Dale Whitehead Email & Phone Number

Greater Seattle Area

Provide support and contract evaluation to contract negotiators and management team through data management and data evaluation.Create and evaluate metrics employing MS Excel, Access and VBA.Monitor facility status’ and update changes in Contract Administration records.Developing and documenting department processes at an overview and detail level..

Greater Seattle Area

• Provide support and assistance to teammates, leadership and peer group to resolve overpayment issues for patients and insurers
• Review and approve adjustment transactions
• Analyze department production and teammate statistics using MS Office and proprietary programs
• Manage daily, weekly and monthly reporting for divisional, departmental and teammate distribution utilizing MS Excel, Access and PowerPoint
• Developing and documenting department processes at an overview and detail level
• Process balance adjustments, refunds, funds transfers and verify booked revenue amounts

Greater Seattle Area

• Evaluated industry trends impacting personal account services portfolio to provide recommendations for business and policy adjustments
• Created internal and external reporting through SQL Server and SSRS
• Crafted and documented of formal policies, procedures and tasks for account servicing business model
• Mentored direct reports and assisted in achieving their professional goals

Greater Seattle Area

• Developed operational structure and growth of Personal Account Servicing department
• Administered day to day operations of payment processing and funds management services
• Provided client liaison services, responding to client inquiries
• Developed specialized data reporting
• Supervised daily payment and account management
• Ensured NACHA compliance and standard banking practices were followed

Greater Seattle Area

• Created and implemented marketing plans and material including, direct mail, web content and promotional (print and presentation) materials
• Provided data analysis and forecasting of portfolio growth
• Coordinated growth strategy and business plan to accommodate rapid portfolio growth
• Efficiently developed team and implemented staffing changes to properly manage business needs
• Developed marketing strategies for new business line, growing from 5000 to over 100,000 accounts in 24 months

Greater Seattle Area

• Developed and grew business portfolio for Personal Account Services
• Attended industry conferences
• Developed client relationships

Greater Seattle Area

Directed a team of mortgage professionals engaged in mortgage note purchasing.Led a team of purchasing agents who successfully purchased over 1000 mortgage notes to be securitized with parent company or rehabilitated for secondary markets.Mentored and assisted title processors and underwriting staff in the decision-making process and evaluation of mortgage.

Odessa/Midland, Texas Area

Purchased 100 + mortgage notes from individual note holders to be securitized or rehabilitated in secondary markets.Utilized knowledge of title insurance, property appraisal, credit review and purchase underwriting to evaluate potential mortgage notes and feasibility of purchases.

Lubbock, Texas Area

• Led research team for nationwide mortgage purchasing and origination
• Managed research team support staff
• Trained and managed researchers and trainers in research of mortgage notes
• Managed data collection and coordinated projects with marketing team
• Built relationships with county, parish and borough representatives
• Traveled approximately 75% of time for research purposes

Lubbock, Texas Area

• Printed and mailed 2000-15,000 direct marketing pieces per day
• Maintained and operated 3 complex specialized postal and mailing units
• Supervised staff of 5 teammates

San Antonio, Texas: Dallas, Texas: Midland, TX: Minneapolis, MN

• Managed retail sporting good stores ranging in size from 5000-125,000 sq ft
• Supervised from 10 to 60 staff members
• Performed customary duties including store marketing and presentation
• Conducted daily cash reconciliation, stock management
• Designed and coordinated merchandising and display
• Certified snow ski technician, certified tennis racket technician

Bachelor Of Arts, History, Sociology, Geography, Spanish

Activities and Societies: Golden Key Member Phi Theta Kappa Honor SocietyHISTORY - Bachelor of Arts SOCIOLOGY - Bachelor of Arts Minors in.

Diploma, Earth Sciences

Earth Sciences Major - Geology, Astronomy, Chemistry, Geography & Physics