Jun 2020 – Jul 2022 · 2 yrs 1 mo · San Francisco Bay Area

Oct 2019 – Mar 2020 · 5 mos · San Francisco Bay Area

• Impacted by COVID-19

Oct 2017 – Jan 2018 · 3 mos · Pleasanton, California, United States

• EA to CMO & CFO.
• Supported CMO & CFO with internal communication, project management and coordination, meetings, calendar management and budgeting.
• Attended and facilitated meetings providing administrative support (e.g. agenda, room prep, meeting minutes, action items, etc.)
• Coordinated domestic and internal travel arrangements.
• Managed and reconciled monthly reconciliation reports, accruals, and expense reports via Lynx and Coupa.
• Supported marketing team with finances, processes and facilities.
• Contributed with special cross-functional projects, such as events, creative projects and process development.

Dec 2015 – Jul 2019 · 3 yrs 7 mos

• Ensured compliance with credit and regulatory requirements for hard money and rental products.
• Identified missing documentation and generated conditions lists for applicants.
• Managed a pipeline of (40-60) loans, ensuring daily review with a high degree of accuracy in a deadline-oriented environment (exceeding 85% quality).
• Assessed borrower’s ability to repay through review and analysis.
• Engaged with sales and loan analysts to provide pricing and deal structuring guidance, exception write-ups, and tips workarounds especially for complex transactions.
• Collaborated cross functionally to complete credit analysis promptly.
• Owned entire loan file detail prior to closing submission including work done by upstream partners. Managed and prioritized constant deal flow to ensure on time close.
• Identified and reported any suspect fraudulent activity and escalated issues.
• Actively participated in ongoing efforts locating inefficiencies and system enhancements.
• Designated as the content and system power user.

Jun 2015 – Nov 2015 · 5 mos

• Managed a pipeline of loans ensuring daily review of information provided by borrower.
• Reached out to customers resolving questions and gathering missing information.
• Contacted, obtained and reviewed third party vendor reports.
• Maintained a high level of customer service by proactively communicating.
• Guaranteed accurate, complete and timely loan data through underwriting and audit.
• Ensured each file was properly documented in accordance to operations processes and guidlines, escalated to the appropriate approval level, and resolved within SLA.
• Actively participated in ongoing efforts locating inefficiencies and system enhancements.
• Served as an intermediary for loan issues between account managers and other departments.
• Assisted in interviewing and training new hires.

May 2014 – Jun 2015 · 1 yr 1 mo

• Created, modified, updated, and processed new and existing policies, contractual documents and worksheets to reflect accurate exposures, amount of coverage, type of insurance or other material information
• Premium processing and invoicing of new and renewal policies and endorsements
• ISO Rating for CGL classes of business
• Entered data into computer for use in preparing documents, adjusting accounts and maintaining transactional history
• Processed, prepared, and submitted business or government forms
• Organized and worked with detailed office or warehoused records, maintaining Imageright policy records for each policyholder
• Interacted with department staff to obtain information or inform them of account status or changes
• Maintained appropriate volume and accuracy standards
• Loss Control and audit ordering and reporting

Nov 2012 – Apr 2014 · 1 yr 5 mos

• Processed daily lockbox/wire bank deposits.
• Input & allocated premium checks into the Genius system against the open premium receivables.
• Generated aging and collection reports in order to follow up on the delinquent items.
• Processed NOCs on non-payment accounts and notified the Underwriting Department if cancellation endorsement needs to be processed.
• Processed return premiums as necessary.
• Analyzed and review accounts in order to resolve billing/booking disputes and reconcile accounts.
• Reviewed large program accounts via Excel as well as Marine Fleet schedules to ensure accurate application of funds.
• Worked closely with Underwriting Personnel to resolve billing disputes.
• Monitored cash transaction posting accuracy to ensure proper allocation of payments.
• Coordinated with Direct Collection Agencies on un-collectable premiums.
• Assisted colleagues in additional tasks/special projects upon request.
• Programs Used:
• Genius
• ImageRight
• Microsoft Word
• Excel

Jul 2012 – Nov 2012 · 4 mos · Walnut Creek

• Specialized in
• Commercial Property, Casualty, Inland Marine, Garage and
• Commercial Auto including Auto Liability, Physical Damage
• and Cargo (trucking and non-trucking risks).
• Placed risks with carriers such as:
• Scottsdale, Essex/Markel, Century Surety, and Sutter
• Programs worked with:
• ImageRight
• Production
• Gmail
• Multi-tasking daily with the following tasks:
• Created and sent out quotes to receive returned brokerage rates.
• Followed up with agents to finalize and bind quotes.
• Diligently kept up to date with Renewal quotes by contacting agents in a timely manner.
• Reviewed Inspection Reports as to Analyze different risks pertaining to the client.
• Created Endorsements including AP's, Increased Limits; Additional Insureds; etc.

Jun 2011 – Dec 2011 · 6 mos · Santa Barbara, California Area

• Maintained client records up to date. Created performance reports. Corresponded with clients.
• Analyzed portions of Clients Portfolios.
• Used the 'Broker Insight' program