Taya Marie Dahl
Pacifica,CA
Summary
25 years in the Auto/Banking industry. Reliable employee demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development.
Overview
14
14
years of professional experience
Work History
Accounting/Biller
Honda & Lexus of Serramonte
Colma, CA
06.2023 - Current
- Carried out regular audits of dealer contracts for customer accounts to pinpoint potential issues.
- Recorded payoffs accurately every week for trade-ins.
- Handled cancellation requests for products linked to vehicle sales.
- Audited and corrected billing and posting documents for accuracy.
- Responded to customer concerns and questions on daily basis.
Underwriting Manager
Autonomy
04.2022 - 12.2023
- Collaborated with financial team to define and modify best practices, document procedures and address business objectives.
- Identified, analyzed and monitored data related to profitability, growth and productivity.
- Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
Assistant Financial Planner
Lincoln Financial Group, Jeff Horowitz & Sarah
01.2021 - 04.2022
- Processed all new investment accounts for clients Collaborated with financial team to define and modify best practices, document procedures and address business objectives.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
Sr. Consumer Loan Underwriter
Earnest
02.2015 - 11.2020
- Facilitated on-time loan application completions by providing support to loan officers and processors.
- Evaluated financial, income and credit documentation to make loan decisions.
- Determined whether loans up to $550k should be approved, declined or counter-offered.
- Analyzed budgets and implemented action plans to rectify issues.
- Stayed current on loan requirements and standards for USDA, FHA, VA, FNMA and FHLMC products.
- Underwrote Student loans and managed portfolio using a program created from inside the company.
Operations Associate
Foothill Investments and Securities
01.2013 - 01.2015
- Developed and suggested new strategies and tactics for improvements.
- Updated company databases, websites and customer account information.
- Answered work phones and routed correspondence to correct parties.
- Facilitated work processes for special projects, product promotions and company campaigns.
- Coordinated support to facilitate general office operations.
- Reviewed and approved vendor invoices.
- Monitored office services mailbox for business support needs and requests.
- Performed accounting or financial analysis.
- Maintained positive working relationship with fellow staff and management.
Consumer Loan Underwriter
San Francisco Federal Credit Union
01.2011 - 10.2012
- Review applications, credit histories and financial picture of each applicant to insure accuracy of information and to make sound lending decisions
- Underwrite loans from the indirect program and online origination system
- Support and assist branches and other departments with lending issues and /or concerns
- Consistently deliver an exceptional member experience
- Assist manager with credit card and line of credit review
- Built and strengthened client relationships to form long-lasting, profitable bonds.
- Determined whether loans up to $100k should be approved, declined or counter-offered.
Education
Some College (No Degree) -
Skyline College
San BrunoSkills
- Verbal and Written Communication
- Analytical Thinking
- Proficient in Microsoft Word, Excel, and PowerPoint
- Programs: Summit-Account Services, Lender, Fiserv, CUDL ,Meridian Link, Loans PQ, JIRA, Zendesk, Pershing
- Customer Complaint Resolution
- Risk Assessment
- Customer Service
- Debt and Credit Management
- Complex Problem Solving
- Employee Coaching and Motivation
- Team Building
- Decision Making
- Business Development
- Process Improvement
- Managing Operations and Efficiency
- Team Leadership
- Critical Thinking
Timeline
Accounting/Biller
Honda & Lexus of Serramonte
06.2023 - Current
Underwriting Manager
Autonomy
04.2022 - 12.2023
Assistant Financial Planner
Lincoln Financial Group, Jeff Horowitz & Sarah
01.2021 - 04.2022
Sr. Consumer Loan Underwriter
Earnest
02.2015 - 11.2020
Operations Associate
Foothill Investments and Securities
01.2013 - 01.2015
Consumer Loan Underwriter
San Francisco Federal Credit Union
01.2011 - 10.2012
Some College (No Degree) -
Skyline College
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