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Experienced Customer Relationship Management Business Analyst with a demonstrated history of working in the financial services industry. Skilled in Risk Management, Microsoft Excel, Customer Service, Microsoft Word, and Banking. Strong business development professional with a BS focused in Agribusiness/Agricultural Business Operations from University of Missouri-Columbia.
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Director Of Advancement Records ManagementUniversity Of Missouri-ColumbiaAuxvasse, Mo, Us -
Director Of Advancement Records ManagementUniversity Of Missouri-Columbia Dec 2023 - PresentColumbia, Missouri, United StatesThe Director of Advancement Records Management requires a high level of independence while engaging continuously in creating, interpreting, and implementing institutional policies. Ensuring the accurate and timely acceptance and handing of charitable gifts and biographical information in support of the University’s fund-raising goals. Leading the gift management team responsible for processing more than $100 million in gifts annually. Directing the biographical records team to manage and maintain a biographical database with more than 700,000 records. The development of practices that maintain accurate donor records while collaborating with both internal and external partners to leverage donor information to maximize fundraising efforts. Working with Advancement Services leadership to construct a strategic vision for Advancement Records Management. -
Data Analyst For The Enrollment Management And MarketingColumbia College Jun 2022 - Dec 2023Columbia, Missouri, United StatesReporting to the VP of Enrollment Management & Marketing I am responsible for tracking student enrollment, building future enrollment projections, monitoring and evaluating location performance. Emphasis on improving reporting capabilities surrounding enrollment and marketing performance. Analysis of enrollment performance focusing on time in funnel, lead conversion rate, enrollment trends, recruiting performance. Develop student enrollment forecast across all of our 40+ nationwide locations through monitoring industry trends and historic enrollment performance. The Project Manager for the implantation of Tableau Cloud and Columbia College’s Enterprise Data Management Solution. I was responsible for vendor and program research as well as leading the ongoing communication between outside vendors and senior leadership -
Associate Director Of Advancement ServicesColumbia College Jun 2021 - Jun 2022United StatesResponsible for ensuring all donations to Columbia College are recorded and processed in alignment with the College’s polices as well as federal guidelines.Management of the CRM fundraising software (Raiser’s Edge) which contains all donor and alumni information with responsibilities of overseeing the recording and maintaining of gift records, donor contact information, prospect research, and wealth screening information. Overseeing the Advancement Services Coordinator who was responsible for processing and recording all gifts as well updating donor gift information.Analysis of fund-raising efforts, donor and alumni events, prospect research, as well as developing targeted audiences to aid gift officers in their fundraising efforts.Staying current on industry trends through connecting with industry professionals, vendor and research, continued education surround fund raising laws. -
Marketing Research AnalystColumbia College Mar 2019 - Jun 2021As the Marketing Analyst I was responsible monitoring digital marketing campaign performance focusing on audience engagement, lead generation, cost per lead for all nationwide and regional marketing efforts.I development customer profiles for our diverse student population breaking down unique differences between both traditional college students and our large non-traditional student population to be used in targeted marketing initiatives.Perform campaign performance analysis focusing on marketing platform, demographic structure, geographic location, and target population.Assist with the planning and management of at $4,000,000+ annual digital marketing calendar and budget. -
RealtorGarriott & Associates Realty Mar 2021 - Dec 2023 -
RealtorWeichert, Realtors - First Tier Nov 2018 - Mar 2021 -
Loan Servicing ManagerThe Callaway Bank Aug 2017 - Feb 2019Fulton, MissouriAs the Loan Servicing Manager, I oversaw the Loan Servicing Department which was responsible for processing and maintaining all consumer and commercial loans from the time of closing until pay off. I lead a team of 9 employees who worked to ensure all loans were documented, funded, collateralized, reported on, and paid off correctly. My focus was on driving continuous improvements to optimize efficiency while maintaining the highest level of accuracy to meet both state and federal regulations. -
Banking Officer - Crm Business AnalystFirst United Bank Jan 2015 - Aug 2017The lead of customer data management for marketing, CRM administration and implementation at First United – a bank that grew to be $6B in assets by end of 2016.Responsible for the implementation, administration, and enhancement of a CRM (Synapsys) with an emphasis in marketing automation, campaign management, sales enabling/lead management, customer analytics, and reporting. During my tenure, I have helped First United grow from less than $3B in assets to more than $6B through M&A and organic production growth (+~30% net of M&A). Retention has also increased by 12.5% with an obtained a Net Promoter Score (NPS) of 60+.Enhancement of CRMBridging the gap between CRM software and the users who interact with it. Including but not limited to implementation, user training of all customer facing employees, and ongoing enhancement.Marketing AutomationThe creation and implantation of a customer onboarding process with a focus on individualized upselling, cross selling, capturing customer NPS in effort of improving the customer experienceCampaign ManagementExperience with the design, identification target population, orchestration, fulfilment, and reporting of multichannel campaigns; including brand awareness, customer rewards, upselling, and cross selling campaigns. Sales Enablement / Lead ManagementThe creation and on-going administration of a strategic lead management process with commercial and retail sales teams, focusing on the transformation of prospects to leads to sales.Customer Analytics and Reporting• Cross Sell/Upsell Campaigns• Brand awareness• Customer Rewards• Customer Retention• Product Promotion• Customer Satisfaction• Commercial and Retail Sales Performance -
Banking Officer - Management TraineeFirst United Bank Nov 2013 - Jan 2015Spending short periods of time rotating though multiple departments to gain experience and understanding from both the employee's and manager's perspective in a corporate bank. -
Banking Center ManagerGreat Southern Bank Nov 2012 - Nov 2013Manage the annual sales requirements and coaching of team members.Create a welcoming, professional and friendly environment for customers while enhancing customer experience through trust, communication, product knowledge, accountability and exceptional customer service. Plan and execute sales meetings to highlight best practices, review of products, sales, and customer service training to uncover new sales opportunities. A leader with an emphasis on full service retail and business banking and new deposit relationship acquisition. -
Customer Service RepresentativeHeritage Trading Company Jun 2012 - Nov 2012
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Agri-Business Management StudentUniversity Of Mis Aug 2008 - May 2012Columbia, Mo
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Part Time TellerMissouri Credit Union 2011 - 2012
Daniel Plain Skills
Daniel Plain Education Details
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Agribusiness/Agricultural Business Operations
Frequently Asked Questions about Daniel Plain
What company does Daniel Plain work for?
Daniel Plain works for University Of Missouri-Columbia
What is Daniel Plain's role at the current company?
Daniel Plain's current role is Director of Advancement Records Management.
What is Daniel Plain's email address?
Daniel Plain's email address is dj****@****uri.edu
What is Daniel Plain's direct phone number?
Daniel Plain's direct phone number is +158092*****
What schools did Daniel Plain attend?
Daniel Plain attended University Of Missouri-Columbia.
What skills is Daniel Plain known for?
Daniel Plain has skills like Banking, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, Powerpoint.
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Daniel Plain
Utility / Master Plumbing Contractor - Lester D. Plain & Son, Llc - Madison, Fl.Madison, Fl
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