Lisa Kardoose Email & Phone Number

Norton, Ma, Us

Somerset, Massachusetts, United States

Act as a liaison between the Lending Center Manager, Commercial Loan Officers, attorneys, customers & other areas within the Bank.Prepare documents for loan origination, renewals and closings, such as commitment letters, credit memo, and other required documents.Order and track documents required to complete loan file including ordering floods; appraisals; and ESA’s when applicable. Review documentation against commitment and the credit memo Assist in coordination of information sent to Credit department for analysis and spreadsAssist customers on a daily basis with various types of banking questionsLearn and assist lending team with implementation of the new nCino commercial loan systemPrepare reports and manage various databases;Process and track all income and expenses information and review monthly finance reports for accuracyComplete monthly pipeline report and goals reportsManage, organize, and update relevant data using database applicationsObtain and review documentation deficiency report and endeavor to cure deficiencies as neededManagement of overdraft reportInterpret financial statistics and other data in order to produce relevant reports. Understand the relevance of key ratios, covenants and documentation exceptionsAssist in ensuring lender compliance with federal laws applicable to Rockland Trust’s lending function.

Boston, Massachusetts, United States

Identify Risks: Determine the applicability of and identify risks related to regulatory requirements based on analysis of the laws and regulations that apply to the Bank such as but not limited to; TRID, Regulation B, E.C.O.A., Regulation V, SAFE Act, Regulation Z, Regulation X, Regulation H, BSA, E-Sign, and HMDA. Partner with Mortgage Operations and Lending teams to provide timely responses and excellent service, providing innovative and sound lending solutions.HMDA reporting; Review all originated and non-originated loans to confirm we are reporting data accurately to HMDA on a quarterly and annual basisSVB is the financial partner of the innovation economy, helping individuals, investors and the world’s most innovative companies achieve their ambitious goals. SVB’s businesses - Silicon Valley Bank, SVB Capital, SVB Private and SVB Securities - together offer the services that dynamic and fast-growing clients require as they grow, including commercial banking, venture investing, wealth planning and investment banking. Headquartered in Santa Clara, California, SVB operates in centers of innovation around the world.

United States Remote Employee

Balance CD's with title companies and attorney's. Coordinate closings between title companies, borrowers, loan officers, realtors and processors. Prepare documentation for closing and ensure all the information is accurate. Order wires and supplement wires for closing. Collect signed documents from attorney to authorize funds to disburse then fund the loan. Clear PTF conditions from underwriter. Analyze mortgage files for accurate escrow information and title reports for accurate loan amounts/vesting information. Order HOI binders and ensure the loss payee is correct. Strong knowledge of TRID/Compliance.

Braintree, Massachusetts

Process mortgage files from origination to close. Strong attention to detail with ability to organize and prioritize pipeline efficiently. Responsible for the credit unions HMDA, ensure accuracy of closings post-closing, responsible for inputting audit loan data to ensure that accurate and complete loan files are produced. QC loans after closing. Act as a liaison between attorney's, title, borrowers, realtors, and loan officers.

North Easton, Massachusetts, United States

Greeted customers and processed deposits, withdrawals, transfers, money orders, bank checks. cross sold products the bank offered

Certificate Of Diploma, Tourism And Travel Services Management

Activities and Societies: Fan trips, went on trips paid for by the company to be able to explain to our customers the quality.

Diploma Received 1989, Business Administration And Management, General