Daniel Radley Email & Phone Number

Woodstock, GA, US

Greater Atlanta Area

Collaborated with information technology business partners to develop an online workflow management system (Workfront) to improve the allocation of business resources.

Atlanta Metropolitan Area

Documented business requirements for business partners to automate commercial lending activity reporting utilizing Salesforce, Commercial Loan Origination, nCino, and Qlikview. Collaborated with developers to code, debug, and test the reporting requirements. I demonstrated the automated solution to business partners and managed the rollout of the new.

Responsible for identifying and developing future talent by hiring and training Credit Analysts who provided financial analysis to Relationship Managers and Portfolio Managers.Managed a team of 14 Analysts. Responsible for identifying and evaluating Analyst and/or teamerrors in order to mitigate and/or minimize risk while coaching and developing employee.

Managed loan portfolio for affluent Client Advisors and supported Relationship Managers in theexecution of sales processes with a primary focus in the credit underwriting and approval process. Assisted Client Advisors on client sales calls to gather information from Clients in order to structure and underwrite loan opportunities.

I was selected to join the Bank's Private Wealth Management's training program to develop my sales and credit skills.I completed an extensive commercial loan training program to learn how to structure, underwrite, approve, and document a commercial loan.