** ********* ******, ********** ***** HM/Cell 714-***-****
E-mail: ****************@*****.***
Chad W. Thomas
Objective: Pursuing a full-time position, with a progressive company, to
effectively utilize my skills in the areas of bookkeeping,
banking, marketing, customer service, office support and
sales.
Summary: 18 years of professional experience, highlighting banking
responsibilities the real estate market. Customer service
and sales as property inspector; As well as experience in
the Escrow industry; detail oriented, excellent customer
service skills, skilled at multi-tasking, attention to
detail, and working as an efficient team-player.
June 2012 -Present Rushmore Loan Management Services : Loan Boarding
Auditor. Verify and Certify Notes, Deeds of Trusts, Loan
applications, Appraisal from former servicers. High volume
of loans from multiple clients Wells Fargo, Chase, Quantum.
Boarded loans Quality control for Rushmore business units.
Experience: Oct 2011 -present Wells Fargo Home Mortgage: Loan
Servicing Specialist 3 Loss control. Document prepare.
Deeds of trusts, notes, Affidavits, Assignments, investor
matrix for Attorneys in U.S.A. Image audit documents,
image correct documents for lawyers representing the bank.
Send out packages to attorneys for Affidavits to take to
court. LPS, Vendorscape, LIV CPI Programs Microsoft office.
Valencia Daniels Manager 714-***-****
Prescription Solutions
Costa Mesa, CA
November 2010-March 2011
Duties Included: Customer service advocate for Medicare
patients. Priced medicines for patients based on their
current coverage, ordered prescriptions by fax to doctors
and doctor offices, ordered medicine and charged their
benefits, co pays, and deductibles. High call volume and
accuracy required as well as a liaison between the
pharmacist and customer. Customer service required a wide
range of knowledge about different kinds of medicine.
Bank of America
Loan Center, Brea, CA
August 2010-Oct 2010
Duties Included: Support services specialist, processing
mortgage loans,
Initial credit decisions from underwriters, contact
clients with approvals,
Order title reports and appraisals, liaison between bank
and clients. Programs include Edge Software, Status Smart,
and Microsoft Word.
Bank of America
Loan Center, Brea, CA.
Feb. 2008- May-2010
Duties Included: MLO Pricing coordinator; validated the
accuracy of prices submitted on loan applications, used LPS
and Quick Quotes software to price loans for personal
bankers/clients/retail loan officers. Responsible for
charging discount points, extended rates, and locked rates
for customers; managed a high volume of customer service
calls with data entry accuracy: completed daily extension
reports for managers. Provided information to clients and
assisted clients with the loan process as well as a liaison
between premier client managers and customers. Call center
environment at bank.
Haven Exchange, Inc., Huntington Beach, CA.
July 2005-April 2007
Duties Included: Accounting and banking responsibilities
within 1031 real estate exchange transactions; which
included bookkeeping, federal bank wires to escrow, title,
banks and customers. Daily duties also involved using quick
books to print checks and record receipts, created detailed
bank reports on excel for clients, bank deposits for trust
and general accounts, assisted 1031 clients regarding real
estate exchanges and accounts, signed checks for trust
accounts, and assisted with marketing projects and paid
monthly office bills using quick books software.
Terminix International Co, Laguna Hills, CA.
August 2004-June 2005
Duties Included: Licensed residential and commercial
termite inspector which involves sales, customer service,
daily use of a company vehicle, and completion of daily
written reports for Structural Pest Control Board.
Adecco, Irvine, CA
October 2003-July 2004
Duties Included: Driver for LG Communications and Research
In Motion.
Delivered documents for Federal Express.
Real Estate Shipping Association (RESA), Santa Ana, CA
Document Handler November
2002-January 2003
Duties Included: Provided customer service for real estate
agents, lenders, and title companies; delivered loan
documents, deposit checks, preliminary title reports and
title documents to mortgage companies, title companies,
real estate agents and real estate brokers.
Burrow Escrow / NRT, Los Alamitos, CA & Santa Ana, CA
Escrow Assistant
May 1998-Nov. 2001
Duties Included: Provided assistance to escrow officer and
to escrow officer manager by completing the following
tasks; processed openings and closings of escrows; mailed
and wired escrow checks to customers; used Vision Escrow
Software to input customer information for the escrow
process; ordered loan payoffs, Homeowners Association
demands and tax demands; prepared deposits and refunds to
be sent to the bank; processed Freddie-Mac and Fannie-Mae
Accounts; provided extensive customer service to title
companies, realtors, lenders, buyers, and sellers.
Education: Irvine Valley College, Irvine, CA
January 2001-May 2003
Completed general education, with intent to transfer to
California State University, Fullerton: concentration in
Business, with a targeted Bachelor of Arts degree.
NRT, Mission Viejo, CA January 2000
Attended training courses for Escrow Link software.
Skills: * Microsoft Windows Platform
* Software: Microsoft Word, Excel, Outlook, Vision, Escrow
Link
Salary: Negotiable
Certifications: State License by the Structural Pest Control Board as a
Field Representative (Branch 3) completed December, 2004.
Bonded by Escrow Agents Fidelity Corporation (EACF), 1999.
Certifications: Real Estate Trainers Certification courses :
Real estate Principles Real estate Practices, Real
estate Law passed
Real Estate Sales license # 01918982