Lovell Safety Management Co., LLC

Managed and facilitated coverage for NYS Workers' Compensation Insurance policies.

- Monitored billings, audits and compliance for workers' compensation regulations written by The New State Insurance Fund.
- Ensured manual rates and experience modification were calculated properly.
- Reviewed classification codes & job descriptions for the policies.
- Assisted insureds with The New York Construction Premium Adjustment Program Applications. (CPAP Credits) 
- Examined experience rating modification to determine the basis of the premium.
- Assisted with billing plans, payment options and annual audit planning.
- Provided audit adjustments, updated endorsements and certificates of insurance as needed.
- Maintain record keeping for all insured inquiries & correspondence.
- Communicated dividend processes and regulations.
- Worked closely with brokers, clients, salesmen, managers & colleagues to provide exceptional customer service.

Systems Uses - New York State Insurance Fund Website/Information Center, WCIRB, Division of Corporation, Abacus (Lovell's Proprietor System), Outlook, Windows (Excel, Word & PDF (Created & Scanned) and Telephone procedures.

Contributions - Fostered a kind & positive work environment, assisted in establishing standard workflow procedures (SOPs), collaborative ideas to create accountability forms for new policies, suggested bi-weekly department meetings, weekend work, if needed; arrived early most days, stayed late with short lunch hours. A full-scale team player during the company's reorganization.

Underwriter/Auditor

CNA Insurance

•	Conducted audits for Workers Compensation, General Liability & Business Auto policies in compliance with industry standards, applying inclusions/exclusions adjustments, reviewing subcontractors’ exposure & valid COIs while ensuring customer relationship. 
•	Conducted interviews with insureds to obtain information regarding operations and/or business model
•	Analyzed risk. 
•	Determined employees job classifications based on job description/responsibilities.
•	Compiled and analyzed operations and accounting records during physical inspection of the insureds’ business locations.
•	Identified and communicated audit findings to manager, agents & branch underwriting. 
•	Informed underwriting of questionable operations. 
•	Prioritized audit assignments by territory while adhering to deadlines. 
•	Staying current on premium audit trends as well as the insurance industry changes .
•	Assisted in performing operational audits. 
•	Performed additional duties as assigned.

Premium Auditor

Afirm

Working knowledge of  WCIRB , NCCI & ISO guidelines for classification of businesses & employees. 
Sending initial appointment letters to conduct audit assignments.
Follow up telephone calls to confirm appointments.
Update inventory system with current progress notes.
Respond to inquiries from management and administrative team within 24 hours.
Reviewing payroll and/or sales records to conduct and complete audit report assigned by the  insurance carrier.
Analyzing financial reports to capture the data and complete an accurate audit report.
Access business operations and properly assigned class codes.
Finalizing audit reports and submit for review.
Making  necessary corrections within a timely manner.
Trained new auditor staff with ride along assignments.
Processed human resource hiring documents for new employees.
Conducted re-audits and corrected disputes for large audits.
Traveled outside assigned territories for relief trips : Northampton and Binghampton, NY &  Denver,CO

Overland Solutions, Inc.

Provided Professional Field Auditing of commercial accounts in the NY Regional Area.
Analyzed various W/C & G/L exposure taken directly from the financial records of the companies.
Complied and applied various rules and regulations published by NCCI and independent state workers compensation bureaus.
Performed timely and accurately, in accordance to bureau standards.
Performed the daily/monthly activities to properly schedule and audit accounts assigned.
Prepared and transmitted the final audit worksheets using the Visual Audit Program.
Updated company’s systems for all work in progress
Maintained time service requirements for 75 and 90 day time frames as required
Handled any customer service inquiries on work performed including re-opens within the 30-day requirements.
Assisted other departments/service centers/regional office with projects as needed.

Senior Premium Auditor

Greater Allen AME Cathedral of NY

Tracking and reporting contributions of the ministry to the Treasurer. Preparing bank deposits to the church's bank account, bank statements reconciliations and submitted monthly, quarterly and annual reports to the Treasurer for review.

Volunteer: Ladies Usher Board : Financial Secretary

JPMorgan Chase

•	Reviewed foreclosed loans; evaluate loans in accordance with HAMP, Proprietary Modification and other program guidelines.
•	Reviewed loan histories, imaged documents and information available to determine loss mitigation decisions. 
•	Completed Claim Reviews to define requirements and make recommendation for valid claims. 
•	Prepared files reviewed by The Office of the Comptroller of Currency “The OCC”. 
•	Responsible for interpreting data, formulating reports and recommendations based on the findings. 
•	Reviewed files to identify any errors, misrepresentations or deficiencies resulting in financial injury to borrowers. 
•	Researched escalated first mortgage loans, home equity account and related issues from customer complaints through the Foreclosure Loopback. 
•	Trained on Banking Programs: I-Vault, HL Federated, MSP, Fortracs and Infosource.
•	Developed key contacts and maintained working relationships.
•	Maintain contacts with support areas such as Legal and Compliance.

Quality Control Research Analyst - Long Term Temp Assignment

Get It Together!

•Organize and/or De-clutter • Create and develop optimal uses of any space • Committed to reliable on-time appointments • Useful time management devoted to details • Assist clients in feeling good about their home and/or work space • save time, money and stress • establish an effective and efficient environment.• maintain quality customer service. Offices, Homes, Garages, Storage, Attics  and More

Professional Organizing Consultant

Chubb Insurance

· Audited Insurance Risks with high degrees of complexity and premiums of $100,000 and greater. · Conducted all aspects of the premium audit function including scheduling, completing audits, resolving audit questions and disputes. · Provided audit service and maintained relationships with producers and commercial underwriters. · Conducted value added services such as new account reviews and training seminars for producers

Integrated Resources,The LCP Group, Helmsley Enterprise, Tower Realty Corporation, Jones Lang Lassal

GAAP/SEC Reporting Experience

· Accounted for the operations of commercial properties. · Prepared monthly cash flows for corporations' entire holdings averaging approximately $98-$101 billion. · Prepared annual financial statement and all supporting schedules. · Conducted due diligence with attorneys for lease document for accuracy. ·Interacted with site-manager to investigate monthly variances expenditures compared to budget. ·Reviewed monthly packages from outside and in-house managing agents. · Prepared SEC quarterly and year-end work paper packages for accrual basis reporting. · Analyzed income/expenses to complete Certiorari Reporting. · Reviewed, maintained and processed Real Estate Tax payments. · Interfaced with top management and outside auditors to coordinate GAAP financial statements. · Reviewed 1065's, 1120,s Tax Return and K1's · Researched and obtained significant IRS and state refunds due parent corporation. ·Reorganized and computerized all historical accounting documents for Parent Corporation. · Oversaw cash management to coordinate payables, debt service and real estate operating at a deficit. · Involved with Accounting and Acquisitions for net lease partnerships. · Acquisition accounting for mergers to form a Real Estate Investment Trust ("REIT").  ·Signatory for corporate and partnership payables.

Controller, Sr. Accountant, Property Accountant, Partnership Accountant

Profile
Diverse accounting experience. Possesses the professional skills to manage Accounting for Premium Auditing, Individuals, Partnerships and Corporate finances from posting to tax filings. 

Accounting Skills: Account Payable, Accountancy, Bookkeeping, Cashier, Corporate Accounting, Fiscal Reporting, General Ledger Analyses, Insurance Auditing, Mentoring, Organizing, Real Estate Accountancy, Retail, Tax Reporting/ Compilations.

Activities and Interest: Encouraging others to their highest good, Family & Friends, Health & Wellness, Jazz, Learning, Laughter & Love, Mentoring, Music, Organizing, Parenting, Reading, Being of Service to Humanity and Traveling. Learning Interest : Golfing, Chess, Opera and other Languages.

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