Bridget Thomas
Summary
Goal-oriented team manager commended for first-rate leadership, communication and multitasking abilities. Well-versed in implementing team objectives and goals and mediating interpersonal issues. Offering several years of hands-on experience overseeing daily operations and guiding team members toward achieving goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
LDA Team Manager- TDP
State Farm
Richardson, TX
05.2024 - Current
- Fostered a positive environment, monitored team performance, tracked progress towards goals, and offered feedback for improvement.
- Guided individuals to enhance performance and supported staff in achieving promotions within TDP and throughout various departments
- Collaborated interdepartmentally to showcase efficient processes and created robust communication channels among departments, guaranteeing the precise and swift exchange of information.
- Communicated policy updates during team discussions
- Implemented process improvements aimed at increasing efficiency while reducing costs wherever possible.
Seasonal Tax Preparer
New Leaf Tax Services
01.2015 - Current
- Developed a client base through referrals by delivering exceptional service, including the preparation and review of tax returns for individuals, partnerships, corporations, and trusts.
- Conducted research on federal, state, and local laws to guarantee regulatory compliance. Provided assistance to clients in addressing IRS notices of deficiency or audit results, while offering advice on tax-related financial decisions.
- Maintained accurate records of all client transactions and filings.
Total Loss Claims Specialist
State Farm
Richardson, TX
01.2023 - 05.2024
- Stewarded a large case load of total loss claims efficiently to remain in SLO
- Investigated insurance claims, reviewed coverage and liability, prepared reports and recommended payment or denial of claims.
- Negotiated and resolved disputes between claimants and insurers regarding total losses claims.
- Verified accuracy of all information associated with the claim prior to issuing payments.
- Assisted other teammates to complete task effectively within their absence and also to help them get within SLO
- Built relationships with agents as well as salvage partners
- Communicated timely status updates with our customers
- Ensured compliance with regulatory requirements relating to total loss claims processing.
- Developed strategies to reduce cost while still providing excellent service.
Substitute Teacher
Prosper ISD
Prosper
08.2018 - 09.2022
- Maintained accurate records of student performance, attendance, and behavior in the absence of the head teacher.
- taught various subjects from 2nd grade to high school in addition to special needs students
- Created an environment conducive to learning while managing challenging behaviors.
Mortgage Closer
Keller Mortgage
03.2021 - 10.2021
- Drafted closing paperwork
- Investigated title discrepancies to resolve conflicts
- Facilitated interaction among all parties to achieve successful closing transaction
- Managed allocation of funds with adherence to specified guidelines
- Verified that all conditions of the loan were met prior to closing and maintained accurate records of closed loans in accordance with company policy.
Purchase Manager/Property Manager
New Leaf Equity Partners, LLC
06.2017 - 02.2021
- Designed effective strategies incorporating insights from market and competitor evaluations in the real estate sector
- Analyzed market conditions of property for program compatibility and negotiated the most competitive pricing
- Reviewed loan documents to ensure accuracy and compliance with applicable regulations.
- Researched title issues and ensured clear title to property.
- Ensured accuracy of mortgage calculations including principal balance, interest rate, taxes, insurance and other fees due at closing.
- assisted in the management of rental properties as well
Sr. Lease-End Analyst / Collections Analyst III
Hyundai Capital America
Plano
01.2011 - 05.2017
- Developed training materials and facilitated the onboarding of new employees
- Prepared and deliver presentations of departmental progress and upcoming releases of new models in departmental meetings.
- Managed a portion of the Hyundai/Kia Portfolio.
- Soft selling customers to return to our brand or to purchase their lease by the end of the term while developing and maintaining relationships with dealers
- Developed methods to negotiate and assist our customer base during times of natural disaster and hardships
- Strategically analyzed data to reach monthly goals
- Reconciled account payment history, credit report, and discrepancies.
Mobile Notary/Texas MNS
self-employed
10.2021 - Current
- Notarized signatures, affidavits, powers of attorney, deeds, titles and other official documents.
- Performed detailed record keeping activities related to all client transactions.
Education
Bachelor of Science in Accounting -
University of Phoenix, Schools of Business
Phoenix, AZ11.2010
Certification
- 08/01/22, ALL LINES ADJUSTER LICENSE, Texas
- 10/01/21, NSA/LSA MOBILE NOTARY, Texas
- working towards Chartered Property Casualty Underwriter (CPCU) - The Institutes.
References
References available upon request.
Timeline
LDA Team Manager- TDP
State Farm
05.2024 - Current
Total Loss Claims Specialist
State Farm
01.2023 - 05.2024
Mobile Notary/Texas MNS
self-employed
10.2021 - Current
Mortgage Closer
Keller Mortgage
03.2021 - 10.2021
Substitute Teacher
Prosper ISD
08.2018 - 09.2022
Purchase Manager/Property Manager
New Leaf Equity Partners, LLC
06.2017 - 02.2021
Seasonal Tax Preparer
New Leaf Tax Services
01.2015 - Current
Sr. Lease-End Analyst / Collections Analyst III
Hyundai Capital America
01.2011 - 05.2017
Bachelor of Science in Accounting -
University of Phoenix, Schools of Business
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