Account Representative
About Me
My name is Caroline Wheeler and I graduated from Wesleyan College with a Bachelor of Arts degree in Accounting and Business Administration with a minor in Finance in 2015. I worked at a CPA firm auditing governmental and not for profit entities for over 3 years before transitioning to mortgage in 2019. I worked as a Mortgage Credit Analyst at IBC Bank before transitioning to working for DHI Mortgage as an Adverse Loan Specialist during COVID. After a year and a half there, I transitioned to DHI Title as a compliance specialist before moving to work for the Texas Department of State Health Services as a Disaster Finance Specialist as a contractor for 6 months. Most recently, I have joined Marsh as an Account Coordinator. My goal is to find a job in compliance. I am seeking a position that will allow me to use my vast array of accounting, business, financial, and compliance skills to add value to an established company.
Skills
AccountingDetail OrientedFinanceBankingFinancial Accounting
Experience
● 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
Education
BA in Accounting and Business Administration
Portfolio not available.