Graystone Solutions, Inc.
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Graystone Solutions, Inc. Employees
Great Point Properties September 2013 - Present
Cape Cod Five Cents Savings Bank April 2012 - September 2013
Graystone Solutions, Inc. March 2009 - February 2011
Skills
Credit, Mortgage Lending, Banking, Consumer Lending, Vacation Rental, Loans, Credit Analysis, Mortgage Banking
Education
University of Connecticut 2003 — 2007
Bachelor of Arts (BA), Psychology
Lincoln Sudbury Regional High School 1999 — 2003
Morrissey & Company October 2008 - Present
Graystone Solutions, Inc. September 2000 - September 2008
Comprehensive Business Services June 1986 - October 1997
Skills
IRS Enrolled Agent, Certified Treasury..., Accredited Retirement..., Accounting, Tax, Tax Preparation, QuickBooks, Bookkeeping, Preparation, General Ledger, Account Reconciliation, Corporate Tax, Tax Accounting, Financial Statements, Sales Tax, Payroll, Financial Analysis, Income Tax
Education
Bentley College 1979 — 1984
Bachelor's degree, Accounting
Bay State Savings Bank June 2015 - Present
Bay State Savings Bank March 2014 - June 2015
Bay State Savings Bank September 2006 - March 2014
Graystone Solutions, Inc. May 2002 - September 2006
Skills
Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Loans, Loan Servicing, Underwriting, Commercial Lending, Consumer Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Commercial Real Estate, Credit, Banking, Refinance, Residential Homes, Branch Management, Credit Risk, Lines Of Credit, Retail Banking, Cross Selling, Loan Origination, Small Business Lending, Loss Mitigation, Mortgage Underwriting, Financial Analysis, Loan Modifications, Risk Management, Finance, Home Equity Loans
Education
Clark University
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of East Anglia
Study Abroad
Sun Life Financial August 2015 - Present
Sun Life Financial July 2012 - August 2015
Sovereign Bank July 2011 - July 2012
Graystone Solutions, Inc. March 2009 - July 2011
Bank of America June 2006 - December 2008
Skills
Excel, Microsoft Office, Accounting, Customer Relations, PowerPoint, Access, Multilingual, Multitasker, Reliability, Fiserv, Loans, Microsoft Excel, Customer Service, Account Management, Leadership, Stop Loss, Insurance, Mortgage Servicing, Customer Retention, Renewals, New Business Development, Portfolio Management
Education
Becker College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Graystone Solutions, Inc. 2012 - Present
Graystone Solutions, Inc. 2012 - 2012
Mercer 2004 - 2012
MFS Investment Management January 2002 - October 2003
Skills
Financial Services, Investments, Finance, Financial Analysis, Microsoft Office, 401k, Cash Management, Employee Benefits, Strategic Financial..., Mutual Funds, Financial Reporting, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
MSA, Accountancy
Suffolk University 2001 — 2003
BA, Business Administration
Digital Federal Credit Union January 2012 - Present
Graystone Solutions, Inc. March 1995 - February 2012
The Mortgage Acquisition Company (TMAC) March 1994 - February 1995
FDIC May 1991 - March 1994
Skills
Banking, Solution Selling, Process Improvement, Portfolio Management, Loan Servicing, Vendor Management, Loans
Education
Fitchburg State University
BS, Biology
Graystone Solutions, Inc. February 2010 - Present
Allonhill 2007 - 2010
New Century Mortgage 2005 - 2007
Ameriquest 2002 - 2005
Moss Codilis 1996 - 2004
Skills
Default, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Asset Management, Banking, Credit, Loan Origination, Real Estate, Residential Mortgages
Education
Pepperdine University 2004 — 2007
MBA, Entrepreneurship and Finance
HarborOne Bank February 2014 - Present
Admirals Bank November 2012 - January 2014
The Maimonis Household February 2011 - September 2012
Massachusetts Housing Finance Agency 2010 - 2011
Graystone Solutions, Inc. 2003 - 2010
Premier Capital, Inc., 1999 - 2003
USTrust 1996 - 1999
Fannie Mae 1995 - 1996
Shawmut Bank 1985 - 1995
Skills
Strategic Planning, Loss Mitigation, Loan Servicing, Bankruptcy, REO, Executive Management, Portfolio Management, Financial Services, Financial Risk, Consumer Lending, Credit Risk, Loans, Foreclosures, Performance Management, Negotiation, Credit Analysis, Real Estate, Management, Process Improvement, Securitization, Credit, Risk Management, Default, Mortgage Lending, Program Management, Banking, Underwriting, Analysis, Training, Loan Origination, Finance, Leadership, Mortgage Servicing, Loan Modifications, Residential Mortgages, Mortgage Banking, Financial Analysis, FHA, Vendor Management
Education
Brandeis University
B.A.
The Village Bank July 2015 - Present
The Village Bank April 2013 - Present
Graystone Solutions, Inc. February 2012 - April 2013
RBS Citizens Bank NA September 2010 - February 2012
Morgan Stanley April 2010 - September 2010
REFINANCE.COM/INTERCONTINENTAL CAPITAL GROUP January 2006 - March 2010
Refinance.com January 2006 - March 2010
OPPENHEIMER FUND December 2003 - January 2006
Skills
Hyperion, Oracle, Microsoft Office, Credit, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Corporate Finance, Financial Statement..., Financial Reporting, Risk Management, Portfolio Management, Mortgage Lending, Credit Risk, Finance, Cloud Computing, Cloud-based, Mortgage Servicing, Trade Finance, Standards Compliance, Compliance Testing, Accounting, Forecasting, Analysis, Asset Management, Auditing, Budgets, Hyperion Enterprise, Investments, Financial Planning
Education
HOFSTRA UNIVERSITY, Frank G. Zarb School of Business 2002 — 2005
B.S, Business Management; Accounting and Finance
Hofstra University 2002 — 2005
B.S., Finance/Businesss Management
Beaver Country Day 1994 — 1998
HS Diploma
American Dental Partners March 2012 - Present
Graystone Solutions, Inc. December 2007 - July 2010
Prime Mortgage February 2005 - September 2007
Skills
General Ledger, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel
Education
Framingham State College 1987 — 1991
Bachelor of Science (BS), Business Administration
Natick High School 1984 — 1987