Duffy | Berger Team

-Loan Processing, including moving a loan from the loan originator to closing-Reviewing compliance documents in the loan file-Assisting Originator in managing workflow on a daily basis: ---Initiating timely processing of new applications to be in compliance with state and federal regulations---Ordering appraisals, flood certificates, credit reports, verbal verifications of employment, tax transcripts, and legal work for all loan files-Assisting Originator with on-going marketing efforts:---Developing and maintaining databases for both existing clients and referral sources for future direct mailings---Meeting primary referral sources and being introduced as a key contact person for status updates on files

-Administrative duties including answering telephones, taking messages and providing support to office staff

-Accounting and Finance Support (QuickBooks and Excel)-Collateral Design (PowerPoint and Word)-Developed PowerPoint Presentation for a "Startup Financing Map"

-Raised over $30,069 as a student caller for Tufts University-Fundraising Caller for Arts, Sciences & Engineering at Tufts University for the Undergraduate and Graduate Programs, the Cummings School of Veterinary Medicine, Tufts University Medical and Dental School, the Fletcher School and the Friedman School of Nutrition Science and Policy

-In charge of financial training for Conference Bureau Employees-Accountant and Bookkeeper for Financial Records (QuickBooks, Excel, People Soft)-Activities: created item list, invoices, reconciled transaction reports and expense/income reports

-Supervisors: April Fields and Kimmi Nguyen

-In charge of creating a pamphlet and visual diagram discussing the effects of childhood Hodgkin's Disease on cardiac problems-Shadowed Dr. Ming-Hui Chen with patients

-Assisting lab technicians with experiments involving mice dissections extracting peritoneal cells and then analyzing the autoimmune T-Cell response.