Daniel Mccloskey Email & Phone Number

Middletown, Rhode Island, United States

• Lead and manage the Loan Operations team, servicing all of the bank’s loan portfolio
• Provide leadership, team building and coordination for all loan servicing activities
• Manage the loan onboarding, quality control, global rate change processes, payment processing, escrow analysis and payments, SBA reporting, and investor reporting for bank's lead and non-lead loans
• Providing customer service to all internal customer requests
• Identify technological efficiencies with digital solutions in department policies and procedures where possible
• Ensure departmental compliance with internal and external auditors

Greater Boston Area

• Oversee the Deposit Operations and Loan servicing team, working with all levels of management ensuring daily, weekly and monthly SLAs are met
• Oversee mobile deposits, card systems (including card disputes), loan payments, loan onboarding, interdepartmental processing/funding requests as well as daily/monthly account reconciliations, ACH, RDI and wire.
• Ensure compliance with operations processes to internal and external auditors
• Provide leadership, coaching and coordination of all activities for the Deposit Operations and Loan Servicing functions in accordance with the Bank's strategy, policies and procedures
• Recruit, groom and manage the operations team to meet changing operational demands of online partners
• Map and document operational processes to assist in automation and increase efficiency through technology

Greater Boston Area

• Oversaw a staff of 18 Customer Service Advisors, coordinated work schedules, allocated department resources to meet and exceed department goals and service level averages (Average speed of answer, Net Promoter Scores.
• Performance and Quality Management: monitoring of customer interactions, providing training and 1-on-1 guidance
• Collect, input and analyze client contact data to optimize department resources
• Handled a high volume of virtual client/partner inquiries and issues through phone, chat and email
• Owned the extended overdraft/charge off process
• Owned and managed the bank’s project of selling/closing out our remaining IRA portfolio

West Warwick, RI

• Cultivated customer relationships through opening accounts and recommending related banking products
• Contributed to the bank’s loan portfolio by coordinating and inputting home equity loan and line applications
• Resolved complex customer issues, concerns and challenges in person, over the phone and via email
• Adhered to the bank’s security and audit policies/procedures, as well as BSA guidelines
• Oversaw branch staff, providing guidance and coaching on customer service and teller issues

Bachelor Of Science - Bs

Education record