Dan Gerdes Email & Phone Number

Fort Collins, Colorado, United States

In my current position, I advise clients on financial strategy and planning to reduce debt, delivering friendly and professional customer service and support while increasing organizational revenues. I also strategize and execute effective marketing initiatives, tailoring my marketing tactics to specific contacts, leads, and referral partners, remaining fluid and adaptable to changing priorities. Some of my additional duties and key achievements include:► Build strong, $6.7M sales pipeline, utilizing various lead platforms to capture and follow-up on leads, responding daily to potential clients, boasting 87% response rate from online lead sources, and achieving 3.4 applications weekly, surpassing goal of 2.5 applications per week.► Serve ~25 accounts simultaneously, cultivating positive customer relationships through frequent communication and follow-up.► Coordinate cross functional teams, as well as internal and external stakeholders, educating and coaching first-time home buyers and managing projects to ensure timely and quality project completion. ► Steer clients through debt consolidation processes from start of application to close, serving as single point of contact to liaise between clients, internal and external teams.

Northern Colorado

At US Bank, I was promoted to steer clients through the mortgage process from beginning to end including application, processing, underwriting, and closing, tracking all file progress and providing timely status reporting to customers. I had the opportunity to garner lasting customer relationships with focus on customer retention and positive reviews, upholding high organizational standards of fiscal responsibility and excellent customer service. A few of my additional duties and accomplishments include:► Collected and processed data from multiple parties including clients, counties, insurance, title, and other lenders, confirming all information complete and updated for Operations team.► Achieved $11M in funding yearly, significantly boosting organizational profits and exceeding goal by +$1M.► Trained and coached bankers on mortgage products, procedures, and guidelines, providing in‐depth knowledge of product features and benefits to drive increased cross-functional sales opportunities.► Promoted through roles of increased scope and accountability, moving into role requiring expanded product expertise and relationship building abilities.

Fort Collins, Colorado, United States

As a Personal Banker, I assisted customers with all their banking needs, levering consultative and solutions sales techniques to educate clients on our services for financial analysis and planning. I generated leads, assessed customer needs, and ascertained their current financial standings, utilizing my product knowledge to offer diverse products and services to meet client needs, with focus on upsell opportunities. Some of my additional duties and key achievements include:► Obtained perfect scores on 91% of customer service surveys completed, substantially exceeding goal, with 85% considered “excellent”.► Honored as Banker of the Month in Northern Colorado District in October 2017, recognized for outstanding performance, customer service skills, and significant contribution to branch reaching #1 position regionally.

Manhattan / Windsor

As a sales and business development rep, I oversaw account management for 137 key accounts in Manhattan for Empire Merchants, the largest distributor of wines and spirits in NY. I also identified new business and drove new sales opportunities for medical equipment and devices at Hanger ORP, managing 16 accounts across surgery centers, clinics, hospitals, and urgent care facilities. A few of my additional duties and accomplishments include:► Cultivated strategic partnerships with individual restaurant owners and managers, tailoring sales and marketing strategies to specific client needs and requirements.► Boosted accounts sold by 340% and achieved 2138% increased revenues during time in position, with most new accounts opened in 50-rep division in October 2015.► Improved facility usage and sales by +12%, surpassing sales goals by delivering $78K in monthly revenues.► Assisted customers by custom fitting 8 to 11 hip and knee braces per week, recognized by senior management for excellence in patient care and service.

Fort Collins, Colorado, United States

At Walker, I drove operations management for a high-performing team of 10 associates, prioritizing tasks, delegating assignments, and ensuring outstanding customer satisfaction. Some of my additional duties and key achievements include:► Directed route planning and scheduling for 3 to 4 crews, adapting to swiftly changing priorities, mitigating weather conditions, and meeting customer requests. ► Increased monthly revenue by 10%, adding 12 new accounts through community outreach marketing campaigns and networking.