Processor

Karen Simon

**** **** **** ****, ***** Mountain GA 30088

770-***-****

*******@***.***

PROFILE

Extensive Financial background with solid administrative and customer service skills. Ability to type (wpm 55) and perform 20-key. Proficient in DU, LP, Micsoft, Word, Excel & Lotus. Equally adapt working independently or as a team. Dependable, accurate, and detailed-oriented.

EXPERIENCE

AES Insurance Broker A Wells Fargo Bank 5/2007 - Present

Insurance Accountant Assistant

• Responsible for routine tasks, established projects and routine problem solving in support of one or more of the following departments; commercial lines, personal lines, benefits, marketing or claims.

• Functional job responsibilities may include: coordination information flow to resolve accounting, audit, claims or underwriting questions/issues

• Verifying, invoicing and processing insurance policies, endorsements and/or claims

• Maintaining customer database on agency management system

• Reviewing expiration lists and issuing necessary binder;maintaing files according to policies and procedures guidelines; preparing or requesting loss summaries, assisting in reconciliation of accounts receivable by account

Greenpoint Mortgage 2004 - 2007

Condition Specialist/Staff Underwriter

• Communicate with the broker regarding loan status and conditions

• Process full files, obtaining credit report and acting as liaison between departments

• Clearing underwriting conditions and preparing loans files for the closing department

• Maintaining flow of loans in the underwriter pipeline

• Review Appraisals, credit reports and Homeowner Insurance

• Supported fellow co-workers.

1st Mariner Bank 2002-2004

Senior Processor

• Calculating income and assets to ensure back-up documentation is received

• Maintaining contact with brokers to answer questions regarding loan status

• Setting closings and coordination settlement dates with the title companies

• Process FHA,VA and Construction/Perm loans

• Follow up with the brokers and A/E s on loan status

1st National Bank of Arizona 2000-2002

Assistant Account Manager

• Prepared loans, reviewed credit profiles, and selected appropriate programs based on LTVs

• Responded to telephone inquiries and follow up on all approvals from the Underwriter

• Keyed loan data into database using DU & LP

• Completed special projects as assigned by management

EDUCATION

Northern Virginia College 2001-2002

Earned certificate in Account I

Earned certificate in Principals of Banking

References Available upon request

Contact this candidate