Daniel Oxentenko
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Daniel Oxentenko Email & Phone Number

Retirement Counselor Sales and Marketing at Touchmark at Touchmark
Location: Portland, Oregon Metropolitan Area, United States 9 work roles
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Current company
Role
Retirement Counselor Sales and Marketing at Touchmark
Location
Portland, Oregon Metropolitan Area, United States
Company size

Who is Daniel Oxentenko? Overview

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Quick answer

Daniel Oxentenko is listed as Retirement Counselor Sales and Marketing at Touchmark at Touchmark, a with 544 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Daniel Oxentenko.

Daniel Oxentenko previously worked as Retirement Counselor Sales and Marketing at Touchmark and Production Partner at Borrow Smart Mortgage, Inc | Nmls 2428874.

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Email format at Touchmark

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Touchmark

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Profile bio

About Daniel Oxentenko

Highly organized and experienced Management Professional with 10+ years of experience in managing workflow, supervising personnel, and client database management. Well-versed in training talent, coordination, and quality control measures.Production Managerdanooxentenko@gmail.com Customer Service Organizational Effectiveness Work flow Management Optimization Task DelegationCommunication Leadership Sales (Direct to Consumer-Business-to-Business-Database Management)

Current workplace

Daniel Oxentenko's current company

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Touchmark
Touchmark
Retirement Counselor Sales and Marketing at Touchmark
beaverton, oregon, united states
Website
Employees
544
AeroLeads page
9 roles

Daniel Oxentenko work experience

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Retirement Counselor Sales And Marketing

Current
Sep 2024 - Present

Production Partner

Wilsonville, Oregon, United States

Work closely with internal teams (Loan Officers and Processors) to prepare and evaluate mortgage loans, documents provided to ensure accuracy, and all necessary items needed. Worked with clients by going over different loan proposals, Loan estimates and loan pricing to ensure accuracy and alignment with their loan goals. Consulted with clients by actively listening to their needs to gain an understanding of their requirements and loan objectives. Acted as the main point of contact for clients by addressing any concerns, questions or issues that arose during the loan process. Worked on managing loan deadlines by a detailed review of loan estimate, loan application and any other paperwork or additional items that were provided. Built strong relationships with Underwriters, Escrow Officers, and Processors to obtain a competitive advantage which resulted in loans closing in a timely manner.

Sep 2023 - Apr 2024

Production Management

Managed the production and workflow of the mortgage loan throughout the process from application to close date.Effectively communicate with realtors, mortgage lenders and title & escrow officers to ensure the loan progresses on time and information is accurate and updated.

Feb 2023 - Sep 2023

Production Manager

Clackamas, Oregon, United States

Generation of sales of Loans exceeding annual goals of $60 million a year. Development of new business by cold calling Real Estate Agents, Insurance Agents and additional sources of business. Utilize excellent communication skills, customer service, negotiation and closing skills to effectively address client needs and concerns during the loan process. Effective telephone prospecting to existing database, new clients, Real Estate Agents to generate additional loan income revenue. Extensive use of CRM system to generate additional business.Prepare and maintain all paperwork for existing and new loans, including loan disclosures.Act as the initial point of contact once the application is completed.Consistent follow-up and ability to stay on top of third parties to receive documents.Register, lock, and disclose files in collaboration with the internal parties

Dec 2020 - Feb 2023

Production Manager

Clackamas, Oregon, United States

Managed the workflow of the entire loan process by thoroughly reviewing all documents provided by borrower to ensure the loans meet Lender guidelines. Effective Communication and rapport with customers and borrowers which led to securing the loan business as well as additional referrals which resulted in even more business. In the first month we were number 2 in the whole company.

Jun 2020 - Dec 2020

Transaction Coordinator

Clackamas County, Oregon, United States

Contributed to increasing loan production from $21 million a year to $42 million a year within my first year from start date. Managed the production and workflow of the mortgage loan throughout the loan process from application to close date by analyzing income, cash flow and assets with emphasis on self-employed borrowers, effectively communicating with realtors, internal mortgage staff and title & escrow officers to ensure the loan progresses on time and information is accurate and updated. Worked hand-in-hand with loan processor to ensure loan closed in a timely manner while also assisting in making sure any necessary conditions were collected from borrower in a timely manner. Effective Communication and rapport with customers and borrowers which led to securing the loan business as well as additional referrals which resulted in even more business.

Sep 2019 - Jun 2020

Loan Officer Assistant To The Manager

Phil Gehring, Sunrise Mortgage Group

Oregon City, Oregon, United States

Assisted the Branch Manager in the Originations and production of new business.Built strong relationships with borrowers by utilizing effective communication strategies which led to securing the borrowers business and resulted in an increase of more than 30% of additional loans.

Mar 2019 - Sep 2019

Loan Officer/Loan Partner

Clackamas, Oregon, United States

Generated new business opportunities by networking with real estate and escrow companies which improved loan origination.Worked hand-in-hand with other Loan Officers on a Loan Partnership basis to generate new mortgage loans.

Sep 2016 - Mar 2019

Loan Officer Assistant

Clackamas, Oregon, United States

Assisted Top Producing Loan Officers in the origination of new loans to help generate new business opportunities.Managed the workflow of the entire loan process by thoroughly reviewing all documents provided by borrower to ensure the loans meet Lender guidelines. Helped the Loan Officers by assisting with their borrowers to help build strong relationships with the borrowers by utilizing effective rapport and communication building resulting in increased loan origination of more than $36M.

Oct 2014 - Sep 2016
Team & coworkers

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FAQ

Frequently asked questions about Daniel Oxentenko

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What company does Daniel Oxentenko work for?

Daniel Oxentenko works for Touchmark.

What is Daniel Oxentenko's role at Touchmark?

Daniel Oxentenko is listed as Retirement Counselor Sales and Marketing at Touchmark at Touchmark.

Where is Daniel Oxentenko based?

Daniel Oxentenko is based in Portland, Oregon Metropolitan Area, United States while working with Touchmark.

What companies has Daniel Oxentenko worked for?

Daniel Oxentenko has worked for Touchmark, Borrow Smart Mortgage, Inc | Nmls 2428874, Nexa Mortgage, Churchill Mortgage Corporation Nmls # 1591, and Advantage Mortgage Inc..

Who are Daniel Oxentenko's colleagues at Touchmark?

Daniel Oxentenko's colleagues at Touchmark include James Hoogervorst, Christina Swartout, Allyson Kupchenko, Kathy Ward, and Jacob Trask.

How can I contact Daniel Oxentenko?

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