Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dan Sandberg

San Juan Capistrano,CA

Summary

Wholesale Lending Account Executive with 22 years of experience soliciting new business, developing longstanding and loyal relationships with mortgage companies of varying scope and size, and providing outstanding customer service and training to current and prospective accounts in assigned territory. Exceptional knowledge base in Broker, Correspondent, and Warehouse Lending with a strong customer service record. Adept at handling multiple levels of mortgage accounts simultaneously with full attention to accurate and complete detail. Able to explain a complex variety of mortgage rules and program requirements to customers.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Wholesale Lending Account Executive

Nations Direct Mortgage
07.2024 - Current
  • Provide exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Boost client satisfaction by developing and maintaining strong relationships through effective communication.
  • Establish long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
  • Maintain up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with customers.

Wholesale Lending Account Executive

Flagstar Bank
07.2003 - 06.2024
  • Used a consultative sales approach to understand customer needs and make relevant recommendations.
  • Built and nurtured strong relationships with customers in order to foster loyalty and increase customer satisfaction to ensure consistent and repeat business.
  • Crafted solutions based on specific customer needs depending on business delivery type and revenue growth strategies.
  • Assisted in onboarding new customers which includes a full scope of training based on delivery channel type for Broker, Correspondent, and Warehouse Lending customers.
  • Researched and identified prospects' needs in order to develop appropriate recommendations based on business model and overall growth strategy goals.
  • Assisted in a wide variety of account management activities such as determining strategic price modeling, negotiating outstanding invoices due, as well as annual account recertifications.
  • Through networking and building of mutual trust and respect of senior leadership within the organization have managed to leverage specialized and expedited support as well as expert guidance when needed.

Education

Some college - Kinesiology

California State University Long Beach
Long Beach, CA
06-2002

Skills

  • Retention strategies
  • Relationship development
  • Problem resolution
  • Account development
  • Lead prospecting
  • Client assessment and analysis
  • Regulatory compliance

Certification

Certified Mortgage Advisor

Timeline

Wholesale Lending Account Executive

Nations Direct Mortgage
07.2024 - Current

Wholesale Lending Account Executive

Flagstar Bank
07.2003 - 06.2024

Some college - Kinesiology

California State University Long Beach

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