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
Fullerton01.2020
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
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