Jan Thomas
About Jan Thomas
Jan Thomas is an Accounting Specialist with extensive experience in client relationship management within the technology sector. He has a strong background in mortgage, credit, underwriting, and real estate, having held various positions in financial institutions over the years.
Work at FirstClose
Jan Thomas has been employed at FirstClose as an Accounting Specialist since 2017. In this role, she manages financial records and ensures accurate accounting practices. Her responsibilities include overseeing accounts payable and receivable, preparing financial reports, and maintaining compliance with financial regulations. Jan's experience in the technology industry enhances her ability to navigate the financial aspects of the business effectively.
Professional Experience in the Financial Sector
Jan Thomas has extensive experience in the financial sector, particularly in roles related to mortgage and lending. She worked at Randolph Brooks Federal Credit Union as a Mortgage Loan Officer from 2015 to 2016, where she facilitated mortgage applications and guided clients through the loan process. Prior to that, she served as a Loan Originator at First Bank & Trust from 2006 to 2011 and as a Home Equity Loan Officer at Public Employees Credit Union from 2011 to 2015. These positions contributed to her comprehensive understanding of the mortgage and credit industries.
Background in Real Estate and Management
Jan Thomas has a background in real estate, having worked as an Office Manager and Realtor at Eagle Realty Group from 2000 to 2006. This role involved managing office operations and assisting clients in buying and selling properties. Her experience in real estate complements her financial expertise, providing her with a well-rounded perspective on client needs in both sectors.
Education and Training
Jan Thomas completed her education at Trinity High School, where she studied from 1982 to 1985. This foundational education provided her with essential skills that she has built upon throughout her career in finance and real estate. Her ongoing professional development has equipped her with the knowledge necessary to excel in her roles.
Skills in Client Relationship Management
Jan Thomas possesses in-depth knowledge of client relationship management, particularly within the technology and financial sectors. Her strong background in team building and account management enables her to effectively engage with clients and address their needs. This skill set is crucial in her current role at FirstClose and throughout her career.