Account Representative

● Coordinates renewal milestones, including loss run acquisition, RSM draft
creation, and renewal timeline management for the Cyber and FINPRO
Insurance Departments at Marsh's Austin Center of Excellence
● Assists Risk Management advisory teams with client renewals, providing
client-ready deliverables and ensuring adherence to Marsh's communication
compliance standards
● Supports the acquisition and organization of client forms and information,
maintaining compliance with Marsh communication standards
● Provides comprehensive assistance to advisory teams, ensuring smooth and
efficient client renewal processes
● Obtained Texas Property and Casualty insurance license

● Conducted thorough reviews of invoices for regional healthcare COVID response teams
● Performed detailed audits of invoices and supporting documentation to ensure accuracy
● Collaborated closely with management to prioritize and execute key assignments and projects

• Performed compliance audits on post closing loan documents
• Executed due diligence with compliance programs
• Performed routine rounds within unit to ensure quality and compliance
standards were being met

• Processed Denials and Withdrawals in CDD
• Completed training for Initial Disclosures
• Corresponded with internal personnel as needed to keep information up to
date

• Performed compliance reviews on first and second liens for consumer and
retail non-government and Fannie Mae loans
• Completed in-house compliance testing for REG Z HELOCs, RESPA CD
Self- Audits, RESPA HUD Self- Audits, and RESPA LE Self- Audits Performs
daily compliance testing on first lien loans to verify that all loan disclosures are
sent within regulatory timeframes
• Developed in house operating procedures to ensure consistency in
compliance Assists in training of new hires Completed several regulatory
classes in a variety of banking and compliance topics