Bankers Advisory

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Bankers Advisory Employees

Employee
Years
Job
Industry
Kara Jorgenson Kara Jorgenson Northborough, Massachusetts Details
Kara Jorgenson's Bankers Advisory Experience June 2012 - May 2014
Job Assistant Loan Processor at Hampden Park Capital, LLC
Industry Real Estate
Experience
Hampden Park Capital, LLC   June 2014 - Present
Bankers Advisory   June 2012 - May 2014
Boston Butler   July 2011 - November 2011
Boston Butler   May 2011 - July 2011

Education
Lasell College   2008 — 2012
Bachelor of Science, Business Management

Penelope Hurley Penelope Hurley Greater Boston Area Details
Penelope Hurley's Bankers Advisory Experience March 2005 - May 2011
Job Mortgage Compliance Coordinator/Quality Control Auditor in transition
Industry Banking
Experience
Patriot Community Bank  December 2011 - February 2014
Bankers Advisory   March 2005 - May 2011

Skills
Mortgage Lending, Underwriting, Compliance, Residential Mortgages, Credit, Mortgage Banking, FHA, Loan Origination, AML, Mortgage Underwriting, Risk Management, Financial Risk, Credit Risk, Consumer Lending, Banking

Education
University of New Hampshire
B.S., Consumer Studies; Business Administration

Andrew Slap Andrew Slap Santa Clara, California Details
Andrew Slap's Bankers Advisory Experience June 2013 - September 2014
Job Sportswriter for The Santa Clara
Industry Newspapers
Experience
Santa Clara University  November 2014 - Present
Bankers Advisory   June 2013 - September 2014

Skills
Writing, Journalism, Microsoft Office, Teamwork, Communication

Education
Santa Clara University   2013 — 2017
Communication and Media Studies

Anita Salvo Helin Anita Salvo Helin Greater Boston Area Details
Anita Salvo Helin's Bankers Advisory Experience October 2005 - January 2007
Job DE Underwriter at Prime Mortgage Lending
Industry Banking
Experience
Prime Mortgage Lending  May 2015 - Present
AnnieMac Home Mortgage  February 2013 - May 2015
Residential Mortgage Services, Inc.   June 2012 - January 2013
Poli Mortgage Group  June 2010 - May 2012
ClearPoint Funding Inc (fka Virgin Money)   January 2009 - June 2010
Taylor, Bean and Whitaker  January 2007 - May 2008
Bankers Advisory   October 2005 - January 2007
Greenpark Mortgage  July 2002 - May 2003
GN Mortgage  May 2001 - June 2002
H & R Block Mortgage (formerly AMCA)   August 1997 - June 2000

Skills
Mortgage Lending, FHA, Loans, Mortgage Banking, Refinance, Loan Origination, Risk Management, Residential Mortgages, Credit, FHA financing, Underwriting, Mortgage Underwriting, Banking, First Time Home Buyers, Investment Properties, Credit Analysis, Government Loans

Education
Framingham State University   1992 — 1997
BS, Business Administration

Keaghan Adley Keaghan Adley Lexington, Massachusetts Details
Keaghan Adley's Bankers Advisory Experience December 2012 - August 2013
Job Accounting Intern at Cubist Pharmaceuticals
Industry Accounting
Experience
Cubist Pharmaceuticals  May 2014 - Present
Financial Aid Office at Endicott College   2012 - Present
FLAGS   June 2009 - Present
Bankers Advisory   December 2012 - August 2013

Skills
Microsoft Word, PowerPoint, Teamwork, Oracle, Customer Service, QuickBooks, Microsoft Excel, Time Management, Windows, Research, Outlook, Data Entry

Education
Endicott College   2012 — 2016
Bachelor's Degree, Accounting and International Business

Mary Erickson Hylan Mary Erickson Hylan Greater Boston Area Details
Mary Erickson Hylan's Bankers Advisory Experience April 2012 - Present
Job Assistant Vice President at Bankers Advisory
Industry Banking
Experience
Bankers Advisory   April 2012 - Present
Boston Area Savings Bank   February 2012 - April 2012
JP Morgan Chase  2009 - 2010

Skills
Mortgage Quality Control, Mortgage Underwriting

Education
University of Massachusetts, Amherst

Rachel Horman Rachel Horman Greater Boston Area Details
Rachel Horman's Bankers Advisory Experience July 2009 - May 2012
Job Owner and Regulatory Specialist
Industry Insurance
Experience
Horman Mathematical & Actuarial Solutions   May 2015 - Present
Neighborhood Health Plan  October 2013 - May 2015
Bankers Advisory   July 2009 - May 2012
Suffolk County District Attorney's Office  2007 - 2008
Filene's  August 2004 - August 2005

Skills
Compliance, Legal Research, Microsoft Office, Westlaw, Microsoft Excel, Banking, Microsoft Access, ACES/Sharepoint, Microsoft Powerpoint, Adobe, Risk Management, Trials, Commercial Litigation, Mortgage Lending, Corporate Law, Employment Law, Criminal Law, Auditing, Loans, Mediation, Civil Litigation, Credit, PowerPoint, Contract Negotiation, Government, Insurance

Education
New England School of Law   2005 — 2008
Juris Doctor

Colorado State University   2001 — 2004
B.S., Design Merchandising; Apparel & Merchandising

Jeffrey Mintz Jeffrey Mintz Greater Boston Area Details
Jeffrey Mintz's Bankers Advisory Experience July 2015 - Present
Job
Industry Banking
Experience
Bankers Advisory   July 2015 - Present
Santander Bank  December 2014 - July 2015
Sage Bank  May 2013 - March 2014
Commonwealth Mortgage  August 2012 - February 2013
Mortgage Equity Partners NMLS 1936   January 2012 - August 2012
Andover Public Schools  September 2008 - August 2012
GMAC Mortgage  November 2010 - December 2011
Reliant Mortgage Company  September 2001 - July 2010
Trenda Home Network, LLC   June 2006 - November 2009
Assurance Mortgage Corporation of America   1992 - 2001

Skills
Mortgage Lending, Loan Origination, Loans, Real Estate, Construction Loans, Underwriting, Due Diligence, Refinance, FHA, Mortgage Banking, USDA, Investment Properties, VA loans, First Time Home Buyers, Credit, Credit Analysis, Finance, Residential Mortgages, FHA financing, Mortgage Underwriting, Real Estate Financing, Funding, Condos, Banking, Sales, FHA Financing, VA Loans

Education
Clark University
Bachelor's Degree

Matthew Valley Matthew Valley Burlington, Massachusetts Details
Matthew Valley's Bankers Advisory Experience June 2009 - December 2010
Job Assurance Associate
Industry Accounting
Experience
PwC  September 2015 - Present
PwC  January 2015 - April 2015
Konica Minolta Business Solutions U.S.A., Inc.   May 2013 - April 2014
Massachusetts Department of Revenue, Commonwealth of Massachusetts   June 2012 - August 2012
Bankers Advisory   June 2009 - December 2010
C.V. Shah P.C C.P.A   December 2008 - January 2009

Skills
Microsoft Excel, Sales, Account Management, Direct Sales, CRM, Financial Analysis, Document Imaging, Accounting, Managed Print Services, Microsoft Office, PowerPoint, Economics, Cold Calling, Customer Service, Data Analysis, Banking, Auditing, Credit, Finance, Risk Management, Stakeholder Management, Credit Risk, Loans, Databases, Funding

Education
Northeastern University   2014 — 2015
Master's Degree, Science of Accounting, Business Administration

University of Massachusetts, Amherst   2008 — 2012
Bachelor of Arts (B.A.), Economics

University of Massachusetts, Amherst   2010 — 2012
Minor, Resource Economics

Amanda Nicholson Amanda Nicholson Lowell, Massachusetts Details
Amanda Nicholson's Bankers Advisory Experience March 2013 - October 2014
Job Regulatory Compliance Consultant at Wolf and Company P.C.
Industry Banking
Experience
Wolf & Company, P.C.   November 2014 - Present
Bankers Advisory   March 2013 - October 2014
JPMorgan Chase  2011 - 2013
Nationwide REO Brokers  2008 - 2011
Olympus Asset Management  2008 - 2008
Evest lending  2005 - 2007

Skills
AML, Banking, Loans, Mortgage Lending, Risk Management, Legal Research, Legal Writing

Education
Massachusetts School of Law   2009 — 2013
Doctor of Law (JD), Law

Univeristy of Southern Maine   2004 — 2008
Bachelor's degree, Criminology

John J. Jay Lied John J. Jay Lied Greater Minneapolis-St. Paul Area Details
John J. Jay Lied's Bankers Advisory Experience August 2013 - November 2013
Job REO Deeds Paralegal at Stewart Title
Industry Banking
Experience
Stewart Title  April 2015 - Present
Bankers Advisory   August 2013 - November 2013
Indecomm Global Services  December 2012 - August 2013
US Bank  April 2012 - July 2012
Wells Fargo  October 2011 - April 2012
Cleaner Corner   July 2011 - October 2011
Wells Fargo Investments  October 2010 - November 2010
United Office Solutions   April 2009 - April 2010
CSBS, Inc   June 2005 - January 2009
CSBS, Inc   June 2002 - June 2005

Skills
Government Contracts, Sales Operations, B2B eCommerce, Market Research, Excel, Microsoft Office, B2B, Writing, Microsoft Excel, Government Procurement, Strategy, Account Management, Management, Marketing, Networking, Training, Leadership, CRM, Team Building, Sales, Project Management, Customer Service, Access, Finance, Customer Satisfaction, Outlook, Teamwork, Analysis

Education
Saint Mary's University of Minnesota   2008 — 2011
BS, Business

The Blake School   1999 — 2002
Honored Graduate

St. Cloud State University
Post Baccalaureate Paralegal Certificate, Law

William Slap William Slap Belmont, Massachusetts Details
William Slap's Bankers Advisory Experience May 2012 - August 2014
Job Production Assistant at Public Policy Productions
Industry Media Production
Experience
Public Policy Productions  May 2015 - Present
The Film Posse   May 2014 - September 2014
Bankers Advisory   May 2012 - August 2014
The Arts Arena   January 2014 - May 2014
Wesleyan University  September 2013 - December 2013
Clinger the Movie   July 2013 - September 2013
Belmont Hill Club  January 2009 - August 2012

Skills
Short Films, Research, Critical Thinking, Cinematography, Wordsmithing, Final Cut Pro, Social Media Advertising, Microsoft Office, Teaching, Public Speaking, Creative Writing, Blogging, Percussion Performance, Video, Television

Education
Wesleyan University   2011 — 2015
Bachelor of the Arts (BA), Film Studies

Université Sorbonne Nouvelle (Paris III)   2014 — 2014
Cinema

Belmont High School   2007 — 2011
High School Diploma

Erik Sprague Erik Sprague Greater Boston Area Details
Erik Sprague's Bankers Advisory Experience November 2010 - January 2012
Job Customer Service Representative, Resident Screening at Yardi
Industry Consumer Services
Experience
Yardi  August 2015 - Present
The Sports Post  August 2012 - Present
Mercer Managment Consulting. Contract: Apex Systems, Inc.   December 2014 - July 2015
Tuition Management Systems. Contract: KForce Staffing   July 2014 - December 2014
Computershare US. Contract: Adecco Staffing USA   April 2014 - July 2014
Mortgage Master  October 2012 - August 2013
Bankers Advisory   November 2010 - January 2012
Spillane Consulting Associates  March 2010 - July 2010
Massachusets Division of Banks   October 2005 - November 2009
Massachusetts State House  June 2004 - September 2005

Skills
Customer Service, Consumer Services, Loans, Analysis, Financial Analysis, Mortgage Processing, Loan Origination, Residential Mortgages, Credit, Management, Training, Mortgage Lending, Mortgage Banking, Banking, Underwriting, Mortgage Underwriting, Sports Writing, Real Estate, FHA, State Government, Risk Management

Education
Bowdoin College   1998 — 2003
Bachelor of Arts, Major: American Government, Minor: US History

Sarah Wharton Sarah Wharton Cambridge, Massachusetts Details
Sarah Wharton's Bankers Advisory Experience August 2012 - June 2015
Job Senior HR Solutions Representative at EMC
Industry Marketing and Advertising
Experience
EMC  June 2015 - Present
Bankers Advisory   August 2012 - June 2015
Randstad  March 2014 - November 2014
The Story of True Colors   May 2013 - October 2013
Keene State Film Department   September 2009 - May 2013
Keene State Academic and Career Advising Center   September 2009 - May 2013
Good Samaritans, Inc.   September 2012 - December 2012
Fresh Pond Market   June 2009 - August 2011

Skills
Marketing Communications, Public Relations, Film Editing, Film Production, Interpersonal..., Oral & Written..., Human Resources, Multi Tasking, Non-profit Program..., Film Studies, Film Festivals, PowerPoint, Presentations

Education
Keene State College   2009 — 2013
Bachelor's degree, Communication and Film Studies

Arlington Catholic High School   2005 — 2009

Kristin Owens Zamora Kristin Owens Zamora Greater Boston Area Details
Kristin Owens Zamora's Bankers Advisory Experience January 2012 - August 2012
Job Staff Underwriter at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  November 2014 - Present
Berkshire Bank  August 2012 - November 2014
Bankers Advisory   January 2012 - August 2012
Leader Bank  July 2010 - January 2012
First Commons Bank   July 2009 - July 2010
Financial Crossing, Inc.   January 2007 - July 2009
Washington Mutual Bank  November 2005 - December 2006
Fieldstone Mortgage Company  2003 - 2005
MGIC  1998 - 2004

Skills
Banking, Loans, Mortgage, FHA, Underwriting, Process Improvement, Mortgage Lending, Credit Analysis, Loan Origination, Portfolio Management, Management, Credit, Finance, Mortgage Banking, Product Management, Financial Analysis, Commercial Mortgages, Commercial Banking

Education
Simmons College - Simmons School of Management   1998 — 2000
MBA

Lee Greenberg Lee Greenberg Greater Boston Area Details
Lee Greenberg's Bankers Advisory Experience September 2012 - January 2015
Job Juris Doctor
Industry Legal Services
Experience
Citizens Bank  January 2015 - Present
Bankers Advisory   September 2012 - January 2015
Greater Boston Legal Services  May 2011 - August 2011
New England Law Clinical Law Office  August 2010 - December 2010
Neighborhood Legal Services  May 2010 - August 2010
Metropolitan Boston Housing Partnership  October 2007 - July 2009
SCME Mortgage Bankers  September 2005 - April 2007

Education
New England Law Boston
Juris Doctor

University of Colorado
Bachelor of Arts, Communication

Suzanne (Familo) Cieslica Suzanne (Familo) Cieslica Greater Boston Area Details
Suzanne (Familo) Cieslica's Bankers Advisory Experience April 2010 - April 2011
Job Associate Counsel and Compliance Specialist
Industry Law Practice
Experience
Bankers Advisory   April 2010 - April 2011
Contract at   April 2009 - December 2009
Fidelity National Title  September 2007 - June 2008
Primo, Primo & Kirwan LLP   June 2005 - December 2006
Syracuse University College of Law  2005 - 2005
The Sutherland Group  1999 - 2000

Skills
Commercial Real Estate, Legal Writing, Corporate Law, Mortgage Lending, Litigation, Civil Litigation, Legal Research, Negotiation, Management, Property Law, Westlaw, Insurance, Finance, Bankruptcy, Commercial Litigation

Education
California Western School of Law   2000 — 2002

Saint Bonaventure University   1995 — 1999
BA, Philosophy

Kim Paderson Kim Paderson Greater Boston Area Details
Kim Paderson's Bankers Advisory Experience April 2012 - March 2013
Job Managing Legal Assistant at Kriss Law/Atlantic Closing & Escrow
Industry Real Estate
Experience
Kriss Law/Atlantic Closing & Escrow   November 2014 - Present
STAPLES, INC  February 2014 - November 2014
SMILES AND MILES TRAVEL   June 2012 - February 2014
BANKERS ADVISORY   April 2012 - March 2013
MORTGAGE MASTER, INC-   March 2011 - April 2012
MORTGAGE MASTER, INC  January 2008 - March 2011
FIRST NEW ENGLAND MORTGAGE CORPORATION   June 2004 - November 2007
FIRST NEW ENGLAND MORTGAGE COPORATION   November 2002 - June 2004

Skills
Refinance, Mortgage Lending, Loans, FHA, First Time Home Buyers, Credit, FHA financing, Mortgage Banking, Mortgage Underwriting, Residential Mortgages, Investment Properties, Real Estate, VA loans, Banking, Customer Service, Loan Origination

Education
Plymouth State University   1998 — 2002
Bachelor of Science (B.S.), Business Management

Marissa Aquila Blundell Marissa Aquila Blundell Greater Boston Area Details
Marissa Aquila Blundell's Bankers Advisory Experience December 2009 - Present
Job J.D.
Industry Legal Services
Experience
Bankers Advisory   December 2009 - Present
Massachusetts Probate and Family Court  September 2006 - August 2008

Education
New England School of Law   2003 — 2006
JD

Skidmore College   1999 — 2003
BA, Psychology, Women's Studies

Ellen Brody Ellen Brody Greater Boston Area Details
Ellen Brody's Bankers Advisory Experience September 2011 - July 2014
Job Compliance Officer at Mortgage Network, Inc.
Industry Banking
Experience
Mortgage Network, Inc.   August 2014 - Present
Bankers Advisory   September 2011 - July 2014
Members Mortgage Company  November 2004 - September 2011

Skills
Mortgage Lending, Loans, Credit, Team Building, Risk Management, Mortgage Banking, Banking

Education
Tufts University   1981 — 1985
B.A., Economics and French

Lucia Berger Lucia Berger Greater Boston Area Details
Lucia Berger's Bankers Advisory Experience November 2013 - Present
Job Quality Control/Compliance at Bankers Advisory, A CliftonLarsonAllen LLP Divison
Industry Financial Services
Experience
Bankers Advisory   November 2013 - Present
Lowell Five Cent Savings Bank  2013 - November 2013
Belmont Savings Bank  April 2013 - May 2013
Law Offices of George P. Katsarakes   October 2012 - December 2012
Law Office of Robert O. Berger,   January 2004 - December 2008
Law Office of Grimes and D'Angio   March 1990 - April 1992

Skills
Commercial Litigation, Civil Litigation, Remote Lender loan..., Genworth MI Training..., Genworth MI Training..., E-Mail, Adobe, MS..., Byte and Doc Magic Loan..., Computer-Assisted Legal...

Education
Clark University
Bachelor’s Degree

Suffolk University Law School
J.D.

Claudia Maguire Claudia Maguire Derry, New Hampshire Details
Claudia Maguire's Bankers Advisory Experience September 2013 - July 2014
Job Regulatory Compliance & Quality Control Consultant
Industry Financial Services
Experience
Bankers Advisory   September 2013 - July 2014
The Mortgage Specialists  February 2013 - September 2013
St. Marys Bank  September 2010 - February 2013
Quicken Loans  July 2003 - June 2008
Vested Development, Inc.   December 1999 - May 2000

Skills
Financial Analysis, Project Management, Customer Service, Risk Management, Banking, Change Management, Portfolio Management, Refinance, Loans, Finance, Management, FHA, Credit Analysis, Consumer Lending, Underwriting, Process Improvement, Training, Mortgage Underwriting, Relationship Management

Education
Schoolcraft College   2005 — 2008

International Bartending School   2008 — 2008
Certificate, Bartending/Bartender

Blaine Institue of Cosmetology   1999 — 2000
License

Woburn Senior High   1993 — 1997
Diploma

Elizabeth Spinelli Elizabeth Spinelli Greater Boston Area Details
Elizabeth Spinelli's Bankers Advisory Experience October 2014 - Present
Job Quality Control Processor at Bankers Advisory
Industry Banking
Experience
Bankers Advisory   October 2014 - Present
New England Aquarium  April 2014 - February 2015
LEGACY MARKETING OF BOSTON  May 2013 - July 2013
Spinelli Commercial Properties   2009 - 2013

Skills
Sustainability, Carbon Footprinting, Life Cycle Assessment, SimaPro, Environmental Awareness, Analysis, Microsoft Office, R-project for..., Basic Financial..., SmartDraw, Sustainable Service..., Knowledge of ISO 50001, Knowledge of ISO 14001

Education
Harvard Extension School   2011 — 2014
Sustainability and Environmental Management

Stonehill College   2005 — 2009
Bachelor's Degree, History (with US history concentration), Religious Studies

Maxine Yuan Maxine Yuan Greater Boston Area Details
Maxine Yuan's Bankers Advisory Experience September 2012 - March 2013
Job Quality Control Analyst at Spillane Consulting Associates
Industry Financial Services
Experience
Spillane Consulting Associates  April 2013 - Present
Bankers Advisory   September 2012 - March 2013
Los Angeles Neighborhood Housing Services  April 2012 - May 2012
East West Bank  April 2006 - August 2010
East West Bank  November 2005 - April 2006
Just Mortgage Inc  November 2004 - November 2005
Indymac Bank  September 2003 - April 2004

Skills
Loans, Accounting, Funding, Credit, Banking, Loan Origination, Credit Analysis, Risk Management, Financial Analysis, Commercial Banking, Commercial Lending, Credit Risk, Portfolio Management, Financial Risk, Auditing, Finance, Cash Management, Quality Control, Mortgage Banking, Retail Banking

Education
California State Polytechnic University-Pomona   1998 — 2002
Bachelor of Business Administration, Finance