Claudia Montelongo

Senior Compliance Analyst at DRIVRZ Financial

Claudia Montelongo has a diverse work experience in various companies and roles. Claudia recently worked at DRIVRZ Financial as a Senior Compliance Analyst, where they processed licensing and titling for used leased vehicles, managed and led business teams in the annual renewal process of state licensing and tax certificates, and identified system enhancements to improve efficiency. Prior to this, they worked as a Licensing Analyst at Cardinal Financial Company, where they procured and maintained mortgage licenses for Mortgage Loan Originators (MLO) and assisted applicants with scheduling required education classes and tests. Claudia also held positions as a Licensing Specialist/Analyst in remote positions for Genesis 10 at various companies and as a Mortgage Insurance Specialist at Rushmore Loan Management Services LLC. Claudia also worked as a Licensing Specialist at Supreme Lending, where they processed mortgage loan originator licenses and applications. Earlier in their career, they worked as a Quality Assurance/Control Analyst at Bank of America, a Flood Insurance Operations Risk/Control Analyst at JPMorgan Chase, an Insurance Compliance Analyst at Hudson Advisors, LLC, an Insurance Specialist II/Loan Servicer at Capital One Home Loans, and an Insurance Specialist at Lehman Brothers Holdings Inc. Throughout their career, Claudia has demonstrated a strong ability to ensure regulatory compliance, collaborate with colleagues, and drive process improvements.

Claudia Montelongo has a comprehensive education history. Claudia obtained their Bachelor of Business Administration (B.B.A.) degree in Business, Management, Marketing, and Related Support Services from the University of Phoenix, completing their studies from 2011 to 2022. Prior to that, they earned an Associate's degree in Business Administration and Management, General from the same institution, attending from 2004 to 2007. Their high school education was completed at Spring Creek Lodge Academy where they received their General Education Diploma from 2000 to 2004. Additionally, Claudia Montelongo obtained the certification of Personal Lines Certified Agent from Mike Russ Financial Training in November 2007.

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Timeline

  • Senior Compliance Analyst

    August, 2022 - present