Daniel Kim Email & Phone Number

San Francisco Bay Area

San Francisco, California, United States

Oakland, California, United States

Oakland, CA

• Managed licensing portfolio via Nationwide Mortgage Licensing System (NMLS) to meet state deadlines in a timely manner to ensure accuracy
• Addressed any licensing discrepancies (Company, branch, or personnel) issued by state institutions by providing requested documentation in a timely manner to comply and avoid penalties or fees
• Initiated Project #Withdraw to remove state jurisdictional presence from six non-operating entities to reduce Company’s annual licensing portfolio expense and unnecessary filing requirements.
• Obtained and prepared documentation for Company’s state & audit examination annually
• Closely collaborated with 3rd party vendors (ex. Registered agents, surety bond providers) to ensure to obtain the relevant state bond coverage under the correct entity/subsidiary
• Facilitated weekly interdepartmental meetings with Accounting and Legal/Compliance to verify state relevant documents (balance sheet, P&L, cash flow statement, annual reporting requirements, etc) before providing to.

Orange County, California Area

• Oversee license renewals for Loan Originators to ensure that quality standards are met for proper documentation before sending it to State financial institutions
• Negotiate pricings and terms with landlords while managing the licensing and maintenance process for 30+ branch locations nationwide
• Coordinate day-to-day operations including the scheduling of pre­licensing and continuing education, conduct testing of database maintenance, and act as the key point of contact to state regulators for license approvals
• . Collaborated with our Nationwide Field Sales team to ensure all of our salespersons were in compliance to operate in their respective state jurisdictions
• Recognized inefficiencies in rental contract procedures and implemented an innovative solution that cut cost by 30% and expedited the production turnaround rate
• Worked with lease offices (ex. Regus) to negotiate down prices in order to make good short term deals for the company

Irvine, CA

• Responsible for communicating all aspects of licensing regulations including financial statements, surety bonds, certificates, and state’s requirements to the CEO and external partners to ensure proficient productivity.
• Communicated daily with state regulatory agencies to ensure the company was following the proper procedures to protect the company’s assets
• Monitored renewal process including analyzing Contract Database, distribution and filing of corporate documents to oversee accuracy and deadlines for legal compliance
• Coordinated with multiple departments regarding document retention to assure state licensing requirements are up to date
• Researched documents and publication for details that would establish evidence and entered high volume of client data into the company’s software program
• Assisted in the preparation and negotiation of contracts to address any discrepancies and assess the next action steps necessary for the completion of appropriate protocol

Orange, CA

• Spearheaded the monthly quota of $25,000 by surpassing it with $263,000 in sales, achieving the title of Top Salesman of the Month and 4x Rising Star in nationwide sales
• Developed stable interpersonal relationships with clientele by excelling in marketing strategies and strong communication skills, which led to a promotion to Account Executive, allowing me to train direct marketing.
• Cultivated personable relationships with prospects by implementing dynamic negotiation skills which created consistent growth for the company, while maintaining customer satisfaction
• Played a key role in incorporating investigational methods and analyzed data to determine the effectiveness of the product to strengthen the company’s productivity
• Effectively executed innovative promotional programs to be launched in the leasing market for better exposure of the company’s finance solutions

La Jolla

• Launched a real estate committee program with colleagues designed to provide real estate expertise to aspiring student agents
• Coordinated biweekly executive board meetings to see how we can progressively expand our local real estate network while formulating lesson plans for our members

Diamond Bar

• Managed foreclosures, short sales, and property transactions for a high end clientele base that increased my ability to interact with professionals at all levels
• Appraised value of residential property by utilizing my proficient communication skills to direct open houses to potential buyers leading to the highest monthly quota of the year
• Maintained a competent attention to detail and deadlines which included collecting and arranging information on Microsoft Excel Spread Sheets that were distributed among the committee
• Performed administrative duties including answering phones, filing, and data entry
• Multi-tasked and worked effectively within a team as well as independently with minimal supervision.

Bachelor'S Degree, Psychology/Law & Society, 3.5

Activities and Societies: UCSD Real Estate Alliance, UCSD Pre-law Society

Aba-Approved Paralegal Certificate, Law, 3.6