Daniel. Conner Email & Phone Number

San Francisco, California, Us

Responsible for overseeing the testing and validation of remediation analytics requirements, to ensure accuracy in the assumptions made by data analyst in identifying impacted customers, that the quality of data work and financial strategies are valid. Support the collection of critical data points not easily accessible through existing systems of record and also leverage imaged documentation to assess customer impact. Responsible for the day-to-day data operational tasks that are required to redress customers, handle trailing activities and manage year end processes.

San Francisco, California, Us

Manage a data analytics organization that performs critical customer impact analysis to assess systemic gaps and/or failures that occur throughout the originations process and to accurately identify customers who may require some form of remediation as part of our Commitment to Customer efforts. The team is responsible for delivering a consistent data and analytical process, helping to provide stronger oversight and governance around data discovery, provide proven and consistent critical thinking to the analytical process, deliver consistent documentation, and provide enhanced testing and validation of the data to ensure accuracy, all of which is critical to the organization being compliant with corporate and regulatory guidelines.Home Lending & Auto Lending focus

San Francisco, California, Us

Leader of an advanced analytical team focused on the mortgage originations customer experience. We have two primary areas of responsibility: Provide analysis of customer complaints to include; tracking, trending, identifying common themes and performing diagnostic root cause analytics around the operational processes that may be contributing to customer complaints and dissatisfaction. We use a variety of advanced data discovery tools, methods and processes to collect customer feedback across multiple sources and synthesize it with operational data to develop descriptive, prescriptive and predictive analysis and solutions that are provided to senior business leaders to help them deliver an improved customer experience. Perform critical customer impact analysis to assess systemic gaps and/or failures that occur throughout the originations process and to accurately identify customers who may require some form of remediation as part of our Commitment to Customer efforts. The team is responsible for delivering a consistent data and analytical process, helping to provide stronger oversight and governance around data discovery, provide proven and consistent critical thinking to the analytical process, deliver consistent documentation, and provide enhanced testing and validation of the data to ensure accuracy, all of which is critical to the organization being compliant with corporate and regulatory guidelines.

San Francisco, California, Us

Leader of an advanced analytics team that is focused on the execution of diagnostic root cause analytics and the analysis of operational processes that may contribute to customer dissatisfaction by collecting customer feedback from multiple channels and synthesizing it with operational data to develop descriptive, prescriptive and predictive analytical solutions for business leaders to leverage in driving an improved customer experience.

San Francisco, California, Us

Primarily responsible for the day to day operational reporting, analytics, application development and system/hardware support provided by our Business Intelligence Team with reporting services provided to over six business partners. Oversee the development of system applications that provide short term business solutions to business critical issues. Share critical business information to help develop and set the business strategy as well as manage day to day tactical decisions within the operational areas of Capital Markets. Participate in strategic planning discussions and provide input regarding future direction. Responsible for influencing and participating in decisions on policies/procedures designed to ensure compliance with Wells Fargo, legal, investor, regulatory and/or business policies. Responsible for coaching, influencing, developing and managing team members including decisions relative to performance reviews, terminations,hires, discipline, salary actions, etc.

San Francisco, California, Us

Manage the day to day activities of the Wells Fargo Home Mortgage Salability Team and Servicing Integration Business Intelligence Team. Responsible for ensuring loans are ready to be sold to investors and work to decrease loan defects through the review process and through collaboration with upstream operations and downstream business partners. Also responsible for managing a budget and controlling expenses, providing quality customer service to internal/external customers, meeting compliance, risk management and quality standards. Responsible for the day to day reporting, analytics and system support provided by the Business Intelligence Team. Over see the development of system applications and sharing critical business information to help develop and set the business strategy within Servicing Integration. Participate in strategic planning discussions and provide input regarding future direction. Responsible for influencing and participating in decisions on policies/procedures designed to ensure compliance with Wells Fargo, legal, investor, regulatory and/or business policies. Responsible for coaching, influencing, developing and managing team members including decisions relative to performance reviews, terminations, hires, discipline, salary actions, etc.

San Francisco, California, Us

Manage a mid-market/region mortgage production center, which may also include multiple centers/sites. Oversee and accountable for the loan manufacturing process, controlling cost to produce loans, provide quality customer service to both internal and external customers while meeting compliance and quality standards. Influence performance of a business unit or functional area by working as a key member of the decision making management team strategy, operations/financial management and building organizational effectiveness/performance. Aligns business unit/functional area activities to company priorities. Participate in in strategic planning discussions and provide input into future direction. Oversee the implementation of new and/or enhancements to systems, policies and guidelines, which have a significant impact on the unit, department or functional area.

San Francisco, California, Us

Manage an Operational support team with responsibility for the development and service of ad hoc applications whether web based or in some other development application. Manage hardware used to support data storage and or other operational applications. Primary contact for resource optimization, load leveling or business continuity initiatives. Direct the development of ad hoc MIS reporting utilized by the operational areas to monitor performance of employees, performance of the functional areas, monitor compliance or audit requirements and provide ad hoc analysis and executive summary reports. Participate on various projects to provide input or operational & technical expertise. • Designed new methods and procedures to obtain and/or access business critical data• Serve as "data expert" on underlying business rules and data sources for end users• Responsible for the development of new MIS solutions and migration of existing MIS to new platforms such as Business objects.

Us

Managed a staff of 125+ employees to process 4.25mm annual credit applications for the GM Mastercard and other partnerships. Responsible for forecasting expenses and staffing needs. Managed a $12+ million dollar annual budget. Managed all aspects of the originations process from application entry, underwriting, and customer verification to fraud prevention. Managed inbound and outbound customer calls. Provided regular coaching, mentoring, and leadership to both directs and indirects. Directed and monitored all departmental MIS development, mechanization, reporting efforts, and technical support staff. Oversaw the development and management of all departmental procedures & policies. Partnered closely with Marketing, Fraud, Systems Support, Collections, Business Planning, Risk Management, Finance, Card Issuance, Statement Processing and Human Resources departments to ensure company objectives were met. Managed vendor relationships which included contract review and pricing negotiations.

Us

Responsible for the Management of 15 - 18 associates. Developed and managed an internal audit team. Managed the day to day work flow and work distribution to ensure the operational area met production standards, internal service levels and contractual service agreements. Monitored complaince and regulatory expectations for day to day work.

Mba, Business

Bsba, Business With A Minor In International Business