Experience

The Realty Concierge

• Real Estate
• 1 - 100 Employee

• Real Estate Agent at The Realty Concierge

  • May 2021 - Present



Cambridge Trust Company

• United States
• Banking
• 300 - 400 Employee

• Mortgage Loan Processor

  • Apr 2017 - Aug 2021



Prospect Mortgage LLC

• Newton, Massachusetts

• Mortgage Loan Processor 11

  • May 2015 - Feb 2017



NE Moves Mortgage (acquired by PHH Home Loans November 16, 2015)

• Mortgage Loan Processor

  • Aug 2012 - Feb 2015

• Mortgage Loan Processor

  • Aug 2012 - Sep 2014

  • Review an average of 85+ residential loan applications per month, efficiently and accurately request and verify customer data metrics including verification of income, review of tax return files, financials, assets and liabilities• Liaise between borrowers and sellers, mortgage brokers, attorneys, appraisers and other agents, to coordinate mortgage approval and verification process• Effectively guide the expeditious flow of mortgage applications through the process to ensure files are completed and verified within the pre-established critical timelines• Create and gauge the financial health of applicants, prior to qualifying them on various financial products • Weed out loans not meeting companies strict standard lending and verification guidelines while supporting up to ten Loan officers through pipeline management• Utilize resources including credit bureau reports, online search engines, phone interviews, asset report analysis, bank statements • Accurately verify information provided by borrowers ensuring the company is compliant with lending best practices• I achieve individual, team, as well as customer satisfaction standards and goals to maximize company revenue Show less



Massachusetts Institute of Technology

• United States
• Higher Education
• 700 & Above Employee

• Staff Accountant- Sponsored Accounting

  • Apr 2011 - Nov 2011

  • Prepared and submitted various interim reports as required by sponsors• Participated in resolving issues pertaining to current billing, audit, and close-out actions• Maintained internal cost audits on terminated grants and contracts• Prepared and submit final financial documents involving MIT sponsors• Maintained and updated all information concerning active and terminated grants and contracts• Followed policies and procedures regulating grants and contracts to insure funds would be expended in accordance with established policies• Participated in discussions with Institute personnel relative to account activities, policies, and procedures Show less

• Travel Consultant

  • May 2010 - Mar 2011

  • Managed the accurate and timely processing of up to 400 travel invoices ($1M) per month for a large multi-site organization.• Obtained OSP approval through COEUS or directly with OSP representatives.• Worked closely with clients to identify their needs and challenges and provided solution-oriented themes and timelines.• Facilitated no fault internal and external audits as a result of sound record keeping and thorough documentation. • Support the audit team for compliance check on around 100 expense vouchers daily• Processed payment of airline tickets and car rentals using an electronic feed to SAP system• Identified operational problems and deficiencies, resolved them within the time limits of authority• Interacted with vendors to ensure vendor travel files and records were in compliance with company policies and government regulations Show less