Thomas Fitzgerald Email & Phone Number

Providence, Rhode Island

The Silk Companies LLC is a family of companies providing products and services to the residential and commercial real estate markets.

Rhode Island

Westford, Massachusetts

• Reviewed loan packages to ensure documents are in compliance and that stipulations have been met according to company policy within time sensitive standards• Responded promptly to customer and business partner inquiries via phone and face to face.• Verified client employment, insurance, proof of income and loan payoff amounts from 3rd party vendors• Processed Post Close Loan Documentation and Filing of all Loan files

- Resolved client and broker issues and inquiries in a fast paced inbound call center - Performed clerical maintenance and reviewed fund performance information on multiple variable annuity product platforms - Executed fund exchange and fund reallocations based on verbal instruction from clients and brokers in a timely manner- cross trained to service Mutaul funds inquiries using DST 200 system- Maintained a pleasant and professional demeanor through out calls in accordance with… Show more - Resolved client and broker issues and inquiries in a fast paced inbound call center - Performed clerical maintenance and reviewed fund performance information on multiple variable annuity product platforms - Executed fund exchange and fund reallocations based on verbal instruction from clients and brokers in a timely manner- cross trained to service Mutaul funds inquiries using DST 200 system- Maintained a pleasant and professional demeanor through out calls in accordance with department and industry standards Show less

• Collaborated in the creation of quarterly Metrics evaluation tools and implementation  Analyzed Disaster Recovery Policies and Procedures tested emergency notification system Worked with security analysts to control Information Barriers between business groups

 Analyzed mutual fund reports from Financial Advisor and reallocated client funds accordingly Collected stock report data for client portfolios in various sectors Performed basic office duties such as answering phones, e-mailing clients, copying, and office organization

Bachelor'S Degree, Economics

Certificate Of Business Management