Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Michaella Tommaney

Chino,CA

Summary

Highly motivated and goal-driven financial professional skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

10
10
years of professional experience
1
1
Certificate

Work History

Mortgage Loan Originator

Mountain West Financial Inc
11.2020 - Current
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Assistant Office Manager

Critical Power Electric
09.2019 - 11.2020
  • Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
  • Created and updated records and files to maintain document compliance.
  • Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
  • Recorded and tracked operational expenses to identify and eliminate wasteful spending

Sales Associate

Turner’s Outdoorsman
01.2016 - 08.2020
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Solved customer challenges by offering relevant products and services.

Office Coordinator

FTA
10.2018 - 09.2019
  • Interacted with customers by phone, email, or in-person to provide information.
  • Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
  • Created and implemented secure filing systems for sensitive employee and client documents.
  • Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands.

Study Abroad Specialist

Citrus Community College
08.2013 - 09.2015
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Prepared project presentations and reports to assist senior staff.
  • Explored new technologies and approaches to streamline processes.
  • Reviewed files, records and other documents to obtain information to respond to requests.

Education

Bachelor of Arts - International Business—Global Trade

California State University
Fullerton
01.2020

Skills

  • Strategic Planning
  • Contract Analysis
  • Financial Management
  • Budgeting and Forecasting
  • Project Management
  • Verbal and Written Communication
  • Financial Statements Expertise
  • Calendar Management
  • Attention to Detail
  • Economics and Accounting
  • Microsoft Office
  • Investment Purchasing
  • Customer Relations Expertise
  • Investment Opportunity Identification
  • Developing Solutions
  • Sales and Marketing

Certification

  • CA DFPI NMLS License - expires December 31,2023

Timeline

Mortgage Loan Originator

Mountain West Financial Inc
11.2020 - Current

Assistant Office Manager

Critical Power Electric
09.2019 - 11.2020

Office Coordinator

FTA
10.2018 - 09.2019

Sales Associate

Turner’s Outdoorsman
01.2016 - 08.2020

Study Abroad Specialist

Citrus Community College
08.2013 - 09.2015

Bachelor of Arts - International Business—Global Trade

California State University
  • CA DFPI NMLS License - expires December 31,2023
Michaella Tommaney