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Doreen M - Finance Writer

Star Rating 6 Stars
Last Login 9/25/2016
Location Millis, MA
Education Some College

Summary of Finance Experience

Doreen has been providing content for a variety of websites focused on financial topics from financing homes to commercial real estate. Doreen has an extensive financial background which includes:

Sales Assistant - Kidder, Peabody & Co., Inc. - created mailing lists, drafted letters to potential clients and handled a variety of telephone calls from clients. In addition, Doreen was responsible for creating letters to send to potential clients to encourage them to contact the various stock brokers whom she reported to.

Retirement Accounts Specialist - Putnam Investments Retirement Division - as an account specialist, Doreen was responsible for ensuring all the legal requirements necessary to liquidate IRA accounts were met. The legal requirements for retirement accounts can be very complex; particularly when there is a trust or a deceased spouse listed as the beneficiary. Doreen understands how to break down complicated legalese into language that the ordinary person can relate to and help them understand the importance of financial planning.

Commercial Loan Specialist - Stanton & Associates - as part of this process Doreen was responsible for drafting business plans, securing information necessary for underwriters and putting packages before various funding agencies for approval. In this role, Doreen developed a solid understanding of business plans, commercial underwriting requirements and how important it is to ensure venture capital companies, private lenders and banks have the information they need to make informed decisions. Doreen was involved in loans for commercial properties, planned unit developments (PUDS) and even a few movies.

Residential Loan Specialist - New England Merchants Corporation - Doreen completed the FNMA First Time Home Buyer's Training program to allow her to teach first-time buyers what they needed to know about obtaining a first time loan. In addition, as she progressed, Doreen was promoted to VP of Compliance within the company handling all of the necessary audit functions through the MA Commission on Banking. Doreen has an extensive knowledge of residential loan requirements as well as FNMA and FMAC rules that apply to financing. Doreen also has a complete grasp on more complicated issues such has HUD rehab loans and VA loans. If you need someone to explain residential financing to a potential client base, you need not look any further.