Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jared Thomas

Chambersburg,PA

Summary

Talented leader with proven track record of providing financial services to clients while managing teams to complete complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers excellent project management, time management, and task prioritization skills. Builds strong collaborative partnerships with wholesale lenders utilizing the latest in open banking technology to minimize risk of financial exposure, streamline the loan process, and improve client experience.

Overview

14
14
years of professional experience

Work History

Broker Owner/Mortgage Loan Originator

JET Mortgage Services, LLC
11.2018 - Current
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Collected information from banks, institutions and employers to assess applicant eligibility.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Developed partnerships with lending institutions that employed open banking technology to streamline the loan process and improve client experience.
  • Collaborated with state and federal regulators and other professional teams to review and maintain compliance.

Vice President

Pro Tube, Inc
12.2013 - Current
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Clarified roles, responsibilities and expectations of staff.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Identified opportunities to improve business process flows and productivity.
  • Developed key performance indicators based on corporate and departmental goals.
  • Established performance goals for all departments and provided methods for reaching milestones.
  • Monitored industry trends, keeping current on latest changes and competition in industry.
  • Managed financial, operational and human resources to optimize business performance.
  • Oversaw business-wide changes to modernize procedures and organization.

Controller

Trickling Springs Creamery
05.2009 - 12.2013
  • Met with senior management regularly to review financial viability of goto market roadmap.
  • Project manager for development and implementation of POS and ERP systems.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
  • Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.

Education

MBA - Business Administration And Management

Shippensburg University of Pennsylvania
Shippensburg, PA
05.2012

Bachelor of Arts - Business And Managerial Economics

Wilson College
Chambersburg, PA
05.2004

Skills

  • Lender Collaboration
  • Mortgage Loan Closing
  • Analytical and Critical Thinking
  • Government Standards
  • Financial Analysis
  • Mortgage Plan Advising
  • Operational Improvements
  • NMLS Licensed
  • Desktop Underwriting Expertise
  • Underwriting Guidelines
  • Processing Loan Applications
  • Regulatory Disclosure Preparation
  • Real Estate Lending Processes
  • Compliance Management

Timeline

Broker Owner/Mortgage Loan Originator

JET Mortgage Services, LLC
11.2018 - Current

Vice President

Pro Tube, Inc
12.2013 - Current

Controller

Trickling Springs Creamery
05.2009 - 12.2013

MBA - Business Administration And Management

Shippensburg University of Pennsylvania

Bachelor of Arts - Business And Managerial Economics

Wilson College
Jared Thomas