Daniel Workman

Daniel Workman Email and Phone Number

Consumer Loan Servicing | B2C | Certified ScrumMaster® (CSM®) @ First Financial Credit Union
Daniel Workman's Location
Long Beach, California, United States, United States
About Daniel Workman

With a dedicated track record in collections and loan servicing, my current role as a Collections Supervisor at Purpose Financial leverages my Certified ScrumMaster® credentials and analytical skills. At the heart of my approach is active listening, which has been instrumental in understanding and addressing complex financial situations. My recent work includes refining collections strategies and enhancing loan adjustment procedures, contributing to improved operational efficiency and customer satisfaction. The experience at SchoolsFirst Federal Credit Union honed my capability to navigate consumer loan servicing, ensuring compliance and optimal financial outcomes for all stakeholders.

Daniel Workman's Current Company Details
First Financial Credit Union

First Financial Credit Union

View
Consumer Loan Servicing | B2C | Certified ScrumMaster® (CSM®)
Daniel Workman Work Experience Details
  • First Financial Credit Union
    Asset Quality
    First Financial Credit Union Oct 2024 - Present
    West Covina, Ca, Us
  • Purpose Financial
    Collections Supervisor
    Purpose Financial Aug 2023 - Aug 2024
    Greenville, South Carolina, Us
  • Schoolsfirst Federal Credit Union
    Collections | Loan Adjuster Iii | Consumer Loan Servicing
    Schoolsfirst Federal Credit Union Mar 2023 - Aug 2023
    Santa Ana, Ca, Us
  • Happy Money
    Project Manager | Goal Realignment
    Happy Money Aug 2022 - Dec 2022
    Torrance, California, Us
    As a Project Manager for the Goal Realignment team, I led several cross functional teams to ensure the completion of highly impactful projects which led to a 20% increase in cross department efficiency and a 15% increase in funnel throughput. I frequently served as a representative for Goal Realignment in ongoing coordination with other business partners (e.g. Compliance, Fraud, Risk, Product) in projects and initiatives. Designed a complete Project Management program including a dedicated Confluence page containing templates and resources, requirements for a Tableau dashboard to track Sprint metrics, and outlined clear expectations for scrum ceremonies.
  • Happy Money
    Team Lead | Goal Realignment
    Happy Money Feb 2020 - Jul 2022
    Torrance, California, Us
    Managed daily staffing and outreach strategy to optimize coverage and efficiency in day to day tasks within the department. Developed team reporting used to monitor agent performance and provide live feedback, as well as data for agent 1:1's with management. Provided 1:1 coaching and guidance to agents during weekly office hours to ensure adherence to policies and procedures.Collaborated with business partners to streamline initiatives and procedures, including loan operation and compliance related items. Worked closely with Business Intelligence, Data Engineering, and Data Analytics to improve department processes.
  • Happy Money
    Sr. Specialist | Goal Realignment
    Happy Money Mar 2018 - Feb 2020
    Torrance, California, Us
    Completion of daily tasks including Load Modifications, incoming chats, phone calls, and Zendesk tickets. Communicated daily work assignments and strategy to the greater team. Assisted agents throughout the day with real time coaching, and tracked daily and monthly productivity for leadership. Developed a cadence strategy for daily text announcements for both current and delinquent members.
  • Bank Of America
    Officer; Recovery And Collections Team Manager I, Ii
    Bank Of America Jan 2016 - Mar 2018
    Charlotte, Nc, Us
    Managed a team of 15-40 employees in the Early to Mid-Stage Delinquency Auto/Specialty collections environment. Blended inbound/outbound High-Volume Auto Dialer portfolio 1-45 days past due and manual account ownership portfolio 45 days past due-repo/pre charge-off. Provided individual and team real-time coaching as well as 1:1 monthly performance reviews. Ensured adherence to policies and procedures through call quality reviews. Created employee development plans, including career mapping, both mid and year-end. Led routine training for new and tenured employees.
  • Bank Of America
    In-Line Quality Assurance-Sr. Quality Analyst
    Bank Of America Jan 2015 - Jan 2016
    Charlotte, Nc, Us
    Conducted routine audits for Recovery Collections and Post Charge-off support departments. Worked closely with leadership to provide analytical testing results and recommendations to mitigate risk and compliance failures. Perform low balance account reviews to ensure SLA met for account closures. Provided employee coaching and feedback to enhance quality of work and increase productivity. Influenced and executed process enhancements while ensuring compliance in current recovery and collections procedures. Met with leadership on a regular basis to provide updates and discuss potential improvements.
  • Bank Of America
    Senior Collector/Senior Collector Ii
    Bank Of America Jan 2006 - Jan 2015
    Charlotte, Nc, Us
    Served as the subject matter expert on Credit Card and Auto/Specialty (RVs, Motorcycles, Airplanes, Boats, and Motor Homes) portfolios. Initiate and receive collection calls on charged-off accounts to settle or pay off outstanding deficiency balances and accounts with collateral. Perform deep skip tracing and investigations on hard to reach customers. Completed extensive research for complex issues and inquiries. Performed side by side with auditors, visitors, and new management to introduce the Recovery Department and review the department's guidelines and procedures. Provided peer coaching and feedback to enhance quality and increase productivity. Built relationships and promoted teamwork within and outside the department to bridge communication efforts.
  • Capital One
    Collections Specialist
    Capital One Jan 2004 - Dec 2005
    Mclean, Va, Us
    Served as the subject matter expert on early to mid stage delinquent auto portfolios. Initiate and receive collection calls on past due accounts. Perform deep skip tracing and investigations on hard to reach customers.

Frequently Asked Questions about Daniel Workman

What company does Daniel Workman work for?

Daniel Workman works for First Financial Credit Union

What is Daniel Workman's role at the current company?

Daniel Workman's current role is Consumer Loan Servicing | B2C | Certified ScrumMaster® (CSM®).

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.