David Singler Email & Phone Number

United States

➤ Provided services such as project management, project estimating, accounting, compliance, financial advisory services and sales. ➤ Simultaneously in school earning Master's degree.Construction Management | Business Proposals | Project Management | RFP | Sales Management

Pittsburgh, Pa

Portfolio Management: Primary point of contact for 57 complex structured finance portfolios (MBS, ABS, CDOs, CLOs, Synthetic CDOs, Credit Default Swaps, and Preferred Term Securities) as Trustee, Custodian, Collateral Administrator, and Pay Agent on deals with an annual revenue of $5M and an asset value of more than $25B.Client Management: Collaborated with product specialists, industry experts, and both internal and external legal counsel to achieve a 98% seamless onboarding rate for new accounts, ensuring comprehensive delivery of services and a top-tier client experience. Client Focus: Achieved a 97% client satisfaction rate; demonstrated ability to take ownership of client and internal issues, seeing them through to resolution with minimal supervision.Client Service: Delivered personalized financial solutions to 90% of the client base, enhancing service quality by 7%.Account Management: Experienced with cash reconciliations, complex waterfall calculations, compliance testing, financial transaction processing, data analysis, managing institutional assets, and client reporting.Relationship Building: Fostered professional partnerships with 50+ key stakeholders, enhancing cross-functional collaboration through both in-person and virtual client presentations and prospective client meetings.Revenue Growth: Identified and capitalized on 40+ new business opportunities, contributing to a growth of key accounts by 36% year-over-year, adding $2.5M in incremental revenue.Leveraged Technology: Extensive knowledge of Microsoft Office 365 (Word, Excel, PowerPoint, SharePoint), waterfall calculations, compliance testing, and complex financial system platforms such as WSO Software and Solvas.Customer Service Excellence | Banking Operations | Financial Services | Customer RetentionCross-Selling and Up-Selling | Client Onboarding | Account Management | Compliance and Regulatory

Pittsburgh, Pa

Strategic Leadership and Development: Bolstered a 24% increase in productivity, leading a team of eight professionals while setting a crystal-clear vision.Leadership Development/Team Building: Supplied work direction, guidance, and expertise to less experienced associates and provided training to associates on new and complex initiatives in multiple locations, both in person and by leveraging technology.Client Retention Strategies: Fostered open communication with clients, collaborating with industry experts and internal teams to develop strategies that reduced client churn by 12%, retaining 85% of key clients.Risk Management/Regulatory Compliance: Used data-driven insights to support decision-making, ensuring 100% compliance by utilizing regulatory standards and bank best practices, improving strategic planning and accuracy by 26%. Sales/ Business Development: Leveraged consultative selling techniques to convert 19% of leads into long-term clients, generating an additional $500k in revenue.Professional Communication: Excellent organizational, interpersonal, verbal, and written communication skills across all levels with the ability to manage, prioritize, work under pressure, and meet tight deadlines.Technical Proficiency: Utilized Microsoft Office 365 (Word, Excel, PowerPoint, SharePoint) to create 200+ compelling presentations, enhancing proposal acceptance by 14%.Communication: Fostered open communication with clients and internal teams, resulting in a 32% reduction in project turnaround time.Opportunity Identification: Identified and capitalized on 40+ new business opportunities, contributing to a 27% increase in the sales pipeline.Networking Events: Attended 10+ industry conferences and networking events annually, generating 23% of total new business leads.Customer Satisfaction | Branch Management | Client Portfolio | Service Level Agreements | Risk Management | Customer Experience | Problem Resolution | Client Engagement | CRM

Pittsburgh, Pa

Revenue Attainment: Surpassed revenue goals by 17% on a quarterly basis, contributing to a 27% annual increase in sales, and a 39% increase in repeat business.Business Development: Generated $1.5M in new business annually by identifying and creating partnerships with 58 local and national organizations.Client Relationship Management: Managed and serviced 47 complex trust portfolios with a combined value of over $750M, achieving a 23% improvement in portfolio reporting accuracy and maintaining a client satisfaction score of 97% over a three-year period.Proposal Development: Developed and presented 100+ customized proposals per year, achieving a 21% acceptance rate.Sales Process Management: Managed a portfolio of 200+ accounts, overseeing end-to-end sales processes and maintaining a 96% client satisfaction rate. Outside Sales Activities: Conducted 150+ outside sales activities annually, resulting in a 4% conversion rate and $1.3M in additional revenue.Project Oversight: Managed 100+ projects from initiation to completion, ensuring 98% accuracy and on-time delivery, exceeding client expectations.Proof of Performance (POP): Delivered detailed and accurate POP reports to 120 clients, leading to a 23% increase in client retention.Market Knowledge: Maintained comprehensive knowledge of market dynamics, contributing to a 6% increase in client service satisfaction and contributing to account retention.Consultative Selling: Leveraged consultative selling techniques to convert 19% of leads into long-term clients, generating an additional $500,000 in revenue.Account Growth: Grew key accounts by 36% year-over-year, adding $2.5M in incremental revenue.Loan Origination | Credit Analysis | Mortgage Lending | Commercial Lending | Loan Underwriting | Financial Analysis | Risk Assessment | Customer Relationship Management | Loan Portfolio Management | Debt Structuring | Credit Risk Management | Customer Retention | Refinancing | Cross-Selling | Client Consulting

Organizational Leadership

Activities and Societies: Graduated Magna Cum Laude

Master Of Divinity - Mdiv