CHANELLE GREEN
Mesa
Summary
Over three years' insurance underwriting experience, a combined total of seven years in the financial industry. I am an analytical, results driven professional, which I feel makes me an ideal fit for a successful and rewarding career with a company I can call home.
Diligent Client Relationship Specialist with proven track record in building and maintaining strong client relationships. Successfully managed client portfolios and resolved issues, enhancing client satisfaction and loyalty. Demonstrated expertise in communication and problem-solving.
Overview
6
6
years of professional experience
Work History
Client Relationship Specialist III
BOK Financial
06.2021 - 11.2022
- Main point of contact for commerical clients to initiate their banking needs; initiate wire transfers, loan draws, transfers, etc.
- Utilize various systems to obtain all required documentation, including entity documents, beneficial ownership information, KYC, and CDD and upload them in salesforce and INC.
- Create new accounts and customer profiles directly in the TPSS.
Select Underwriter
HomePoint
11.2020 - 06.2021
- Underwrite TPO refinance loans according to DU and LP standards
- Manage a pipeline of 20-25 loans per week
Home Service Specialist/C&R Specialist II
Bank of America
03.2020 - 07.2020
- Assisting in clearing errors, setting signing dates, responsible for contacting title and escrow companies, attorneys, and realtors to obtain pertinent loan information
- Deployed to mortgage customer service collections
Underwriting Assistant
State Farm
09.2016 - 02.2020
- Data Entry: review and enter customer data into AUS System, expectations 17 or more per hour
- Processor: review new and added recreational vehicle applications, area of expertise: AL, CA, DE, GA, KY, MD, NJ, NY, OH, PA, SC, TN, TX
- Extensive knowledge of state regulations and limitations pertaining to coverages and documentation, expectations 13 or more per hour
- Also trained to work new and added private passenger applications, including pulling and analyzing LHR's, MVR's, Credit Report, and foreign license documents
Education
High School Diploma -
South Ridge High School
Phoenix, AZ05-2009
Skills
- Research and due diligence
Accomplishments
- Exceed daily productivity goals set by the State Farm Rec Department.
Timeline
Client Relationship Specialist III
BOK Financial
06.2021 - 11.2022
Select Underwriter
HomePoint
11.2020 - 06.2021
Home Service Specialist/C&R Specialist II
Bank of America
03.2020 - 07.2020
Underwriting Assistant
State Farm
09.2016 - 02.2020
High School Diploma -
South Ridge High School
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