Summary
Overview
Work History
Skills
Accomplishments
References
Timeline
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Bridgette Pugliese

North Reading,MA

Summary

Dynamic and results-oriented professional with a proven track record in building and maintaining strong relationships, a comprehensive understanding of client needs with excellent communication and interpersonal skills. Adept at multitasking and the ability to meet strict deadlines while providing superior customer service. I have a keen eye for detail and a passion for helping sales leaders, loan officers, customers, patrons, students, business owners achieve their goals with a commitment to delivering excellence in every interaction, project, task.

Overview

14
14
years of professional experience

Work History

Sales Loan Partner

CrossCountry Mortgage
08.2016 - Current

Responsible for lead generation and relationship management, assisting loan originator and branch sales manager.

  • Maintain up to date knowledge of product as well as market fluctuations.
  • Work closely with consumers, agents, and attorneys, providing detailed communication related to ordering and managing of appraisals and title documents.
  • Increased referral business through proactive outreach efforts and exemplary client relationship management skills.
  • Participate in industry events and conferences to build relationships and gain market intelligence.
  • Develop and implemented marketing campaigns to generate new business opportunities.
  • Plan and host several home buyer workshops and quarterly networking events.

Fitness Instructor

The Energy Barre
01.2015 - Current
  • Design and instruct weekly group fitness classes, providing a fun, positive environment.
  • Cultivate positive relationships with class participants by interacting with group during fitness classes and keeping them engaged.
  • Help clients reach fitness objectives by providing encouragement and motivation.
  • Mentor new instructors, sharing valuable insights and strategies for classroom success.






Bartender

Sam Walkers American Tavern
11.2022 - Current
  • Strive to provide the best customer service, in a fast-paced environment under pressure
  • Support special events through attentive service, adapting quickly to varying needs of guests or clients.
  • Served high customer volumes during special events, nights, and weekends.

Loan Coordinator

Guaranteed Rate Mortgage
06.2015 - 08.2016
  • Processed loan applications and monitored progress from application to closing, assisting 16 loan originators throughout the east coast.
  • Expedited loan approvals by collaborating closely with underwriters to address concerns and provide necessary information.
  • Improved customer satisfaction with timely status updates and transparent communications during the loan process.
  • Developed strong rapport with clients and referral partners, leading to increased business opportunities and a growing network of industry contacts.

Loan Processor

PMAC Mortgage (formerly known as Reliant Mortgage Company)
07.2010 - 06.2015
  • Performed detailed organizational skills, met firm deadlines, followed state-specific guidelines, and reviewed income and asset documentation.
  • Facilitated successful loan closings by coordinating with underwriters, title companies, and attorneys throughout the process.
  • Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.
  • Supported business growth by cultivating partnerships with local realtors, builders, and financial professionals.

Skills

  • Sales Support
  • Loan Processing
  • Goal-Oriented
  • Lead Generation
  • Effective Communication
  • Adaptability and Flexibility
  • Problem-Solving
  • CRM Software
  • Relationship Building
  • Customer Service
  • Business Development
  • Mortgage Knowledge
  • Organizational Skills
  • Time Management
  • Interpersonal Skills
  • Task Prioritization
  • Reliability

Accomplishments

  • Affinity Lending Rep for the International Firefighters Association in 2019
  • Member of the Woman's Business League 5/2019-8/2023
  • Volunteer for Grateful Friends of Cancer Foundation; PGA for Women
  • Successfully hosted several local home buyer workshops and quarterly networking events
  • Annual sales rally participant
  • TIP Certified

References

References available upon request.

Timeline

Bartender

Sam Walkers American Tavern
11.2022 - Current

Sales Loan Partner

CrossCountry Mortgage
08.2016 - Current

Loan Coordinator

Guaranteed Rate Mortgage
06.2015 - 08.2016

Fitness Instructor

The Energy Barre
01.2015 - Current

Loan Processor

PMAC Mortgage (formerly known as Reliant Mortgage Company)
07.2010 - 06.2015
Bridgette Pugliese