Daniel Iasbarrone Email & Phone Number

Duluth, Georgia

• Manage a production & operations staff of 36-40 employees
• Developing and implementing training programs for origination and operations staff
• Conduct performance appraisals to remain accountable to performance metrics, which enables steadfast identification of production forecasting
• Developed, designed and implemented policies and procedures as it relates to Internal Operating Procedures, ECOA, AML, Red Flag, RESPA, MDIA, QM, ATR
• Create and implement companywide and personnel reporting systems and strategies to direct file flow and tracking to optimize operational efficiencies
• Implement strategic marketing to drive customer loyalty and maximize revenue

Atlanta, Georgia

• Origination of Residential Mortgage Loans
• NAV Production Level of $1,250,000 per month
• Underwriting and Processing of Residential Mortgage Loans
• Assisted in the development and training of new loan officers

Marlborough, Massachusetts

• New Product Development and Implementation
• Consult sales team in prospecting and implementation capacity
• Empower employees by goal awareness through performance metrics to ensure the company service level standards are met and exceeded during day to day operations
• Develop training programs for origination, processing, underwriting and compliance staff
• Create Secondary Market Product Guidelines and Risk Measurement Matrices
• Secondary Market Risk Analysis and Forecasting

Boston, Massachusetts

• Assisted in the management of a shared bond fund with a NAV of two billion dollars
• Evaluated fund performance to account for profitability and loss
• Shared accountability for reconciliation of bond fund for the purpose of preparing and reporting cash reconciliation, budgeting and forecasting
• Calculating income accruals and amortization for fixed income and money market funds
• Buying and selling of institutional trades
• Buying and selling of futures contracts for equity funds and calculating the increases/decreases in notional value of the futures contracts that were proportionate to the fund

Quincy, Massachusetts

• Preparing and reporting of daily cash reconciliation, account ledgering and forecasting
• Assisted in preparing portfolio budgets for trade activity
• Processed daily client directed cash flows
• Prepared monthly accounting financial statements for regulatory reporting

Poughkeepsie, New York

• Analyzed investment models for acquisitions and developments including discounted cash flow models, sensitivity tables, property valuation and joint venture structuring
• Conducted extensive market research and prepared investment committee memorandums on behalf of clients for the final decision-making process for acquisitions
• Facilitate integration of new transactions with present portfolio performance to meet investor exit strategy
• Implemented asset and portfolio assessments including lease analysis and negotiation, real estate tax appeals, leasing & management company interviews and overall portfolio strategy

Candidate For Bachelors Of Science In Business Administration, Finance And Insurance Risk, 3.79

Candidate For Bachelors Of Science In Business Administration, Finance And Financial Management Services, 3.75 Gpa

Education record

Education record