Caroline Wheeler # Account Representative Location United StatesDesired Salary UnspecifiedWork preference Full TimeLinks Status Actively looking Field / Industry Finance & Accounting * SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet No languages specified. Report [Overview](#overview) * [Portfolio](#portfolio) ## 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 ### [Accounting](https://jobicy.com/talent/accounting.md)[Detail Oriented](https://jobicy.com/talent/detail-oriented.md)[Finance](https://jobicy.com/talent/finance.md)[Banking](https://jobicy.com/talent/banking.md)[Financial Accounting](https://jobicy.com/talent/financial-accounting.md) ## Experience Account Representative @ Marsh August 2023 - Present ● 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 Disaster Finance Specialist @ Department of State Health Services (DSHS) November 2022 - May 2023 ● 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 Compliance Specialist @ DHI Title April 2022 - September 2022 • 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 Adverse Loan Specialist @ DHI Mortgage August 2020 - March 2022 • Processed Denials and Withdrawals in CDD • Completed training for Initial Disclosures • Corresponded with internal personnel as needed to keep information up to date Mortgage Credit Analyst @ IBC Mortgage June 2019 - August 2020 • 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 Wesleyan College 2011 - 2015 BA in Accounting and Business Administration Portfolio not available.