Experience

American Eagle Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Sr. Lending Systems Administrator

  • Apr 2023 - Present

  Lending Systems team lead overseeing Encompass, Consumer Connect, Encompass Product and Pricing as well as Meridianlink Consumer, CUNexus and supporting integrations. Over 5 years of Encompass Admin experience involving implementation/configuration, business rule creation and management, Input Form Builder utilization and point of contact for internal system support.

• Lending Systems Administrator

  • Apr 2019 - Apr 2023

  East Hartford, Connecticut, United States Combined Administrator role responsible for all operational functionality and oversight in ICE Mortgage Encompass, Finastra Mortgagebot POS, Meridianlink LoansPQ and ancillary supporting integrations. Responsible for system updates, testing, custom business rules and forms creation, user maintenance and support, loan program configuration, vendor integrations, system and loan-level trouble-shooting and creation of reports.

• Acting Real Estate Systems Administrator

  • Nov 2017 - Apr 2019

  East Hartford, CT Real Estate LOS Replacement project core team member responsible for configuration and implementation of Elliemae Encompass Banker. Completes user setup process and maintains permissions and access controls in accordance with assigned roles for more than 100 users within Encompass LOS, MortgageBot POS and previously, EasyLender. Analyzes MortgageBot and Encompass release notes and compiles pertinent information into end user documentation. Maintains NMLS user log, performs associated… Show more Real Estate LOS Replacement project core team member responsible for configuration and implementation of Elliemae Encompass Banker. Completes user setup process and maintains permissions and access controls in accordance with assigned roles for more than 100 users within Encompass LOS, MortgageBot POS and previously, EasyLender. Analyzes MortgageBot and Encompass release notes and compiles pertinent information into end user documentation. Maintains NMLS user log, performs associated system updates for user additions and removals and retains record of change requests. Utilizes test environment for troubleshooting and initiates support cases with applicable vendors to resolve system errors and performance issues. Builds reports within Encompass to assist with production pipeline tracking, compliance analysis, historical data and other situational scenario’s. Meets with business line subject matter experts to develop and implement process improvements and enhancements in workflow. Creates workflow efficiency gains including production of custom Branch Home Equity Application using Encompass Input Form Builder. Digitize paper compliance checklists by building custom HMDA QC and HPML screens within Encompass workflow using Input Form Builder with Visual Basic event handling code for audit tracking capability. Creates standard and advanced business rules, loan templates and uses Dynamic Data Management to drive automation of data entry.

• Real Estate Lending Onboarding and Closing

  • Jun 2014 - Nov 2017

  East Hartford, CT Competently reviewed loan files to insure compliance with Federal regulations and FNMA guidelines. Performed accurate and complete data input into Fiserv EasyLender LOS and issued applicable disclosures. Reviewed DTI and LTV ratios and ordered applicable appraisal and title products as well as credit reports and flood zone determinations. Loan programs included fixed and adjustable rate first-time buyer, conventional, jumbo mortgages, 1st and 2nd lien home equities, higher priced mortgage… Show more Competently reviewed loan files to insure compliance with Federal regulations and FNMA guidelines. Performed accurate and complete data input into Fiserv EasyLender LOS and issued applicable disclosures. Reviewed DTI and LTV ratios and ordered applicable appraisal and title products as well as credit reports and flood zone determinations. Loan programs included fixed and adjustable rate first-time buyer, conventional, jumbo mortgages, 1st and 2nd lien home equities, higher priced mortgage loan equities and HELOC's. Began report building using SAP Crystal Reports. Assisted Real Estate Lending team with technical and software related issues.

• Real Estate Lending Processor

  • Aug 2012 - Jun 2014

  East Hartford, CT Manage a mixed pipeline of purchase, refinance, home equity and HELOC applications from submission to closing. Pull credit and flood reports, order appropriate appraisal and title products and obtain borrower income verification. Send out commitment letters and clear underwriting conditions while outperforming turn time goals. Work with borrowers, branch personnel and attorneys to schedule closings. Adhere to pertinent regulatory compliance and FNMA guidelines and participate in ongoing… Show more Manage a mixed pipeline of purchase, refinance, home equity and HELOC applications from submission to closing. Pull credit and flood reports, order appropriate appraisal and title products and obtain borrower income verification. Send out commitment letters and clear underwriting conditions while outperforming turn time goals. Work with borrowers, branch personnel and attorneys to schedule closings. Adhere to pertinent regulatory compliance and FNMA guidelines and participate in ongoing training opportunities.

• Member Account Representative

  • May 2011 - Aug 2012

  East Hartford, CT



University Credit Union - Maine

• United States
• Banking
• 1 - 100 Employee

• Tech Center Rep

  • May 2010 - May 2011

  Orono, Maine Assisted members and potential members with all types of inquiries within a call center environment by both phone and online live help. Conducted research to resolve a variety of in-depth issues, with an emphasis on fraudulent account transactions. Processed new account applications submitted through the credit union website while assuring compliance with all applicable banking regulations and cross sold related products and services. Assisted in training of new team members.



Bangor Savings Bank

• Banking
• 700 & Above Employee

• Bank Teller

  • May 2009 - May 2010

  Bangor, Maine Area Performed a wide range of transactions in response to customer needs. Balanced all fund types daily. Used customer service skills to respond to, resolve, or refer all customer inquiries. Upheld clear and efficient communication with customers and coworkers via phone, email, and fax. Adhered to all internal policies and procedures in addition to Federal banking regulations.



American Eagle Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Member Account Representative

  • Sep 2004 - Jun 2008

  Vernon, CT