Summary
Work History
Skills
Certification
Work Availability
Timeline
Overview
Education
Generic

Kathleen Bergeron

Mortgage Opertions
Salem,NH

Summary

Operations professional with proven track record in optimizing processes and driving efficiency. Strong focus on team collaboration, strategic planning, and achieving measurable results. Adept at adapting to changing needs and leading cross-functional teams. Skilled in project management, process improvement, and resource allocation. Dependable and results-driven, known for enhancing operational performance.

Work History

RE Lending Processing Department Team Leader II

USAlliance Financial
05.2024 - 10.2025
  • Managed 100+ active files consisting of various loan products to ensure completion as well as compliance throughout the entire USALLIANCE process for Purchase / Refinance / HELOCS / HELOANS/ Combo First & Second / Renovations Loans.
  • Prepared and implemented numerous internal operational job aids guides providing accuracy and efficiency which provided increase in team monthly production.
  • Collaborated with cross-functional teams to align departmental goals with organizational objectives.
  • Mentored team members to develop their skills and advance within the company hierarchy.
  • Achieved project deadlines consistently by effectively delegating tasks and managing time frames.
  • Facilitated training sessions on best practices and new systems for enhanced team performance.
  • Team Lead in organizing and overseeing assignments to drive operational excellence within my team.

Commercial Lending Assistant

Bank Of New England
09.2022 - 05.2024
  • Analyzed requests for new and active loans in pipeline for management.
  • Set up, store and updated customer files, department records and regulatory paperwork.
  • Collect and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Review and validate details of loan applications and closing documentation.
  • Communicate with approve applicants via mail, email, telephone or personal consultations. Developed/Maintained 50+ client relationships.
  • Produce and submit completed loan packages to title and escrow professionals.
  • Receive, review and complete construction loan/draw advances throughout loan services
  • Embraced growth and excellence-oriented atmosphere to support bank-wide initiatives
  • Assisted with timely loan closing and funding activities with efficient management of task checklists

Production/Processing Manager

Guaranteed Rate
04.2020 - 07.2022
  • Directed process and procedures to achieve monthly closing goals .
  • Assessed processes and recommended improvements to increase productivity.
  • Maintained procedures, job roles and quality assurance guidelines.
  • Applied lean practices to balance workflow and eliminate unnecessary steps.
  • Resolved issues quickly to maintain productivity goals.
  • Created and regularly updated department work instructions and reports.
  • Supported daily work flow of POD/VP Pipeline's
  • Training of new POD employees on daily basis to achieve goals set by corporate timelines
  • Managed 20+ regional team including ops/vp sale
  • Created production schedules to effectively fulfill production plans and meet process goals

Processing Manager

Premier Mortgage Lending
03.2016 - 11.2019
  • Created production schedules to effectively fulfill production plans and meet process goals.
  • Evaluated and assessed employee performance to meet production and data targets.
  • Maintained 50+ pipeline including managing all other processors.
  • Evaluated impact of process change on overall operation and determined return on investment.
  • Analyzed and compiled new submissions of loans to continuously optimize processes.
  • Adhered to all applicable compliance and regulatory requirements
  • Led processing team to ensure compliance with industry regulations and company policies.
  • Streamlined workflows, reducing turnaround times for loan approvals by implementing efficient processes.

Chief Operating Officer

First Call Mortgage Corporation
01.2002 - 09.2009
  • Refined organizational structure to consolidate, streamline and delineate necessary functions.
  • Developed quarterly business plans to evaluate cost projections.
  • Established Processing and Daily Operations policies to promote company culture and vision.
  • Oversaw operations and coordinated with managers to increase quarterly profits.
  • Managed teams of 95 professionals focused on improving customer satisfaction initiatives.
  • Interviewed, supervised and motivated 85-100 staff members to achieve optimal productivity.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Led operational oversight and budgetary supervision for 5 branch locations
  • Led operational strategies to enhance loan processing efficiency and customer satisfaction.
  • Streamlined organizational workflows, reducing turnaround time for mortgage approvals.

Skills

  • Credit

  • Critical Thinking

  • Attention to Detail

  • Organization and Time Management

  • Team management

  • Goals and performance

  • Motivation techniques

  • Decision-making

  • Relationship building and management

  • Training and mentoring

Certification

National Mortgage License System - NMLS #26027

State of New Hampshire Notary Public expires 10/2032

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

RE Lending Processing Department Team Leader II

USAlliance Financial
05.2024 - 10.2025

Commercial Lending Assistant

Bank Of New England
09.2022 - 05.2024

Production/Processing Manager

Guaranteed Rate
04.2020 - 07.2022

Processing Manager

Premier Mortgage Lending
03.2016 - 11.2019

Chief Operating Officer

First Call Mortgage Corporation
01.2002 - 09.2009

High School Diploma -

Methuen High School

Overview

24
24
years of professional experience
1
1
Certificate

Education

High School Diploma -

Methuen High School
Methuen, MA
06-1988

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Kathleen BergeronMortgage Opertions