Summary
Overview
Work History
Education
Skills
Timeline
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Sara Eagan

Millville,MA

Summary

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.

Overview

5
5
years of professional experience

Work History

Assistant Retail Lending Manager

Charles River Bank
12.2019 - Current


· 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)

Education

Associate of Science - Paralegal And Criminal Justice

Fisher College
Marlborough, MA
05.1996

Skills

  • Verbal and written communication
  • Oral and written communications
  • Regulatory Compliance
  • Pipeline Maintenance
  • Regulatory Requirements
  • Underwriting knowledge
  • Loan Processing
  • Willing to Learn
  • Multitasking
  • Organizational Skills

Timeline

Assistant Retail Lending Manager

Charles River Bank
12.2019 - Current

Associate of Science - Paralegal And Criminal Justice

Fisher College
Sara Eagan