Anthony Dorman Email & Phone Number

Fort Mill, SC, US

Rock Hill, South Carolina, United States

Fort Mill, South Carolina

• Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Approve, reject, and coordinate the approval or rejection of lines of credit, commercial, real estate, and personal loans.
• Recommend to client’s strategies in cash management, insurance… Show more
• Recommend to client’s strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.

Charlotte, North Carolina Area

• Help organize and participate in admissions events including campus open houses, educational fairs and other recruiting events.
• Established and maintain personal working relationships with all families involved in the admissions process.
• Provided direct student support via telephone/chat/web-mail for our line of educational programs.
• Fielded 100+ inbound and outbound calls daily, for student support and follow-up.
• Properly documented all calls and student progress in order… Show more
• Properly documented all calls and student progress in order to provide an excellent experience.

Fort Mill

• Manage team of 5+ direct reports with portfolio of 2200+ loans
• Conduct daily internal audits using LPS, MSP & Daisy on CART adjusted re-classed attorney fees
• Daily contact with attorneys to ascertain reasoning behind FC dismissal
• Administered Month-End reporting for quarterly discussions based on attorney trends
• Identify root cause, re-class fees and ensure proper internal and external account reconciliation
• Train research analysts on court ordered refundable and… Show more

Charlotte, North Carolina Area

• Managed team of 10+ direct reports with portfolio of 6000+ loans in both non-judicial and judicial states
• Coached and developed team members on efficiency and service measures impacting business partner.
• Completed daily internal audits for pipeline and liaison inefficiencies on severely aged accounts
• Updated general ledger information for business transparency
• Trained liaisons to ensure bank policies and state procedures are followed, maintained and met
• Ensure… Show more

Greater Philadelphia Area

• Managed 15+ team members collecting on high risk retail credit accounts
• Conducted numerous daily internal Quality Audits on live and pre-recorded calls
• Completed annual reviews and maintained Leader Ledger for all direct reports
• Developed curriculum to train New Hires on current Collection systems i.e. EMERALD, FDR, CPS, HOGAN, FAST-Data and YOM
• Lead Project coordinator for revising Quality Guidelines for Loss Control Collections
• Handled escalated calls to explain… Show more

• Managed 12 Early and Late Stage Recovery collectors
• Responsible for managing a portfolio with 50 million dollars in collectables
• Analyzed applicants financial status for possible work-out solutions
• Delivered annual reviews and annual merit increases
• Trained team members in basic collection strategies and also skip tracing tools
• Calibrated calls with team members and delivered follow-up coaching

Bachelor Of Science - Bs, Organizational Leadership

Master'S Degree, Liberal Arts And Sciences/Liberal Studies

Master Of Arts - Ma, Liberal Arts And Sciences/Liberal Studies

Master'S Degree, Liberal Arts And Sciences/Liberal Studies