Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dan Randolph

Loan Servicing Manager
Broomfield,CO

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Loan Servicing Manager

Pivot Lending Group
2 2022 - 6 2023
  • Led employee relations through effective communication, coaching, training, and development.
  • Assisted in development and maintenance of written operating procedures.
  • Developed performance measurement strategies, identifying areas for improvement.
  • Managed over 75 customer calls per day.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Implemented compliance-driven credit reporting processes including transmittal of data and response to consumer disputes.
  • Supported financial director with special projects and additional job duties.
  • Served as backup for director as required.

Account Executive

Strata Insurance Group
08.2021 - 02.2022
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Created sources for continuous client referrals within community and businesses.
  • Designed presentations and marketing materials to promote insurance products.

Dispatcher/Administrative Assistant

Woodard Cleaning And Restoration
08.2018 - 06.2021
  • Planned, distributed, and monitored daily route assignments to service customers, per company standards.
  • Answered multi-line phone system, routing calls, delivering messages to staff, and greeting visitors.
  • Scheduled office meetings and client appointments for staff teams.
  • Advised parties on dispute resolution processes, policies, and procedures, helping disputants make informed choices.

Education

Some College (No Degree) -

University of Missouri - Columbia
Columbia, MO
08.2013 - 06.2017

Skills

Strategic Problem-solving

Client Relations

Customer Relationship Building

Sales Proficiency

Excellent Communication

Commitment to Continued Education

Certification

[Securities Industry Essentials (SIE)] License - [September, 2024]

Timeline

Account Executive

Strata Insurance Group
08.2021 - 02.2022

Dispatcher/Administrative Assistant

Woodard Cleaning And Restoration
08.2018 - 06.2021

Some College (No Degree) -

University of Missouri - Columbia
08.2013 - 06.2017

Loan Servicing Manager

Pivot Lending Group
2 2022 - 6 2023

[Securities Industry Essentials (SIE)] License - [September, 2024]

Dan RandolphLoan Servicing Manager