JEFF DANIELS
Wesley Chapel,FL
Summary
Administrative professional with strong organizational skills and keen focus on results. Experienced in managing client relations, streamlining office operations, and supporting executive teams. Demonstrates exceptional teamwork, adaptability to changing needs, and reliable problem-solving abilities. Skilled in Microsoft Office Suite, scheduling, and communication.
Overview
27
27
years of professional experience
Work History
Client Coordinator
Mattamy Home Funding, LLC
2020.11 - 2026.04
- Coordinated appointments and communication between clients and institutions to streamline timelines.
- Implemented tracking systems for monitoring client documentation.
- Conducted detailed analyses of documents to ensure compliance with regulatory standards.
- Analyzed client needs and preferences, tailoring services to foster long-term relationships and satisfaction.
- Managed scheduling of consultations, ensuring timely follow-ups that improved overall service delivery and responsiveness.
- Facilitated resolution of client inquiries by collaborating with internal teams and external partners.
- Streamlined client intake processes by implementing a systematic approach to gather essential documentation efficiently.
Mortgage Processor
USAA
2014.12 - 2020.07
- Extensive phone contact with Customers, Realtors, Home Associations and Insurance Companies
- Review of insurance policies, mortgages, notes and various other real-estate documents
- Review and process of various asset statements
- Examine title documents
- Facilitated financing for customers for conventional and VA loans
- Reviewed credit report
- Continuous training and state tested on mortgage guidelines, laws and regulations
- Mandatory training to identify fraud and other areas of money laundering
Judicial Liaison
Ronald R Wolfe and Associates
2009.03 - 2013.10
- Maintained regular communication with Circuit Judges and court staff on any issue concerning the firm
- Created spreadsheets, graphs and reporting instruments
- Researched Circuit Court websites for current Judicial Rules and Administrative Orders distributed by the state of Florida
- Performed quality reviews on pleadings prepared by staff to ensure compliance with state and county foreclosure laws and regulations
- Ensured Attorneys and staff were well versed on each individual counties and Circuit Judge's requirements
- Traveled to various courthouses to build professional relationships with Judicial Staff
- Ensured FDCPA regulations were followed by staff
- Assisted IT department in maintaining internal web pages and programs to increase work production
Litigation Paralegal
Ronald R Wolfe and Associates
2008.11 - 2009.03
- Prepared complex court pleadings
- Prepared foreclosure cases for trial
- Created and maintained litigation foreclosure procedures
- Coordinated Depositions
- Reviewed case dockets
- Entrusted with client billing
Supervisor / Hearings Department
Ronald R Wolfe and Associates
2008.01 - 2008.11
- Supervised a team of 20 performers
- Created productivity reporting
- Created and maintained foreclosure procedures
- Reviewed and approved timecards
Work Flow Coordinator
Ronald R Wolfe and Associates
2004.03 - 2008.01
- Created productivity reporting
- Motivated and trained new employees
- Set Court date hearings on foreclosure cases
- Prepared hearing calendars for 25 Attorneys
Legal Department / Senior Specialist
Household Finance/HSBC
1999.03 - 2004.03
- Made phone contact with customers regarding past due loans
- Reviewed credit reports to ensure that legal action would be cost effective
- Performed skip tracing
- Communicated with local counsel to ensure files moved through the legal
- Signed affidavits for court hearings
- Executed wage garnishments and bank levy’s
Education
High School -
Land O Lakes High School
Skills
- Office administration
- Client relationship building
- File organization
- Scheduling appointments
- Microsoft Office, Outlook, Word, Excel, Power point
- Detail-oriented mindset
- Billing and invoicing
- Strong organization
- Calendar management
- Time management
- Attention to detail
- Exceptional communication
Timeline
Client Coordinator
Mattamy Home Funding, LLC
2020.11 - 2026.04
Mortgage Processor
USAA
2014.12 - 2020.07
Judicial Liaison
Ronald R Wolfe and Associates
2009.03 - 2013.10
Litigation Paralegal
Ronald R Wolfe and Associates
2008.11 - 2009.03
Supervisor / Hearings Department
Ronald R Wolfe and Associates
2008.01 - 2008.11
Work Flow Coordinator
Ronald R Wolfe and Associates
2004.03 - 2008.01
Legal Department / Senior Specialist
Household Finance/HSBC
1999.03 - 2004.03
High School -
Land O Lakes High School
Qualifications
- 30 years administration experience
- 30 years in the customer service industry
- More than 14 years of legal administration experience
- Strong communication, coordinating and organization skills
- Creative and flexible in developing and implementing new methods and procedures by training and mentoring co-workers
- Ability to assume responsibility, delegate authority and solve problems
- Proficient in Microsoft applications