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Administrative Assistant Sales

Candia, New Hampshire, United States
February 15, 2018

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Lori Dalbec

*Timberwood Drive #*** • Goffstown, NH 03045



****-**** ***** **** ********, Wakefield, MA Jr. Underwriter/CSR

• Managed pipelines including FHA, VA, USDA and 203K loans by closing date

• Reviewed documents for TRID compliance

• Acted as a liaison between sale and operations

• Monitored rate lock expirations

• Collected documentation for Underwriter review

• Verified that conditions met corporate guidelines

• Exported and prepared Excel spreadsheets

• Took meeting minutes for Underwriting and Operations Managers

• Ensured all conditions are present before file submission

2010-2016 St. Mary’s Bank, Manchester, NH Help Desk & Admin. Assistant

• Typed, stored, distributed and coordinated meeting minutes for the IT Steering Committee

• Created a monthly package for the IT Steering Committee meeting

• Prepared memos for the Board of Directors

• Monitored a variety of servers, IT systems, ATMs for potential issues

• Opened support tickets with vendors for system issues

• Resolved printing and computer issues over the phone or by remote PC access

• Unlocked users and reset passwords

• Reported on a variety of systems and ATMs daily

• Acted as a liaison between branches, bank, and field technicians to resolve ATM issues

• Coordinated computer, server and printer equipment repairs

• Uploaded and updated software and driver

• Added network printers to end user PCs

• Created all access for employees and terminated access for separated employees

• Terminated access for employees that have separated

• Provided technical expertise with Microsoft programs

• Assisted with payroll, expense reports, capital expense and new vendor forms

• Prepared capital Expense forms

• Managed calendars for two managers

• Entered and managed company contracts into a software that tracks expiration

• Ordered supplies for four cost centers and two business centers

• Scheduled meetings in Outlook

2009-2010 MetLife Home Loans, Concord, NH Senior Support Assistant

• Acted as a liaison between sale and operations

• Monitored rate lock expirations

• Relocked and extend rates

• Provided technical assistance

• Ordered supplies and marketing tools

• Created and updated various reports in Excel and Brio

• Ensured all conditions are present before file submission

• Verified incoming conditions meet corporate guidelines

• Ordered title and appraisal

• Prepared monthly expenses for Relationship Managers using People Soft

• Assisted borrowers with closing, post closing and loan servicing issues

• Assisted Relationship Managers with acquiring outstanding conditions at loan approval

• Compiled loan application packets

• Assisted with marketing projects

• Updated branch databases and upload to First Person

• Purchased office supplies and order food for open houses

• Answers all incoming phone calls and assist as needed

2007-2009 Bellwether Credit Union, Manchester, NH Financial Services Consultant II

• Decided whether to approve, decline, or counter offer a variety of loan products

• Analyzed credit documentation for suitability

• Assisted customers with financial and technical questions, and loan applications

• Adhered to company policies and procedures and bank regulations

• First Horizon, Bedford, NH Underwriter III

• Decided whether to approve, decline or counteroffer mortgage loans

• Qualifies borrowers through Desktop Underwriter or manual analysis

• Adhered to company policies and procedures

• Analyzed supporting credit documentation to determine suitability

• Trained new staff as needed

2003-2005 TDBanknorth, Bedford, NH Underwriter II

• Decided whether to approve, decline or counter offer consumer loan products

• Managed the underwriting queue

• Assisted new underwriters by explaining guidelines and procedures

2002-2003 First Horizon, Bedford, NH Loan Processor II

• Input, processed and closed retail loans

• Qualified borrowers through Desktop underwriter and Loan Prospector

• Acted as a liaison between operations, sales and closing agents

• Verified credit, employment and income information

2001-2002 Citimortgage, Bedford, NH Administrative Assistant

• Established office procedures for new branch

• Oversaw branch operations

• Acted as a liaison between operations and sales

• Created and updated branch databases

• Generated and marketed business through promotional mailings

• Purchased supplies

• Schedules travel arrangements and meetings

• Prepared power point presentations and created spreadsheets

• Installed computers and software

• Created branch filing systems

2000-2002 Banknorth, Bedford, NH Mortgage administrator

• Audited loan files to ensure compliance with corporate and regulatory guidelines

• Validated credit, employment, asset and liability information

• Prepares closing packages

• Acted as a liaison between operations, sales and closing agents


B.S. in Business Administration A.S. in Computer Applications.

Coursework included:

-Strategic Management -Macro/Micro Economics

-Finance Management -Money and Banking

-Personnel Management -Accounting I & II

-Organizational Behavior -Taxes



• Active Directory

• Word

• Excel

• Access

• Power Point

• Outlook

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