Daniel Milgate Email & Phone Number

Rochester, Ny, Us

Rochester, New York, United States

Buffalo, New York, United States

Buffalo/Niagara, New York Area

▪ Total ownership of resolving escalated incidents from end users of nCino. Provide quality and detailed explanations on how to resolve both procedural and technical issues via email, phone & live screen sharing of end user’s desktops.▪ Established the nCino Priority Escalation Hotline, which serves as a resource for the Bank’s senior managers to use for time sensitive and urgent requests. ▪ Developed a database through Jira/Confluence where production support can search common issues, defects and work arounds in a single universal resource.

Buffalo/Niagara, New York Area

▪ Support testing functionality of nCino (Salesforce) platform through a series of complex scenarios to manage configuration, build reports, design workflow and access within the new loan origination system. ▪ Provide comprehensive user training enabling full utilization of the system’s capabilities and automation. ▪ Monthly analysis and prioritization of user requested system updates, configurations and customizations. ▪ Offer credit underwriting specific recommendations and preferences that would benefit the end user experience.

Buffalo, New York

Buffalo, New York

▪Evaluate and determine the credit risks up to $10M for commercial clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt service. ▪ Continuous credit monitoring of borrower relationships with credit exposure up to $3M that passed a credit score model. Maintain rapport with business partners to ensure relationship covenants, financial performance & probability of default grades meet M&T Bank standards.

Assist freshmen in University 101 course, offer recommendation on course-plan development, advise on education and social life balance, and provide encouragement to new students.

Responsible for researching, updating, and presenting holdings/stocks in the technology sector.

Rochester, New York Area

• Complete banking transactions using Financial Service Program• Provide quality customer service and troubleshooting for all customers• Responsible for cash counting and drawer balance • Target potential loan clients• Identify any fraudulent practices and report to managementMentoring• Participated in weekly discussions with the CEO to analyze and determine various organizational decisions. • Attended weekly conference calls with the CEO and CFO to process institutional investments for the credit union.

St. Bonaventure, New York

-Tutor business students in navigation of Microsoft Office (Excel, Access, Word, and PowerPoint)-Maintain connection with students to ensure weekly meeting attendance

Rochester, New York Area

-Paint industrial equipment and assist in NYS health code regulations for organizations-Maintain strong client relationships and assist their needs while completing rigorous tasks

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Students in Money Management

Associate'S Degree, Business Administration And Management, General