Senior Mortgage Banker

• Dec 2022 - Present

Julie is a licensed mortgage loan originator with a drive to guide and coach clients through the mortgage process. Her passion is helping others achieve their goals of home ownership by getting to know them, listening to their desires and recommending the loan product that best suits their needs. From new home purchases to refinances, whether it is the first home or the tenth home a client has purchased or refinanced, Julie strives to make the process seamless and effortless through communication and education. Julie has been originating mortgages for almost a decade and prior to that was in management in the fitness industry for fifteen plus years. She uses the skills attained during that time of listening, programming, organization and a high level of client care to make her clients experiences in the mortgage transaction stress free. On a personal level, Julie is passionate about giving back. She is a big sister with Big Brother and Big Sisters in Kansas City and enjoys watching her little grow and thrive. She is heavily involved with Rice Bowls.org, an organization that feeds orphans in 14 different countries. She is committed to donating a portion of each closed loan to help them continue to help children that are in need of love and support. She is active and makes her health and fitness a priority from her mental to spiritual to her physical. She has a pug dog named Marty that is her muse and she loves to travel with her boyfriend Tracy.

Senior Mortgage Loan Officer

• Sep 2022 - Dec 2022

Senior Mortgage Banker

• Oct 2020 - Sep 2022

Executing and originating purchase and refinance transactions with a smile. Executing and originating purchase and refinance transactions with a smile.

Mortgage Banker

• 2019 - Oct 2020

Executing and originating purchase and re-finance transactions. Executing and originating purchase and re-finance transactions.

Senior Mortgage Loan Officer

• Jul 2016 - Jul 2019

Health Fitness Specialist

• Apr 2015 - Apr 2016

I was responsible for member services, teaching classes and coaching employees to reach their health and wellness goals. I was responsible for member services, teaching classes and coaching employees to reach their health and wellness goals.

Fitness Director

• Apr 2008 - Apr 2015

I was part of the transition team that opened and executed the opening of the fitness center for the members of Westborough. I created the policy and procedure manuals, executed the customer service plan of action, was responsible for the budget and p/l. I created programming such as group exercise, personal training, special events and oversaw the playroom and 20 plus staff. During two summers of my term there, I also oversaw the pool operations. I was part of the transition team that opened and executed the opening of the fitness center for the members of Westborough. I created the policy and procedure manuals, executed the customer service plan of action, was responsible for the budget and p/l. I created programming such as group exercise, personal training, special events and oversaw the playroom and 20 plus staff. During two summers of my term there, I also oversaw the pool operations.