Experience

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  Rockland Federal Credit Union

  • United States
  • Banking
  • 100 - 200 Employee

  • AVP Home Equity at Rockland Federal Credit Union

    • Mar 2021 - Nov 2023

  • Consumer Lending/Home Equity Manager

    • Mar 2019 - Mar 2021

  • Senior Mortgage Processor

    • 2016 - Mar 2019

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  First American Mortgage Trust

  • Greater Boston Area

  • Mortgage Processor

    • Aug 2012 - Jun 2015
    • Greater Boston Area

    Prepared and reviewed loan disclosures prior to timely delivery to borrowers while working within a fast-paced,deadline-driven environment. Reviewed and verified the accuracy of information on tax returns, title reports,income documentation, insurance binders, and other required information and d...

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  State Street

  • Greater Boston Area

  • Portfolio Accountant

    • Mar 2010 - Aug 2012
    • Greater Boston Area

    Fostered loyal client relationships with three key clients while providing daily pricing of 401(k) plans. Produced and verified daily prices, benchmarks, corporate actions, monthly and annual financial reports, as well as dividend and distribution rates for both fixed and variable securities. Ana...

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  Northwestern Mutual Financial Network

  • Greater Boston Area

  • Financial Representative

    • Oct 2008 - Nov 2009
    • Greater Boston Area

    Worked closely with clients to identify current needs, determine long term goals, and develop financial plans to maximize success. Created and presented effective strategies for clients to help them reach their financial goals including investment planning, insurance coverage, and cash management...

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  Wachovia

  • Norfolk, Virginia Area

  • Account Executive

    • Jun 2005 - Oct 2008
    • Norfolk, Virginia Area

    Built and maintained strong business relationships with mortgage companies to originate residential loans. Quickly resolved conflicts and issues by serving as a liaison between mortgage brokers and the loan processing department. Facilitated effective trainings and presentations to mortgage broke...

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  Amica Mutual Insurance

  • Greater Boston Area

  • Senior Account Representative

    • Sep 2000 - Jan 2005
    • Greater Boston Area

    Oversaw day-to-day activities within the underwriting department including providing expertise regarding policies, procedures, and products. Increased revenue by up-selling additional coverage and products to existing clients and policyholders.Key Contributions: Trained, mentored, and coached ne...