Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Rorer

Altavista,VA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region

Overview

3
3
years of professional experience

Work History

Retail Business Development Associate

First National Bank
01.2023 - Current
  • Improved development team efficiency by implementing project management tools and best practices in daily operations.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Enhanced customer satisfaction with timely loan disbursements, managing all documentation and approval processes accurately.

Loan Operations Specialist

First National Bank
06.2021 - 12.2022
  • Reduced errors in loan documentation through meticulous attention to detail and thorough review processes.
  • Enhanced financial accuracy by reconciling and balancing General Ledgers on a daily basis.
  • Produced Loan documents
  • Produced Excel spreadsheets to help our compliance department with flood renewals

Education

Bachelor of Science - Financial Planning

Liberty University
Lynchburg, VA
05.2021

Skills

  • Oral and written communications
  • Strategy implementation
  • Strategic Planning
  • Data Analysis
  • Development activities
  • Account Reconciliation

Timeline

Retail Business Development Associate

First National Bank
01.2023 - Current

Loan Operations Specialist

First National Bank
06.2021 - 12.2022

Bachelor of Science - Financial Planning

Liberty University
Daniel Rorer