Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Daniel Estrada

Daniel Estrada

Olathe

Summary

Professional leader with executive experience, known for driving impactful change and delivering strategic results in sales and operations. Proven problem solver with a strong track record of enhancing performance through innovative solutions. Valued team player and collaborative leader, adaptable to evolving business needs and committed to continuous improvement.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Vice President – Kansas Branch

Global Equity Finance
03.2024 - Current
  • Opened and established the Olathe branch from the ground up, growing the team from 0 to over 50 employees within one year.
  • Manage daily branch operations including origination, compliance, hiring, and team performance.
  • Developed and implemented a comprehensive Standard Operating Procedure (SOP) to onboard and guide new managers, ensuring consistency, efficiency, and alignment with company objectives.
  • Foster a results-driven environment that emphasizes accountability to KPIs and regulatory standards.
  • Mentor and coach sales and operations teams to ensure high performance and customer satisfaction.
  • Developed a KPI Dashboard to monitor and evaluate individual sales representatives' performance, enabling data-driven decision-making and performance optimization.
  • Implemented new team roles to support organizational growth and improve operational efficiency, while optimizing payroll structure to control costs.

Director of Credit Operations

Global Equity Finance
05.2020 - 03.2024
  • Oversaw all credit and underwriting functions, managing risk assessment and loan pipeline performance.
  • Led a team of analysts and pre-underwriters, enhancing productivity and compliance using AUS technologies.
  • Collaborated with executive and sales leadership to ensure alignment between operations and growth targets.
  • Introduced new product offerings including Non-QM loans, HELOCs/HELOANs, and Private Equity solutions; established partnerships with new lenders to diversify revenue streams and enhance client offerings.
  • Trained the team to adopt creative problem-solving strategies to improve loan approval rates, with a focus on supporting credit-challenged clients through tailored solutions and extra diligence.

Vice President of Sales

Global Equity Finance
11.2021 - 09.2022
  • Directed the entire sales department, including management staff, providing strategic leadership, performance oversight, and operational guidance to drive revenue growth and team success.
  • Designed and launched sales competitions to drive performance, boost team engagement, and foster a results-oriented culture.
  • Designed and implemented performance-based KPI systems to boost team productivity.
  • Supported compliance and training functions across multiple teams to ensure high-quality pipeline management.

Credit/Program Analyst Assistant Manager

Global Equity Finance
02.2020 - 05.2020
  • Supervised junior analysts and provided guidance on loan decisioning.
  • Ensured compliance with regulatory and investor guidelines.
  • Acted as liaison between operations and underwriting teams.

Credit/Program Analyst

Global Equity Finance
08.2019 - 02.2020
  • Conducted credit analysis and risk evaluation on residential mortgage applications.
  • Reviewed and analyzed income documentation across various income types to ensure accuracy and compliance; proactively assessed loan files to guarantee underwriting approval readiness.
  • Ran AUS systems and communicated findings to loan officers and underwriters.

Credit Analyst

National Funding
05.2018 - 08.2019
  • Analyzed small business credit profiles for funding eligibility.
  • Provided detailed credit memos to support underwriting and funding decisions.

Credit Analyst

Global Equity Finance
07.2015 - 05.2018
  • Conducted credit analysis and risk evaluation on residential mortgage applications.
  • Reviewed and analyzed income documentation across various income types to ensure accuracy and compliance; proactively assessed loan files to guarantee underwriting approval readiness.
  • Ran AUS systems and communicated findings to loan officers and underwriters.

Sales Associate

Global Equity Finance
11.2014 - 07.2015
  • Assisted borrowers with loan application processes and documentation.
  • Built foundational experience in mortgage origination and client service.

Education

High School Diploma -

Helix Charter High School
San Diego, CA
05-2011

Skills

  • Sales Strategy & Leadership
  • Team Management & Development
  • KPI Implementation & Monitoring
  • Operational Workflow Improvement
  • Mortgage Credit Analysis
  • Risk Assessment & AUS Proficiency
  • Problem Solving & Critical Thinking
  • Team leadership
  • Relationship building
  • Decision-making
  • Coaching and mentoring
  • Regulatory Compliance

Accomplishments

  • Promoted from Sales Associate (Intern) to Executive Leadership, culminating in the successful launch of a new branch built from the ground up, growing the team to over 50 employees within one year.
  • Consistently recognized year over year for top performance, leadership excellence, and a positive, solution-oriented attitude.

Certification

  • Mortgage Loan Originator License – California DFPI
  • NMLS ID: 1417693
  • MU4 – Mortgage Loan Originator License
  • MU2 – Control Person (Executive Officer) License

Languages

Spanish
Native or Bilingual
Portuguese
Limited Working

Timeline

Vice President – Kansas Branch

Global Equity Finance
03.2024 - Current

Vice President of Sales

Global Equity Finance
11.2021 - 09.2022

Director of Credit Operations

Global Equity Finance
05.2020 - 03.2024

Credit/Program Analyst Assistant Manager

Global Equity Finance
02.2020 - 05.2020

Credit/Program Analyst

Global Equity Finance
08.2019 - 02.2020

Credit Analyst

National Funding
05.2018 - 08.2019

Credit Analyst

Global Equity Finance
07.2015 - 05.2018

Sales Associate

Global Equity Finance
11.2014 - 07.2015

High School Diploma -

Helix Charter High School

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