Nancy L. Grady

Cell: 860-***-****

** ***** ****** *****: acb8ah@r.postjobfree.com

Enfield, CT 06082 Phone:860-***-****

SUMMARY

Personable, highly efficient and experienced Executive Assistant to the President and Chief

Executive Officer and Corporate Secretary who has worked extensively in the corporate and

financial environment. Comprehensive knowledge of residential lending process and residential

lending compliance. Knowledge of financial statements and accounting cycle obtained through

job experiences and college courses. Experienced in managing meetings and taking meticulous

minutes of board of directors meetings, committee meetings, and shareholder meetings. An

individual with exceptional organizational skills and outstanding computer skills eager to find a

challenging executive administrative or accounting position.

WORK EXPERIENCE

United Bank 1/2013- 12/2013

Loan Administrator/Processor –2013 to current

• Processed loan requests from the point of loan origination by preparing the loan request for

loan underwriting; then from loan approval through loan closing, which included scheduling

mortgage closings with attorneys adhering to state and federal regulatory guidelines.

• Audited loan files for completeness and proper HMDA reporting compliance.

• Performs data entry of all Residential Mortgage applications into tracking system. Orders

case number obtains CAIVRS approval, appraiser assignment through CLAS software

system. Sets up physical file for underwriting. Prepares and provides checklist to originators

detailing necessary missing information and/or documents. Prepares posting sheets for fees

received.

• Receives all mortgage applications from satellite office(s); coordinates data entry and

assignment to loan tracking system. Monitors and assigns new files to underwriters to ensure

synchronized work flow.

• In compliance with Regulation Z, generates timely and accurate mortgage disclosure

statements for conventional loans, at appropriate points during approval process.

• Produces and forwards documents for completion, including but not limited to employment

and income verifications, real estate appraisals, Flood certification requests, Truth in Lending

disclosures; orders residential credit reports. Retrieves incoming Flood certification and

credit reports, forwards to underwriter.

• Reviews closed loan documentation for accuracy and completeness to ensure compliance

with government regulations as well as Bank policy. Audits files for missing or incomplete

documentation; follows through with attorneys and/or borrowers to complete the file.

Review master prints on new loans to ensure complete system accuracy on new loans.

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• Maintains customer service orientation at all times. Responds promptly to customer

inquiries/requests. Resolves or refers problems.

• Supports and conforms to all Bank and industry requirements, procedures and standards for

service excellence.

Nancy L. Grady acb8ah@r.postjobfree.com

New England Bank/New England Bancshares, Inc., Enfield, CT 1976-

2012

Corporate Secretary/Executive Assistant to President and Chief Executive Officer – 1984 to

2012

• Prepare meeting agendas and take minutes of board of directors and committee meetings

resulting in positive comments from corporate attorneys and regulators indicating meeting

minutes are exceptional.

• Provide support to the President and Chief Executive Officer by responding to emails,

correspondence, appointment scheduling and conducting business research. Also, create

reports and spreadsheets under the direction of the President and Chief Executive Officer.

• Plan and organize meetings, conferences, teleconferences, and travel. Planned over 12

successful corporate events consisting of annual meetings and new office openings.

• Develop annual shareholder proxy statement for annual meetings by working directly

with corporate attorneys. Collaborate with corporate attorneys on corporate legal matters.

• Coordinate external regulatory examinations and audits. Developed an efficient file

system for the compilation of documents for review by Federal and State regulators and

auditors that reduced examination and/or audit time.

• Maintain corporate records, including minutes, stock certificates, insurance policies and

company contracts and agreements through a self-maintained electronic filing system.

• Provide shareholder relations support, including assisting shareholders with lost stock

certificates and stock transfers through Registrar & Transfer Company.

• Obtain office supply company contract, which resulted in a cost savings of 10%.

Approve office supply ordering for 15 branches and troubleshoot office equipment

malfunctions.

• Member of Marketing Committee, Merger Committee and Privacy Compliance

Committee.

•

AREAS OF EXPERTISE

Proficient in Word, Excel, Outlook, and PowerPoint Microsoft computer applications,

•

used to creatively design PowerPoint presentations for 10 shareholder annual meetings.

• Knowledge of basic accounting and bookkeeping acquired through utilizing the Quicken

accounting software and Excel software.

• Comprehensive knowledge of handling administrative and secretarial duties.

• Proficient in multitasking and working independently in a fast paced environment.

• Eye for detail with strong communication and interpersonal skills.

Payroll Assistant – 2004 to 2006

• Supported human resource officer; periodically processed weekly payroll for 70

employees including processing general ledger transactions to record the payroll.

• Helped reduce repetitive data entry in payroll spreadsheets.

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Nancy L. Grady acb8ah@r.postjobfree.com

New England Bank (Prior Name of Bank Enfield Federal Savings & Loan Association)

Executive Assistant to Past Bank President - 1984 to 1999

• Prepare meeting agendas and take minutes of board of directors and committee meetings

resulting in positive comments from corporate attorneys and regulators indicating meeting

minutes are exceptional.

• Provide support to the President and Chief Executive Officer by responding to emails,

correspondence, appointment scheduling and conducting business research. Also, create

reports and spreadsheets under the direction of the President

Mortgage Loan Processor & Mortgage Loan Servicer – 1984 to 2003

• Processed loan requests from the point of loan approval through loan closing, which included

scheduling mortgage closings with attorneys and representing the bank at mortgage closings.

• Processed legal documents for mortgage loan closings following regulatory guidelines and

government reporting requirements.

Bank Teller & Assistant Branch Manager – 1976 to 1984

• Processed customer transactions including: new account openings, deposits, withdrawals, and

check cashing.

ACADEMIC QUALIFICATIONS

Associates in Accounting Intro to Accounting Assistant Accounting Assistant

Transferred To: Certification Certification

Charter Oak State College Center for Financial Education Asnuntuck Community College

New Britain, CT from Norwich, CT Enfield, CT

Post University, Completed December 2012 Graduated May 2010

Waterbury, CT

Expected Graduation 2015

PROFESSIONAL MEMBERSHIPS / AFFILIATIONS

Member of Society of Corporate Secretaries & Governance Professionals

VOLUNTEER WORK

• American Cancer Society Relay For Life Annual Fundraiser – 12 years: Included:

Finance Committee Co-Chair, Survivorship Committee Co-Chair, and Cancer Survivor

Photographer.

• Johnson Memorial Hospital Survivor Day – 2012 & 2013: Survivor Photographer

HONORS & AWARDS

Phi Theta Kappa Honor Society Member of Asnuntuck Community College: Treasurer - 2009

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