Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stacey Gerald

Hanover

Summary


Professional with extensive experience in loan management and customer service. Expertise in financial analysis, risk assessment, and regulatory compliance. Proven ability to collaborate effectively within teams and adapt to evolving requirements. Achieves consistent results through strong problem-solving skills and meticulous attention to detail.

Overview

35
35
years of professional experience

Work History

Loan Specialist

Eastern Savings Bank
11.2018 - 04.2025


  • Manage and process non originated loan applications, including withdrawals, approved not accepted and denied loans
  • Ensured fulfillment of all compliance obligations within loan file and Encompass system prior to transferring loan to processing.
  • Utilized checklists to assess and uncover potential errors in loan files, addressing grammar, balances, compliance, or loan structure.
  • Supported Loan Officers in data entry and document loading and assignment
  • Facilitated follow-up on title work, appraisals, and verifications
  • Administrative operations within Loan Origination Department
  • Acquired comprehensive expertise in lending management programs.
  • Collected documentation, presented and consulted loan officers and processors on loan status.
  • Engaged with customers and clients
  • Executed loan processing tasks





Operations Manager

Reverse Mortgage Corporation
02.2015 - 01.2018
  • Supported operations staff and kept employees compliant with company policies and procedures
  • Oversaw all Human resources programs encompassing compensation, benefits, unemployment and new hire onboarding operations and policies
  • Collaborative team player assigned special projects and daily operations and requirements of 30 staff members
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Managed outside vendors to include accounts payable and receivables
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Enhanced lead generation efforts, processing, licensing, and overall team support for sales team

Office Manager

1st Maryland Mortgage
09.2009 - 03.2014
  • Supported operations staff and kept employees compliant with company policies and procedures
  • Oversaw all Human resources programs encompassing compensation, benefits, unemployment and new hire onboarding operations and policies
  • Collaborative team player assigned special projects and daily operations and requirements of 50 staff members
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Managed outside vendors to include accounts payable and receivables
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Enhanced lead generation efforts, processing, licensing, and overall team support for sales team


Loan Servicing Assistant

Eastern Savings Bank
03.1998 - 06.2009
  • Executed general administrative tasks for Managers, loan officers & processors to enhance organization and loan production
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Enhanced loan servicing efficiency by streamlining administrative processes and implementing new software systems.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Cultivated exceptional written and oral communication skills, problem resolution expertise, and a high level of confidentiality
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.

Copy & Print Specialist

Pikesville Office Supply
09.1990 - 07.1998
  • Produced custom-printed materials catering to specific client requirements while adhering to strict deadlines.
  • Enhanced customer satisfaction by providing efficient and accurate print and copy services.
  • Assisted customers in selecting appropriate materials and formats for their printing needs, ensuring optimal results.
  • Operated copiers and printers, trimmed stock to special sizes and bound booklets using spiral or saddle-stitch techniques to complete customer job requests.
  • Completed complex customer orders accurately and within quoted time limit.
  • Provided mounting and laminating support to preserve and protect documents and photos.
  • Offered bindery and finishing services to enhance printing jobs and prepare polished marketing materials.

Education

High School Diploma -

Milford Mill High School
Baltimore
01-1989

Skills

  • Organizational skills
  • Relationship building
  • Detail Oriented
  • Time management
  • Multitasking
  • Dependability and reliability

Timeline

Loan Specialist

Eastern Savings Bank
11.2018 - 04.2025

Operations Manager

Reverse Mortgage Corporation
02.2015 - 01.2018

Office Manager

1st Maryland Mortgage
09.2009 - 03.2014

Loan Servicing Assistant

Eastern Savings Bank
03.1998 - 06.2009

Copy & Print Specialist

Pikesville Office Supply
09.1990 - 07.1998

High School Diploma -

Milford Mill High School
Stacey Gerald