Terry Kitson
Vice President Residential Lending at Amalgamated Bank
- Role
- Home Loan Consultant at Valley Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Terry Kitson
Integrity, adaptability, and a drive to foster meaningful connections define my approach…
Experience
Home Loan Consultant
Jan 2026 — Present · New York, NY, US
Plan and execute best practices related to the origination of mortgage loans. • Maintain strong relationships with other departments of the bank and external partners. • Interact with customers seeking mortgage loan products by phone, in person at a branch locations. • Compile loan documentation, review customer documents for accuracy by obtaining & reviewing 1003s, sales contracts, disclosures, tax returns, paystubs and other forms of income. • Conduct preliminary loan underwriting and mortgage pre- qualifications. • Maintain knowledge and understanding of all mortgage documents such as loan estimate disclosure, underwriting transmittals, notices to applicants, commitments, attorney letters and other documents as needed. • Utilize encompass to process and set up all loan information.
Skills
- Series 63
- Asset Management
- Pensions
- 401k
- Bloomberg
- Pension Funds
- Portfolio Management
- Equities
- Retirement Planning
- Capital Markets
- Series 7
- Trading
- Financial Services
- Investments
- Investment Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Management
- 401(K) Retirement Savings Plans
- Investment Advisory
- Finance
- Alternative Investments
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