Bio
Credentials
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HO11WT - Maximizing the Effectiveness of Telephone Counseling with HECM Clients
NeighborWorks AmericaJul, 2019- May, 2026 -
Certified BSA/AML Professional (CBAP)
ICBAMay, 2024- May, 2026 -
Financial Capability
NeighborWorks AmericaAug, 2021- May, 2026 -
Notary Public
Commonwealth of MassachusettsJan, 1997- May, 2026 -
NCHEC Foreclosure Counseling Certification
NeighborWorks AmericaMay, 2014- May, 2026 -
NCHEC Certification - Post-Purchase Systems
NeighborWorks AmericaFeb, 2014- May, 2026 -
NCHEC Certification in FINANCIAL CAPABILITY
NeighborWorks AmericaAug, 2015- May, 2026 -
NMLS
Nationwide Mortgage Licensing SystemAug, 2011- May, 2026
Experience
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Jan 2023 - Present
Oversees commercial and residential loan portfolio in all aspects.
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Underwriter - Commercial Services
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Nov 2018 - Jan 2024
Responsible for the underwriting of commercial loan products offered by Mill Cities Community Investments, a community development financial institution serving the Merrimack Valley.
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Director - CBA's Opportunity Center
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Apr 2013 - Jan 2023
CBA's Opportunity Center (formerly The Home Preservation Center) offers group foreclosure prevention workshops, one-on-one foreclosure counseling, financial coaching, budget counseling, post-purchase education workshops as well as additional resources and programs with HUD approved counselors...
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Eastern Bank
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Dracut, MA and Lowell MA
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Branch Management / Business Development
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2008 - Nov 2011
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Dracut, MA and Lowell MA
Responsible for management of daily branch operations and productivity with additional emphasis on outreach to local businesses and individuals wilthin the Merrimack Valley.
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Officer
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Mar 1992 - 2008
Managed a staff of up to 10, branch operations, new account development, loan origination and execute bank business plan for the market.
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Teller
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Feb 1990 - Mar 1992
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Education
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University of Massachusetts at Lowell
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2014 - 2015MCLI
Suggested Services
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