Underwriting Analyst Intern

Samuel Bergquist

331-***-**** ************@*****.*** 2555 Ridge Road, Aurora, IL

EDUCATION

NORTH PARK UNIVERSITY Chicago, IL

B.S. in Business & Economics with Concentration in Finance Dec. 2020 GPA: 3.0 & Major GPA: 3.4

Relevant Courses: Financial Modeling, International Finance, Investment & Portfolio Management, Strategic Management, Intermediate Macroeconomics and Intermediate Accounting I & II Activities: Men’s soccer team, Student Athlete Advisory Council (SAAC), and active member of Freedom Forum an undergraduate student leadership development program. RELEVANT EXPERIENCE

BORO Chicago, IL

Underwriting Analyst Intern Nov. 2019–Dec. 2020

• Utilized underwriting guidelines to evaluate the risk of various loans based on customers’ financial records, credit history, and asset documentation to develop a loan solution for each customer

• Delivered a 94% approval rate based on underwriting analysis of each loan for the direct manager, summarizing incoming data to suggest a course of action

• Trained collection specialists in tasks related to industry guidelines, while creating progress reports for the Director of Risk

• Leveraged credit reporting software to develop insights in managing customers’ credit history profile. Reduced the rejected data from the Credit Bureaus for an average of 5,000 accounts monthly COMMERCIAL INSURANCE SERVICES Bloomingdale, IL

Network Service Intern May 2018–Aug. 2019

• Consistently achieved 16% higher close rate for claim resolution compared to the company average

• Utilized service provider relationships to expedite inspection for customers on time-sensitive insurance claims

• Actively acquired 15 new contractors monthly for the company network

• Enhanced communication skills through training newly acquired contractors on CIS-pro app LEADERSHIP EXPERIENCE

Student Athlete Advisory Council (SAAC) Chicago, IL Student Board Member 2016–2017

• Established relationships with student athletes and local nonprofit organizations to foster a positive presence in the community

• Organized events to build community in the athletic programs involving all university athletes

• Proposed student athlete concerns of NCAA legislation to SAAC committee ADDITIONAL INFORMATION

Skills:

Clifton Top 5 Strengths: Analytical, Achiever, Futuristic, Relator, and Learner

• Underwriting • Risk Analysis • Insurance

• Microsoft Suite • Credit Manager 4 • Salesforce

• Analyzing Financial Records • Collections Analysis • Portfolio Analysis

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