
Freelancer at oDesk.com
Greater Boston Area

Freelancer at oDesk.com
Greater Boston Area
Financial Services specialist with high degree of knowledge in residential loans, a fair degree of ability to write effective business plans, and base knowledge of underwriting.
In my more than 20 years experience in the financial services field I have had the opportunity to work in various positions which have allowed me to expand my knowledge base.
I have also had some limited experience with designing and maintaining websites which you will see on my profile.
Dealing with Banking Commission Audits, grant writing, limited fundraising.
(Privately Held; Myself Only; Internet industry)
September 2007 — Present (2 years 3 months)
Various writing tasks including blogs, websites, article writing and content providing.
(Privately Held; 1-10 employees; Internet industry)
July 2007 — Present (2 years 5 months)
Development of websites for small business with a focus on SEO.
(Public Company; 1001-5000 employees; SEAC; Broadcast Media industry)
August 2006 — February 2007 (7 months)
Responsible for Database creation of all legal files and tracking of contracts for signatures. Worked entirely from home.
(Non-Profit; Non-Profit Organization Management industry)
July 2004 — June 2006 (2 years )
Handled administration of 46 Lions Clubs across Massachusetts. Additional information will be provided as requested. Included financial record keeping, reports, training etc. Submission of various grant requests for International and local programs. Volunteer position.
(Public Company; 1001-5000 employees; Financial Services industry)
September 2003 — December 2005 (2 years 4 months)
Worked with Senior Management to establish the objectives for projects implemented and was responsible for their timely implementation which often involved coordinating the effort over a 24/7 operation
(Public Company; 1001-5000 employees; HRL; Food & Beverages industry)
June 2002 — February 2004 (1 year 9 months)
Handling of confidential materials related to order entry, pricing issues, shipping and customer inquiries. Processing of orders, pricing maintenance, and review of invoices as needed. Generating monthly reports for sales, special projects as they arise.
(Public Company; 1001-5000 employees; Financial Services industry)
August 1996 — June 2002 (5 years 11 months)
Quality Control of all retirement transactions requested by shareholders. Balancing of checks to cash investments received from processing phase, asset transfers, customer service, and special projects processing. Establishing training procedures for the implementation of ongoing projects to improve Putnam’s ability to provide quality service to its shareholder base; daily review of various transactions. Worked with Senior Management to establish the objectives for projects implemented and was responsible for their timely implementation which often involved coordinating the effort over a 24/7 operation. Responsible for updating and maintaining balances on Offshore Mutual Funds; inputting trades; doing daily reconciliation of funds. Quality Control of transactions requested by shareholders. Balancing of checks to cash investments received from processing phase, and special projects processing. Worked independently from home from 1997-2002.
(Sole Proprietorship; 11-50 employees; Financial Services industry)
August 1992 — September 1996 (4 years 2 months)
Full service approach providing all activities of an underwriter, including title searches, arranging inspection, application requirements, appraisals, credit reports, escrow accounts, pre-approvals and ensuring compliance with lenders requirements. Also responsible for annual Banking Commission Audits.
Accounting Certificate , Dean College
3.6 GPA
work at home, volunteering, SEO, website design and management, content writing,
Holliston Lions Club, Board of Directors National Braille Press, Massachusetts Dept of Education - Youth Advisory Board
Outstanding Employee Award - Putnam Investments
Melvin Jones Fellow Award - Lions Clubs International
Lions Clubs International Presidents Appreciation Awards (3)
Lions Clubs International Leadership Award
Franklin Lions Club Lion of the Year
District 33K Lion of the Year
Multiple District 33 Lion of the Year