Kathleen Lipe
Bloomington
Summary
Proficient in managing self, others, and processes. Five plus years of experience managing Issues which requires identifying accurate activity, risk, control, and monitoring within a dedicated Risk and Control application. Previous skill-set includes mortgage loan coordination, processing and data investigation. Experience in assisting business in documenting proposed control and monitoring, investigating, and identifying any areas of opportunity or concerns for the business to mitigate loss. High ethical mindset with drive to do right by my clients, the organization, and others through trust building. Dedicated to understanding regulatory requirements and risk exposure to help mitigate risk to the organization. Ability to adapt to change and willingness to improve personal skills by taking on new roles increasing organizational advantage
Overview
14
14
years of professional experience
Work History
Claims Specialist
State Farm
Bloomington
03.2022 - Current
- Evaluated insurance claims for accuracy and completeness.
- Communicated with clients to gather necessary documentation.
- Reviewed policy details to determine coverage eligibility.
- Resolved client inquiries regarding claim status and procedures.
- Maintained detailed records of all claim interactions and outcomes.
- Provided customer service by responding promptly to inquiries from claimants regarding coverages.
- Collaborated with other departments within the organization to resolve issues related to claims processing.
- Processed payments for valid claims according to established procedures.
Business Control Analyst
Citibank
O'Fallon
04.2016 - 10.2021
- Assisted in the preparation of compliance reports for regulatory requirements.
- Developed and maintained documentation for operational processes and procedures.
- Collaborated with teams to streamline reporting processes and improve efficiency.
- Supported risk assessment initiatives by evaluating control measures and gaps.
- Monitored internal controls to ensure adherence to company policies and regulations.
- Provided training on compliance standards to new team members and colleagues.
- Prepared detailed reports summarizing variance analyses and other performance metrics.
- Collaborated with various departments within the organization such as accounting, finance, marketing, IT.
- Implemented internal control procedures to ensure compliance with corporate policies.
- Participated in special projects related to process improvement, system implementations.
- Worked closely with management to ensure the company passed annual compliance tests and requirements.
Business Control Analyst-Special Loans
Citibank
O'Fallon
02.2012 - 04.2016
- Managed a multi-locational team to provide leadership and guidance on speciality loan questions and procedures.
- Managed loan escalation thay required partnership with Legal Compliance and the Executive Response Unit to ensure proper procedural handling.
- Analyzed business processes to identify areas of improvement and efficiency.
- Collaborated with cross-functional teams to ensure compliance with regulatory standards.
- Facilitated training sessions for staff on compliance and operational procedures.
- Implemented, managed and trained offshore individuals on programs such as: Home Affordable Modification Program and the Service Member Civil Relief Act.
- Ongoing reviews with Compliance, Internal Audit, and Risk to implement business controls to reduce risk and financial impact to client, as well as organizational.
Education
General Education Diploma
St Louis, MOSkills
- Compliance reporting
- Risk assessment
- Process improvement
- Team collaboration
- Internal controls
- Customer service
- Attention to detail
- Training facilitation
- Leadership skills
- Verbal and written communication
- Data analysis
- Problem solving
- Decision-making
Timeline
Claims Specialist
State Farm
03.2022 - Current
Business Control Analyst
Citibank
04.2016 - 10.2021
Business Control Analyst-Special Loans
Citibank
02.2012 - 04.2016
General Education Diploma