Bio
Experience
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Closing Team Lead
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United States
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Financial Services
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700 & Above Employee
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Closing Team Lead
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Nov 2015 - Present
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Loan Analyst
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Mar 2013 - Nov 2015
• Responsible for organizing loan files and scanning into online paperless system for submission to underwriting.• Review entire loan file for submission to underwriting.• Order services for each loan (IRS Tax Transcripts, Social Security Validations, Property Titles, and Flood Certifications).• Run Automated Valuation Model report for each loan.• Request required documentation from clients.• Familiar with TRID, RESPA, HMDA.
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Dunkin Donuts
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Sharon, Massachusetts
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Shift Leader (Part Time)
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Mar 2012 - Jun 2015
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Sharon, Massachusetts
• Responsible for serving customers, stocking supplies, organizing cooler and ensuring the store is in good order for the shift.• Provide exceptional customer service to ensure repeat customer visits.
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MasterSimm
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Azores, Portugal
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Office Manager / Technical Assistant
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Oct 2010 - Nov 2011
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Azores, Portugal
• Responsible for daily office operations (greeting clients, ordering supplies, answering telephones, invoicing).• Provide technical assistance as necessary (software installation, configuring laptops per client requests, troubleshooting network and software issues).
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Fidelity Investments
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Boston, MA and Merrimack, NH
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Production Coordinator / Logistics Planner
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Apr 2006 - Feb 2009
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Boston, MA and Merrimack, NH
• Responsible for the coordination and production of Fidelity’s Mutual Fund Annual and Semiannual Reports, as well as Prospectuses (print and web based).• Coordinated with all business partners involved with the content of the reports to ensure the production schedule was kept on track.• Worked c...
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AEW Capital Management
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Boston, MA
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Production Manager / IT Support
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Jun 1993 - Sep 2004
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Boston, MA
• Responsible for the production of client Quarterly Reports, Requests for Proposals (RFPs) and various marketing pieces.• Managed a team of three electronic publishing specialists who worked on the layout and typesetting of all documents.• Worked closely with Editorial Services and Fund Accounti...
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The Ground Round
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Braintree, MA
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Production Assistant
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May 1991 - Jun 1993
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Braintree, MA
• Responsible for the production of various marketing materials, flyers, brochures and newspaper ads.• Updated printed menu panels with the introduction of new items or discontinuation of old items.• Worked with small local advertising agencies throughout the country to produce store-specific pro...
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Education
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1982 - 1986Lowell Catholic High School
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