Daniel N. Email & Phone Number

Albuquerque, Nm, Us

Austin, Tx, Us

Play a pivotal role in driving successful software implementations and cultivating lasting client relationships on a national scale. My responsibilities encompass overseeing the entire spectrum of client partnerships, primarily with credit unions and banks, with a focus on surpassing revenue, retention, and relationship goals.Key Achievements:Strategic Implementation Leadership: Spearhead seamless software implementations onto the Lenders Protection Platform, ensuring clients' needs and expectations were not only met but exceeded.Comprehensive Training Initiatives: Lead lending training sessions to empower clients with the knowledge and skills necessary for optimal platform utilization.Robust Reporting and Assessment: Conduct monthly and quarterly profitability reporting, while also performing risk assessments to fortify the integrity of client portfolios.Indirect Marketing Expertise: Execute indirect marketing strategies to enhance client visibility and engagement, contributing to increased market share.Long-term Relationship Management: Nurture enduring client relationships, fostering a culture of trust and collaboration, resulting in high retention rates.Innovative Growth Strategies: Proactively identify creative opportunities for loan growth and explored additional lending channels through strategic collaboration with 3rd party lenders.

Austin, Tx, Us

I served as the primary point of contact for lenders utilizing the Lenders Protection program. My clientele includes lending managers, loan underwriters, processors, and funders, where I consistently ensure unparalleled support and satisfaction.Key Contributions:Cross-functional Problem Solver: Excelled in a dynamic role, collaborating across departments to swiftly identify and resolve issues related to customer performance and satisfaction. My proactive approach facilitated a seamless customer experience.Executive Support: Provided invaluable assistance to account managers by addressing reports and inquiries from C-Level executives, showcasing a keen understanding of the high-stakes concerns at the leadership level.Lending Software Expertise: Leveraged in-depth knowledge as a lending software expert, proficiently working with 20 different loan origination solutions to accommodate clients utilizing the Lenders Protection integration. This intricate understanding allowed me to tailor support and solutions to the unique needs of each client.Training Leadership: Took charge of training new hires on the intricacies of the Lenders Protection platform, ensuring a smooth onboarding process and empowering team members with the knowledge needed for success.

Austin, Tx, Us

Actively contributed to the growth and success of the organization through strategic business development within the medical insurance industry.Strategic Business Development:Collaborated closely with the business development team to identify, pursue, and secure new prospects and clients within the dynamic landscape of the medical insurance industry.Comprehensive Proposal Management:Led the preparation of compelling proposals, quotes, and reports tailored to the unique needs of prospective clients. Diligently tracked new business submissions, ensuring accuracy and timeliness in the proposal process. Additionally, played a key role in assembling and delivering persuasive group presentations, effectively communicating TMLT's value proposition.Subject Matter Expertise:Served as a knowledgeable resource within the team, providing insights on state compliance requirements to medical providers. My role extended beyond securing new business, as I actively educated medical professionals on compliance nuances and collaborated with them to find customized financial solutions that aligned with their specific needs.Client Education and Relationship Building:Demonstrated a commitment to client education by imparting knowledge on state compliance intricacies. By fostering a consultative approach, I facilitated informed decision-making among medical providers, strengthening client relationships and positioning TMLT as a trusted partner.

Bachelor’S Degree, Mccoy College Of Business - Marketing

Education record