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Daniel O. is listed as Financial Services Representative @ Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Gilbert, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Daniel O..
Daniel O. previously worked as Client Relationship Manager at Morgan Stanley and Benefit Engagement Specialist at Bc Insourcing. Daniel O. holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Northern Arizona University.
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With over 10 years of work experience in the financial services industry, I am a customer service expert with attention to detail and business administration skills. As a Benefit Engagement Specialist at BC Insourcing, I work with clients to enrol them in various benefit plans and resolve any issues they may have. I also process loan applications and verify eligibility and documentation. Previously, I was an Account Specialist III at JPMorgan Chase, handling consumer auto loans/lease reconciliations, disputes, and fraud prevention. I contributed to the team's success by ensuring accuracy, efficiency, and customer satisfaction. I have a Bachelor of Business Administration degree from Northern Arizona University and an Associate's degree from Chandler/Gilbert Community College. I am passionate about helping people achieve their financial goals and improving their quality of life. I am seeking an opportunity to leverage my skills and experience in a dynamic, inclusive organization that values excellence, innovation, and diversity.
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A career timeline built from the work history available for this profile.
Arizona, United States
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account-related items. Participating in continuing education and development.
Overland Park, Kansas, United States
Company Ambassador to the assigned client(s) by engaging in purpose-driven dialogue with the department leaders, providing support while exercising independent judgement to cultivate effective business relationships and maintaining rapport with all case partners and the client’s employees. Provide SME-certified-license knowledge in clients’ HR/Benefit.
Tempe, Arizona, United States
The Chase Auto business offers consumer auto financing through relationships with auto dealerships across the country, as well as directly to consumers through online and bank channels via its Consumer Receives inquiries from customers in need of information related to auto products, service assistance, and problem resolution. Account Specialists work with.
Tempe, Arizona, United States
Focus on business results by offering options and finding solutions to help our customers while servicing their consumer/business credit card calls. Call center environment that requires 100% phone-based customer interaction. Demonstrate excellent communication, negotiation, and decision-making skills, while staying engaged with our customers. Communicate.
Phoenix, Arizona, United States
Carry a pipeline of government (FHA/VA), conventional and purchase/refinance loans beginning with the initial conditional approval through until the final underwriting approval. The Client Care Specialist will contact the customer after the loan has been conditionally approved, upon final approval and all of the follow-up calls in between. The discussions.
Phoenix, Arizona, United States
Review the status of each project daily to provide updates to our partner. Submit solar applications to the proper jurisdictions. Submit applications to the utility companies. Follow up on all pending permits and applications for each project. Communicate with the partner when they are in need of information. Participate in meetings with the Partner.
Tempe, Arizona, United States
Ensure compliance with Federal/State Laws and Company guidelines in order to minimize losses and legal concerns. Manage a team of 10-12 Foreclosure Specialists that handle FHA/VA, conventional loans filing 1st and 2nd lien MI claims against defaulted loans in a high volume, deadline and production-driven environment. Conduct monthly associate quality.
Chandler, AZ
Maintain a portfolio of 800+ Foreclosure files to ensure end-to-end process and completion of the foreclosure. Possesses knowledge in a specialized Foreclosure end-to-end process. Specialized GSE Team with a focus on Fannie Mae and Freddie Mac Files. Make complex decisions pertaining to the foreclosure process and direct contact with a foreclosure attorney.
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
Evelyn Bodoni
Colleague at Morgan StanleyUnited States, United States
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KC
Kevin C. Dare
Colleague at Morgan StanleyBel Air, Maryland, United States, United States
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Lakesha Ellis
Colleague at Morgan StanleyParkville, Maryland, United States, United States
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Purva Bandekar
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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Bobby Marlin
Colleague at Morgan StanleyLanghorne, Pennsylvania, United States, United States
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JW
John Williams
Colleague at Morgan StanleyGreater Calgary Metropolitan Area, Canada
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Janvi Shah
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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Matthew Zakelj
Colleague at Morgan StanleyColumbus, Ohio, United States, United States
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Grover Mayo
Colleague at Morgan StanleySouth Orange, New Jersey, United States, United States
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Emily Pascal
Colleague at Morgan StanleyAlexandria, Virginia, United States, United States
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Quick answers generated from the profile data available on this page.
Daniel O. works for Morgan Stanley.
Daniel O. is listed as Financial Services Representative @ Morgan Stanley at Morgan Stanley.
Daniel O. is based in Gilbert, Arizona, United States while working with Morgan Stanley.
Daniel O. has worked for Morgan Stanley, Bc Insourcing, Jpmorgan Chase & Co., Verengo Solar, and Bank Of America.
Daniel O.'s colleagues at Morgan Stanley include Evelyn Bodoni, Kevin C. Dare, Lakesha Ellis, Purva Bandekar, and Bobby Marlin.
You can use AeroLeads to view verified contact signals for Daniel O. at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Daniel O. holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Northern Arizona University.
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