Daniel Burch Email & Phone Number

Littleton, CO, US

Littleton, CO, US

Highlands Ranch, Colorado, United States

• Managed exception process for loans that did not meet established guidelines, trained staff, and clients on how exceptions were issued in relation to whole loan reviews.
• Established Wholesale Lending channel from ground floor: Functioned as primary business lead for lending system and applications, assisted with decision engine logic, screen layouts, reports, and testing criteria.
• Assisted with coordinating overall due diligence processes for bulk and flow purchase transactions, as well as managing due diligence for securitized transactions.
• Provided leadership and direction to co-workers and interdepartmental staff such as Underwriting, Loan Delivery, Post-Closing, and Capital Markets to ensure efficient operations of the NON-QM division.
• Offered guidance and support, created, interpreted, and explained policies, programs, and objectives.
• Directed the daily activities of the underwriting team, fostering effective communication, setting priorities, reviewing assignments, redirecting work, and providing crucial problem-solving support.

Meadow, NY

• Managed a team of 4-7 transaction managers who worked remotely nationwide.
• Monitored and optimized reporting processes, implemented effective escalation procedures, and facilitated timely remediation of issues, deficiencies, and regulatory matters within compliance risk management.
• Demonstrated independent judgment while cultivating the knowledge necessary to comprehend and apply policies, procedures, and compliance requirements proficiently.
• Maintained pipelines, ran exceptions reports and managed and maintained Rating Agency relationships.
• Interacted with internal teams such as capital markets, legal, compliance, as well as external parties including buyers/sellers, rating agencies and vendors.
• Oversaw and supported the company’s residential mortgage purchase, sales, and securitized transactions.

Santa Ana, California, United States

• Identified and addressed training needs, developing comprehensive programs while coaching and supporting team members.
• Collaborated in establishing a streamlined, efficient, and compliant loan flow from submission to post-closing.
• Conducted tailored training sessions for thirty-one newly hired top talents, optimizing productivity,and fostering the development of robust operational teams; actively motivated and evaluated personnel, focusing on.
• Functioned as a knowledgeable resource for the business unit, addressing operational issues, inquiries, and complaints through resolution or appropriate arrangements.
• Fostered a positive team culture that promotes open communication among all team members.
• Supported implementing Motivity/Power BI reporting systems, facilitating monitoring quality, SLAs, pipelines, and exceptions.

Santa Ana, California, United States

• Led the recruitment, hiring, and training of a 101-member team, delivering comprehensive instruction on project applications, customer relations, and service standards.
• Guided over one hundred team members through change, seamlessly adopting divisional realignment plans, facilitating organizational change.
• Played a pivotal role in planning, directing, and coordinating wholesale/non-delegated operations activities, ensuring the development and implementation of efficient, cost-effective systems aligned with the current.
• Maintained an intricate understanding of Agency Requirements, encompassing FNMA, FHLMC, FHA, VA, and USDA loans.
• Established, tracked, and maintained Service Level Agreements (SLAs) through collaborative efforts with operations and sales teams.
• Effectively partnered with Sales, Processing, and Closing teams to assist with any questions or escalations as they arose ensuring all loans followed regulations and guidelines.

Santa Ana, California, United States

• Performed comprehensive financial due diligence to evaluate the creditworthiness of borrowers and assess associated loan risks.
• Conducted assessments of multi-family properties to ascertain market value, condition, and potential rental income generation.
• Reviewed and evaluated borrower(s) profiles, including all income documentation, tax returns, asset documentation, credit reports, preliminary title reports, judgments, bankruptcy documents, and appraisals.
• Functioned in an ever-changing environment and worked across all business channels in underwriting (Retail/Joint Venture/Correspondent/Wholesale) as needed.
• Reworked loans with updated terms and identified additional conditions to ensure viable credit decisions.

Irving, TX

• Engaged in effective communication with Regional Managers, Account Executives, and Sales Associates to convey the outcomes of financial and performance reviews. Collaborated on the development of strategies to enhance.
• Conducted thorough reviews and analyses of Wholesale/Correspondent financial statements to ensure compliance with approved financial requirements.
• Scrutinized and analyzed Wholesale/Correspondent loans and overall performance, encompassing loan delinquencies, loan characteristics, FHA Neighborhood Watch, uninsured loans, and other metrics.
• Conducted weekly sales meetings with Branch staff to review production goals, new company policies, and marketing strategies.
• Directed and coordinated activities of loan set-up, disclosure, underwriting, account management, closing, funding, and post-closing teams.
• Cultivated and maintained ongoing client relationships by assessing client needs, managing expectations, and worked closely with implementation and production teams to keep them aware of upcoming needs to ensure work.

Erie, Pa, Business Administration And Management, General Studies

Activities and Societies: Delta Sigma Phi Fraternity

Education record

▪️ Technical Skills: Microsoft Office suite, Zoom, Salesforce, OptifiNow, Adobe suite, Tableau, Google Drive ▪️ Organizations: Colorado.