Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Berg

Chippewa Falls

Summary

Dynamic lending specialist with a proven track record at Royal Credit Union, exceeding lending targets and enhancing loan approval rates by adept credit analysis. Skilled in documentation review and fostering client relationships, I've also transformed financial outcomes at Nelnet through strategic risk management and innovative analytical tools.

Overview

27
27
years of professional experience

Work History

Member Lending Specialist

Royal Credit Union
05.2024 - 01.2025
  • Exceeded monthly lending targets consistently, demonstrating strong sales acumen and commitment to organizational objectives.
  • Managed a diverse portfolio of loans across various sectors, demonstrating versatility and adaptability within the lending specialist role.
  • Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
  • Conducted regular training sessions for junior staff members, imparting valuable industry insight and improving overall team efficiency.
  • Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.

Advisor 1

Nelnet
07.2017 - 04.2024
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Advocated for students to access available resources.
  • Transformed client financial outcomes by integrating advanced analytical tools into investment decision-making process.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.

Manufacturing Supervisor

TTM
02.2013 - 07.2017
  • Read and interpreted schematics, technical documentation and production orders.
  • Led safety meetings and monitored compliance with gear requirements and best practices.
  • Maintained open lines of communication between management and staff, fostering trust and transparency throughout the organization.
  • Enhanced employee morale and retention by fostering a positive work environment and recognizing outstanding performance.

Supply Chain Analyst

3M
06.1998 - 03.2013
  • Suggested improvements to cut costs and improve supply chain process, incorporating asset utilization, performance measurement and outsourcing approaches.
  • Ensured timely delivery of products to customers by closely monitoring order fulfillment processes and addressing any issues promptly.
  • Managed vendor relationships, negotiating contracts for better pricing and terms while maintaining high-quality standards.
  • Implemented advanced analytics tools, improving demand forecasting accuracy and supporting more informed decision-making processes.

Education

High School Diploma -

Chippewa Falls High School
Chippewa Falls, WI
09-1979

Skills

  • Loan servicing
  • Documentation review
  • Credit analysis
  • Loan origination
  • Collateral evaluation
  • Customer service

Timeline

Member Lending Specialist

Royal Credit Union
05.2024 - 01.2025

Advisor 1

Nelnet
07.2017 - 04.2024

Manufacturing Supervisor

TTM
02.2013 - 07.2017

Supply Chain Analyst

3M
06.1998 - 03.2013

High School Diploma -

Chippewa Falls High School

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Daniel Berg