Driven Assistant Retail Lending Manager with a proven track record at Charles River Bank, adept in underwriting and loan processing, and excelling in regulatory compliance. Demonstrates exceptional organizational skills and a commitment to continuous learning. Successfully managed a diverse loan portfolio, ensuring competitive rates and high customer satisfaction.
· Disclose and process HELOC’S, HELOANS and 1STMortgages
· Close HELOCS and HELOANS
· Currently Training on closing 1stMortgages
· Process, underwrite and close MA Saves, Auto Loans and Personal loans
· Prepare Loan Committee Minutes
· Prepare Security Committee Agenda
· Do Weekly Home Equity and Auto Loan Rates
· Do Daily Mortgage Rates
· Review Maintenance reports in synergy every morning
· Review Master Files in synergy
· Update Consumer Loan rates
Other/Miscellaneous
· Prepare Denials and Counter-Offers in encompass for HELOC’s, HELOANS and 1st Mortgages
· Pay Attorney Invoices
· Pay appraisal Invoices
· Prepare payoffs in Insight for CRB to CRB loans
· Prepare and send out daily closing board
· Underwriting experience ($100,000.00 Lending Authority)