Overview
Work History
Education
Skills
Timeline
Generic

Danielle McDaniel

Overview

14
14
years of professional experience

Work History

TREASURY MANAGEMENT SPECIALIST

SIMMONS BANK
03.2022 - 05.2024
  • Complete a complex and urgent requests for clients within their dedicated portfolio service level agreements, Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products, Communicate effectively and timely with clients on any impacting update that could affect their day to day operations, Tracks client interactions for both implementation and service in CRM for reporting and analysis, Orders and verifies receipt of customer supply orders (i.e
  • Check scanners, checks, deposit slips, endorsement stamps, etc.), Identifies cross-selling opportunities to support growth of the Bank, Identifies and escalates product outages through proper channels, Assists with maintaining Treasury Management procedures and product guides, Participates in the development and implementation of sales promotions and campaigns, Recommends any process changes to improve efficiencies and enhance customer service experiences.
  • Established strong relationships with external partners such as banks, rating agencies, and auditors to facilitate smooth treasury operations.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Teller Associate

U.S. Bank
03.2021 - 12.2022
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Collaborated with team members for successful branch audits, adhering to all regulatory requirements and internal controls.
  • Strengthened relationships with existing clients through proactive communication and personalized assistance with financial needs.

Tax Preparer

Opulent Tax Services
11.2019 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.

Property Owner

Air Bnb
09.2019 - 11.2021
  • Increased tenant satisfaction by promptly addressing maintenance issues and implementing property improvements.
  • Maximized rental income by identifying market trends and setting competitive rates for properties.
  • Coordinated move-ins and move-outs efficiently, minimizing downtime between tenants and maximizing rental income potential.

COLLECTIONS AGENT

ALLY FINANCIAL
05.2018 - 03.2021
  • Worked to secure payments for debts owned to the company by making contact with customers (both outbound and inbound calling), used various means of skip-tracing to locate current contact information for customers, ensured customer account information was up-to-date and accurate to aid in account resolution, adhere to Fair Debt Collection policies and practices at all times.

REALTOR ASSISTANT

DMR PROPERTIES
11.2013 - 04.2018
  • Scheduled appointments on behalf of realtors, performed various administrative office duties, provided excellent customer service to clients, delivered keys to new clients moving into properties, developed company seminars.
  • Streamlined communication between clients and realtors, ensuring timely responses to inquiries and facilitating smooth transactions.
  • Displayed exceptional attention to detail when reviewing property listings for accuracy and clarity, contributing to improved listing quality.
  • Generated new leads for potential clients using social media platforms and networking events, expanding business opportunities for real estate agents.

PAWN BROKER

IPAWN
06.2010 - 10.2013
  • Negotiated account resolution, documenting all actions taken within the collection systems, maintained company performance and productivity standards, communicated with customers to explain product values and set terms for loans, interest and collateral, opened/closed the store, which included counting cash drawers and transporting bank deposits.
  • Made loans on items after closely inspecting item values, collecting payments or tangible property as collateral.
  • Managed inventory by accurately documenting transactions, tracking item status, and conducting regular audits to maintain accurate records.
  • Collaborated with law enforcement agencies to report stolen property or suspicious activities detected during daily operations.
  • Handled daily payments, giving receipts and explaining policies to maintain excellent customer satisfaction.

Education

Associate - Business Administration

HENDERSON STATE UNIVERSITY
05.2014

Skills

  • DETAIL-ORIENTED
  • INTERPERSONAL COMMUNICATION SKILLS
  • SALES MANAGEMENT
  • FINANCIAL SERVICES
  • CRISIS MANAGEMENT
  • PROBLEM SOLVING

Timeline

TREASURY MANAGEMENT SPECIALIST

SIMMONS BANK
03.2022 - 05.2024

Teller Associate

U.S. Bank
03.2021 - 12.2022

Tax Preparer

Opulent Tax Services
11.2019 - Current

Property Owner

Air Bnb
09.2019 - 11.2021

COLLECTIONS AGENT

ALLY FINANCIAL
05.2018 - 03.2021

REALTOR ASSISTANT

DMR PROPERTIES
11.2013 - 04.2018

PAWN BROKER

IPAWN
06.2010 - 10.2013

Associate - Business Administration

HENDERSON STATE UNIVERSITY

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Danielle McDaniel