Experience

StonehamBank

• United States
• Banking
• 1 - 100 Employee

• Loan Servicing Manager

  • Jan 2020 - Present



Northern Bank

• United States
• Banking
• 100 - 200 Employee

• Commercial Loan Closing Manager/Construction Portfolio Manager

  • Apr 2015 - Aug 2019



NorthEast Community Bank

• Danvers, Ma

• Assistant Vice President Commercial Lending Analyst

  • Jul 2011 - Apr 2015

  Responsibilities include: Closing Commercial Real Estate and C&I loans for five lenders, creating and maintaining document files. Working with Attorney, Appraisal and Environmental agencies. Creating legal documents on Laser Pro software for in-house loan closings, and inputting all information into MiserBA to book loans on the system, running Flood Certificates, Credit Reports, and OFAC checks. Filing UCC Financing Statements with the Secretary of State. Inputting and tracking Tax information on the Core logic System. Performing Loan Modifications, Extensions, Amendments and Payoffs. Creating, maintaining and submitting Pipeline Report in Access for all lenders and weekly Committee meetings. Creating and submitting monthly Board Reports for Executive Board meetings. Assigning all application and loan numbers, as well as creating a spreadsheet to track information on all borrower information. Balancing bank GL accounts, processing checks for loan fees and submitting invoice payments, sending out wires for closings and per customer requests. Processing Line Advances and Construction Loan draws. Teller functions such as processing checks for payments, deposits, bank fees, etc., moving the daily bank deposit from Fed account. Training all staff members on systems and bank procedures. Show less



Danversbank

• United States
• Banking
• 1 - 100 Employee

• Assistant Treasurer

  • Sep 2000 - Jul 2011

  Responsibilities include: Closing and maintaining Commercial Real Estate loans. Inputting loan information on the Easylender software system, running flood information, checking HMDA status, working with the attorney on the closing documents. Tracking UCC Financing Statements. Creating a loan file and making sure the proper information is collected before the audit process. Creating and obtaining Construction Loan Files, processing Construction Loan Advances for all Lenders. Assisting 8 Commercial Lenders in customer contact, creating construction spreadsheets, ordering Title from Attorneys and Inspections on the construction properties. Other duties include Participation Loans, Balancing GL’s, Processing payments on partial releases and creating the Legal Documents to be recorded at the Registry of Deeds. Obtaining financial information from customers, running daily, weekly and monthly financial reports. Show less