Felicia Andrade
Dartmouth
Summary
Dynamic Secondary Market Analyst with proven expertise at Alltrust Credit Union in managing investor relationships and optimizing mortgage pipelines. Bilingual in Portuguese, I excel in data entry and multitasking, ensuring timely loan disbursements and enhancing operational efficiency. Recognized for facilitating successful audits and improving customer satisfaction ratings.
Overview
15
15
years of professional experience
Work History
Secondary Market Analyst
Alltrust Credit Union
03.2018 - Current
- Monitored and authorized rate lock commitments submitted by loan officers.
- Recorded rate lock commitments with internal teams and investors.
- Coordinated management of mortgage pipeline to prevent delays.
- Managed delivery of closed and funded loans to investors within set deadlines.
- Clear outstanding conditions with investors on delivered loans
- Adjusted investor rate lock profiles to reflect changes.
- Manage investor relationships.
- Facilitated yearly recertification process for investors.
- Processed closing documents for approved loans.
- Executed loan disbursement within designated funding timeline.
Loan Servicing Accounting Associate
Embrace Home Loans
10.2017 - 03.2018
- Post general ledger entries as needed
- Prepare monthly MLS report for investor
- FHA claim analysis
- Prepare loan modification actions to be sold
- Reconciliation of general ledgers
- Monthly report on loans that had been sold
- Monthly report on loans that servicing had been retained
Assistant Branch Manager
Southern Mass Credit Union
05.2010 - 10.2017
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Education
MBA -
University of Massachusetts, Dartmouth
North Dartmouth, MASkills
- Bilingual-Portuguese
- Data entry
- Capable of multitasking
- Encompass administration
- Optimal blue pricing engine
Languages
Portuguese
Professional Working
Timeline
Secondary Market Analyst
Alltrust Credit Union
03.2018 - Current
Loan Servicing Accounting Associate
Embrace Home Loans
10.2017 - 03.2018
Assistant Branch Manager
Southern Mass Credit Union
05.2010 - 10.2017
MBA -
University of Massachusetts, Dartmouth
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