Brandon McDaniel
Newport Beach,CA
Summary
Motivated and results-driven financial services professional with a Bachelor’s Degree in Business Management from CSU Global. Experienced in mortgage banking, contract administration, and client relationship management, with a proven record of negotiating favorable terms, building strong client trust, and driving revenue growth. Adept at balancing customer needs with organizational goals through clear communication, problem-solving, and attention to detail.
Overview
7
7
years of professional experience
Work History
Mortgage Banker
Button Finance
Santa Ana, CA
02.2025 - Current
- Advise clients on mortgage products, refinancing, and debt consolidation solutions tailored to their financial goals.
- Guide clients through loan applications, ensuring compliance with underwriting standards and regulatory requirements.
- Build strong customer relationships through proactive communication and exceptional service.
- Analyze credit profiles, income, and debt-to-income ratios to recommend optimal financing options.
- Collaborate with underwriting and operations teams to achieve fast and accurate loan closings.
Lien Negotiator
Omega Law Group
Beverly Hills, CA
04.2024 - 02.2025
- Negotiated lien resolutions by employing advanced communication and problem-solving strategies.
- Strengthened client and provider relationships through active engagement and tailored solutions.
- Developed strategic negotiation approaches that secured favorable outcomes for both clients and firm.
Contracting Specialist
PROVE Partners
Castle Rock, CO
02.2023 - 02.2024
- Negotiated contracts and built provider relationships to expand company offerings.
- Ensured compliance with legal and regulatory standards in contract execution.
- Increased operational efficiency through process improvement and stakeholder collaboration.
Relationship Banker
Community Banks of Colorado
Parker, CO
01.2022 - 12.2022
- Delivered personalized financial solutions to clients through in-depth consultations.
- Resolved complex customer issues with diplomacy, maintaining loyalty and satisfaction.
- Enhanced branch performance through proactive cross-selling of financial products.
Provider Relations Manager
Well States Healthcare
Castle Rock, CO
01.2021 - 11.2021
- Negotiated and onboarded providers into the healthcare network.
- Strengthened provider engagement through consistent communication and on-site visits.
- Supported provider education by leading orientations and facilitating enrollment opportunities.
Personal Banker
Advantage Bank
Loveland, CO
03.2020 - 12.2020
- Assisted clients with account management, loan applications, and financial guidance.
- Resolved disputes quickly to ensure client satisfaction and retention.
- Promoted financial products and services to support customer growth.
Banker
U.S. Bank
Windsor, CO
04.2019 - 03.2020
- Opened, closed, and maintained accounts for diverse clientele.
- Educated customers on banking services while identifying opportunities for financial growth.
- Applied conflict resolution skills to de-escalate and resolve escalated concerns.
Education
MBA - Organizational Leadership
Colorado State University Global Campus
Denver, CO12.2026
Bachelor of Science - Business Management
CSU Global Campus
Colorado06.2024
Skills
- Mortgage Banking & Lending Solutions
- Contract Negotiation & Administration
- Client Relationship Management
- Risk Assessment & Compliance
- Financial Analysis & Advising
- Conflict Resolution & Problem Solving
- Time Management & Attention to Detail
Timeline
Mortgage Banker
Button Finance
02.2025 - Current
Lien Negotiator
Omega Law Group
04.2024 - 02.2025
Contracting Specialist
PROVE Partners
02.2023 - 02.2024
Relationship Banker
Community Banks of Colorado
01.2022 - 12.2022
Provider Relations Manager
Well States Healthcare
01.2021 - 11.2021
Personal Banker
Advantage Bank
03.2020 - 12.2020
Banker
U.S. Bank
04.2019 - 03.2020
Bachelor of Science - Business Management
CSU Global Campus
MBA - Organizational Leadership
Colorado State University Global Campus