Danielle Lussier Email & Phone Number

Littleton, Massachusetts, United States

- Perform preliminary loan closing requirements such as ordering appraisals, environmental, credit reports, flood certifications, UCC searches, secretary of state, Lexis Nexis or other reports.- Maintain appropriate documentation of Commercial Vendors.- Administrate, monitor, and report progress in sales pipeline.- Prepare minutes for meetings.- Work closely with the relationship managers in all aspects of servicing borrowers. - Creates and maintains accurate credit files.- Assist department head with tracking annual reviews, financial statements, policy exception reporting, risk rating changes, past due payments, etc.- Prepares loan closing packaging to include clearing of exceptions and maintenance of files.- Demonstrates compliance with laws and regulations as defined in company policies and procedures pertinent to the position.- Maintain confidentiality of all data.- Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program. - Additional duties as assigned.

Littleton, Massachusetts, United States

Performed a pre-funding audit of mortgage and home equity files ensuring data integrity, loan documentation and compliance requirements are met according to investor requirements, regulatory requirements and credit union policy. Coordinated with the Closing Agent/Attorney or branch to schedule the closing ensuring that the pre-closing documents are in file such as the insurance binder, title commitment and funds to close as needed. Ensure the loan software and posting journal are updated with the closing date. Generated the pre-Closing Disclosure and ensure delivery to the member either by mail or electronic delivery. Advised the closing attorney that the first mortgage is cleared to close and requests closing date, title report, payoff and tax information. Prepared the closing documents and delivers to Closing Agent/Attorney or branch. Ordered LQCC report as needed and obtain member feedback in cases where it is required due to changes in the credit report. Performs a verbal verification of employment prior to loan closing. Performed the investor quality control check (i.e. Early Check) which validates loan data against underwriting data and provides feedback which must be addressed if there are errors. Submitted the Uniform Closing Dataset (UCD) to the investor as required by mandate. Reviews and resolves errors as presented by the feedback statements in the report. Performed a quality check of the Masterfile from the core processing system after the loan is posted. Maintained confidentiality of all data. Demonstrated behaviors as defined by the credit union’s Fundamentals which are part of the Workers Way culture program.

Littleton, Massachusetts, United States

Marlborough, Ma

Responsible for creating purchase orders, ensuring appropriate approvals and updating the purchase order log and files. Maintain the company’s NDA files and log. Keep office kitchen clean and stocked with coffee and snacks. Order office supplies. Update employee personnel files and online personnel master list with new hire information. In charge of the capital equipment list, ensuring accuracy and update with new equipment. Organize the shipping/receiving area, keep stocked with needed materials. Receive goods and distribute to purchasers. Greet guest in reception and notify the person of visitor. Answer main phone and direct calls appropriately. Schedule meetings using outlook.

Waltham, Ma

Administrative Support; Materials and ContractsResponsible for entering and completing assigned contract assignments into CostPoint system in a timely manner. Extensive data entry experience as well as knowledge of time card coding. Effectively communicate, both verbally and written, with Customers. Inputting deliverables into CostPoint for Contracts department. Create new receiving reports and print reports with Wide Area Workflow. Enter extensive Work Force projects into Cost Point system on a daily basis. Close outs of old contracts, inputting information, filing and boxing. Various administrative projects given and completed throughout the day.

Wilmington, Ma

Successfully answered phone calls and directed clients around department. In a timely efficient manner, filed documents, faxed information and inputted data into the computers. Efficiently organized and maintained stockroom.

Marlborough, Ma

Tended to customers immediate needs in a quick and timely manner. Efficiently maintained the stockroom and processed shipment everyday. Worked cooperatively alongside co-workers to maintain a high level of customer service. Dealt with concerns of angry or dissatisfied customers in a pleasant and concerned manner.