Summary
Work History
Skills
Certification
Work Availability
Timeline
Overview
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Kathleen Bergeron

Salem,NH

Summary

Team Oriented Executive Assistant/Operations Manager with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ready to bring knowledge and abilities to challenging role with potential for long-term career advancement and success. Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in resident/commerical lending standards and regulations.

Work History

Commercial Lending Assistant

Bank Of New England
09.2022 - Current
  • Analyze requests for new loans and loan renewals.
  • Manage Day to Day requests of Commercial Business Accounts.
  • Support complete and accurate loan file documentation.
  • 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 relationships.
  • Produce and submit completed loan packages to title and escrow professionals.
  • Assess customer account histories to determine previous compliance with payment plans and loan terms.
  • Verify credit histories, personal references and employment backgrounds for each applicant.
  • Receive, review and complete construction loan/draw advances throughout loan services

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

Processing Manager

Premier Mortgage Lending
03.2016 - 09.2019
  • 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.

Head Bartender/Front of House Team Leader

Irish Cottage Restaurant
01.2010 - 03.2016
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
  • Trained new staff in front-of-house procedures, customer relations and cleaning.

Chief Operating Officer

First Call Mortgage Corporation
01.2001 - 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

Skills

  • Loans
  • Financial analysis aptitude
  • Banking
  • Credit
  • Critical Thinking
  • Attention to Detail
  • Organization and Time Management

Certification

National Mortgage Loan Officer License #26027

State of New Hampshire Notary Public expires10/2032

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Commercial Lending Assistant

Bank Of New England
09.2022 - Current

Production/Processing Manager

Guaranteed Rate
04.2020 - 07.2022

Processing Manager

Premier Mortgage Lending
03.2016 - 09.2019

Head Bartender/Front of House Team Leader

Irish Cottage Restaurant
01.2010 - 03.2016

Chief Operating Officer

First Call Mortgage Corporation
01.2001 - 09.2009

Overview

22
22
years of professional experience
1
1
Certificate

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Kathleen Bergeron