the financial industry has equipped me with the necessary skills to excel in the insurance industry.

MS Office / Data Entry/ Call Center/ Problem Solving/ Oral and Written Communication/ High Volume Pipeline Management/ Deadlines/Exceptional Customer Service / Technology PROFESSIONAL EXPERIENCE

WELLS FARGO Englewood, CO July 2015 – January 2023 Mortgage Closer

Balanced Closing Disclosure (final figures) with settlement agents, prepared and sent closing packages, audited all documents for accuracy, communicated all closing aspects with customers, maintained pipeline to track and log status of loans.

Received several customer service excellence awards for going over and above as a result of nominations by sales and processing partners.

Maintained excellent proficiency of 100% accuracy on all QC reviewed files throughout organizational changes and job duty changes.

MERCEDES BENZ of DENVER Denver, CO December 2013 – July 2015 BDC Representative (Jun 2014 – Jul 2015)

Scheduled service appointments, assisted customers with all service related questions and concerns. Created and maintained schedules for all the Service Writers.

Streamlined process of creating daily/weekly/monthly schedules in software program resulting in a 75% reduction of time spent on schedule creation.

Title Clerk (Dec 2013 – Jun 2014)

Prepared auto titles and registration documents, prepared bank loan packages. General office duties. Began as a temporary role via OfficeTemps and was hired on to permanent role.

Assisted in getting all backlogged title applications, transfers and all other office work they were behind in caught up much quicker than anticipated.

Updated their filing system to be more efficient. EDUCATION

High School Diploma.

Currently enrolled in a program with AdjusterPro to get adjuster license in FL as well as classes in Xactimate and Construction 101 for adjusters.

ADDITIONAL EXPERIENCE

Mortgage Closer at Urban Lending Solutions in Broomfield, CO. Prepared closing documents, balanced final figures, requested and reviewed homeowners insurance and payoffs for refinances. Audited post-closing signed documents and gave funding authorization.

Property Preservation Specialist at Lender Processing Services in Westminster, CO. Communicated and documented property preservation needs on mortgage loans that were in foreclosure. Reviewed pictures of properties and contractors reports/suggestions and then was liaison between lender and investor. Motor Vehicle Tech at Adams County Motor Vehicle in Westminster, CO. Processed new titles and registrations, plate renewal, taxes verified auto insurance. Cashier duties daily reconcile and deposit. Monthly reports. Team Lead / Closer (from File Clerk) at LenderLive in Denver, CO. Led Closing/Scheduling/Funding team of 15 employees within 3 years.



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