Detail-driven Financial Analyst with over 4 years of expertise in commercial insurance, lease abstraction, financial statement analysis, and underwriting. Strong communicator and team player with a passion for process improvement and data accuracy. Known for multi-process handling, quality control, and client-facing coordination with a focus on compliance and documentation integrity. Experienced in motivational techniques, interpersonal communication, and strategic planning, utilizing a tailored approach to foster individual and team growth while achieving enhanced performance outcomes through effective coaching methods.
New loan setup and data entry on Strategies portal., Renewal compliance reviews using Acord 25 & 28., Agent follow-up, policy endorsements, and mail automation., Abstracted lease data into client-specific templates., Created summary reports, checklists, and abstraction guides., Spread quarterly/annual financials into client models., Reported volatility, DSCR, and real estate tax insights., Researched subject properties and sales comparables., Prepared valuation reports, property classification, and mapping.
State Arbiter