Licenses:-Securities Industry Essentials (SIE).-General Securities Representative (Series 7).-Uniform Securities Law State Agent (Series 63),Role Responsibilities:• Handles inbound customer inquiries via phone regarding account balances, transactions, investment options, and other service-related questions.• Aids on Fidelity’s products and services, including brokerage accounts, retirement plans, and mutual funds.• Assists customers with online account management.• Serves as the first point of contact for clients, addressing their questions, concerns, and needs related to their investment accounts, retirement plans, and other financial products.

• Was responsible for running End-of-day reports while assuring any discrepancies related to Mortgage payments are resolved before completing the reports. • Worked closely with members while assisting them to understand their Escrow Analysis/ Taxes and Insurance Disclosure Statement and aided with reviewing Private Mortgage Insurance Removal Requests.• Project Lead for Servicer Reimbursement Claims submission on deferred escrow payments.Worked with government-sponsored enterprises (GSEs) such as Fannie Mae and prepared custodial documents for sold loans to the Federal Home Loan Bank.• Was responsible for completing End-of-Month reports for mortgage loans and reports for unapplied funds in the Mortgage Servicer System.• Worked with Quality Assurance Analyst in Quality Control tasks to ensure mortgage loans meet compliance requirements.• Assured Closing Documents filed in Vault met the compliance requirements.• Contributed and collaborated with the creation of procedures in the Department of Mortgage Servicing.

• Assisted with the preparation and formatting of legal documents such as real estate contracts, power of attorney forms, and estate planning documents.• Provided a welcoming environment for clients while managing client expectation and their inquiries. • Aid with probate processes, including filing necessary court documents and managing deadlines.• Supported basic legal research tasks, such as looking up property records or reviewing legal precedents, and assisted with the preparation of closing documents and coordinating with real estate agents, lenders, and title companies.

• Worked with clients to develop individualized housing plans while helping them to become self-sufficient.• Assisted-at-risk-of-homelessness clients to obtain rental or mortgage financial assistance and connecting them with other community programs and support services such as work opportunities, education, food, and childcare programs.• Developed a close relationship with landlords and property managers to ensure clients were informed about the different alternatives for affordable housing, their availability for housing, and the application requirements.

• Acted as an interpreter in interviews with Spanish-speaking participants and helped with interview scheduling. • Assisted with study promotion and recruitment, including conducting outreach to Greater Boston community organizations, such as childcare centers, churches, community health centers, food pantries, public libraries, and worker centers.• Provided support with literature research in the areas of cultural sociology, work and employment relations, and/or qualitative methods.

• Planned and facilitated study sessions weekly to review material discussed in class and assured students had a better understanding of the material.• Supported students in developing time management and study skills.• Served as a liaison between professors and students while maintaining discussion sessions relevant to the class material.

• Managed constituent services such as answering the phone and following up on constituent requests. • Represented the Mayor’s office at constituency events to ensure the smooth running of events.• Provided high-level customer service by resolving complaints from constituents.