Daniel Green, MBA
Fresno,California
Summary
Banking professional with 7+ years in credit solutions and lending. Conduct credit analysis to support informed lending decisions. Provide consultative needs assessments and clear client guidance while maintaining regulatory compliance.
Overview
1
1
Certification
8
8
years of professional experience
Work History
AVP, Credit Solutions Advisor
Bank of America
Fresno, California
08.2022 - Current
- Assessed customer needs to recommend tailored checking, savings, and credit products.
- Explained digital banking tools and online account access to enhance customer experience.
- Supported client onboarding with disclosures, forms, and account setup.
- Coordinated with branch teams to efficiently resolve escalated service requests, enhancing customer satisfaction.
- Maintained accurate client records in banking systems and service notes.
- Partnered with other departments to develop tailored solutions for customer needs, improving service delivery.
- Collaborated with leadership teams on initiatives and contributed insights during weekly policy change meetings, influencing decision-making.
- Worked closely with other executive team members on strategic planning initiatives.
Financial Center Lending Officer
Bank of America
Fresno, California
03.2019 - 07.2022
- Analyzed borrower financial information, including income, assets, credit history, and debt obligations, to determine loan eligibility.
- Evaluated loan applications and supporting documents for accuracy and completeness, ensuring adherence to company policies and procedures.
- Reviewed financial documents to verify lending eligibility and completeness.
- Guided Bank of America clients through loan application requirements to enhance understanding and compliance.
- Explained loan terms, repayment options, and disclosure requirements.
- Worked with underwriters on credit decisions and file updates.
- Monitored loan status and collaborated with internal banking teams to swiftly resolve issues and ensured timely processing.
- Supported compliance checks for lending policies and regulatory standards.
- Attended seminars and workshops on lending practices, regulations, and trends.
Education
MBA -
University of Arizona Global Campus
Tucson, AZBachelor of Science - Finance
California State University, Fresno
Fresno, CASkills
- Credit analysis and financial documentation
- Banking regulations and compliance
- Digital banking tools and CRM
- Consultative sales techniques
- Effective communication skills
- Active listening and relationship building
- Partnership development
- Cross-functional collaboration
Certification
- NMLS #928226
Timeline
AVP, Credit Solutions Advisor
Bank of America
08.2022 - Current
Financial Center Lending Officer
Bank of America
03.2019 - 07.2022
MBA -
University of Arizona Global Campus
Bachelor of Science - Finance
California State University, Fresno