Mary Wallis Email and Phone Number

Administer and coordinate client's:▪ Private residence renovations, maintenance, repairs, and staff ▪ Financial budgets and accounts▪ Insurance policies and claims▪ Income tax records and coordination with CPA▪ Travel arrangements▪ Philanthropic gifting

With direction from the Board of Directors, directs all aspects of the grant making process.Investigates organizations for 501(c)(3) compliance, initiates and develops a working relationship with non-profit Development Directors. Writes requests for grant proposals.Reviews and evaluates grant proposals.Secures board approval for grants.Funds the grants and establishes periodic reporting.Manages foundation website.Prepares the Annual Report.Ensures year end reporting complies with IRS non-profit requirements.

▪ Met with prospective borrowers, developed a rapport with the client, assessed their loan needs▪ Assisted clients in completion of loan application and submittal of tax returns, W-2s, pay stubs, 1099s▪ Ran credit reports, reviewed scores, explained foreclosure and bankruptcy regulations, timeframes and preventive measures, coached clients on methods to improve their credit rating▪ Assessed best type and term of loan for borrowers based on their needs, credit scores, and qualifications that met Federal Regulation and NMLS lending guidelines▪ Submitted client 1003 loan application and documentation to lender▪ Provided explanations, details, and coordination with lender on borrower’s behalf▪ Communicated with borrower the loan process, loan rates, repayment terms, amount of pre-qualification, costs associated with the loan, escrow process, closing procedures and details of loan documents▪ Drafted pre-qualification letters and sent them to borrower’s Real Estate agents▪ Clearly communicated and resolved lender conditions with borrower, along with weekly loan progress updates ▪ Assisted client with drafting Profit & Loss statements and Letters of Explanation as needed by lender▪ Coordinated with appraisers and insurance agents for appraisals and hazard binder▪ Coordinated with Escrow Officers to open escrow, receive Preliminary Title, loan payoffs, and schedule closings▪ Met client at Escrow Office for loan closing and came prepared to answer and resolve any issues that would prevent funding of the loan▪ Trained Loan Processor on loan process and assisting with completion of loan package to lender

Managed the family’s high-end estate homes in California, Maine, NY and Utah▪ Ensured the smooth operation of multiple private residences▪ Responsible for contracting and supervising service personnel and vendors Including: scheduling, implementation, quality assurance, budgeting, payment and timely delivery▪ Oversaw vineyard manager and winemaker for production, bottling, labeling and storage – 60 cases / year▪ Advertised, sold and secured funds for sale of Tesla sports car, and La Cornue stove▪ Monitored the replacement of a 170’ seawall and replant of sea grass▪ Coordinated home repairs and replacement of household furnishings due to boiler fire▪ Spearheaded the appraisal of the jewelry collection, catalogued receipts, provided details for insurance rider▪ Managed yearly budget for residence and personal expenditures▪ Administered and processed all bills. Coordinated entry and payment via QuickBooks with Accounting Associate▪ Implemented on-line bill pay, scrutinized charges, rectified fraudulent activity, ensured no late fees or interest accruals, replaced lost and stolen cards, analyzed and modified services to reduce unnecessary fees▪ Submitted and monitored insurance claims for health, auto and home. Attention to detail to maximize reimbursements▪ Organized fund raising events – Clinton Foundation, Gulf of Maine Research Institute, Prouts Neck Art Show, and Mercado Global▪ Coordinated multiple private parties (20 to 150 guests) – caterer, staff, florals, décor, party planner, installation, guest list, invitation, RSVP, music, rentals, photography, set up – take down.

Program Director: developed and managed programs, determined students' needs and interests, managed the staff, oversaw operations, and built relationships with the community.Technical writing: Prepare course work material, journal articles, and other supporting documents to communicate complex and eastern medical information to students.Financial accounting: Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures. Maintains subsidiary accounts by verifying, allocating, and posting transactions. Reconcile bank statements. Bill clients.

Systems Analyst – Nov 1998 to April 2000• Analyzed customer requirements and designed the functionality for the corporate source code management system• Led the software engineering team to develop the system• Released and supported the system to software engineers in 5 countries• Designed and developed a website to document the user guide• Developed hands on training materials and delivered training to software engineersProcess Engineer – Jan 1993 to Oct 1998• Established the design standards and C/C++ coding standards for product teams• Developed a website to document software best practices• Evaluated object oriented software tools, wrote business case proposals, acquired tool suite, released to end users, wrote and delivered training materialsSoftware Development Tools Manager – Nov 1989 to Dec 1992• Managed software engineers responsible for development of coding tool suite (compiler, debugger, source browser, source code management) for Unix workstation platform• Managed IT team responsible for 400 Unix workstations, 12 servers and network infrastructureSoftware Engineer – May 1979 to Oct 1989• System administration of Unix workstations, servers and printer