Timothy Brunson Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Manchester, New Hampshire, United States

Burlington, Massachusetts, United States

Perform all maintenance and servicing tasks on all commercial loans, including Swap, Participation/Syndication, and Innovative Banking loans; review all documentation while boarding/booking and funding new loans, renewals, modifications, and other requests for loans in amounts up to $100,000,000.00; liaise with lending team to ensure document accuracy and note when and where changes may be required prior to closings; ensure beneficial ownership and other compliance-required regulatory information is obtained for all loans and relevant maintenance requests; assist on an ad hoc basis with projects and updating procedures/processes; own and complete all payoff requirements for loans when requested, including creation of payoff letter, processing payoff transactions, and terminating UCC collateral or discharging real estate recorded documentation; assist with new platform testing, conversion, and implementation as necessary.

Waltham, Massachusetts

Perform all necessary due diligence upon engagement of new, renewing, or modifying commercial credit lines of credit and term loans with non-real estate as well as real estate collateral for business banking and middle market clients; liaise with underwriter and relationship manager to ensure all information is up-to-date and accurate; create all loan documentation, including resolutions to borrow or guaranty, fee statements, and any other supporting documentation to go with loan agreements or amendments; control lifecycle of loan documentation from engagement to execution; utilize institutional knowledge and expertise to assist client teams as necessary with any questions or concerns pre- or post-closing of loan. Mentor and train new employees, and quality check their work.

Waltham, Massachusetts

Perform all necessary due diligence upon engagement of new, renewing, or modifying commercial credit lines of credit and term loans with non-real estate as well as real estate collateral for business banking and middle market clients; liaise with underwriter and relationship manager to ensure all information is up-to-date and accurate; create all loan documentation, including resolutions to borrow or guaranty, fee statements, and any other supporting documentation to go with loan agreements or amendments; control lifecycle of loan documentation from engagement to execution.

Waltham, Ma

Perform all necessary due diligence upon engagement of new, renewing, or modifying commercial credit lines of credit and term loans with non-real estate collateral for small business and business banking clients; liaise with underwriter and relationship manager to ensure all information is up-to-date and accurate; create all loan documentation, including resolutions to borrow or guaranty, fee statements, and any other supporting documentation to go with loan agreements or amendments; control lifecycle of loan documentation from engagement to execution.

Lexington, Ma

Analyzed and administered at a higher level the compliance program for an investment advisory firm with assets under management approximating $2.5 billion, with an emphasis on monthly and quarterly audits of records and procedures; performed of other reviews and audits as necessary; reviewed marketing materials in accordance with relevant regulations; reviewed employee emails and took corrective action when non-compliance was discovered; took initiative in discovering and rectifying non-compliant processes; liaised with vendors to ensure third party compliance of all rules and regulations; prepared materials for SEC and other regulatory examinations; completed ad hoc tasks and projects as necessary.

Lexington, Ma

Administered first level of compliance program and assisted the Chief Compliance Officer for an investment advisory firm with assets under management approximating $2 billion on a day-to-day basis; liaised with third parties; provided interdepartmental training to reduce noncompliant instances; reviewed current policies and procedures, and developed and implemented improvements to ensure further compliance within regulatory and legal frameworks; drafted professional public and client facing communications on behalf of firm.

Natick, Ma

Office organization and administration; client services in a real estate environment; tracking every file in office to ensure timely and accurate closings; legal research; screening and directing phone calls; liaising with lenders, purchasers, sellers, brokers, and involved attorneys; ensuring post-closing instructions and procedures are fulfilled.

Lowell, Ma

Administered and managed 125+ personal injury, worker's compensation, and medical malpractice cases from client intake to discharge; assisted attorneys in preparing for trials and court proceedings; obtained all relevant records (medical, insurance, state/civil reports); assisted with scheduling of and room preparation for meetings; drafted and prepared legal paperwork such as demand letters and settlement paperwork with attorney input.

Various

Mr. Brunson was in charge of maintenance, troubleshooting, and repair of aircraft communications and navigations systems (UHF, VHF, HF radios; RADAR; GPS and SATCOM; others), training and supervision of other personnel, and inventory control. During his enlistment with the Air Force, Mr. Brunson has been to the following locations:Lackland AFB, San Antonio TX (training) Sheppard AFB, Wichita Falls TX(training) Hurlburt Field AFB, Fort Walton Beach, FL (permanent duty station) Elmendorf AFB, Anchorage, AK (permanent duty station)Deployments abroad

Bachelor Of Arts (Ba), Political Science

Activities and Societies: Political Science Club (President)

Associate Of Arts (Aa), Liberal Arts

Activities and Societies: ACLU Club (Clerk)