Daniel Manzari
Pike Road,AL
Summary
Results-driven Assistant Manager with strong sales expertise and customer service skills. Proven ability in loan closing, credit evaluation, and educating clients on financial solutions.
Overview
10
10
years of professional experience
Work History
Assistant Manager
Republic Finance
Montgomery, AL
09.2022 - Current
- Help our customers meet their financial goals.
- Actively seek opportunities to originate new loan business by contacting current and potential customers and listening to understand their needs so you can recommend the best consumer loan and voluntary product solutions for them.
- Educate customers on all of our consumer lending services, including how to improve credit, and consolidate debt. Help them through the loan application process, and make payment reminder calls when needed. Handle a variety of tasks that contribute to the success of the branch, including evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims.
- Assist the Branch Manager with recruiting, training, and developing and implementing plans to meet sales goals, while promoting core values and ensuring an outstanding customer experience.
Community Associate
Robert Half
Montgomery, AL
10.2021 - 01.2022
- Client support including greeting and signing in guests and notifying appropriate personnel of clients/appointments.
- Provide general administrative support, which includes phone coverage, day-to-day operations, and assigned projects.
- Keeping kitchen areas neat and clean.
- Processing mail
- Setting up offices
- Making reservations for offices and conference rooms.
Insurance Accountant
Robert Half
Wetumpka, Alabama
06.2021 - 10.2021
- Responsible for all lines and types of insurance premiums and commissions, providing accurate accounting and reporting of transactions for insurance services, and ensuring financial reporting is in full compliance with GAAP accounting principles.
- Working with lines of business, insurance carriers, brokers, and agents to provide timely payment and/or reconciliation of insurance premiums and commissions.
Accounting Clerk
Robert Half
Montgomery, AL
02.2021 - 06.2021
- Support accounting operations by reconciling discrepancies, preparing correction documents, and assisting with general ledger reconciliations, and month-end closings.
- Responsibilities include generating reports, processing invoices and payments, applying cash receipts, supporting collections, coding financial documents, and handling accounts payable tasks, such as invoice matching and disbursement filing.
Operations Specialist
Conference America
Montgomery, AL
05.2017 - 01.2021
- Provide customer service and administrative support by responding to inquiries, handling calls, processing work orders, and assisting with technical tasks like audio formatting and troubleshooting.
- Support office operations, facilitate training, communicate with executives, promote product solutions, and identify opportunities for process improvement.
Public Address Announcer
AUM
Montgomery, AL
08.2015 - 11.2017
- Announced game events and player introductions for sporting activities.
- Coordinated with event staff to ensure accurate information delivery.
- Maintained a professional demeanor while interacting with diverse audiences.
- Performed additional duties as assigned by management team.
- Shared public service announcements, music information and upcoming events with audiences.
- Ensured that all announcements were made on time throughout the duration of an event.
Education
Bachelor of Science - Finance
Auburn University At Montgomery
Montgomery, AL05-2018
Skills
- Sales expertise
- Sales strategy
- Customer service
- Loan closing/auditing
- Credit evaluation
- MS word, excel, and outlook
- General ledger accounting
- Invoicing and billing
Timeline
Assistant Manager
Republic Finance
09.2022 - Current
Community Associate
Robert Half
10.2021 - 01.2022
Insurance Accountant
Robert Half
06.2021 - 10.2021
Accounting Clerk
Robert Half
02.2021 - 06.2021
Operations Specialist
Conference America
05.2017 - 01.2021
Public Address Announcer
AUM
08.2015 - 11.2017
Bachelor of Science - Finance
Auburn University At Montgomery