I am an experienced Underwriter and Credit Analyst with over 10 years of underwriting experience and more than 12 years in the insurance industry, with professional experience in the Philippines and the UAE.
My core strengths include financial and risk assessment, reviewing and validating supporting documents, identifying discrepancies, evaluating client information, maintaining accuracy and compliance, and making sound underwriting recommendations. I am highly detail-oriented, organized, analytical, and comfortable handling confidential financial information.
I have also expanded my expertise into credit and lending through professional training and certifications, including the CBCA® (Commercial Banking & Credit Analyst) and Certificate IV in Finance and Mortgage Broking. I have a strong interest in U.S. and Australian mortgage, credit, lending operations, and financial services roles.
I am proficient in Microsoft Office, particularly Excel, and have strong skills in documentation, data analysis, research, reporting, and process-driven work. I am a fast learner and comfortable learning new systems, software, lender guidelines, and workflows.
I am seeking a long-term remote opportunity where I can apply my underwriting and financial expertise while continuing to grow in credit, mortgage, lending, or financial operations. I am open to both day and U.S. night-shift schedules and committed to delivering accurate, reliable, and high-quality work.
Experience: 5 - 10 years
Over 10 years of underwriting experience, primarily in life insurance, involving risk assessment, financial and medical document review, policy evaluation, verification of information, and application of underwriting guidelines. Experienced in identifying discrepancies, assessing risk factors, and making accurate, well-supported underwriting decisions.
Experience: 5 - 10 years
I have extensive practical experience using Microsoft Excel in my daily work as an Underwriter for data organization, calculations, financial analysis, risk assessment, tracking, and reporting. I also recently completed the Excel Skills for Professionals Specialization from Corporate Finance Institute (CFI), further strengthening my skills in data analysis, financial modeling, formulas, and spreadsheet-based decision-making.
Experience: 2 - 5 years
Experienced in analyzing financial information, income, liabilities, assets, and supporting documentation to assess financial risk.
Experience: Less than 6 months
Strong attention to detail developed through years of underwriting and financial document review where accuracy is critical.
Experience: 5 - 10 years
Experienced in documentation, record maintenance, data management, follow-ups, reporting, and process-driven administrative work.
Experience: 5 - 10 years
Strong experience following underwriting guidelines, documentation requirements, internal procedures, and compliance standards.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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