DANNY ECHEVARRIA
Jacksonville
Summary
Dynamic, performance-focused, and goal-driven professional with 17 years of experience in the banking industry. Professional with skills and abilities related to helping individuals and businesses work more efficiently for success. Highly motivated and able to work with a team to make a business run smoothly and communicate effectively across divisions. One of my strongest assets is the ability to find solutions and improve work flows and technique. An outgoing and friendly demeanor enables long-term quality relationships with both clients and business contacts. Adept at developing and implementing innovative strategies to drive company revenue and profitability. Known as an effective leader, capable of overseeing diverse individuals to accomplish sales initiatives in line with the business sales goals. Armed with exceptional communication and interpersonal aptitudes, along with bilingual fluency in English and Spanish. Proficient with Salesforce, G Suite, and Microsoft Office applications.
Overview
22
22
years of professional experience
Work History
Home Equity Loan Processing Officer
S3 Shares Solutions Services
- 04.2025
- Responsible for the review of loan documents provided by the members and 3rd party vendors to satisfy required conditions which includes documents, titles, and appraisal reports.
- Daily communication with members to provide updates and expectations throughout the loan process.
- Educate members on Home Equity products and assist members with all inquiries.
- Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed
- Work in collaboration with other team members in Home Equity and other business areas.
- Assist with coverage for co-workers.
- Additional job-related projects and duties as assigned by management.
- Mastered partnership with cross-functional teams to drive additional value and experience.
- Remote
Senior Operations Analysts MKTS Officer (Exchange Traded Funds)
Bank of America/Merrill Lynch
08.2017 - 05.2024
- Establish strategic plans to engage with stakeholders and effectively convey the significance of technology involved.
- Utilize Salesforce in administering follow-ups and coordinating tasks to streamline customer interaction and relationship management.
- Engage partners and hold weekly meetings to discuss and resolve on unsettled trades in the market.
- Process dividend reinvestments, cancel cash payouts, liquidate fractional shares for clients.
- Resolve cash issues related to unsettled trades and allocating market issues to ensure full settlement between firms.
- Reconcile breaks and paid high net worth collateral/cash wires (Over 100 mm) on a daily basis
- Review all Depository Trust Company feeds and failing trades for our daily record elections.
- Balanced payments, run macros from DTC (Market Action if necessary).
- Oversee and facilitate trade settlement of the ETF and its components which consists of equities.
- Analyzed trades by settlement dates and provided assessment.
- Distributed and collected all executed trades.
- Assisted branch offices in resolving system errors and tracking market action.
- Wrote step by step procedures to position the company towards more growth and advancement.
- Created Macro to confirm ETFs were active in the Market for over 1,000 accounts
- Determine various businesses' needs and provide recommendations on the best programs to drive profitability growth.
- Formulated client engagement scripts to support direct reports, nurturing a sense of control, direction, and confidence among sale staff in delivering sales pitches.
- Engaged with the Sales Team on fundamental sales abilities to properly address objections and utilize competitive sales techniques.
Operations Analysts MKTS Officer (Canada/ Latin America Inventory Management)
Bank of America/Merrill Lynch
11.2007 - 12.2016
- Facilitate CAD/LATAM Market transfers and wire payments to and from Local and International banks
- Created and presented reports on a daily basis.
- Maintained daily tabs and reconciled financial figures on a monthly basis.
- Analyzed trades by settlement dates and provided assessment.
- Assisted Branches to resolve failing trades in their respective markets.
- Facilitated Canada and Latin American trades in their respective currencies.
- Rendered expert leadership to multiple direct reports and encouraged long-term employee development through effective supervision, evaluation, and constructive feedback.
- Formulated client engagement scripts to support direct reports, nurturing a sense of control, direction, and confidence among sale staff in delivering sales pitches.
Call Center Senior Debt Collector
NCB Management
08.2004 - 08.2006
- Manage multiple credit cards delinquent accounts for debt collection purposes.
- Successfully met 100% of the monthly quota.
- Keep track of assigned to identify debts.
- Collected on charged off credit cards in English and Spanish.
- Negotiate payoff deadline or payment plans.
- Answered questions and resolved payment discrepancies.
Juvenile Detention Officer
Hartford Juvenile Detention Center
06.2002 - 09.2004
- Supervise and teach acceptable behavior to detained juveniles.
- Maintained effective discipline.
- Conduct cell searches / Incident report writing
- Safely transport detainees to court and medical appointments
Education
Associates - Business Administration
Central Connecticut State University
New Britain, CT01.1994
Languages
Fluent in both English and Spanish
Timeline
Senior Operations Analysts MKTS Officer (Exchange Traded Funds)
Bank of America/Merrill Lynch
08.2017 - 05.2024
Operations Analysts MKTS Officer (Canada/ Latin America Inventory Management)
Bank of America/Merrill Lynch
11.2007 - 12.2016
Call Center Senior Debt Collector
NCB Management
08.2004 - 08.2006
Juvenile Detention Officer
Hartford Juvenile Detention Center
06.2002 - 09.2004
Home Equity Loan Processing Officer
S3 Shares Solutions Services
- 04.2025
Associates - Business Administration
Central Connecticut State University
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