Daniel Harris
Trabuco Canyon,California
Summary
Hardworking and passionate individual with strong organizational skills eager to secure BDC position. Ready to help team achieve company sales goals.
Overview
9
9
years of professional experience
Work History
Servicing Analyst
Harvest Small Business Finance
11.2021 - Current
- Assist Customers with questions regarding loan terms and payments
- Create customer relationships
- Generate monthly billing statements
- Route incoming inquiries to designated BDOs
- Provide requested documents to BDOs and other departments
- Creating payment plans for PPP borrowers
- Answer phone calls and emails on a daily basis
- Assist all departments with requests and questions
- Provide payoff and paydown calculations
- Assist with company projects
- Assist Marketing with various tasks
- Working with disgruntled customers and using problem solving and customer service skills to fix issues
Client Loyalty Coordinator
Fletcher Jones Management West: (Mercedes Benz)
03.2021 - 11.2021
- Handle Service Advisors daily schedules
- Answer phone calls and assist with booking service appointments
- Route and assist customer questions accordingly
- Follow up with guests daily regarding vehicle status, service experience, and appointment confirmations
- Minimum 90 In-bound calls per day
- Proficient in working with various appointment booking systems (X-time, Netstar, Elsapro)
Administrative Coordinator (Seasonal Paid Intern)
Northshore Systems
05.2016 - 01.2021
- Assist Project Manager with various administrative tasks (data entry, file scanning, etc.)
- Handle mail sorting including shipping coordination
- Excellent customer service
- Answer phone and route calls accordingly within departments
Assistant Package Delivery
UPS
10.2017 - 01.2018
- Load UPS truck with packages for daily route delivery
- Assist UPS driver with packages
- Ensure excellent customer contact
Education
Kinesiology
Cal State Monterey
Monterey, CA01.2020
Associate Degree - Liberal Studies
Saddleback College
Mission Viejo, CA01.2019
Skills
- Computer proficiency
- Problem solving
- Active listening
- Strong organizational skills
- Attention to detail
- Team Player
- Willingness to learn
- Good Under pressure
- Adaptability
- Product Knowledge
Accomplishments
- Obtained baseball scholarship to San Jose University
- Obtained baseball scholarship to Cal State Monterey Bay
Leadership Experience
Volunteer Baseball Coach, Organized practice schedules and effectively communicated with other players’ parents, Assisted and coached ages 7-14 on weekends
Timeline
Servicing Analyst
Harvest Small Business Finance
11.2021 - Current
Client Loyalty Coordinator
Fletcher Jones Management West: (Mercedes Benz)
03.2021 - 11.2021
Assistant Package Delivery
UPS
10.2017 - 01.2018
Administrative Coordinator (Seasonal Paid Intern)
Northshore Systems
05.2016 - 01.2021
Associate Degree - Liberal Studies
Saddleback College
Kinesiology
Cal State Monterey
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