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Boston, MA
... Massachusetts, US Product Manager Intern 05/2020 - 08/2020 ●Performed customer research about mortgage underwriting process increasing the number of registered users by 8% ●Managed an investment committee page project, led a cross-functional team of ...
- 2021 Feb 01
Brighton, MA
... Created business development plans for wealth managers, financial advisors, mortgage officers, and cash management staff. Demonstrated the value of incorporating ESG into investment strategies. Coached employees to cultivate relationships with ...
- 2021 Jan 18
Woburn, MA, 01801
... sales force, underwriting and swap desks Implemented strategies in evaluating and tracking customer’s outstanding bonds and mortgage portfolios utilized in arranging future bond issuance and creating rating agency cash flows UBS Investment Bank, New ...
- 2020 Dec 21
Manchester-by-the-Sea, MA
... Home Mortgage Specialist Wells Fargo Home Mortgage - Everett, Washington March 2012 - July 2014 Find fulfillment in learning about the newest and most innovative mortgage solutions. Possess the resilience needed to thrive in the ever-changing ...
- 2020 Dec 21
Brookline, MA
... Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents. Develop materials and methods to ...
- 2020 Dec 18
Boston, MA, 02109
... goals and meeting client needs Maintain thorough knowledge of banks products ranging from savings/checking accounts to mortgage offerings Develop relationships with internal segment partners – Business, Home Lending, Financial Advisors, Citigold ...
- 2020 Nov 18
Chestnut Hill, MA
... City, NY (firm: Sullivan & Cromwell, LLP) Electronic document review and litigation coding for defense of SEC action against a major national bank pertaining to alleged bond bid-rigging and quid pro quo transactions involving mortgage-backed CDOs. ...
- 2020 Nov 16
Lynn, MA
... With the following experience: Management and Leadership experience: Mortgage documentation auditor/ trainer (2000-2003), Director of Healthcare Program and Instructor at an educational institution (2011-2013), which required me to oversee the ...
- 2020 Nov 08
Quincy, MA
... Ø Analyzed laws related to mortgage qualification and consumer protection, advised buyers and tenants to prepare 4 Cs: Capacity, Character, Capital, Collateral before buying or renting house. Shenwan Hongyuan Securities, Co. Ltd., Nanjing, China ...
- 2020 Oct 11
Andover, MA
... Experienced in custody, securities lending, prime-brokerage, investment management, retirement services, and mortgage servicing. Regulatory experience in Basel III, BCBS239, Recovery and Resolution Planning and data governance. A rich blend of ...
- 2020 Sep 28