Casey Daniel Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

- Auditing financial investment files to ensure compliance with federal guidelines- Tasked with distribution of regulatory and operational changes- Provide guidance and support to Advisory Department- Management of interdepartmental switchboard

Chicago, Illinois, United States

- Rapid response to investor and servicer requests for file transfers and research- Analysis and auditing of daily file reports- Receipt and auditing of government data for mortgage filings

- Organized and led weekly team meetings to address outstanding and problematic files- Created training materials for new and existing team members via Atlassian- Offered hands on guidance and training for new and existing team members- Compiled and distributed daily file reports- Time sheet management for team members

Chicago, Illinois, United States

- Audited mortgage files for missing information and uploaded to government regulatory websites- Consolidated and shipped physical mortgage paperwork, 400+ per month- Assisted in organization and filing of secure financial data

Chicago, IL

- Acted as a go to resource for new employees through their first 90 days- Contact with departmental leads to address hiring needs- Scheduled follow up calls with new hires to assess if additional training or support was needed- Participated in weekly onboarding meetings to ensure that employees were receiving the highest level of support

Vernon Hills, IL

• Handled long term pension support to meet each participant's specific needs
• Interacted directly with participants of multiple clients engaged in a pension cash out opportunity
• Responsible for follow up calls regarding participant inquiries
• Assisted participants with understanding and completing pension documents

Chicago, IL

• Responsible for creation and management of new and current customer accounts
• Reached out to current and prospective clients to aid with future financial needs
• Received cross training to perform in multiple specialized positions to better serve customer base

Chicago, IL

• Utilized consultative sales approach to uncover customer needs and develop strong customer relationships
• Responsible for the security of confidential financial information
• Led weekly meetings about new bank policies and security procedures
• Assisted teller supervisor in maintaining operations binder
• Responsible for ordering and organizing branch office supplies

Chicago, IL

• Communicated closely with customers to determine their specific banking needs
• Organized and compiled financial paperwork
• Received individual accolade for aiding in the highest number of account openings among branch tellers

Addison, IL

• Assisted private parties with preparation and service for guests
• Compiled and distributed customer orders

Chicago, IL

• Designed and maintained company Twitter and Facebook pages
• Responsible for designing promotional materials for clients

Carbondale, IL

• Worked part-time to supplement tuition payments
• Promoted to crew trainer in second year of employment
• Trained an average of 2 new employees per month

Bachelor Of Arts (Ba), Music

Specialization in Musical Theatre

Bachelor Of Science (Bs), Journalism

Specialization in Digital Communication