Theresa Thane

Benicia, CA ***** 707-***-**** adxgqj@r.postjobfree.com

Strategic administrative professional with 10+ years’ progressive experience in communication, analysis, process and coordination in regulated environments - passionate about roles encompassing customer service & sales.

Highlights

●Administrative Expertise: At Cross Country Mortgage and Alameda Mortgage Corporation, regularly identify, assess & develop administrative procedures; drive continual process enhancements, guaranteeing accuracy and compliance.

●Relationship Builder: Ability to connect with external vendors, suppliers and internal staff ensuring trust and confidence.

●Natural Problem Solver: Skilled at communicating, influencing, listening, facilitating—and getting others excited about providing excellent customer service.

Signature Strengths:

Monitoring & Assessing Client Needs Identifying Procedural Issues Records and Data Management Continual Process Enhancements Facilitating Concurrent Projects Time Management Teamwork Managing / Enhancing Communications Addressing Performance Gaps & Issues Scorecard Development Internal and External Sales Facilitation Database/ Pipeline Management

RPM – Cross Country Mortgage

Remotely + Alamo, CA; March 2020 – July 2022

Loan Coordinator Assistant

Assisted various areas of administrative support for the organization, including records management, pipeline management, calendar coordination, marketing materials creation and execution, and lead follow-up.

●Provided dedicated support to Loan Officer and clients including utilizing expertise in Salesforce and Microsoft Outlook.

●Managed records and customer document requests, with the aim to lessen cost and improve efficiency.

●Regularly interfaced with business partners to ensure compliance and leveraged data analysis skills to identify trends and root cause of issues - with an eye toward finding solutions.

●Pursued loan leads including assisting with marketing research and campaign execution.

Alameda Mortgage Corporation

Walnut Creek, CA; December 2015 – December 2018

Disclosure Specialist

Prepared and completed disclosure packages and loan estimates.

●Employed knowledge of mortgage banking industry procedures and Encompass to review closing disclosures for accuracy of fees and adherence to program guidelines.

●Managed pipeline for new loans and Change in Circumstances (CICs).

●Audited, verified, and ensured mortgage loan disclosure packages were accurate and timely.

●Maintained effective communication with borrowers, business partners and team members.

●Ensured customer’s confidential personal and financial information was handled appropriately.

A La Cart

Benicia, CA; July 2010 – October 2011

Co-Owner and Marketing Lead

Built relationships with vendors and farmers to prepare local fresh organic meals via custom food cart for festivals and farmers markets.

Theresa Thane – Pg. 2

Gibson Publications

Vallejo, CA; March 2005 – February 2010

Outside Sales Representative

Met with potential and current clients to sell automotive advertising products and services.

●Serviced existing accounts as well as utilized prospecting skills to acquire new accounts.

●Responsible for billing and collections to ensure accuracy and timeliness.

●Created advertising materials and assisted with inside sales.

Education

Solano Community College (Associate Degree); Currently Pursuing

Technology: MS Office (Excel, Word, PowerPoint, Outlook); Encompass; Salesforce; Typing 40 wpm

Volunteer Work

Classroom and Events Volunteer, Mary Farmar Elementary; Benicia, CA

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