Dan Burd
Centennial,CO
Summary
Dynamic consultant with a proven track record at First Look Investments, excelling in strategic planning and client relationship management. Leveraged analytical thinking to optimize portfolio performance, resulting in significant revenue growth. Demonstrated leadership by mentoring junior consultants and streamlining project management processes, enhancing team efficiency and effectiveness. Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.
Overview
2026
2026
years of professional experience
Work History
Consultant/Salesperson
First Look Investments
2009 - Current
- Led strategic investment initiatives, optimizing portfolio performance through data-driven analysis.
- Developed comprehensive market research reports, informing decision-making for high-stakes investments.
- Mentored junior consultants, enhancing team capabilities and fostering professional growth.
- Streamlined project management processes, improving efficiency and reducing turnaround times.
- Collaborated with cross-functional teams to align investment strategies with organizational goals.
- Conducted risk assessments, identifying potential challenges and recommending mitigation strategies.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
Mortgage Loan Processor
Rapid Processing Services
2000 - 2008
- Reviewed loan applications for accuracy and completeness, ensuring compliance with regulatory standards.
- Coordinated document collection from clients to expedite mortgage processing timelines.
- Communicated with underwriters to clarify discrepancies in loan files and facilitate timely approvals.
- Mentored junior processors on best practices for efficient loan file management and documentation.
- Analyzed financial documents to assess borrower eligibility and risk factors accurately.
- Implemented process improvements that reduced turnaround times for loan approvals by streamlining workflows.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
- Developed strong working relationships with real estate agents, further expanding referral networks for the company.
Senior Sales Executive
Beneficial Finance HSBC
1999 - 2001
- Led mortgage loan origination process, ensuring compliance with regulations and company policies.
- Mentored junior loan originators to enhance performance and client engagement strategies.
- Developed customized mortgage solutions for diverse clientele, improving client satisfaction and retention.
- Implemented training programs focused on compliance and best practices in loan origination.
- Enhanced operational workflows through technology adoption, increasing processing speed and accuracy.
- Consistently met or exceeded sales targets through diligent prospecting and follow-up activities with prospective borrowers.
- Mentored junior team members on best practices for mortgage origination, contributing to overall department success.
- Assisted clients in selecting appropriate mortgage products based on their financial goals and qualifications.
- Managed a pipeline of mortgage applications, ensuring timely processing and underwriting.
- Increased client retention rates by providing exceptional post-closing support and fostering long-term relationships with borrowers.
- Enhanced the company''s reputation for excellent customer service by promptly addressing client concerns and providing knowledgeable guidance throughout the loan process.
Education
High School Diploma -
Van Nuys High School
Van Nuys, CASkills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Analytical thinking
- Integrity and honesty
- Strategic planning
- Project leadership
- Time management
- Project management
- Best practices implementation
- Organizational development
Timeline
Consultant/Salesperson
First Look Investments
2009 - Current
Mortgage Loan Processor
Rapid Processing Services
2000 - 2008
Senior Sales Executive
Beneficial Finance HSBC
1999 - 2001
High School Diploma -
Van Nuys High School