BOB THOMAS

ad054z@r.postjobfree.com 215-***-**** (C)

SUMMARY

Adaptable and transformational leader with an ability to work independently while revitalizing underperforming teams by developing opportunities that further organizational goals.

PROFESSIONAL EXPERIENCE

Innovative Land Transfer, Bala Cynwyd, PA

Office Manager and Notary - PA Commission # 1301186 Jul 2022 - Present

Order title searches from underwriters.

Schedule and conduct closing. Perform Notary.

Prepare transaction documents, and final closing packages for sellers and buyers.

Post-closing filing and coordination at local and state level.

Conduct financial transactions and reconcile financial statements.

Savings Home Mortgage, Medford, NJ

Director of Operations, Mortgage Originator - NMLS # 1188176 Apr 2020 – Present

Build, train, develop, and manage loan officers, processors, sales, and marketing teams.

Ensure organizational compliance with federal and state rules and regulations.

Manage organizational pipeline while establishing, monitoring, analyzing, and optimizing business processes.

Identify future customers through advertising, seminars, and other channels.

Acquire, nurture, and convert leads into prospects, and then convert to customers.

Ensure data are in line with federal and state financial rules, and regulations.

Conduct training and seminars for the organization.

Develop long-term relationships and partnerships with customers, lenders, and vendors.

US Mortgage Corporation, Horsham, PA

Loan Officer Assistant (LOA) - NMLS # 875077 Jul 2018 – Apr 2020

Covered the entire loan origination process, including managing paperwork and interacting with everyone involved to keep the process moving efficiently.

Served as an ongoing point of contact for clients, while collecting required information and completing any necessary documents throughout the loan process.

Assisted and coordinated internal parties involved in the loan application process, including mortgage loan officers, underwriters, appraisers, and realtors.

Gathered necessary information for new loan underwriting, including credit reports, tax filings, business entity searches, and title work.

Ensured loan documentation complied with federal and state requirements.

PROFESSIONAL EXPERIENCE (Continued)

Wells Fargo Bank N.A., Yardley, PA

Personal Banker II (S.A.F.E) - NMLS # 1188176 Apr 2014 – Jul 2018

Built and maintained long-term relationships with existing and new high value customers while ensuring retention and exercising excellent customer service in all interactions to accomplish client success.

Provided customers with personal and business financial reviews and lending service.

Developed and maintained strong relationships with partners (Private Banker, Mortgage, Financial Advisor etc.) to meet customer requirements while exceeding expectations.

Customer Sales & Service Representative Jun 2012 – Apr 2014

Engaged with current and potential customers to gain an understanding of their banking needs.

Established customer relationships, conducted prospecting, outbound cold calls, follow-up, and face-to-face meetings.

Achieved sales goals and actively participated in branch sales and marketing activities.

Exercised strong decision-making abilities and problem-solving skills.

Demonstrated exemplary leadership qualities in sales and service.

Red Eye Entertainment, Philadelphia, PA

Event Coordinating Manager/Co-Owner Jun 2007 – May 2012

Organized multiple concurrent large social events in and surrounding areas of Philadelphia.

Covered promotions, sales, marketing, and customer service issues for coordinated events.

PROFESSIONAL CERTIFICATIONS:

Mortgage Originator licensed in various states

Notary Commission licensed in the state of PA

EDUCATION

Temple University, Philadelphia, PA

Bachelor of Business Administration (BBA) in Marketing Jan 2010 – Dec 2012

Bucks County Community College, Newtown, PA

Associate of Arts in Business Administration Aug 2007 – Dec 2009

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