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● Built strong relationships with Branch, Sales & Underwriting Managers, creating a team culture resulting in improved customer experience● Attended weekly Pipeline management meetings ● Reviewed and mitigated QC/Compliance team loan quality audits● Analyzed credit reports, assets, income statements, tax returns and other financial documents to ensure loan approval through AUS (DU, LP, GUS) or manual underwriting guidelines

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 stronger team atmosphere between mortgage and sales by planning joint team activities & cross training.

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 rollout presentations of sales team Mortgage Finance Training during merger with Centex & Pulte Homes in seven markets.

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.• Managed branch financials, pricing & profitability.Achievements: Exceptional Customer Satisfaction ratings with #2 ranking (95%) in 2006 and #1 ranking (94%) in 2007 winning three consecutive annual Platinum Awards.95% market share #2 nationally in 2007, a significant improvement from 83% in 2005.Consistently exceeded branch revenue goals over four years.

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