Daniel Kozak
Glen Cove
Summary
Accomplished Senior Loan Originator with strong relationship management skills and a proven track record in cross-selling. Expertise in loan evaluation and customer education leads to enhanced client satisfaction and successful loan closures.
Overview
26
26
years of professional experience
Work History
Senior Loan Originator
East Coast Capital
Melville
01.2024 - Current
- Evaluated loan applications to determine borrower eligibility and risk.
- Collaborated with clients to gather necessary documentation for loan processing.
- Reviewed credit reports and financial statements for loan underwriting decisions.
- Assisted clients in understanding loan options and terms effectively.
- Educated customers on various mortgage products available in order to meet their financial objectives.
Senior Loan Originator
United Mortgage Corp
Melville
02.2010 - 01.2024
- Developed and maintained relationships with real estate agents, attorneys, appraisers and other related professionals to ensure successful loan origination.
- Ensured that all loan documents were accurate, complete, and compliant with industry standards before closing.
General Manager
Burberry
Manhasset
03.2000 - 02.2010
- Led operations for luxury retail brand, ensuring high service standards.
- Developed and implemented strategic initiatives to enhance customer experience.
- Oversaw inventory management and supply chain processes for merchandise flow.
- Coordinated staff training programs to improve team performance and engagement.
Education
Bachelor of Arts - Business
SUNY Old Westbury
06-2020
Skills
- Relationship building and management
- Cross-selling and upselling
- Excellent communication
- Attention to detail
- Multitasking capacity
- Reliability
Timeline
Senior Loan Originator
East Coast Capital
01.2024 - Current
Senior Loan Originator
United Mortgage Corp
02.2010 - 01.2024
General Manager
Burberry
03.2000 - 02.2010
Bachelor of Arts - Business
SUNY Old Westbury