Cathy Seed Email & Phone Number

Charlotte, North Carolina, United States

· On-site hostess at client’s homes during catered parties or at corporate events. · Prepare, present and serve food as necessary.

ran background checks

Life Settlement Broker Company/administrative assistant

Accurately and efficiently prepare purchase agreements and associated documents in connection with life settlement transactions. Send completed purchase agreements to necessary parties and manage tracking and follow-up Communicate with insurance brokers, insurance carriers and investors to resolve issues Conduct timely follow-up with insurance carriers ensuring compliance with regulatory timeframe restrictions. Interact with policy owners, agents, brokers, escrow agents, investment funds and insurance companies. Create electronic and paper files as required by internal and external Compliance procedures. Effectively partner with internal departments, primarily Compliance, to expedite closing process. Maintain the filing room of closed policies and CD’s. Verify broker licenses and conduct Westlaw and anti-terrorist background checks. Confirm wire transfers to insurance brokers.· Participated in closing 507 cases worth nearly 1 billion dollars in face value.

Bake pastries and prepare food for weekly events.

· Professional caterer for a corporate catering company. · Interacted with clients to design appropriate menus.

B.A., Business/Finance

Education record