Alan Mcdaniel Email & Phone Number

Centennial, Colorado

• Managed team of 12-17 direct reports, providing customer satisfaction, achieving team loan approval milestones, ensuring on time closings, and balancing cost per customer goals
• Strong focus on career development, while fostering a diverse, inclusive, and high-performing team environment, significantly improving team performance, which led to the highest company levels in customer satisfaction
• Conducted regular team training to ensure expertise in a wide variety of an programs, including Conventional, FHA, VA, USDA, Texas Housing Authority Bond, MCC, and Jumbo
• Supported team members with loan qualification challenges, offering creative solutions
• Resolved customer service escalations through phone communication
• Supervised schedules via Workday, workforce planning, budgeting, hiring, interviewing, onboarding, training, and performance management

Corona, California, United States

• Recruited, hired, and developed Loan Officers and branch support staff.
• Built strong partnership with D. R. Horton New Home Sales Consultants, builder leadership, mortgage operations processing, underwriter and closing teams.
• Participated in Realtor and Builder Sales Events to help increase new home sales.
• Conducted weekly backlog management meetings to ensure on time closings.
• Pre-qualified, originated loan applications for new home buyers.

Colorado, United States

• Supervised mortgage Branch team for the Colorado builder division of Pulte Homes.
• Accountable for driving 90% + capture rate & 90% + customer satisfaction.
• Responsible for branch financials, pricing, profitability, and annual budget planning.
• Provided backlog communication & visibility into closing forecast for builder team. Ensured on-time closings per builder production schedule.
• Ran weekly mortgage pipeline meeting and training education with builder sales team.
• Supported builder sales through joint marketing efforts & mortgage promotions.Achievements: Increased Division market share from 86% to 92% during tenure, #3 nationally in 2010 (91.7%), #1 in 2011 (92.6%)Developed a.

Greater Denver Area

• Provided regular training sessions, marketing materials development, reporting, and ongoing communication for the field mortgage organization reporting directly to Sr. VP of Field Operations.
• Project consulting and leadership for company strategic plan initiatives including Customer Satisfaction Improvement.Achievements: Developed Sales Finance Training WorkbookProvided support and expertise in successful.

Greater Los Angeles Area

• Supervised mortgage branch field operations team for the Los Angeles/Ventura division of Pulte Homes.
• Accountable for driving 90% market share & 90% customer satisfaction.
• Provided backlog communication & visibility into closing forecast for builder team. Ensured on time closings to meet builder production schedule.
• Presented weekly mortgage training education to builder sales team.
• Conducted weekly backlog and closing forecast meetings with builder sales team
• Supported builder home sales through joint marketing efforts & mortgage promotions.

Orange County, California, United States

• Built relationships with builder sales consultants and provided training on mortgage financing
• Met with prospective home buyers to provide preapprovals and loan application guidance
• Provided backlog visibility during weekly builder pipeline meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings

Greater Denver Area

• Originated new construction Conventional, FHA, VA mortgage applications for Northern & Southern California Area markets
• Responsible for customer service, capture rate, and monthly loan closing volume
• Received DU Certification to underwrite loansAchievements: Contributed to company most improved Team Capture Rate & Customer Service awards for California market.

Greater Denver Area

• Provided customer service to build client relationships and promote investment products
• Educated clients on mutual fund risks/rewards designed to enhance investment portfolio, retirement planning, and financial independence
• Executed trades, established new accounts, and completed transactions as a liaison for up to 60 clients per day
• Earned Series 6, 63 & 7 licenses

Education record

Bachelor Of Science, Business Administration

Activities and Societies: Finance Club