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.