JoAnne Shannon

Current

Owner / Broker at Tucson Home Loans

Past

Loan Officer & Loan Processor at Bloom Funding
Loan Officer at Red House Lending
Owner / Business Manager at I-Maginations

Office Manager & Loan Processor at Sabino Financial Group

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Education

Northern Arizona University

Recommended

1 person has recommended JoAnne

Connections

8 connections

Industry

Financial Services

Websites

My Company

JoAnne Shannon’s Summary

My career spans 28 years of experience in the areas Finance, Retail Management, Office Management and Administration. I am currently the Owner and Broker of Tucson Home Loans based in Tucson Arizona. We service all of Arizona. My customers are the most important people in my professional life and I believe in serving them at every level. Providing timely communication, accurate paperwork, competetive loan rates and excellent follow through are the essentials that a customer deserves to have. At Tucson Home Loans we treat our clients with the upmost respect and professionalism ensuring that they will want to do business with us every time they have a loan need.

JoAnne Shannon’s Specialties:

Retail Sales Management
Training and Facilitation
Office Management
Customer Billing
Calyx Software
Microsoft Office
Quick Books
Excellent Oral and Written Communication Skills
Facilitation and Training Skills
Highly Organized and Detail Oriented
Training and Implementation of Community Outreach Programs

JoAnne Shannon’s Experience

Owner / Broker

Tucson Home Loans

(Financial Services industry)

October 2007 — Present (1 year 10 months)

• Strategic Business Planning
• Managed team of 5 Loan Officers, hired, trained and developed
successful team players
• Implemented business processes, managed P&L statements
set organizational objectives and led sales training programs
• Maintained budgetary requirements for the business
• Researched and procured appropriate lenders, maintained
and trained lending software
• Handled scheduling of all closings and attended closing
appointments
• Handled all aspects of marketing for the business, including
direct marketing mail campaigns, Network marketing within other
industries and maintaining client relations
Loan Officer & Loan Processor

Bloom Funding

(Financial Services industry)

September 2005 — September 2007 (2 years 1 month)

• Sold and Originated a variety of lending programs
tailored to meet customer needs
•Prepared all loan documents, reviewed for accuracy, met
all loan conditions and closing requirements
• Maintained and trained other LP’s on Calyx lending software
•Assisted in all aspects of business management including
creating and implement needed processes,
setting organizational objectives and facilitating sales and
service training programs
• Handled scheduling of all closings and attended closing
appointments
• Assisted with all aspects of marketing for the business,
including direct marketing mail campaigns, Network marketing
within other industries and maintaining client relations
Loan Officer

Red House Lending

(Financial Services industry)

January 2005 — September 2005 (9 months)

• Sold and Origniated a variety of lending programs tailored to meet customer needs
•Prepared all loan documents, reviewed for accuracy, met all loan conditions and closing requirements
• Maintained and trained other LP’s on Calyx lending software
•Assited in all aspects of business management including creating and implement needed processes, setting organizational objectives and facilitating sales and service training programs
• Handled scheduling of all closings and attended closing appointments
• Assisted with all aspects of marketing for the business, including direct marketing mail campaigns, Network marketing within other industries and maintaining client relations
Owner / Business Manager

I-Maginations

(Retail industry)

August 1989 — October 2004 (15 years 3 months)

• Managed all aspects of the retail business
• Managed and trained new employees in sales, customer service, store operations, cashiering and product knowledge
• Managed bookkeeping, purchasing and receiving, merchandising and product displays
• Handled all marketing aspects including implementing and facilitating customer workshops, organizing community festivals, setting up art displays at University of Arizona and Coconino Community Art Gallery
• Implemented fund raising programs within the community to benefit charitable organizations
• Worked with the Tucson Police Department supporting the “GREAT” program, “Gang Resistance Education and Training”
• Trained National Police Departments to perform and facilitate Team Building programs to various National Corporations
Office Manager & Loan Processor

Sabino Financial Group

(Financial Services industry)

April 2000 — October 2001 (1 year 7 months)

• Managed all aspects of daily business for the firm
• Prepared loan packages and necessary documents
• Interfaced with clients, real estate agents, lenders, insurance companies and title companies to ensure accurate and efficient processing and timely submission of all loan documents
• Ordered and maintained all preliminary titles, appraisals, hazard insurance, locking of loans, Completing all underwriting conditions
• Nurtured client and vendor relationships through effective and timely communication
•Assisted in all aspects of business management including creating and implement needed processes, setting organizational objectives and facilitating sales and service training programs
• Handled scheduling of all closings and attended closing appointments
• Assisted with all aspects of marketing for the business, including direct marketing mail campaigns, Network marketing within other industries and maintaining client relations
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