Dan Kohls Email & Phone Number

Lewisville, Texas

Lewisville, Tx

700 State Highwat 121 Suite 180 Lewisville Tx 75067

Jacksonville, Florida Area

Worked on the Empower Loan Origination and SalesEdge Lead & Contact Management platforms. Primary duties were testing, triage and defect remediation.

Plano Tx

Identification, mitigation and control of regulatory and compliance violations in the national mortgage sales division. Efforts led to a reduction in compliance defects and increased customer satisfaction.Provide reporting and coaching to Regional Sales Executives, Site Leaders, Unit Managers and Mortgage Loan Officers. Managed control routines to monitor and remediate mortgage sales associates from transferring Non-Public Personal Information (NPPI), credit reports, and confidential information outside the bank. Provide quality control, root cause analysis and end to end feedback on the corporate documentation process for all customer initiated complaints and escalations to the Office of the President containing trigger language. Remediated missing Relationship Pricing Discounts provided to BAC customers at the point of sale.Subject matter expert for the mortgage sales process for the Retail and Centralized Sales Division. Serve as an intermediary between the Sales and Fulfillment departments to increase customer satisfaction. Recognized by senior management for my ability to handle special projects and deliver results.

Work with business partners across the bank to determine the impact and effects of new regulatory and compliance requirements stemming from the Dodd-Frank legislation.Reviewed and made process changes to current/proposed sales processes using Six Sigma methodolgies Executed change ahead of deadlines including the requirements to have all mortgage sales associates register with the National Mortgage Licensing System (NMLS) and the redesign of the Good Faith Estimates and HUD-1 documents saving millions of dollars in monthly charge backs.

Plano Tx

Team Member in the creation of the Sales Force Development Department which was responsible for the recruiting, hiring and training of new mortgage loan originators.Wrote a series of interview guides related to behavior based questions. Interview guides were adopted by all six Centralized Sales Sites.Provide training and certification for Sales and Unit Managers to perform first and second interviews. Certified a team of 20 managers to perform hiring interviews.Coordinated the interview schedules and administered standardized skill assessments. Set up and participated in job fairs and college recruiting events and conducted hiring interviews. Increased new hire productivity and reduced sales force turnover.

Plano Tx

Recognized as a top performer in a call center environment originating new purchase, refinance and home equity loans in all fifty states, utilizing Conforming, Non-Conforming, FHA and VA loan products. Was promoted to Team Lead in February 2000 and Senior Mortgage Loan Officer in September of 2000.

Certified Financial Planner (Cfp), Financial Planning

Bachelor Of Business Administration (Bba), Finance, General