Thomas DiBella
St Johns,FL
Summary
Adept Mortgage Broker and Tax Preparer, self-employed, with a proven track record of enhancing client financial outcomes through expert negotiation and superior customer service. Leveraged comprehensive product knowledge and ethical business practices to grow a robust client base, achieving a high rate of loan approvals and tax savings. Skilled in client engagement and collaborative teamwork, consistently ensuring compliance and satisfaction. High-achieving Mortgage Broker with career spent building business opportunities and working with lenders. Exceptional loan origination knowledge and follow up with lenders and borrowers. Dedicated to best-in-class mathematical accuracy and efficiency. Meticulous professional with a background in assessing borrower needs and explaining the loan process in clear terms. A polished Mortgage Broker promoting exemplary talents in making mortgage program recommendations and providing loan advice.
Overview
36
36
years of professional experience
1
1
year of post-secondary education
Work History
Mortgage Broker
Self-employeed
04.2004 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
- Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
- Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
Tax Preparer
Self-employeed
01.1989 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Researched complex tax issues utilizing online resources and professional tax software.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Education
Insurance License - Insurance
NJ Professional School of Business
Springfield, NJSchool of Visual Arts
New York, NY 09.1987 - 05.1988
High School Diploma -
David Brearley High School
Kenilworth, NJ06.1987
Skills
Strong negotiation skills
Customer service and support
Superior customer service
Collaborative Teamwork
Ethical business practices
Client engagement and assistance
Client Service
Loan Applications
Borrower needs assessment
Comprehensive product knowledge
Ethical business conduct
Youth Coaching
I have been a certified youth sports coach with over 10 years of experience.
Vice President of the Kenilworth Wrestling Club for 8 years.
Experienced in running youth wrestling tournaments.
Timeline
Mortgage Broker
Self-employeed
04.2004 - Current
Tax Preparer
Self-employeed
01.1989 - Current
School of Visual Arts
09.1987 - 05.1988
Insurance License - Insurance
NJ Professional School of Business
High School Diploma -
David Brearley High School
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