Experience

Back Bay Funding

• Compliance & Loan Coordinator / Administrative

  • Apr 2015 - Present

  Loan coordinator – Directly assist Principals and outside loan officers with pricing out loan scenarios, ordering credit reports, collecting of loan documentation from borrower(s), data input, file set up, review LOS for completeness, run DU/LP, work with escrow to obtain all items necessary for disclosures, advise loan officer and/or processing of any deficiencies, upon receipt of loan approval work with loan officer, processing and borrower(s) to clear all prior to doc conditions. Onboarding of employees & independent contractors (loan officers), completion of HR documents, contracts, training on LOS and workflow, assist IT department with software set up. Company contracts & licensing – completion of annual broker certifications, annual and quarterly certification for warehouse line banking, quarterly NMLS call reports, annual NMLS licensing for company & principals, verify independent contractors are properly licensed and in compliance. Accounting – assist inhouse bookkeeper with closing of loan files, calculating independent contractor’s commissions, accounts receivables & payables, process employee payroll via ADP. Administrator contact for Bank/Lender’s website – set up of new users with log in credentials, terminating log in credentials, reset of passwords, training on new systems as needed. Real estate closings – audit close of escrow by ensuring that files are closed out in transaction management system with required documentation, i.e. closing HUD, commissions check, signed contracts, archiving files. Administrator for mobile loan app, BBF FundMe! – design and implementation team member for company’s mobile loan app, set up user accounts, train new users, collaborate with support team to maintain a streamlined system. Show less



Partners Direct Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Feb 2014 - May 2018

  Onboarding of employees & independent contractors (insurance agents) – completion of HR documents, contracts, training and workflow.. Accounting – calculating independent contractor’s monthly commissions, accounts receivables & payables, process employee payroll via ADP, bank reconciliation for operating & trust accounts, process year end 1099’s. Marketing – attend various industry marketing seminars, collaborate with marketing department to maintain and update website, marketing material and social media sites. Company contracts & licensing – completion of in & and of state broker licensing, verify independent contractors are properly licensed and in compliance. Reports – maintain monthly progress reports, attend weekly meeting with Principals. Manual data conversion of client contacts (over 400 clients) into EZLynx Rating Engine, a real-time quoting software for auto and home insurance. Show less



JD Property Management

• Leasing Real Estate
• 1 - 100 Employee

• Property Accountant

  • Jun 2008 - Sep 2011

  Policies and procedures—implement & maintain work flow system for accounting department to help streamline work orders and documenting monthly rent collection. Work closely with property managers - ensure monthly client invoicing and distribution checks are calculated correctly Report - run monthly property accounting reports and distribution checks to provide to property owners. Administrative—back up accounting manager and property managers when needed. Policies and procedures—implement & maintain work flow system for accounting department to help streamline work orders and documenting monthly rent collection. Work closely with property managers - ensure monthly client invoicing and distribution checks are calculated correctly Report - run monthly property accounting reports and distribution checks to provide to property owners. Administrative—back up accounting manager and property managers when needed.