Summary
Overview
Work History
Skills
Timeline
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THOMAS Bormann

Clayton

Summary

Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.


Determination and desire to succeed led to my being handpicked to create a Commercial Portfolio Management Group. Expanding knowledge of banking industry through both residential and commercial products over a 10 plus year career.

Overview

2026
2026
years of professional experience

Work History

Bookkeeper

Comfort Keepers Inc
05.2024 - Current
  • Managed daily, weekly, monthly financial transactions including invoices, accounts payable/receivable, and maintaining accurate books
  • Maintained general ledger entries and accounting in QBO
  • Ensured accurate reporting for monthly reports
  • Processed payroll for over 100 employees on a bi-weekly basis including manually calculating mileage and reconciling discrepancies
  • Created processes and templates in Excel for efficiency within daily activities

Loan Originator (Non-Del Correspondent)

Touchstone Bank
  • Originated loans being sold to investors with thorough financial assessments of loan applicants, evaluating income, credit history, and DTI ratios.
  • Prepared loan files for underwriting review, including verifying income, employment, and asset documentation.
  • Developed and maintained relationships with clients, realtors, and builders to generate referral business.
  • Coordinated loan closings, working closely with title companies, attorneys, and settlement agents to facilitate a smooth transaction.
  • Loan production included Conventional, FHA, VA, USDA.

Commercial Portfolio Manager AVP

Touchstone Bank
08.2019 - 09.2023
  • Co-lead the successful execution of creating a portfolio management department for bank. This included the development of an ACCESS database to track commercial renewals. I was an administrator of the database to track and maintain enhancements.
  • Managed all commercial loans for the purpose of renewals for 14 commercial lenders across the banks footprint. Reviewed pertinent credit and financial information, handled client contact, underwrote, and documented renewals. Cross-sold bank products when opportunities arose.
  • Completed analysis of renewals for independent credit quality assessment with a risk rating rationale, identifying credit risks and mitigants, industry concerns, financial trends, and other pertinent credit issues
  • Coordinated with commercial lenders, loan operations, and credit team within bank.
  • Approved loans within established lending authority and worked closely with the Chief Lending Officer for loans outside my authority.
  • Championed Commercial Team for the bank’s core conversion of their host system going from FIS Bankway to FIS Horizon, and led large group training to integrate multiple lines of business. Advanced knowledge of H360 Report Creator/Writing – developed complex reports for Chief Lending Officer, Chief Credit Officer, and Regional Executives.
  • Created and maintained pipeline report for all Commercial Lenders, and assisted in the Employee Pledge Committee – a group to foster teamwork and culture within bank.

Mortgage Loan Officer

American Advisors Group
07.2018 - 07.2019
  • Advised clients on an array of mortgage loan products to determine which would suit their needs appropriately.
  • Originated reverse mortgages, conventional loans, and FHA loans.
  • Worked with borrowers on the front end to deliver excellent service and answer any questions pertaining to the application or process.
  • Managed pipeline on a daily basis to ensure that loans were being closed in a timely manner.
  • Received recognition for being a consistent producer.

Wholesale Account Executive

Pacific Union Financial
09.2017 - 04.2018
  • Solicited mortgage brokers/bankers to be approved with company for business.
  • Worked with team members to build relationships within organization.
  • Co-lead initiative to branch into NY market for business opportunities.

Wholesale Account Executive

Bethpage Federal Credit Union
08.2013 - 09.2017
  • Increased production of wholesale channel by over 400% during first year of employment from $13mm to $68mm
  • Continued growth to over $150mm in closed business during a single year
  • Awarded as #1 Wholesale AE multiple quarters during employment.
  • Managed existing accounts including maintaining and increasing production levels, service levels, and product knowledge.
  • Created a file flow system to ensure timely closings, also worked with processing and underwriting on a daily basis.

Skills

  • Omega/Moodys Credit Training
  • Commercial Lending/Underwriting
  • Residential Mortgage Origination
  • Cash Flow and Financial Analysis
  • A/P and A/R
  • Quickbooks
  • General ledger maintenance
  • Financial statements expertise
  • Project management

Timeline

Bookkeeper

Comfort Keepers Inc
05.2024 - Current

Commercial Portfolio Manager AVP

Touchstone Bank
08.2019 - 09.2023

Mortgage Loan Officer

American Advisors Group
07.2018 - 07.2019

Wholesale Account Executive

Pacific Union Financial
09.2017 - 04.2018

Wholesale Account Executive

Bethpage Federal Credit Union
08.2013 - 09.2017

Loan Originator (Non-Del Correspondent)

Touchstone Bank

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THOMAS Bormann