AeroLeads people directory · profile
Thomas B. Email & Phone Number
Tax Advisor
at
H&R Block
1 work email found
@planethomelending.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Advisor
Location
San Francisco Bay Area, United States, United States
Company size
Who is Thomas B.? Overview
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Quick answer
Thomas B. is listed as Tax Advisor at H&R Block, a company with 755 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at planethomelending.com and a matched LinkedIn profile for Thomas B..
Thomas B. previously worked as Senior Branch Advocate at Planet Home Lending, Llc and Loan Support Specialist at Crosscountry Mortgage, Inc.. Thomas B. holds Bachelor Of Science (Bs), Business Administration And Management, General from California State University-Chico.
Company email context
Email format at H&R Block
This section adds company-level context without repeating Thomas B.'s masked contact details.
*@planethomelending.com
71% confidence
AeroLeads found 1 current-domain work email signal for Thomas B.. Compare company email patterns before reaching out.
Profile bio
About Thomas B.
Skilled and dedicative with over 7 years of experience in Mortgage and Banking Industry with high degree of efficiency. Demonstrated capacity to provide comprehensive support for executive level staff. Excel at scheduling meetings, coordinating travelling and managing all essential tasks. Proven track record in accomplishing financial and accounting procedures by effectively working with superiors and departments. Adept at developing and maintaining administrative processes that reduce redundancy, improve accuracy and efficiency, and achieve organization goals. Comfortable working in various professional environments, multi-tasking and dealing tasks under minimal supervision.
Listed skills include Documents Operations Specialist, Multitasking Expertise, Client Relations/ Service, Banking, and 7 others.
Current workplace
Thomas B.'s current company
Company context helps verify the profile and gives searchers a useful next step.
H&R Block
9 roles · 5 years
Thomas B. work experience
A career timeline built from the work history available for this profile.
Senior Branch Advocate
Current
2021 - Present
~5 yrs 4 mos
Loan Support Specialist
Mar 2017 - Apr 2021
Document Prep Specialist
Validated borrower and property information to ensure accuracy and prevention of Investor Suspense. Reported Compliance Review fails and worked in conjunction with management in applying the appropriate cures. Entered company, 3rd party and title fees to ensure accurate closing costs. Worked jointly with Escrow Officer's and Sales Representative to ensure.
Feb 2016 - Dec 2016
Doc Specialist
Competently furnished Inbound Customer Support as well as cross referenced technicalities against Incident Log’s. Expertly recognized and reported Programming Defect’s and timely responded to Client Inquiries surrounding Form Content, availability and updates. Ensured the delivery of 3rd Level Support to Client Implementation Department.Accurately.
Jul 2014 - Oct 2015
Client Migration Specialist
Successfully delivered support for Encompass Docs clients that migrated to a new system platform along with effectively undertaken/submitted New Investor Set-Up Request’s, Investor Form Updates, and Compliance Inquiries. Reinforced in the configuration of compliance settings, orchestrated and completed form development projects.Efficaciously delivered 1st.
Jan 2013 - Jul 2014
Processing Assistant
Loan Set Up, Administration.W-2 Report Printing and Packaging.Ordered SSN / Rapid Reporting / Background Authorization / IRS Earning Results.Placed necessary conditions into files and delivered to UW for Sign Offs.Used LPS Software to track and deliver files for Underwriting.
Sep 2011 - Aug 2012
Customer Service Representative
Reinforced Homeowner’s to retrieve and interpret HOA / Condo Association documents and executed Alpha-Numeric and 10 -Key data entry.Attentively assisted Company Clientele in Operating Web Based interface used to deliver HOA and Condo Assoc. Documents through inbound Call Center Customer Service.
Apr 2010 - Aug 2011
Production Support Specialist
Setup new loan packages and arranged documents /disclosures into proper sequence. Executed Audits of Pricing Parameter’s prior to doc drawing. Amended and updated data into Loan Quest prior to U/W and / or Doc Drawing.Evaluated AUS referred loans and posted counter offer’s consistent with Pricing and U/W Guidelines along with proficiently completed various.
Sep 2004 - Jun 2007
Team & coworkers
Colleagues at H&R Block
Other employees you can reach at planethomelending.com. View company contacts for 755 employees →
TF
Taylor Fields
Colleague at H&R Block
Dallas-Fort Worth Metroplex, United States
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JV
Jennifer Veilleux
Colleague at H&R Block
Meriden, Connecticut, United States, United States
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DG
Daniel Gannon
Colleague at H&R Block
New London County, Connecticut, United States, United States
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KT
Kara Taylor
Colleague at H&R Block
Rapid City, South Dakota, United States, United States
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DD
Diane Doyle
Colleague at H&R Block
West Islip, New York, United States, United States
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AJ
Allyson Jackson
Colleague at H&R Block
Columbia, Maryland, United States, United States
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PC
Patrick Couture
Colleague at H&R Block
Dallas-Fort Worth Metroplex, United States
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TN
Tim Nolan
Colleague at H&R Block
Dallas, Texas, United States, United States
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CW
Chase Warner
Colleague at H&R Block
Detroit Metropolitan Area, United States
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MP
Michael Pepe
Colleague at H&R Block
Cheshire, Connecticut, United States, United States
View →
Taylor Fields
Colleague at H&R Block
Dallas-Fort Worth Metroplex, United States
View →
JV
Jennifer Veilleux
Colleague at H&R Block
Meriden, Connecticut, United States, United States
View →
DG
Daniel Gannon
Colleague at H&R Block
New London County, Connecticut, United States, United States
View →
KT
Kara Taylor
Colleague at H&R Block
Rapid City, South Dakota, United States, United States
View →
DD
Diane Doyle
Colleague at H&R Block
West Islip, New York, United States, United States
View →
AJ
Allyson Jackson
Colleague at H&R Block
Columbia, Maryland, United States, United States
View →
PC
Patrick Couture
Colleague at H&R Block
Dallas-Fort Worth Metroplex, United States
View →
TN
Tim Nolan
Colleague at H&R Block
Dallas, Texas, United States, United States
View →
CW
Chase Warner
Colleague at H&R Block
Detroit Metropolitan Area, United States
View →
MP
Michael Pepe
Colleague at H&R Block
Cheshire, Connecticut, United States, United States
View →
1 education record
Thomas B. education
FAQ
Frequently asked questions about Thomas B.
Quick answers generated from the profile data available on this page.
What company does Thomas B. work for?
Thomas B. works for H&R Block.
What is Thomas B.'s role at H&R Block?
Thomas B. is listed as Tax Advisor at H&R Block.
What is Thomas B.'s email address?
AeroLeads has found 1 work email signal at @planethomelending.com for Thomas B. at H&R Block.
Where is Thomas B. based?
Thomas B. is based in San Francisco Bay Area, United States, United States while working with H&R Block.
What companies has Thomas B. worked for?
Thomas B. has worked for H&R Block, Planet Home Lending, Llc, Crosscountry Mortgage, Inc., Opes Advisors, Inc., and Ellie Mae.
Who are Thomas B.'s colleagues at H&R Block?
Thomas B.'s colleagues at H&R Block include Taylor Fields, Jennifer Veilleux, Daniel Gannon, Kara Taylor, and Diane Doyle.
How can I contact Thomas B.?
You can use AeroLeads to view verified contact signals for Thomas B. at H&R Block, including work email, phone, and LinkedIn data when available.
What schools did Thomas B. attend?
Thomas B. holds Bachelor Of Science (Bs), Business Administration And Management, General from California State University-Chico.
What skills is Thomas B. known for?
Thomas B. is listed with skills including Documents Operations Specialist, Multitasking Expertise, Client Relations/ Service, Banking, Encompass, Production Support Specialist, Customer Service, and Operations Assistant.
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