Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Tom Church

Chesterfield

Summary

Dynamic professional with over 7 years of experience in customer service and the financial industry, complemented by 2 years in health and fitness. Expertise in mortgage lending, sales, compliance, and client relationship management, with a proven track record of exceeding quotas and building trust with clients. Holds NMLS licensing across 21 states and possesses specialized knowledge in VA loan origination. Committed to guiding individuals through complex financial and wellness processes with clarity and confidence.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Loan Specialist

Veterans United Home Loans
03.2025 - Current
  • Originate VA home loans for veterans and active-duty service members, guiding them through the prequalification process.
  • Manage high volume of warm leads daily, conducting detailed needs analysis to match borrowers with appropriate loan products.
  • Collect and review financial documentation to ensure compliance with federal regulations (TILA, RESPA, TRID, ECOA, etc.).
  • Collaborate with Loan Officers to structure files and move borrowers smoothly through the application process.
  • Consistently meet or exceed sales quotas while maintaining a customer-first approach.
  • Leverage NMLS licensure across 21 states to expand client reach and support borrowers nationwide.

Stretch Practitioner / Sales

StretchLab
10.2022 - Current
  • Deliver personalized 1-on-1 stretch sessions to enhance mobility and correct muscle imbalances.
  • Perform consultations, develop individualized programs, and contribute to sales growth.
  • Foster strong client relationships and create a motivating, client-focused environment.

Assistant Manager / TMS Technician

TMS of Chesterfield
07.2021 - 10.2022
  • Provided patient-centered experiences from consult through treatment.
  • Educated patients on TMS therapy and managed insurance authorizations.
  • Trained doctors and staff, administered treatments, and handled compliance with HIPAA.

Mortgage Loan Processor

Paramount Bank
01.2020 - 07.2021
  • Processed mortgage applications from intake to underwriting submission.
  • Coordinated with underwriters, appraisers, and clients to gather required documentation.
  • Resolved title issues and executed closing actions to ensure timely closings.

Client Service Representative

Bank of America
01.2019 - 01.2020
  • Provided customer service, financial guidance, and compliance support.
  • Received the Diamond Award, April 2020 for exceptional service.

Client Associate

Merrill Lynch
01.2017 - 01.2018
  • Supported Wealth Management advisors, handling client inquiries and account management.
  • Completed transfers, account openings, and investment research.

Education

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St. Louis Community College
Wildwood/Meramec
01.2021

Skills

  • Customer Service
  • Mortgage Origination
  • VA Loans
  • Compliance (TILA, RESPA, TRID, ECOA)
  • Sales
  • Relationship Management
  • Multitasking
  • Decision Making
  • Communication
  • Client Research
  • Team Collaboration
  • Empower LMS
  • RingCentral
  • Paycor
  • Microsoft Office Suite
  • ClubReady

Certification

Certified Personal Trainer — NASM

Languages

English

Timeline

Loan Specialist

Veterans United Home Loans
03.2025 - Current

Stretch Practitioner / Sales

StretchLab
10.2022 - Current

Assistant Manager / TMS Technician

TMS of Chesterfield
07.2021 - 10.2022

Mortgage Loan Processor

Paramount Bank
01.2020 - 07.2021

Client Service Representative

Bank of America
01.2019 - 01.2020

Client Associate

Merrill Lynch
01.2017 - 01.2018

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St. Louis Community College
Tom Church