Underwriting Resume Sample
Cora Lindgren
2751 Jast Mall,
Dallas,
TX
+1 (555) 669 2628
Work Experience
Underwriting Director
08/2015
-
PRESENT
Los Angeles, CA
- Supervise implementation of Risk and Control’s initiatives
- Review all findings determined by auditors, negotiate the appropriate level of each finding and influence the wording and recommendations of the audit findings’ report
- Implementation of controls’ adjustments that are required by auditors
- Supervising the Policy and Procedures program to ensure that the team’s processes are documented and reviewed
- Development and maintenance of tools to monitor the evolution of our portfolio
- Assistance to the Manager, Underwriting Analytics in the management of the Underwriting Analytics team
- Provide New Penn Financial credit support functions to Operations Centers
- Retrieve, review, distribute and discuss reports related to the Resource Desk department with
- Multi-task and prioritize multiple trades and projects
Underwriting Technician
09/2008
-
06/2015
San Francisco, CA
- Retail Distribution Committee (“Distribution”): Reviews all ICG products distributed to retail investors
- Conflicts Clearance (“Conflicts”): Ensures conflicts of interest between businesses are managed
- New Product Approval Committee / NPAC (“Structured”): Reviews all ICG new products / activities and complex transactions
- AP ComCom which reviews all local currency debt capital markets financing transactions for third parties in order to protect and enhance Citigroup’s reputation with issuers, investors and regulators for the highest quality financing transactions, and ensures consistent global application of Citigroup standards for financing transactions
- This is a very high profile role as UDCS plays a key role in maintaining Citigroup’s reputation and receives a significant amount of focus from senior management
- Responsible for improving direct report’s job performance through coaching via the completion of quality reviews, review of performance to SLA’s, and adherence to Key values
- Ensures that all personnel are trained. Conducts structured on-the-job training for new underwriters to ensure proper application of U.S. Bank’s credit policies and to achieve lending authority status.
Underwriting Support Assistant
12/2005
-
03/2008
Dallas, TX
- Acts as the bank’s liaison with agencies and investors regarding policies, purchase criteria, and performance of relevant portfolios
- Achieve daily production targets on a consistent basis and turnaround Priority reviews within the stipulated timelines
- Maintain over 99.5% internal and 100% external accuracy on a consistent basis
- Get cross-trained and work on multiple processes
- Maintain high hygiene standards and follow all process controls with no lapses
- Assist in data collection / report preparation on various metrics
- Identify & escalate issues on assigned reviews and escalate exceptions, procedure gaps to management
- Interact with different stakeholder to resolve process issues and play key role in adding process controls
- Commitment Committee (“Underwriting”): Reviews Citigroup offerings of securities
Education
Keiser University - Daytona Beach Campus
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Proven team coaching skills; demonstrated leadership skills
- Excellent written and verbal communication skills as well as influencing skills
- Prior experience leading a team of underwriters in a PPO environment combined with excellent leadership skills
- Organized, good communication skills, strong quantitative and analytical skills
- Strong interpersonal skills – particularly collaboration and engagement skills
- Sound communication skills – including written and verbal/presentation skills
- Analytical and decision-making skills, basic to intermediate level Microsoft Excel skills
How to write Underwriting Resume
Underwriting role is responsible for organizational, analytical, interpersonal, leadership, advanced, customer, excel, negotiation, microsoft, computer.
To write great resume for underwriting job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Underwriting Resume
The section contact information is important in your underwriting resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Underwriting Resume
The section work experience is an essential part of your underwriting resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous underwriting responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular underwriting position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Underwriting resume experience can include:
- Demonstrated conceptualization, vision, and strategic skills as well as strong influence and leadership skills
- Demonstrated ability to be persuasive and to have strong negotiation and influencing skills
- Excellent data processing skills with strong attention to detail
- Excellent analytical skills; strong problem-solving capabilities
- Effective organizational, prioritization, and problem-solving skills
- Demonstrates effective interpersonal skills and the ability to multi-task within a production, team-based environment
Education on an Underwriting Resume
Make sure to make education a priority on your underwriting resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your underwriting experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Underwriting Resume
When listing skills on your underwriting resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical underwriting skills:
- Good organisational skills, ability to plan / prioritise workload effectively
- Strong communication skills including the ability to effectively interact with senior leadership
- Excellent customer service, and phone skills, intermediate computer skills, including email, windows interface, etc
- Strong communication skills and the ability to effectively interact with all levels of the organization
- Strong analytical skills. Able to effectively lead and direct staff
- Excellent typing, word processing and proofreading skills as well as demonstrated proficiency in various software applications
List of Typical Experience For an Underwriting Resume
1
Experience For Underwriting Director Resume
- Strong underwriting skills with good knowledge of the life and health business
- Demonstrated strong strategic thinking skills and ability to innovate
- Demonstrated customer-service focus coupled with strong negotiation skills
- Demonstrated effective management and leadership skills
- Strong leadership skills, and the enthusiasm to take an active role in coaching, developing and mentoring
- Strong problem-solving, analytical and resolution skills
- Strong relationship management, collaborative and influencing skills
2
Experience For Director of Underwriting Resume
- Demonstrate professional phone etiquette and interpersonal skills
- Strong mentoring and coaching skills to assist team members in various stages of career and technical development
- Demonstrates superior problem solving skills, knows how to find missing information
- Exceptional interpersonal, communication, presentation and negotiation skills with the proven ability to influence others
- Prior team lead experience, or experience with training/educating others
3
Experience For Underwriting Technician Resume
- Excellent communication (French is an asset) and relationship skills
- Strong interpersonal skills including ability to gain the trust and support of individuals from diverse groups
- Excellent interpersonal and communication skills (both written and verbal). Ability to express ideas clearly and concisely
- Possess strong analytical skills and think strategically
- Strong project leadership, communication and organization skills required
4
Experience For Underwriting Coordinator Resume
- Excellent interpersonal skills with the commitment to work successfully in a service- oriented team environment
- Results orientation and strong execution skills
- Strong organizational, project management and collaboration skills
- High level of quantitative and research skills, and proven data interpretation capabilities
- Lending limits – to be assigned by the VP, based on the incumbent’s experience/proven performance level
- Managing own time and productivity effectively to meet strict service requirements
- Extensive underwriting experience is required; experience managing or leading others; increasing levels of responsibility
- Proficient typing and key boarding skills working in a windows environment
- Exceptional problem-solving, analytical and decision-making skills
5
Experience For Underwriting Account Senior Assoc Resume
- Utilizes proper listening skills to identify and resolve issues quickly
- Effectively manage inventory through allocation of work, and sound renewal planning process
- Demonstrated experience successfully leading Process Design and or Process Improvement initiatives
- High level of numeracy and data processing skills
- Work effectively individually, as well as in a team setting
- Demonstrate a working knowledge of MSWord and MSExcel and a strong aptitude for PC and internet usage
- Provides superior customer service and helps develop service excellence skills for the team
- Available for interpretations and questions in general or for specific loan files. Communicate effectively with personnel in other departments
- Able to transfer knowledge to help others learn and develop in their underwriting abilities; strong mentoring skill
6
Experience For Underwriting Team Lead Resume
- Demonstrates solid understanding of basic exposure/control analysis and coverage
- Develop agency partnerships and agency management skills
- Trains less-experienced credit staff, allocates work assignments based on experience and monitors progress
- Communicate effectively with producers; provide surplus lines education and support
- Demonstrated continuous improvement experience for the underwriting process
7
Experience For Manager, Underwriting Resume
- Effectively work with Actuarial, Claims, Loss Control, Operations, Finance, and Information Technology
- P&C Technology Underwriting experience, including specific experience with Professional Liability is required
- Focus on driving outlier management, as well as ensuring paid time is used effectively
- Organizational, analytical, planning and creative problem-solving skills
- PC skills including databases, spreadsheets, and word processing
8
Experience For Underwriting Counsel Resume
- Well-developed influencing, negotiation and problem solving skills
- Analysis and problem-solving skills
- Effectively lead coach and develop an underwriting group
- Experience operating at a senior level and the ability to share experiences across the leadership team to deliver a fully joined up credit process
- Solid experience in commercial P&C LoB’s, preferably with Marine cargo underwriting background
9
Experience For AVP, Underwriting Resume
- Able to independently and effectively interact with a sophisticated field force dealing with an upscale market
- Interact and effectively communicate with internal and external customers, including loan analysts, senior management, borrowers, and vendors
- Title underwriting experience in combination with significant commercial real estate or other relative legal practice experience
- Broad underwriting, agency/territorial management and strategic leadership skills
- Leadership experience in technology industry practice or formal mentoring experience required
- Prior experience working in an agile environment is an asset
- Highly developed influencing, conflict management and relationship skills
- Keen ability to communicate (verbal, written, presentation) effectively at all levels from lending personnel to executive leadership
- Continuously develop and strengthen the skills required for success in the underwriting position
10
Experience For Underwriting Executive Resume
- Work with partners to validate that scorecards are effective and are driving the desired behaviors
- Knows the importance of positive customer experiences in developing good relationships
- An experienced underwriter operating at a technical level with a proven track record of at least 10 years
- Demonstrated competence generally associated with 5 years’ experience in programming required
- Well developed leadership skills with the ability to work with all levels within the organization
- Well-developed presentation and report writing skills
- Customer experience focus/service and strong decision making abilities
- Experience in the financial, insurance or managed care industry or significant marketing and/or business development experience in another field
List of Typical Skills For an Underwriting Resume
1
Skills For Underwriting Director Resume
- Demonstrated effective written and verbal communication skills and interpersonal skills
- Strong and effective verbal and written communication skills, including listening, and presenting information clearly and confidently
- Excellent organizational skills; ability to manage and prioritize multiple tasks
- Demonstrate strong organizational skills with the ability to multitask and handle a high volume of casework and phone calls
- Outstanding organizational skills with the ability to multi- task, prioritize and work under pressure
- Proven communication skills, including listening, speaking and writing with clarity and respect
- Handle multiple tasks, spanning diverse areas of responsibility, in a thorough and expeditious manner by effectively organizing and prioritizing workflows
- Strong mortgage underwriting, analytics, reasoning and problem solving skills
2
Skills For Director of Underwriting Resume
- Excellent interpersonal and coaching and mentoring skills
- Demonstrated understanding of end-users and proven success in delivering effective communications, documentation, and processes accordingly
- Experienced technical underwriting skills from both a new and existing business perspective required
- Excellent communication skills; ability to communicate with and make presentations to BCBST underwriting and marketing staff
- Confident in answering the telephone, with effective telephone skills
- Demonstrate superior technical underwriting knowledge and skills
- Excellent analytical and problem solving skills with the ability to manage multiple projects and teams
- Assigned to a challenging work experience to develop analytical, technical and leadership skills and build industry knowledge
3
Skills For Underwriting Technician Resume
- Excellent problem solving and organizational and communication skills needed
- Strong analytical/problem-solving skills and research capabilities
- Strong overall business acumen and decision making skills
- Demonstrated mastery of problem-solving skills
- Strong technical and analytical skills; critical and creative thinking
4
Skills For Underwriting Coordinator Resume
- Lead others in effectively implementing programs and projects and to exercise good judgment
- Solid review and proofreading skills
- Proven financial acumen demonstrated by risk management, underwriting or related experience
- Proven team building skills across multi-cultural and cross functional teams
- In a senior risk management or control-related role with demonstrated strategy thinking and analytical skills and the ability to develop and execute
- Good negotiation skills when handling FAs and BDMs
5
Skills For Underwriting Account Senior Assoc Resume
- Good customer service and complaint handling skills
- Demonstrate the ability to effectively communicate information and ideas, both in writing and verbally
- Strong Excel skills and familiarity with database querying
- Leadership skills with the proven ability to inspire a culture of commitment
- Strong analytical skills, ability to organize data and documents with close attention to detail
- Complete all necessary training and effectively demonstrates thorough understanding of
6
Skills For Underwriting Team Lead Resume
- Excellent verbal and written skills – communicating across, up, and down the reporting chain and to client companies
- Strong problem solving, and interpersonal skills required
- Strong negotiating, customer service, organizational and time management skills
- Excellent personal computer and keyboarding skills
- Excellent communication skills and with in-depth product knowledge of property products, layered structures, and pricing methodology
- Possesses strong communication and analytical skills to pursue new business and manage a significant renewal book
- Multitask, strong organizational skills
7
Skills For Manager, Underwriting Resume
- Strong analytical and problem solving skills, advanced ability with Microsoft Office & Excel
- Strong planning, project management, analytical, negotiation, communication and human relations skills
- Demonstrate advanced problem solving skills, ideally acquired in a credit operational environment
- Strong planning and organization skills with the ability to multi-task
- Solid underwriting skills in all Small Commercial lines
8
Skills For Underwriting Counsel Resume
- Excellent analytical and problem solving skills, uses metrics and information analysis, accesses technology resources as needed.
- Strong organizational skills and the ability to shift gears and work on a variety of tasks at the same time
- Coaching and Leadership – ability to coach underwriters in strategic sales skills
- Outstanding analytical problem solving and teamwork skills
- Developing and maintaining a network of both external and internal contacts to effectively implement solutions for clients
- Demonstrated experience identifying risks, developing metrics and driving risk mitigation and/or process improvement opportunities
- Seasoned underwriting experience to include a strong mathematical and financial aptitude for evaluating and predicting the financial risk of clients
9
Skills For AVP, Underwriting Resume
- Proven ability in planning and prioritizing a variety of work streams, including projects
- In-depth manual and experience rating, funding option, translating competitors experience and plan designs, product, and financial knowledge
- Demonstrated experience identifying and escalating risks and leading
- Extensive Group Insurance pricing experience via all types of pricing methodologies (manual, experience, blended, alternate, etc.) and funding arrangements
- Extensive pricing experience (5+yrs) via all types of pricing methodologies (manual, experience, blended, alternate, etc.) in medical underwriting
10
Skills For Underwriting Executive Resume
- Previous experience in a leadership role, as well as experience mentoring and coaching underwriters on technical underwriting
- Demonstrated ability in process and pipeline management with extensive experience in Operations (i.e. underwriting, processing and closing)
- Skills in research and analysis, forming a business case, and implementing process improvements
- Exceptional critical thinking, problem solving and analytical skills are required
- Extensive pricing experience via all types of pricing methodologies (manual, experience, blended, alternate, etc.)
- Title underwriting or related transactional experience, and experience managing peers
- Evidence of building and managing effective stakeholder relationships
- Developed Skills in: Innovative & Strategic Thinking; being a Subject Matter Expert in multiple Areas of Industry Interest
- Judgement/decision making skills – Ability to use logic, rationality and objectivity in decision making
List of Typical Responsibilities For an Underwriting Resume
1
Responsibilities For Underwriting Director Resume
- Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems
- Self-motivated with strong organizational skills to manage multiple projects and adapt to changes in priorities
- Strong interpersonal skills, including the ability to negotiate successfully
- Strong analytical skills, critical thinking and problem solving ability
- Demonstrate superior technical skillset relating to commercial lending
- Displays excellent verbal, written and interpersonal skills
2
Responsibilities For Director of Underwriting Resume
- Strong communication skills are mandatory as is the ability to handle multiple transactions in an often fast-paced environment
- Has solid technical skills and knowledge in at least two (2) Lines of Business and/or two (2) states
- Critical thinker who pays attention to detail is essential; excellent analytical and problem solving skills with ability to think strategically
- Strong computer skills i.e. Microsoft Excel
- Self-starter and strong project management and leadership skills
- Multi-task, have strong communication skills, and high standard for customer service
- PC literate and excellent computer skills to include MS Office, Outlook, and Excel
3
Responsibilities For Underwriting Technician Resume
- Good verbal, and written communication skills and the ability to build relationships with all levels
- Strong customer service and telephone skills
- Demonstrated organizational skills and ability
- Outstanding presentation skills, including presenting to a small audience
- Meaningful assignments working as part of an underwriting team that lets underwriters put the skills they’ve learned to work
- Effectively consult/service/sell and/or expand the utilization of station’s resources with existing assigned clients
- Work effectively with Microsoft Word, Access, Excel and PowerPoint applications and various underwriting workflow systems and platforms
- Demonstrated experience with and expert technical knowledge of commercial casualty insurance coverage and risk selection, methods and pricing
- Prior experience using Microsoft Word, Excel and PowerPoint
4
Responsibilities For Underwriting Coordinator Resume
- Negotiation; influencing others; communicating effectively (listening, verbal, written, etc.)
- Adapt, learn quickly, and respond effectively to varied and intense challenges
- Ensures day-to-day work flow procedures, assignments, guidelines and quality improvement measures are effectively executed by team/unit
- Understands and communicates the products we sell, risk selection methodology, and effectively applies this understanding to the individual risk assessment
- Develops or utilizes system reports to effectively monitor and manage individual underwriter productivity and takes appropriate action when necessary
- Effectively communicates all decisions and any required conditions to the Account Manager, Territory Manager and or Sales Manager
5
Responsibilities For Underwriting Account Senior Assoc Resume
- World-class mortgage/financial client management skills
- Develop presentation skills and have an opportunity to present their work to peers and managers
- Basic to intermediate level Microsoft Excel skills
- Strong customer service and organizational skill sets
- Basic skills of Microsoft PowerPoint, EXCEL, Word, etc
- Good skill in MS office, word, excel, power point
- Computer skills: Microsoft Word and Outlook
6
Responsibilities For Underwriting Team Lead Resume
- Demonstrated experience in working and collaborating with other functional roles such as Pricing, Product Development, Distribution, etc
- Can effectively handle multiple and varied assignments simultaneously with minimal oversight and direction
- Proactive team player, able to work effectively in deadline oriented environment
- Robust communication and client relations skills
- Demonstrated advanced practical experience with concepts, practices and procedures of real estate title
- Relevant Skills and Qualifications
7
Responsibilities For Manager, Underwriting Resume
- HTML knowledge and skills are highly desirable
- Lead client discussions and effectively represent Cigna's capabilities
- Working experience with auto-underwriting tool including ongoing optimization of reporting aspects and decisioning
- Underwriting, underwriting operations, claim, risk management or premium audit commercial insurance experience
- Providing accurate and timely preparation in response to all experience related schemes
8
Responsibilities For Underwriting Counsel Resume
- Building strong relationships with the field
- Prioritizing the order of UW files for commitments due on or around fraud date
- In the mortgage banking industry including experience in underwriting, processing and closing
- Experience to the point of being comfortable making presentations to agents, customers and direct operations for marketing and training purposes
- Manages workflow within unit and directs changing priorities. Identifies staffing needs and/or training issues
9
Responsibilities For AVP, Underwriting Resume
- Experience supporting Property and Casualty rating and underwriting
- Monitors the work flow of an underwriting unit, provide training and guidance to less experienced underwriting associates, conducts special studies
- Experience in formulating policy, and developing and implementing new strategies and processes
- Experience in Field Underwriting, Corporate Underwriting, State Filings or an Underwriting Operations Unit
- Experience facilitating and developing curriculum and coaching plans
- Experience with Casualty rating and underwriting required
10
Responsibilities For Underwriting Executive Resume
- Work with leaders across the organization to ensure coaching and mentor routines are strong and working as designed
- Demonstrated ability with significantly improving processes and leading change
- Evaluate legal risk stemming from (re)insurance product transactions, and assist with due diligence prior to transactions being bound
- Good Understanding of the operations of the Sales, Production, Auditing, Financial Field and Claims Department is helpful
- Full authority underwriting experience in positions of increasing responsibility
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