Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Jeffery E Daniels

Kansas city,Missouri

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking

Account Manager with nine years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relocation Manager

Safe Haven ADT
01.2024 - Current
  • Reduced client stress during moves by providing personalized support and guidance throughout the entire process.
  • Established strategic partnerships with real estate agents to streamline housing searches and secure optimal options for clients.
  • Collaborated with human resources departments to develop employee-focused relocation policies that minimized disruption and maximized retention rates.
  • Implemented cost-saving measures for corporate relocations, resulting in significant savings for clients without compromising service quality.
  • Managed post-move follow-ups to address any outstanding concerns or issues that arose during the relocation process promptly.
  • Facilitated the timely and efficient transfer of employee records, ensuring proper tracking and compliance with local regulations.

Account Manager

Riverside Transportation Inc
05.2022 - 11.2023
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Developed strategies to increase revenue from existing accounts.
  • Maintained accurate records of all customer interactions in the CRM system.
  • Monitored industry trends and made recommendations for changes in strategy accordingly.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Mortgage Loan Officer

Finance of America Mortgage
03.2021 - 04.2022
  • Maintained current knowledge of secondary market trends, government programs and other available financing sources.
  • Processed new loan applications in accordance with established guidelines.
  • Approved or denied loan applications and explained reasoning behind decisions.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Located and suggested loan packages that met client needs and priorities.

Mortgage Loan Officer

USBankLocations
07.2020 - 03.2021
  • Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Conducted interviews with prospective clients to gather information regarding loan applications.
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.
  • Processed new loan applications in accordance with established guidelines.
  • Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
  • Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.

Police Officer

Lansing kansas police department
12.2019 - 06.2020
  • Patrolled assigned areas to detect and prevent criminal activity.
  • Organized crime scene investigation, collected evidence, and interviewed witnesses.
  • Responded to emergency calls for service and provided assistance as needed.
  • Conducted traffic stops in accordance with departmental protocol.
  • Investigated suspicious persons or activities to determine if criminal activity was present.
  • Observed court proceedings related to cases involving police work.
  • Arrested suspects following established procedures while exercising caution and good judgment.

Licensed Mortgage Loan Officer

First Federal Bank of Kansas City Corporate Office
6 2018 - 12.2019
  • Actively follow-up with prospects and hot leads.
  • Developed close relationships with area realtors and promoted builders to boost referral network.
  • Educated clients on the current real estate market and answered any questions they had.
  • Negotiated contracts and coordinate with lenders, attorneys and inspectors.
  • Provided guidance to customers on the best type of mortgage product based on their individual needs and circumstances.
  • Advised borrowers on the various types of loans available, including fixed-rate mortgages, adjustable-rate mortgages, government-insured loans.

Sales Associate

Gladstone Chrysler Jeep Dodge and Ram
04.2015 - 06.2018

Answered customers' questions regarding products, prices and availability. Emphasized product features based on analysis of customers' needs. Shared product knowledge with customers while making personal recommendations.

  • Built relationships with customers to encourage repeat business.
  • Collaborated with management teams to develop innovative marketing strategies.
  • Worked with fellow sales team members to achieve group targets.
  • Sold various products by explaining unique features and educating customers on proper application or usage.

Education

Some College (No Degree) - Psychology

Missouri Western State University
St. Joseph, Missouri

Skills

Documentation familiarity
Team player mentality Detail-oriented Goal-oriented

  • Time management ability
  • Verbal/written communication
  • Customer Service
  • Data Analytics
  • Sales Development
  • Lead Development
  • Account Management
  • Client Relationship Management
  • Employee Mentoring
  • Issue Resolution
  • Customer Needs Assessment
  • Internet Savvy
  • Teamwork and Collaboration
  • Problem-Solving
  • Problem-solving abilities
  • Warehouse Organization
  • Daily Operations Management
  • Logistics Analysis
  • Logistics Planning

Affiliations

Held an officer position within the Fraternity.Current member of NAACP​

Certification

  • Salesforce
  • NMLS License - 2018

Timeline

Relocation Manager

Safe Haven ADT
01.2024 - Current

Account Manager

Riverside Transportation Inc
05.2022 - 11.2023

Mortgage Loan Officer

Finance of America Mortgage
03.2021 - 04.2022

Mortgage Loan Officer

USBankLocations
07.2020 - 03.2021

Police Officer

Lansing kansas police department
12.2019 - 06.2020

Sales Associate

Gladstone Chrysler Jeep Dodge and Ram
04.2015 - 06.2018

Licensed Mortgage Loan Officer

First Federal Bank of Kansas City Corporate Office
6 2018 - 12.2019

Some College (No Degree) - Psychology

Missouri Western State University
Jeffery E Daniels