Daniel Leidenz Email & Phone Number

Tucson, Arizona

- Develop business strategies to improve loan origination, deposit growth, and profitability by 15% - Managed credit and income evaluations for businesses and individuals to ascertain lending capability- Mitigate risks and liabilities across multiple projects saving $50k- Implemented innovative operational procedures as a result of COVID-19 improving client retention and growth by 20%- Build and manage client relationships with internal and external teams to lead projects through delivery- Resolve audit inquiries from corporate accounting firms to meet operational standards- Maintain up-to-date knowledge of financial and regulatory reporting requirements- Assist portfolio valuations efforts including portfolio optimization, risk analytics, performance attribution, and risk/liability management that saved $100k annually

Tucson, Arizona

- Serve as trusted partner through understanding of the financial services industry, a client service mindset and analytical expertise to enable to enable decision support for clients- Analyze and manage activity-based allocations across internal business units, investment franchises and product sets to support profitability-based decision making- Build and maintain headcount roll-forwards, budgeting, and ongoing predictive analytics- Increased deposit balances, investments, and lending products by $3m by connecting with trades- Managed accurate internal controls by performing audits on ATMs, branch vaults & teller stations, ensuring risk management

Tucson, Arizona

- Implemented business strategies leading to the growth of branch profitability - Lead knowledge sharing and best practices through building training and development tools and creating a positive team culture- Implemented and strengthened branch operation controls such as vault, ATM & monetary instrument audits, ensuring process integrity and risk mitigation- Followed roadmaps in order to standardize workflows along with training and development for employees