Experience

Mortgage Equity Partners

• United States
• Financial Services
• 100 - 200 Employee

• Senior Loan Analyst

  • Feb 2009 - Present

  • Adhere to constantly changing and dynamic lending guidelines including Fannie Mae, Freddie Mac, FHA and several Portfolio lenders • Closely monitor the status of a twenty million dollar active loan pipeline including rate locks, collateral value, credit and documentation of financial merit • Provide direct contact and establish relationships with borrowers, real estate agents, appraisers, underwriters and support staff • Recruit new business through the use of self managed marketing campaigns, referrals and professional relationships



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Sales Associate

  • Jan 2008 - Feb 2009

  • Reviewed financial data, appraisal reports, credit reports, verifications and documents as required • Work directly with potential borrowers to tailor fit the appropriate loan product to suit their specific needs • Maintain a complete and thorough knowledge of Bank policies and procedures, as well as secondary market investor's guidelines utilized by the bank • Assist Loan Operations Department with client, attorney, or document follow-up as determined through quality control or post closing review.



Washington Mutual

• Newton, MA

• Sr. Sales Associate

  • Nov 2001 - Jan 2008

  • Worked for 3 years in Loan Operations Department where I was promoted from Loan Closer to Senior Underwriter • Sales team consistently ranked #1 in overall production for entire length of employment • Managed a pipeline of 50-75 loans and exceeded pull through projections • Worked for 3 years in Loan Operations Department where I was promoted from Loan Closer to Senior Underwriter • Sales team consistently ranked #1 in overall production for entire length of employment • Managed a pipeline of 50-75 loans and exceeded pull through projections