Christopher Daniel
Wilsonville,OR
Summary
Experienced mortgage and sales professional with over 15 years of demonstrated excellence in delivering exceptional customer service and satisfaction. Leveraged a significant background in the hospitality industry, adept at catering to high-level clientele with precision and professionalism. Recognized as a strategic thinker and problem-solver with strong financial acumen, proficient in analyzing financial data and making informed decisions to drive results. Trusted as a self-starting individual with remarkable time management skills. Thrives in high-stress environments, consistently demonstrating adaptability and flexibility to achieve success both independently and within collaborative teams.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Relationship Manager
Heartland Payment Systems
09.2023 - Current
- Product Presentations: Conducted presentations of software and hardware products to potential customers, highlighting features and benefits.
- Contract Negotiation: Negotiated contracts with clients for maximum profitability while ensuring customer satisfaction.
- Account Management: Managed a portfolio of accounts across various industries, maintaining consistent communication with each client.
- Lead Generation: Generated leads through networking, cold calling, email campaigns, tradeshows, seminars, and webinars.
- Sales Performance: Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Customer Service Excellence: Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Mortgage Branch Manager
Advantage First Lending
04.2021 - 06.2023
- Sales Leadership: Led a team of loan officers, setting sales targets, and devising strategies to achieve them; provided guidance and support to my team to help them meet their goals.
- Customer Relationship Management: Ensured top-notch customer service was crucial; handled customer inquiries, resolved complaints, and ensured borrowers were informed about their mortgage applications' progress.
- Compliance Assurance: Ensured compliance with regulations was non-negotiable; confirmed all lending activities adhered to legal and regulatory requirements, ensuring that all documentation was accurate and complete.
- Team Management: Trained and managed loan officers and support staff; conducted performance evaluations, offered coaching, and addressed performance issues.
- Business Development: Built and nurtured relationships with real estate agents, builders, and other industry professionals to generate new business, attended networking events, engaged in community outreach, and implemented marketing strategies to promote our services.
- Additional Responsibilities: Actively managed a pipeline of 20+ at all times, or $6mm+ in financing, ensured exceptional customer service by overseeing the loan process from origination to closing, conducted ongoing communication with clients to ensure the highest level of customer satisfaction; fostered a positive working environment based on mutual respect, open communication channels, and the shared pursuit of common goals amongst team members.
Licensed Mortgage Loan Officer
Sovereign Lending Group
10.2020 - 04.2021
- Continuous Professional Development: Continuously updated knowledge of industry trends, regulations, and products to maintain a competitive edge within the market.
- Sales Performance: Achieved top-performing loan officer status by consistently meeting and exceeding sales goals.
- Mentorship: Mentored junior loan officers on best practices for building rapport with clients, managing time effectively, and closing deals successfully.
- Product Expertise: Developed comprehensive knowledge of various mortgage products to better serve client needs and preferences.
In Room Dining Server
The Resort At Pelican Hill
09.2013 - 05.2020
- Designated Department Trainer and Safety Supervisor at Forbes 5-Star Luxury Resort
- Operational Excellence: Identified operational problems and provided effective solutions as a key employee.
- Inventory and Billing Oversight: Assisted in overseeing inventory and billing processes to ensure accuracy and efficiency.
- Exceptional Service Delivery: Delivered dining orders to guest rooms, maintaining the highest standards of presentation and service.
- Workplace Standards Compliance: Maintained a clean and organized work area in adherence to resort standards.
- High-End Client Service: Upheld Forbes 5-Star Standards while catering to a very high-end clientele.
Valet Attendant
The Resort At Pelican Hill
09.2008 - 09.2013
- Guest Relationship Management: Established positive guest relationships through consistent delivery of excellent customer service.
- Team Training and Leadership: Assisted in the training of new team members, ensuring consistent service quality across all attendants.
- Guest Arrival Experience Enhancement: Welcomed arriving guests and explained car retrieval procedures.
- Efficiency Improvement: Reduced wait times for guests with effective communication and coordination among valet team members.
Education
High School Diploma -
06.2005
Skills
- Goal-Oriented
- Customer Relations
- Product and Service Knowledge
- Staff Training
- Strategic Planning
- CRM Software Proficiency
- Strong Negotiation
- Complex Problem-Solving
Certification
NMLS License # 2060568 October 2020 – Current
Licensed in AZ, CA, GA, IL, IN, MD, NC, OK, OR, PA, TN, TX, UT, and WA
Timeline
Relationship Manager - Heartland Payment Systems
09.2023 - Current
Mortgage Branch Manager - Advantage First Lending
04.2021 - 06.2023
Licensed Mortgage Loan Officer - Sovereign Lending Group
10.2020 - 04.2021
In Room Dining Server - The Resort At Pelican Hill
09.2013 - 05.2020
Valet Attendant - The Resort At Pelican Hill
09.2008 - 09.2013
Huntington Beach High School - High School Diploma,