Experience

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  Seamen's Bank

  • Truro, MA, USA

  • Loan Specialist

    • Sep 2015 - Present
    • Truro, MA, USA

    • Working with the Quality Control/Servicing Manager in the day-to-day servicing as it pertains to all types of loans being serviced by the Department, including new loan input, report balancing, file maintenance, escrow processing, etc. • Review of daily, weekly and monthly loan reports related to rate changes, error reports, edit reports, unapplied funds, escrow processing, etc. for accuracy and make corrections when warranted.• Review and maintenance of customer accounts when discrepancies are discovered including bill maintenance, auto pay tracking and maintenance, etc.• Preparation and issue of Mortgage Discharge documentation, cancellation of notes, and vehicle titles to borrowers when the loan is paid off• Assist in monitoring end of year processing, such as annual statements and 1098 reporting and also semiannual purge reports• Assist in monitoring ECOA Credit reporting • Assist in payment and rate change modifications • Fannie Mae loan delivery• Assist in creating and loan servicing and branch procedures manual• Other miscellaneous daily duties as instructed by a manager

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  Rockland Trust

  • Hyannis, MA, USA

  • Banker

    • Oct 2013 - Aug 2015
    • Hyannis, MA, USA

    • Acting as a leader in all service quality and sales initiatives by providing guidance and examples of excellent sales and service performance• Providing the highest level of customer service through an ongoing commitment to improvement in knowledge, productivity, and job efficiency• Responsible for conducting financial transactions between the Bank and its customers; sales and referral of bank products; and providing superior service in a highly professional manner• Understanding and developing knowledge of bank products and services • Referring bank products and services within guidelines established by Bank• Maintaining referral documentation and actively participates in sales promotions• Conducting business in a professional manner and maintains a neat and orderly work area• Understanding and adhering to security and compliance policies and procedures• Processing all transactions including deposits, withdrawals, transfers, check cashing, etc. in an accurate, efficient, professional manner within established guidelines and authority

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  Mystic Moon, Inc.

  • Provincetown, MA, USA

  • Manager

    • May 2007 - Oct 2013
    • Provincetown, MA, USA

    • Overseeing the interviewing, hiring and training process, and coordinating schedules• Oversee product buying, merchandise receiving and product pricing• Inventory control• Merchandising • Direct sales• Web-site developing and internet sales• Participating in craft fairs and small regional trade shows• Computer data entry & light bookkeeping • In charge of banking and business finances

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  Shop Therapy, Inc.

  • Provincetown, MA, USA

  • Assistant Manager

    • Sep 2005 - Mar 2007
    • Provincetown, MA, USA

    • Product development, including design and meeting / keeping in touch with manufacturers to oversee production• Research, plan and participate in various trade shows to showcase and sell the company’s products and make new contacts• Plan and help in developing and publishing merchandise catalogues • Oversee product buying and help prepare the company’s overseas entries, which included pricing; landing price of goods, wholesale prices in the US, preparing the samples for catalogs and shows, handling overseas emails, QuickBooks data entry, correspondence with overseas vendors, preparing new arrivals for retail• Developing long and short-term sales plans and marketing goals for the organization• Conducted customer satisfaction surveys• Light bookkeeping • Merchandising • Inventory upkeep• Hiring and supervising seasonal employees