Daniel Fox
Northfield,Ohio
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Highly committed with hardworking mentality to maintain and expand quality of services and products.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Participant Services Manager
Charles Schwab Co., Inc
11.2021 - Current
- Demonstrated leadership skills and ability to motivate my direct team to perform at a high level and prioritizing their development to allow them to bring greater value to the firm through promotions in their role and attaining roles future roles aligned with their strengths and motivation
- Utilized my ability to critically think and analytical skills to work on key business objectives that would lead to a better experience for Retirement Plan Services employees and our clients
- Developed strategic approach in implementing a new call routing system for the business that allowed us to attain data to identify trends in calls and prioritize the calls to our service center based on client needs
- Partnered with Relationship Managers to develop an approach that ensured we would meet our service level commitments to clients and worked to refine reporting done in this area to accurately represent results.
Participant Services Specialist
Charles Schwab Co., Inc
06.2019 - 11.2021
- Became a subject matter expert in the department and acted a resource for colleagues and new employees in the department
- Demonstrated leadership skills by filling in for other managers in the department and supervising their team while they were out of office and developing relationships with their team members and assisting in their growth and development
- Coordinated with my team members and other senior representatives to schedule meetings, shadowing sessions, and debriefs to assist with newer team members development, identify points they’re struggling with, and then put together a plan on how we can work on improving these focus points
- Effectively handled client relations by actively listening and providing solutions tailored to each client’s needs above and beyond their stated requests.
Mortgage Loan Officer
Quicken Loans
03.2018 - 05.2019
- Exemplified customer service and communication skills by working with colleagues to put together the best solution based on each client’s needs and goals
- Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company
- Used influence and persuasion skills to put clients into the most advantageous program to their financial situation
- Analyzed new markets and developed referral networks to locate new loan prospects.
Education
Bachelor of Business in Business Management -
Kent State University
Kent, Ohio12.2017
Skills
- Staff Development
- Sales Support
- Business Analysis
- Time Management
- Work Planning and Prioritization
- Reliable and Responsible
- Analytical Thinking
Certification
- SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 9
- FINRA Series 10
Community Service
- Special Olympics – Volunteer for annual Special Olympics golf tournament
- March for Meals – Assisting in fundraising activities for Senior Meals on Wheels Program
Timeline
Participant Services Manager
Charles Schwab Co., Inc
11.2021 - Current
Participant Services Specialist
Charles Schwab Co., Inc
06.2019 - 11.2021
Mortgage Loan Officer
Quicken Loans
03.2018 - 05.2019
Bachelor of Business in Business Management -
Kent State University
- SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 9
- FINRA Series 10
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