Evan C. Doherty
Salt Lake City,UT
Summary
Dynamic loan operations professional with a proven track record in facilitating bridge loans and maintaining precise financial documentation. Excels in delivering exceptional client service and fostering relationships, ensuring compliance while meeting application deadlines and enhancing team collaboration.
Overview
7
7
years of professional experience
Work History
Customer Service Associate
I.M. Gan
Warwick, Rhode Island
10.2024 - 10.2025
- Curated personalized wine and liquor selections for weddings and private parties, aligning choices with client preferences, menu pairings, and budgets.
- Built strong client relationships through personalized consultations and tailored recommendations, leading to repeat business and positive referrals.
- Assisted customers with inquiries and resolved issues promptly.
- Maintained product knowledge to provide accurate information to customers.
- Processed transactions efficiently using point-of-sale systems.
Loan Processor
Limitless Capital – C21
Limitless, MA and RI
08.2022 - 05.2024
- Coordinated with Loan Officers to successfully originate bridge loans, ensuring alignment with client needs.
- Reviewed and organized borrowers’ financial documents to facilitate loan processing and compliance.
- Maintained accurate loan files and ensured compliance with internal and regulatory guidelines.
- Maintained ongoing communication with clients and internal teams to meet application deadlines and enhance client satisfaction.
- Entered and monitored loan data using internal software systems.
- Performed on-site inspections for construction draw loans as a risk mitigation strategy.
Accounting Assistant
Limitless Capital – C21
Limitless, MA and RI
03.2023 - 11.2023
- Reconciled accounts to facilitate timely preparation of monthly financial statements.
- Updated financial records daily to ensure accuracy and compliance.
- Ensured consistency and accuracy across financial documents to maintain integrity of financial reporting.
- Compiled audit-ready documentation to streamline audit processes.
Real Estate Assistant
Limitless Capital – C21
Limitless, MA and RI
08.2022 - 03.2023
- Reviewed and prepared loan-related paperwork for residential closings to facilitate timely transactions.
- Coordinated documentation, scheduling, and transaction follow-through for real estate agents to streamline processes.
- Managed calendars and followed up with clients to enhance their experience and support team efficiency.
Gardener
The Garden Continuum
Medfield, MA
05.2020 - 08.2020
- Executed landscaping and grounds maintenance, enhancing aesthetics through mulching, trimming, and lawn care.
- Partnered with clients to customize and implement landscape design plans within budget constraints.
Volunteer
Golden Opportunities for Independence
Walpole, MA
09.2019 - 12.2019
- Worked with service animals to evaluate their behavior and trainability.
- Monitored and documented animal health and habits.
- Increased socialization and familiarity with human interaction.
Data Analyst Intern
CRICO Strategies
Boston, MA
05.2018 - 08.2018
- Collaborated with interdepartmental teams to establish daily business needs and evaluate data operations.
- Monitored data uploads, ensuring accuracy and successful integration.
- Commissioned and decommissioned datasets under the guidance of the supervisor.
Education
Business Administration
Warwick Community College
Warwick, RI01-2025
Postgraduate year - college preparatory courses
Phillips Exeter Academy
Exeter, New Hampshire01-2019
Some College (No Degree) - Business
University of South Carolina
Columbia, SCSkills
- Loan Processing
- Document review
- Document management
- Financial analysis
- Bridge loans
- Fix and flip
- Special lending
- Excel
- MS Word
- PowerPoint
- Outlook
- Copilot
Volunteer Experience
Golden Opportunities for Independence, Walpole, MA, Volunteer, 09/01/19, 12/01/19, Worked with service animals to evaluate their behavior and trainability., Monitored and documented animal health and habits., Increased socialization and familiarity with human interaction.
Timeline
Customer Service Associate
I.M. Gan
10.2024 - 10.2025
Accounting Assistant
Limitless Capital – C21
03.2023 - 11.2023
Loan Processor
Limitless Capital – C21
08.2022 - 05.2024
Real Estate Assistant
Limitless Capital – C21
08.2022 - 03.2023
Gardener
The Garden Continuum
05.2020 - 08.2020
Volunteer
Golden Opportunities for Independence
09.2019 - 12.2019
Data Analyst Intern
CRICO Strategies
05.2018 - 08.2018
Business Administration
Warwick Community College
Postgraduate year - college preparatory courses
Phillips Exeter Academy
Some College (No Degree) - Business
University of South Carolina