Lisa Wojciechowski Email & Phone Number

Tavernier, Fl

Moorestown, Nj

Key Contributions: Calculated debt to income ratios to qualifies potential loan candidates while working with processors to get the correct documentation from borrowers. Worked hand in hand with sales field to communicate regulations regarding different loan types. Trained new hires to underwrite loans per our guidelines. This position required excellent time management to make sure all loans were processed, approved and funded on time.

Greater Philadelphia Area

Key Contributions: Gathered demographic information for a prospective census to underwrite group policy.Prepared census data to underwrite new insurance policies and minimize risk. Calculated risk for group policies for Life, Accident and Disability insurance. Acted as liaison between the actuaries and the sales teams to come to the best possible outcome. Trained new associates to adhere to company policies and provide the best rate for customers. - Completed several projects to accommodate the sales team during the underwriting process and streamline processes. - Prepared files with all legal documents required for insuring the group policy after the policy rate sold. - Investigated certain aspects of the policy to be sure the policy was written with the most accurate information available.

Key ContributionsResponsible for training and recruiting new associates.Successfully scheduled hours in accordance with payroll percent and sales goals.Traveled to others stores within the district to keep the stores up to company standards.Compiled reports for surrounding stores to provide suggestions for a well organized and operationally successful

Key Contributions:Calculated debt to income ratios to assign the most beneficial loan to the client. Prepared financial snapshot of the loan using Excel spreadsheets.Analyzed loan to value ratios in order to assign risk to individual loans.Acted as liaison between the account executive and clients.Loan Submission Specialist

Masters Of Business Administration, Management

Activities and Societies: Travelled to South Africa to research the economic, social, etc. differences in several industrues in which.

Bs, Finance

Activities and Societies: Performed several case studies to analyze company cost and profit in different financial situations. Graduated.