This document is a resume for Susan L. McNamara that highlights over 20 years of experience in customer service, account management, program development, and financial roles. It summarizes her educational background in business and finance from Mount Saint Mary's College and lists relevant experience developing fundraising programs, public speaking, financial analysis, and managing operations at various organizations. Contact information and a list of professional references are also included.

1. Susan L. McNamara
36 Kinsington Street
South Burlington, VT 05495
(802) 497-7524
susiemac23@comcast.net
HIGHLIGHTS OF QUALIFICATIONS
 Delivering outstanding customer service and excellent interpersonal skills for over 20 years
 Over 8 years of account management and program development experience
 Dedicated to getting the job completed accurately and on time
 B.S. in Business and Finance/Minor in Accounting – Mount Saint Mary’s College (now University) in Emmitsburg, MD
 Quick learner, great teammate, loyal, hard working
MANAGEMENT STYLE/COMMUNICATION SKILLS
 Strong, positive, enthusiastic leader
 Able to incorporate analytical and critical thinking to make sound business decisions
 Professional public speaker
 Effective 1 on 1 discussions using active listening
 Able to manage multiple cross-functional projects
 Able to assess coaching needs based on individual necessity
 Lead by example – effective appointment setting and planning
 Train and motivate peers to reach higher personal best by capitalizing strengths and recognizing challenges
 Clarify hiring up and how to identify prospects looking for a career versus a “job”
 Develop and implement high impact management meetings providing vision, tools and motivation
 Assess and develop leadership skills to advance personal and career growth
 Cultivate strong, respectful working partnerships with business partners to create win-win situations
RELEVANT EXPERIENCE
Program Development, Promotion and Retention
 Assist with fundraising over $400,000 for the Grand National & World Championship Horse Show through direct asks. Assist
with sponsorship logistics and support of the Director of Sponsor Relations in development activities. Duties include:
generating acknowledgements; maintaining strong, positive relationships with existing, prospective, and former sponsors;
maintaining, and entering data for several hundred sponsors; and. assisting with ad production for and compilation of a 400
page event program.
 Solely maintained and grew approximately 2,000 bonds for travel agents and several hundred title agents. Responsibilities
included: processing all renewal paperwork; reviewing and underwriting financial statements; continually correspond (in
writing and over the phone) to clients; mailed, processed and followed up on renewal paperwork; and, executed bonds.
Kept close communications with Airline Reporting Corporation’s Enforcement Division to open and close travel agencies.
 Organized, scheduled and attended various cancer-related conferences and events.
 Created comprehensive displays to advertise our program.
 Created a comprehensive program of over 35 wellness activities per month to enhance the lives of local cancer survivors.
Determined program content including classes and special programs that would educate, empower and strengthen the lives
of participants. Researched, interviewed and hired instructors to carry out the program’s mission.
 Built and maintained strong relationships with medical and financial professionals, donors, sponsors, and co-workers.
 Promoted cancer wellness programs by co-writing a two-page spread in the Burlington Free Press’ “Sense of Service”
feature, made frequent posts on Facebook and Front Porch Forum and produced a video.
Public Speaking
 Appeared on WCAX’s “The :30”, “Across the Fence”, and Fox 44, plus NewsTalk 620 WVMT’s “The Charlie + Ernie + Lisa
Show” and most of Hall Communications’ radio stations.
 Frequently presented cancer wellness center’s programs to audiences of 5-75 people including the Eagles and Rotary Clubs,
Dragonheart Vermont Team Meetings, hospitals, and other small groups.
 Held monthly meetings for staff at Merrill Lynch, for “ambassadors” of the cancer wellness center.

2. RESUME OF SUSAN L. MCNAMARA, CONT. PAGE 2 OF 3
802-497-7524/susiemac23@comcast.net
Financial – Budgets, Underwriting and Loan Processing
 Reviewed and underwrote financial documents for two lines of business for ARC (Travel Agency) bonds, title bonds.
 Solely responsible for processing all loans for entire mortgage office (7 loan officers). Duties included: gathering paperwork;
inputting data into underwriting software; ran credit reports; working with clients and lenders to obtain required loan
documents; and, communicating with lenders to clear loans.
Reporting
 Collaborated with Merrill Lynch’s management team to develop and implement daily task completion timeframes for
remedial service calls.
 Prepared and submitted monthly executable and timeframe reports to Merrill Lynch management.
 Designed, developed and prepared departmental reports and analysis for clients’ review.
Technical Skills – Mac and PC
 MS Word, Excel and PowerPoint.
 Fully responsible for entering data into web-based calendar.
 Developed criteria and specifications for help desk database. Worked with database designer to create the content, layout
and report formats.
 Taught MS Outlook, MS Word and MS Excel classes to administrative and financial specialists.
Other Skills/Special Projects
 Completed a site guidebook for technicians at Merrill Lynch that provided all information to successfully perform all duties at
a very large facility. Contents included: contact information for key personnel including departmental organization charts,
contractual requirements, purchasing and operational procedures, and contained site layout maps.
 Originated mortgage loans.
 Performed general administrative duties including: hiring paperwork; submitted monthly payroll to accounting team; and,
provided monthly attendance and marketing/outreach reports to Dragonheart Vermont’s Board of Directors.
 Designed, cut and installed custom closets.
 Handled all duties of a purchasing agent for all computer equipment for 800 financial clients.
 Maintained store inventories and promotional displays and programs for convenience store.
 Provided orientation and oversaw daily activities of 30+ employees for IT call center, 40+ convenience store employees and
all instructors and leaders of the cancer wellness center.
 Supervised daily operations of computer technicians.
 Evaluated and modified departmental procedures to evaluate team’s efficiency.
EMPLOYMENT HISTORY
2015-present Development Associate American Morgan Horse Education* – Shelburne, VT
2012-2015 Program Coordinator Survivorship NOW -- Williston, VT
2008-2012 Store Manager Jolley Associates, Inc. -- Williston, VT
2006-2008 Professional Organizer, Closet Designer and Sales Associate The Container Store -- Rockville, MD
2005-2008 Loan Originator (Part-time) Olympia West Mortgage – Frederick, MD
2003-2005 Loan Processor and Office Manager Dynamic Capital Mortgage -- Cabin John, MD
2002-2003 Title Agency Bond Underwriter and Office Manager Hess, Egan** -- Chevy Chase, MD
1996-2002 IT Call Center Manager, Operations Manager and Corporate Liaison Merrill Lynch – Plainsboro, NJ
1994-1996 Airlines Reporting Corporation Bond Underwriter Hess, Egan** -- Chevy Chase, MD
*Denotes American Morgan Horse Educational Trust for the Grand National and World Championship Morgan Horse Show
**Denotes Hess, Egan, Hagerty & L’Hommedieu, Inc. (since purchased by M&T Bank)
EDUCATION
B.S. in Business in Finance, Minor in Accounting – Mount Saint Mary’s College, Emmitsburg, MD
“What Matters Most” Course by Steven Covey

3. RESUME OF SUSAN L. MCNAMARA, CONT. PAGE 3 OF 3
802-497-7524/susiemac23@comcast.net
PROFESSIONAL REFERENCES
Sally Wadhams Jan Riordan Linda Dyer Irene and Steve Farrar
Director of Sponsor Relations General Manager Founding Director Owners
Grand National & World
Championship
Morgan Horse Show
Synergy Fitness
802-881-0553
Dragonheart Vermont
802-238-7625
23Tons-Strategic Design and
Brand Manifestation
802-434-6449
802-985-8477
Lisa Tidman
Co-Owner
Physical Therapy Assistant
PT360
802-881-7264