Samantha Monson
Mortgage Loan Officer at Savings Bank of Walpole- Claim this Profile
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Bio
Cheryl Mayberry
Samantha is a very hard working, detail oriented individual. She seeks full understanding in all her duties and is very willing to seek out assistance when needed. She's very organized and can manage all the tasks and responsibilities given to her with minimal supervision. She's a very caring and conscientious employee who strives for excellence in everything she does.
Cheryl Mayberry
Samantha is a very hard working, detail oriented individual. She seeks full understanding in all her duties and is very willing to seek out assistance when needed. She's very organized and can manage all the tasks and responsibilities given to her with minimal supervision. She's a very caring and conscientious employee who strives for excellence in everything she does.
Cheryl Mayberry
Samantha is a very hard working, detail oriented individual. She seeks full understanding in all her duties and is very willing to seek out assistance when needed. She's very organized and can manage all the tasks and responsibilities given to her with minimal supervision. She's a very caring and conscientious employee who strives for excellence in everything she does.
Cheryl Mayberry
Samantha is a very hard working, detail oriented individual. She seeks full understanding in all her duties and is very willing to seek out assistance when needed. She's very organized and can manage all the tasks and responsibilities given to her with minimal supervision. She's a very caring and conscientious employee who strives for excellence in everything she does.
Credentials
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CFT Loan Operations
Northern New England Center for Financial TrainingNov, 2012- Sep, 2024
Experience
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Savings Bank of Walpole
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United States
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Banking
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1 - 100 Employee
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Mortgage Loan Officer
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Mar 2021 - Present
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SBW Wealth Management
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Investment Management
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1 - 100 Employee
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Office Manager
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Jun 2017 - Feb 2021
Office Manager for Wealth Management Department located at Savings Bank of Walpole. Assist two financial advisors/investment executives to maintain their current books of business and open new accounts. Provide monthly reporting and tracking of revenue, new accounts and clients. Staying current with changes to regulations and share with group how to properly implement the necessary changes. Office Manager for Wealth Management Department located at Savings Bank of Walpole. Assist two financial advisors/investment executives to maintain their current books of business and open new accounts. Provide monthly reporting and tracking of revenue, new accounts and clients. Staying current with changes to regulations and share with group how to properly implement the necessary changes.
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Mascoma Bank
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United States
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Banking
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200 - 300 Employee
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Office Manager of Investment Services
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Aug 2014 - May 2017
Investment Services Office Manager travelling to 28 branches within Vermont and New Hampshire. Provided referral training to bank staff as needed. Helped maintain and service the current books of business for 5 Advisors and over 2000 accounts. Our program cleared through LPL Financial. Problem solved customer needs to ensure smooth daily business operations. Investment Services Office Manager travelling to 28 branches within Vermont and New Hampshire. Provided referral training to bank staff as needed. Helped maintain and service the current books of business for 5 Advisors and over 2000 accounts. Our program cleared through LPL Financial. Problem solved customer needs to ensure smooth daily business operations.
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Mortgage Loan Processor
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Jan 2013 - Aug 2014
Duties include generating mortgage loan documents for in-house and secondary market (FNMA/FHLB/NHHFA/VHFA), preparing loans for closing, closing the loan and dispersing funds. I am also responsible for input of new loans on the system, check back data input, maintenance of existing loans, and closing out paid loan files. I perform reconciliation of certain General Ledger accounts and other daily reports.
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Loan Servicing Clerk
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May 2011 - Jan 2013
Performed various duties associated with servicing and maintaining existing loans and closing out paid loan files. Generated disbursements for property taxes and hazard insurance, updated escrow payments. Maintained escrow account records as well as rate adjustments. Responsible for maintaining daily insurance cancellation list and sending out notices. Compiled monthly Flood Reconciliation report and tracked flood insurance. Performed reconciliation of certain General Ledger accounts.
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Keene Chrysler, Inc.
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Automotive
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1 - 100 Employee
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Evening Cashier/Receptionist
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May 2008 - Jun 2011
Duties include answering phones, cashiering, filing, data entry and billing deals Duties include answering phones, cashiering, filing, data entry and billing deals
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C&S Wholesale Grocers
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United States
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Wholesale
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700 & Above Employee
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Associate Demand Planner
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Jan 2007 - May 2011
Duties included running a myriad of reports that are used within the department and companywide. The main focus of this position is Ad Forecasting. I worked with grocery store chains to ensure they had the right amount of product for upcoming promotions.
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Expediting Scheduler
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Oct 2004 - Jan 2007
Duties included completing multiple reports that are distributed company wide, answering phones, data entry and customer service. Utilized computer system to schedule trucks with product into our warehouses without over scheduling.
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Secretary
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Jun 2002 - Oct 2004
Duties included answering phones, dealing with clients, filing, paperwork and data entry Duties included answering phones, dealing with clients, filing, paperwork and data entry
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Education
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1997 - 2000
Springfield High School
Community
