Daniel J. Lofland
Kingwood,TX
Summary
Experienced professional with a successful career in finance, business development, and administration. Excel at interfacing with others at all levels to ensure organizational goals are achieved. Proficient in end-to-end process management analyzing tasks, resources, and timelines A proactive approach has resulted in capturing numerous accounts and expanding the client base. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success.
Overview
8
8
years of professional experience
Work History
Corporate Trust Loan Administrator
BNY Mellon, Houston, Texas
Houston, Texas
03.2022 - Current
- 6 months CLO experience
- Analyze funding documents, trade reports
- Manage multiple priority client portfolios
- Communicate with agents and clients to ensure wires process in a timely manner
- Balance same day, cut date, prior day cash flows
- Submit bond, tax, management fee payments
Project Manager
Skycradle GbR
Hamburg, Germany
01.2021 - 09.2021
- Created funding proposals, managed costs and timelines for financial planning, monitored performance.
- Maintained clear communication with investors to document and inform critical processes.
- Accelerated progress by continually reviewing performance, budgets and project timelines, and provided profit and loss analytics.
Relationship Banker II - Small Business Specialist
JP Morgan Chase Bank
Kingwood, TX
06.2012 - 06.2017
- Obtained Series 6, 63 Securities Licenses and General Lines.
- Maintained a large book of business consisting of business and consumer client accounts
- Develop, maintain, and cultivate a strong client relationship while exercising discretion when handling clients' information.
- Provide. a great customer experience ensuring targets are achieved.
- Partnered with financial advisers, business development managers, and loan officers.
- Develop strategies to achieve client goals
- Prioritization of cost-effective tasks and projects
- Led seminars and workshops to increase profitability within the district
Personal Banker II- Business Banker
Wells Fargo Bank
Humble, TX
10.2011 - 06.2012
- Recommend financial products and services to consumer and business customers
- Interact with clients to ascertain needs
- Handle personal business loans and lines of credit
- Create a lasting relationship with my clients that increased sales
- In-depth product knowledge
- Participate in community events to position the bank as a leader within the territory
- Maintained the vault and accuracy of cash totals
Acting Branch Manager/Senior Sales
IBC Bank
Kingwood, TX
02.2010 - 06.2011
- Management position accountable for soliciting businesses and consumer clients
- Develop tactics to increase P&L
- Devise and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth
- Kingwood Chamber of Commerce member
- Directed daily operations for a retail bank, including branch sales, business development, customer service, vault custodian, and teller transactions
Education
Bachelor of Science - International Management
International School of Management
Hamburg, Germany2022
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Kingwood High School
2009
Skills
- CLO Corporate Trust
- Leadership, Decision making, Communication
- Compliance Management, Critical thinking, Attention to detail, Collaboration
- Proficient in MS Office Excel, and PowerPoint, Familiar with Access
- Credit History Review
Timeline
Corporate Trust Loan Administrator
BNY Mellon, Houston, Texas
03.2022 - Current
Project Manager
Skycradle GbR
01.2021 - 09.2021
Relationship Banker II - Small Business Specialist
JP Morgan Chase Bank
06.2012 - 06.2017
Personal Banker II- Business Banker
Wells Fargo Bank
10.2011 - 06.2012
Acting Branch Manager/Senior Sales
IBC Bank
02.2010 - 06.2011
Bachelor of Science - International Management
International School of Management
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Kingwood High School
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