Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lynn Doherty

Middletown,NJ

Summary

A highly skilled and seasoned financial professional who works with customers, internal partners and other external professionals in order to achieve a financial transaction which is compliant with internal requirements

meet while meeting the customer's goals. Provide analysis for options available based on an organized and detailed review of documents. Ability to present outcome to various audiences.

Overview

32
32
years of professional experience

Work History

Home Loan Advisor

Chase Mortgage
Neptune, NJ
06.2012 - Current

Work with customers to help them achieve home ownership goals from pre-qualification through loan closing. Guided customers through process of finding a home loan that met their financial needs. This included evaluating and structuring financing to meet their financial requirements. Worked with realtors, accountants and lawyers in order to get loan funded.

Worked with internal partners in order to comply with necessary requirements in order to fund the loan.

Worked with One Chase Partners to give and receive referrals to branch partners, financial advisors and business bankers.

Develop long term referral sources with realtors, accountants and attorneys.

Presented at first time buyer seminars, realtor continuing education classes, weekly realtor update seminars. Conducted affordable lending classes through non profit agencies.

Home Loan Advisor

Prospect Mortgage
Point Pleasant, NJ
06.2009 - 05.2012

Home Loan Advisor

PNC Bank
Manalapan, NJ
01.2008 - 09.2008

Home Loan Advisor

Washington Mutual Bank
Eatontown, NJ
03.2001 - 12.2007

Home Loan Advisor

Fleet Bank
Glen Rock, NJ
07.1997 - 03.2001

Commercial Lending and Collateral Manager

Bank Of New England West
Springfield, MA
10.1989 - 04.1997
  • Managed transactions in changing environment and provided on going portfolio evaluations.
  • Partnered with lines of business and others to support efforts to improve collateral performance.
  • Supported the automation efforts for documentation and collateral for commerical loans.
  • Managed a staff of 20 people to secured and maintain documentation for commercial loans.
  • Managed collateral risk by adhering to policies, procedures and regulations.

Education

Bachelor of Arts - Accounting

University of Massachusetts Amherst
Amherst, MA
12.1984

Skills

  • Customer Centric
  • Targeted Analysis and Evaluation of Customer Documents
  • Partner Focused
  • Understands Documentation and Compliance Requirements
  • Detailed Oriented & Process Efficient

Timeline

Home Loan Advisor

Chase Mortgage
06.2012 - Current

Home Loan Advisor

Prospect Mortgage
06.2009 - 05.2012

Home Loan Advisor

PNC Bank
01.2008 - 09.2008

Home Loan Advisor

Washington Mutual Bank
03.2001 - 12.2007

Home Loan Advisor

Fleet Bank
07.1997 - 03.2001

Commercial Lending and Collateral Manager

Bank Of New England West
10.1989 - 04.1997

Bachelor of Arts - Accounting

University of Massachusetts Amherst
Lynn Doherty