Dalton Thomas Email and Phone Number
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Dalton Thomas personal email
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My name is Dalton (Sam) Thomas. With about ten years of experience in finance, banking and insurance operations, I am looking for opportunities in the Twin Cities. Recent experience with Allianz Life has provided me great opportunities that consistently exposed me to processes in case management, regulatory analysis, risk management and insurance operations. My background and education have grown me into a strong writer, communicator, and researcher. I am a long-term resident of the St. Paul community, and I look forward to opportunities to learn and develop further in finance as my career progresses.
Allianz Life
View- Website:
- allianzlife.com
- Employees:
- 4193
-
Technical Operations AnalystAllianz Life Sep 2023 - PresentGolden Valley, Minnesota, United States-Researched incidents based on contract (product) language to identify system defects and determine affected populations using SQL querying-Responsible for defining incidents through the process of problem definition-Assessed financial and operational loss of a given incidents to aid operations in prioritizing business risks-Calculated fund adjustments for legacy fixed and variable products-Developed an excel tool for commission calculations with a multitude of layers and functionalities-Led a summer internship program on tool (product calculation based) controls and developed VBA based solutions to increase automation potential of those processes-Coordinated on remediation efforts and validated IT testing to determine system fix solutions
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Variable Case ManagerAllianz Life Sep 2021 - Sep 2023Golden Valley, Minnesota, United States•Brought attention to regulatory timelines that had not been addressed since COVID measures changed them and collaborated in the implementation of more sound procedures through meetings with compliance, legal, and various leaders in New Business department management •Developed testing scenarios and was instrumental in variable end user testing for months prior to a new system launch •Acted as a strong support agent during the RSP launch and was highly regarded as one of two SMEs (subject matter expert) in Variable New Business•Trained other case managers in my role of Variable Tax Center Consultant and promptly answered questions on tax questions centered on Fixed/ Variable New Business issues •Distributed work and acted as escalation support to other case managers as a district lead •Volunteered to support Variable New Business through taking on extra workload and through coordinating the department inbox
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Operational SpecialistTruchoice Financial Jul 2019 - Nov 2020St Louis Park, Minnesota, United States•Analyzed process improvement data and was given special assignments based on findings and research•Wrote, proofread, and submitted insurance contracting based on rigorous industry compliance measures •Provided guidance on internal company training material and aided in the completion of the company training manual in business operations•Trained agents on state/federal compliance and educated them on licensing issues•Coordinated with accounting to ensure that agents were being paid properly based on contract guidelines -
Financial Service OfficerSpire Credit Union Jul 2017 - Jul 2019Minneapolis, Mn•Served as consumer and business financial literacy ambassador in Minneapolis•Mentored and trained bankers, tellers, and loan officers•Underwrote unsecured business applications and analyzed tax returns•Nominated to Spire’s Emerging Leadership group •Recognized as a top 5 lender in mortgage production in 2018 and was #1 in the company in August 2018 -
Senior Personal BankerBmo Harris Bank Apr 2015 - Mar 2017St Paul, Mn•Managed BMO’s Bank at Work program in Saint Paul -
Personal Banker IiU.S. Bank Aug 2014 - Apr 2015Little Canada (St. Paul), Mn•Received 100% satisfaction customer surveys in 2015•Serviced commercial and retail lending in North St Paul -
Personal BankerWells Fargo Apr 2013 - Apr 2014•Ranked in the top 10% regionally in lending proxy•Scored 5/5 in all categories of Gallup customer service surveys in 75% of instances -
Human Rights Commission InternWinona State University Aug 2011 - Jun 2012Winona, Mn•Organized and directed the Greater Winona Area Human Rights Conference•Recruited over 20 professional presenters -
Teaching AssistantWinona Area Learning Center Sep 2011 - May 2012Winona, Mn• Completed and organized more than 50 lesson plans • Educated students who spoke little no English• Taught 25 students daily communication skills one-on-one
Dalton Thomas Skills
Dalton Thomas Education Details
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English Literature And Language And Applied Linguistics
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Aquinas High SchoolHigh School Diploma
Frequently Asked Questions about Dalton Thomas
What company does Dalton Thomas work for?
Dalton Thomas works for Allianz Life
What is Dalton Thomas's role at the current company?
Dalton Thomas's current role is Operations Technical Analyst.
What is Dalton Thomas's email address?
Dalton Thomas's email address is dt****@****ire.com
What is Dalton Thomas's direct phone number?
Dalton Thomas's direct phone number is +195273*****
What schools did Dalton Thomas attend?
Dalton Thomas attended Winona State University, Aquinas High School.
What are some of Dalton Thomas's interests?
Dalton Thomas has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Npr, Politics, Education, Environment, Bbc, Animal Care, Yoga.
What skills is Dalton Thomas known for?
Dalton Thomas has skills like Technical Writing, Outbound Marketing, Strategic Planning, Loan Officers, Customer Service, Sales Management, Sales Presentations, Microsoft Office, Mortgage Lending, Health Insurance, Life Insurance, Tutoring.
Who are Dalton Thomas's colleagues?
Dalton Thomas's colleagues are Evan Atkins, Sukiman Harapan, Quentin Naotaissa, Budy Gunawan, Kit Larson, Rehan Hisham, Beni Saputra.
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