Overview
Work History
Education
Skills
Timeline
Generic

DANIELLE POTESHMAN

Highland Park,IL

Overview

11
11
years of professional experience

Work History

Loan Consultant

loanDepot, LLC
Schaumburg, IL
05.2016 - Current
  • Organized loan files and gathered required documentation for financial, credit, and property evaluations.
  • Crafted Pre-Approval Letters customized to client requirements.
  • Conducted scenario analyses to tailor pricing strategies and programs for unique situations.
  • Leverage social media platforms to post promotional content targeting potential clients and realtors.
  • Established relationships with external vendors such as insurance companies and brokers in order to facilitate smooth processing of loan applications.
  • Maintained up-to-date knowledge of lending regulations, policies, procedures, and products offered by the organization.
  • Prequalified borrowers based on credit criteria and offered debt counseling and financial education to clients and potential clients to help attain loan qualification.
  • Analyzed customer's credit reports, tax returns, income statements. in order to determine creditworthiness.
  • Evaluated existing accounts for possible refinancing opportunities based on changing economic trends or customer needs.

Accountant

Equitybuild Finance, LLC
Littleton, CO
06.2014 - 05.2016
  • Reviewed financial information detailing assets, liabilities, and capital.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
  • Assisted clients in determining business strategy and achieving profitability goals.
  • Offered guidance on issues like cost over-runs, excessive charges, and possible penalties.
  • Created models to represent financial and related activities for specific operations.
  • Executed bi-monthly payroll reconciliation for employees, contractors, investors, and vendors.
  • Streamlined loss reporting processes while fostering continuous improvement initiatives.
  • Monitored cash flows and prepared weekly cash projections.
  • Oversaw full accounting cycle and prepared applicable financial statements.

Education

B.S. - BUSINESS ADMINISTRATION - FINANCE WITH MINOR IN ECONOMICS

University of Montana
Missoula, Montana
05.2014

Skills

  • Client relations
  • Excellent time management
  • Credit analysis
  • Reliable
  • Loan origination

Timeline

Loan Consultant

loanDepot, LLC
05.2016 - Current

Accountant

Equitybuild Finance, LLC
06.2014 - 05.2016

B.S. - BUSINESS ADMINISTRATION - FINANCE WITH MINOR IN ECONOMICS

University of Montana

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DANIELLE POTESHMAN