Daniel Erdman Email & Phone Number

Richmond, Va, Us

Richmond, Virginia Area

- Serve as the main point of contact for clients throughout their construction loan process- Manage a pipeline of 20-25 active construction loans- Develop and teach training courses for mortgage loan officers on construction lending

Richmond, Virginia Area

As a Mortgage Loan Officer with C&F Mortgage Corporation my main focus is to provide my clients with the best possible customer service. The mortgage process can be stressful and overwhelming so I place a lot of value in educating my borrowers on all the different loan programs they qualify for so that they have the peace of mind knowing they chose the best program to fit their specific needs. I truly value closing dates and make sure my clients are informed on their loan status throughout the entire process.

Center Square, Pa

- Provide excellent customer service and financial guidance to new and existing clients- Prospect for new personal and business clients- Promote and market Citizens Bank products both inside the branch and at offsite presentations- Ensure branch audit preparedness and compliance with company and federal guidelinesOther functions include outbound calling to service customer needs and solicit business, monitering and maintaining proper branch cash levels, and answering any customer questions or concerns. Account servicing include equity loans, checking, savings and money market accounts, estate and trust accounts, mortgage and investment referrals, and credit cards.

Salem, Va

Researched, compiled, and analyzed data for use within the history department for multiple projects.

Salem, Virginia

Received a perfect score on customer service evaluation, opened and closed the bank on a daily basis, solicited new accounts and upgraded existing accounts. Informed customers of new and existing products and referred them to bankers for account opening.

Salem, Virginia

Outbound cold-calling to raise funds for the college. Made 50 to 100 cold calls a shift to update alumni contact information, inform alumni, parents, and friends of the college about happenings on campus, and solicit them for donations to the college.