Jacqueline E. Lee-Thomas

**** - *** ***** **, **********, AL 35215

Telephone: 205-***-****

Email: ess67t@r.postjobfree.com

Accounting & Auditing • Staff Leadership & Development • Teambuilding & Conflict Resolution

Staff Recruitment • Process Improvement • Auditing & Accounting

Quality Control • Staff Recruitment & Retention • Records Management

Strong analytical skills and proven strengths in staff leadership, training, and development. Widely regarded for exemplary work and business ethics, keen business sense, and flawless record of meeting deadlines. Develop and deliver staff motivation and training programs that promote personal accountability and foster a team environment. Relate effectively to individuals of diverse backgrounds and at all organizational levels.

Education

BIRMINGHAM – SOUTHERN COLLEGE BIRMINGHAM, AL

BACHELOR OF SCIENCE FINANCE

Professional Experience

A & M MORTGAGE, LLC – BIRMINGHAM, AL JULY 2007 TO PRESENT

BRANCH MANAGER

Manages and provides day to day coordination of branch activities.

Recruits, trains, and supervise staff in providing operational services to all mortgage loan procedures.

Develops mortgage loans from referrals, realtors, and maintain sources from attorneys, financial consultants, and banks.

Completes loan applications and pulled credit bureau profiles.

Maintains acceptable levels of branch profitability and tracks loan officers’ productivity.

Maintains and tracks all loan files for accurate compliance.

Maintains HMDA, closed loan and credit report log monthly.

Prepares journal entries and balances general ledger accounts daily.

Ensures vendors’ invoices are submitted and paid within a timely manner.

Administers and enforced Federal and State compliance policies as well as the corporate policies.

Conducts sales/staff meeting weekly and ensures all employees are well informed with updated residential mortgage products.

Provides reports on the operations results, providing trending and analysis of data.

Provides appropriate follow up as completed for all identified action plans.

Deposits all funds into branch account and reconciles bank account.

Ensures all payroll documentations are submitted in a timely manner.

PREMIER MORTGAGE FUNDING, INC – HOOVER, AL APRIL 2005 TO JUNE 2007

BRANCH MANAGER

Developed mortgage loans from referrals, realtors, and maintain sources from attorneys, financial

consultants, and banks.

Completed loan applications and pulled credit bureau files.

Interviewed and established all necessary documentation needed per client.

Quoted rates to customers and tracked rate locks.

Recruited and trained loan officers.

Jacqueline E. Lee-Thomas

Maintained acceptable levels of branch profitability and tracked loan officers’ productivity.

Prepared journal entries and balanced general ledger accounts daily.

Maintained and tracked loan log for closed files, HMDA, and credit report on a monthly basis.

Ensured vendors’ invoices were submitted and paid within a timely manner.

Deposited all funds into branch account and reconciles bank account.

Ensured all payroll documentations are submitted in a timely manner

Administered and enforced Federal and State compliance policies as well as Premier Mortgage Funding Corporate policies.

Conducted sales/staff meeting weekly and ensured all employees were well informed with updates.

GMAC RESIDENTIAL MORTGAGE, INC. – BIRMINGHAM, AL AUGUST 2004 TO MARCH 2005

MORTGAGE LOAN OFFICER

Originated and offered loan FHA/VA, Conventional (conforming / non- conforming) loan products.

Processed files through desktop underwriting(DU).

Pulled and analyzed the borrowers’ credit bureau profile.

Provided exceptional customer service and product knowledge to clients.

COMMUNITY HOME LENDING – BIRMINGHAM, AL APRIL 2002 TO DECEMBER 2004

MORTGAGE LOAN OFFICER

Originated and offered FHA/VA, Conventional (conforming / non-conforming) loan products.

Interviewed and completed loan applications.

Examined and evaluated clients’ credit bureau file for determination of suitable loan product.

Compiled loan package and facilitated negotiation of loan structure with client, including fees, loan repayment options and credit terms.

Provided exceptional customer service and product knowledge to clients.

TMOBILE, INC. - BIRMINGHAM, AL DECEMBER 2002 TO JUNE 2004

RETAIL SALES ASSOCIATE (PART TIME)

Offered product knowledge and services as well as demonstrated features of equipment.

Helped maintain the visual appearance of the store.

Maintained log of new customers and performed follow up calls to existing customer.

Established and receives payments for customer accounts.

Balanced cash drawer daily.

Worked effectively as a team player.

REGENCY MORTGAGE INC. - BIRMINGHAM, AL MAY 2001 TO APRIL 2002

MORTGAGE LOAN CONSULTANT

Originated and offered FHA, VA and Conventional loan products.

Ordered and analyzed borrowers’ credit bureau profile.

Completed loan application and disclosures per applicant.

Ordered appraisals, titles, and hazardous insurance policies.

Provided exceptional customer service and product knowledge to borrower(s)’.

Jacqueline E. Lee-Thomas

RTM, INC. - PELHAM, AL DECEMBER 1999 TO DECEMBER 2001

ACCOUNTANT

Reviewed all accounts payable edits for completeness and accuracy.

Reviewed all sales edits for completeness and accuracy and faxed missing deposit information to the Area Supervisors.

Processed and reconciled all payroll worksheet every pay period.

Reviewed the profit and loss statements every pay period and made the necessary correcting entries.

Prepared balance sheet schedules and reconciled each account thoroughly.

Prepared bank reconciliation each period and investigated any uncollected deposits.

Compiled, input, and reviewed all budget information for the stores.

Updated and distributed fixed cost summary sheets on a quarterly basis.

Calculated and prepared percentage rent reports to the landlords.

Provided exceptional customer service to the Operations group.

COMDATA NETWORK - RIVERCHASE, AL APRIL 1996 TO APRIL 1999

ACCOUNTING SERVICE / CUSTOMER SUPPORT

Prepared journal entries and balanced general ledger accounts.

Calculated operational fees for apportioned licensing registration.

Processed and filed federal highway use tax forms with Internal Revenue Service.

Prepared itemized statements for clients.

Handled all inquires related to account balances and registration of motor vehicles.

Coordinated and prepared state documents for temporary operation authority permits.

Completed and submitted state required documents for permanent registration.

Acted as agent between state officials and registrants.

XEROX CORPORATION - BIRMINGHAM,AL APRIL 1990 TO FEBRUARY 1994

BUDGET ANALYST

Prepared monthly preparation of profit and loss statements.

Posted journal entries daily.

Prepared general ledger accounts.

Provided monthly, quarterly, and semi-annual reports on the availability of departmental funds, unexpected salaries and excess expenditures.

Reviewed on-line purchase requisitions for correct accounting coding and backup documentation.

Prepared chart analysis for all general ledger accounts.

Assisted district manager with quarterly revenue/expense budget projection.

VEHICLE ASSETS TRACKING SYSTEM COORDINATOR

Controlled processing of company vehicles expense items.

Processed monthly reimbursements for company car drivers.

Identified and corrected activity transactions through record reconciliation.

Coordinated ordering of company vehicles and registrations.

Input service histories travel time reporting.

Professional Training

NOTARY AT LARGE

MORTGAGE LOAN SIGNING AGENT

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