Daniel Witkowski Cmca, Ams Email & Phone Number

Skokie, Illinois, United States

Crystal Lake, Illinois, United States

Community management team leadership, interview candidates, on-boarding, training, coaching, process improvement. Support the Director and Executive Team with month directives, managing portfolios of associations during transitioning to new managers and onboarding new clients.Managing the day to day, and long term financial, mechanical, and legal business operations for a portfolio of 14-17 commercial and residential condominium, townhome, and home owner association communities. Vetting vendors, requests for proposals, building and executing budgets, preparing management reports, and presenting to the board of directors. As well as running periodic board of directors and annual membership meetings. Maintenance and capital improvement projects.Manager of the month award June 2024.

Crystal Lake, Illinois, United States

Manage the day to day operations, financials, asset maintenance, and legal business for a portfolio of condominium, townhome, and home owner association communities. Selecting and working with vendors, requests for proposals, building and executing budgets, preparing and presenting to the board of directors for the clients. As well as running periodic board of directors and annual membership meetings for a portfolio of communities in the northwest suburbs of Chicago.Manager of the month award September 2023.

Greater Chicago Area

Documentation, underwriting, client service and portfolio management for factoring accounts Accounts Receivable, reconciliation, escrow, and reserve account management functionsDeveloping, documenting and implementing department policy and procedures, 2 step verification, checks and balances, credit directives, and SOP within the finance departmentData migration to cloud based software offering real-time client account access via portalCollections and asset recovery for Merchant Cash Advance and factoring portfoliosManaging escalated collection calls, submitting placements with collections agencies and legalNegotiating line of credit modifications and payment with clients, debtors, and guarantorsReporting and escalation processes for deteriorating accounts, training the team on metricsOn-boarding factoring accounts, Notice of Assignment, compliance review, buy-outs, and funding advances

Elgin, Il

Managing daily operations for several condominiums, townhome and single-family common interest community’s in the Chicagoland areaProduce Board meeting packets, guide Board meetings, and advise the Board on processes, maintenance, and improvements per the association Declarations, By-Laws, and Rules and Regulations.Vender and homeowner relations, RFP’s, proposal comparisons, and site visits on behalf of the Association. Preparation of annual budgets, review of meeting minutes, newsletters, and other association correspondences.LICENSED COMMUNITY ASSOCIATION (Property) MANAGER Lic# 261002481Certified Manager of Community Associations CMCA 2018-2020

Naperville, Illinois

Preparation of loan documents, funding, and post closing processes. Ensuring a valid and enforceable priority lien. Completing UCC filings, preparation of chattel documents, scanning and filing electronic records. Purchase money, end-user seller, and capitol loan funding for transportation and construction industry clients.

Chicago

Senior Analyst in the commercial operations financial group booking & servicing middle market, complex commercial / syndicated and direct client loans. Payment application, repricing, and support for loans over various lines of business including real estate, medical, and private equity.Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests. Analyze and resolve more complex issues efficiently and effectively in accordance with bank and industry standards.

Carol Stream, Il

Managed credit, receivables, and retail deductions for 3 privately held, companies in the home furnishings, manufacturing, and special event rental equipment industries. Total annual sales of approximately $30MM. Client base ranges from contract feeder hospitality organizations, medical and higher education establishments, online retailers, national big box retailers, various design studios as well as individual consumers. Working cross functionally in a multi-unit shared services environment to produce transparent, seamless service to clients, while prioritizing receivables.

Chicago, Il

Worked directly with clients to manage the collections of their receivables through the following activities:-Manage dedicated relationships with clients and their payroll, account receivable and loan portfolios.-Provide clients with Dun & Bradstreet reports, credit analysis of end-user accounts, collection assistance and Certificates of Funding. -Review and approve payroll processing for total A/R that exceeds $27 million with approximate weekly funding of $5 million with DSO performance under 35 days.-Monitor the repayment capacity and quality of borrowers and their end users. Assign risk rating per guidelines.-Periodic review of receivables with CFO, reporting potential problem situations and recommend further action.-Resolve account discrepancies by investigating documentation; adjust reserve accounts and payments.-Collection and work-out negotiation to maximize recoveries of deteriorating accounts.-Provide direction to Accounting for cash application on ACH/Wire, credit card transaction, and lockbox processing.

Rosemont Il

Senior level credit and collections for domestic and international Culligan franchises, manufacturing vendors, and subsidiarys.-Achieved DSO benchmarks of 93%+ current, on average 29 day DSO, for $4.5+ million in monthly receivables.-On boarding, review, setup and maintain customer credit files, generate credit reports and establish customer credit lines.-Monitor customer account details for non-payment, delayed payments and other irregularities.-Verify and report corporate cash receipts, receivables trends, and monthly operating reports.-Process adjustments/write offs and reconcile intercompany balances.-Collections, loan approvals, and royalty reporting for all business channels.-Loan application processing and credit analysis for CWC Finance Company.-Communicate with national accounts sales team to ensure that work orders are being closed and paid in a timely manner.-Big box retail deduction management and vendor management system portal payment application.-Bank account and General Ledger reconciliation.-Issuing collection and demand letters as needed to escalate deteriorating accounts for legal action.-Aid with testing and implementation of various IT/ERP systems.

Wilmette, Il

-Managed the staff of several departments at this location that helped generate total sales of $6 million annually.-Handled Human Resources activities such as workforce planning, weekly scheduling and payroll approval, succession training, and employee relations.-Increased sales by purchasing to trends and local market demographics.

Lincolnwood, Il

-In preparation for the grand opening, recruited and trained 200+ employees in merchandising and operations.-Reviewed overall store employee schedules, and approved weekly payroll.-Achieved Kohl’s Credit Card account activations of 224% over plan during the first two months of operation. -Received Pacesetter Award for operational excellence.

Niles, Il

-Lead a merchandising team that generated $24 million with annual store sales of $36 million.-Approved staffing schedules and followed up on completion of performance reviews.-Implemented an inventory control system and maintained a 96% in stock ratio against a corporate goal of 90%.-Maintained highest Customer Satisfaction Survey results 4 years in a row.-Received Golden Contribution Award in 1999 and 2000 for profitability.

Franklin Park, Il

Managed the merchandising, inventory, human resources, customer service, and general operations of a newly remodeled $18 Million retail store. Assisted with the brand transition, staffing, training, execution and managing of the remodel process for 7 former Venture Retail stores to the Big Kmart format.

Burton, Mi

Managed a store within a store retail location with full P&L responsibilities for a $2 Million annual volume auto center. Served as a district trainer for retail management.

B.S., Business, Marketing/Public Relations, 3.2

Activities and Societies: Residence Hall Advisor, Public Relations Student Association, Student Senate (President candidate), Office.

College Preparatory