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Heather Tancreti is a seasoned banking professional with 20+ years of experience in lending, financial services, and leadership. She has held various roles, including Vice President of Lending at Bellwether Community Credit Union and Senior Financial Services Officer at Logix Federal Credit Union. Heather holds an MBA and a BA in Psychology.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President, Lending
      • Jun 2021 - Present

    • Assistant Vice President, Lending
      • Dec 2016 - Jun 2021

      Manage the daily operations of the Centralized Lending Department; including Indirect, Direct, and Mortgage Lending. Oversee loan processing, loan underwriting, and title processing.

    • Mortgage Sales Manager
      • Aug 2012 - Dec 2016

      I manage the mortgage origination department, part of managing the department includes managing the software used to capture mortgage applications; creating loan officer websites, setting up a program and all the training for branch staff on how to take mortgage applications. I also work to stay on top of regulatory changes and stay current on the real estate market and trends. I also originate loans for members for purchases, refinances, and investment loans.

    • Senior Financial Services Officer
      • Aug 2003 - Aug 2012

      I started at LFCU as a teller after graduating college in 2003. I was promoted to Financial Services Officer in July of 2005. I was promoted again to Financial Services Officer II in January of 2006. My last promotion was January of 2008 to Senior Financial Services Officer (this is the highest in this position).I have been the organizer and presenter for more than five Home Buying Seminars. I have achieved the Lockheed Circle of Excellence status for the past five years. I continue to be amongst the top producers at LFCU. I handle mortgage, equity, auto, personal, visa, and numerous other types of loans. I also am able to assist in openning new accounts and IRA accounts.I recently completed a Leadership Development Program focusing on many different aspects of management.

    • Supervisior
      • Aug 1998 - Dec 2003

      I was in charge of anywhere between 4-6 employees per shift. Ensuring that all tasks that I assigned were completed by the end of shift and assigning new tasks when the assigned ones were completed. Being available for employees for any concerns or questions. A go between for employees and management on issues employees may have encountered. Managed one department in the store. Including handling all of the ordering for that department. Also, worked for the VP of Pharmacy in handling numerous Human Resources functions. This included calling references on applicants resumes and handling paperwork.

Education

  • 2018 - 2021
    University of Massachusetts Lowell
    Masters of Business Administration - MBA, Concentration in Managerial Leadership
  • 1999 - 2003
    Rivier University
    Bachelor of Arts - BA, Psychology
  • 1996 - 1999
    Alvirne High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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