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 processing• 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, etc.)• 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• Adhered to the bank’s security and audit policies/procedures, as well as BSA guidelines

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