Daniel Weddick Email & Phone Number

Chicago, Illinois, Us

Develop analyses for annual portfolio valuation, performance analysis, and asset allocation planning to summarize corporate and asset-level financial performance.Prepare investment summaries, financial models and underwriting required to negotiate and close new loans, leases, and investments.Complete research to evaluate market conditions for lease negotiations, loan placement, acquisitions, and dispositions.Research and present investment opportunities available to management to broaden and diversify AUM.

Chicago, Il, Us

Responsible for all aspects of internal performance measurement, focusing on the existing processes for calculating, analyzing and reporting Americas Region performance to the Investment Committee.Collaborated with investor relations group of requests for proposals (RFPs) to expand upon LaSalle Investment Management's established clients.Constructed Spreadsheet Server queries, which allowed the team to promptly access return inputs to provide additional detail behind fund and asset level returns.Monitored performance measurement systems for user access, data entry and resolving reporting questioning to ensure returns were presented consistently.Developed and understanding of the mechanics and theory of investment performance formulas prescribed by NCREIF/PREA Reporting Standards for time weighted returns.

Chicago, Il, Us

Chicago, Il, Us

Performed in depth investigations of customer accounts and reported findings to regulatory bodies such as the Better Business Bureau, Consumer Financial Protection Bureau, and Federal Deposit Insurance Corporation.Completed monthly analysis of customer complaints to identify trends in complaint categories and presented findings as well as potential process improvements to management.Responsible for performing weekly internal audits to ensure company policies were in compliance with all applicable state and federal laws and regulations.

Chicago, Il, Us

Responsible for analyzing customer financial information for over 40 loan applications daily to determine credit worthiness of potential clients. Routinely exceeded the expected performance benchmarks of 6 applications per hour and 80% accuracy, by averaging 8 applications per hour while maintaining accuracy levels over 90%.One of three specialists selected to participate in a case study, which involved testing and implementing new processing techniques and reporting findings to management in an attempt to increase department efficiency.Volunteered to work with a team of 5 members to analyze the database of Acumen in order to expand business, and help organize data so it could be analyzed more efficiently in the future.

Iowa City, Iowa, Us

Organized expenses into project worksheets to be submitted to FEMA in order for the University to receive reimbursement for flood damages.Helped to determine which flood expenses were eligible for coverage under the guidelines that are set in place by FEMA.Reviewed more than 20 previous project worksheets and performed adjusting journal entries to settle discrepancies in accounts that totaled $25,000.Studied department expenditures related to flood prevention and restoration, in order to determine what activities caused the most expenses for the University.Assisted in the completion of year end tax reports which totaled over $500,000.