Daniel Mendoza

Daniel Mendoza Email and Phone Number

Certified Exchange Specialist, 1031 Exchange Director of Sales and Business Dev. @ e1031xchange - America's Leading 1031 Exchange Provider
Daniel Mendoza's Location
New York, New York, United States, United States
Daniel Mendoza's Contact Details
About Daniel Mendoza

Daniel Mendoza is a Certified Exchange Specialist, 1031 Exchange Director of Sales and Business Dev. at e1031xchange - America's Leading 1031 Exchange Provider. He possess expertise in leadership, insurance, marketing, networking, people skills and 10 more skills. He is proficient in Korean, Chinese - Mandarin and Spanish. Colleagues describe him as "It was a pleasure to work with Daniel. I learned a lot from him. It was my first job after graduation and he helped me understand the industry and shared his experiences. I am impressed with his work ethic and communication skills." and "I very much enjoyed working with Daniel on our joint projects in China: Daniel is proactive, professional, engaging and drives for results, whilst at the same time building those crucial relationships that enable him to be successful. “Add oil!” (Chinese proverb)"

Daniel Mendoza's Current Company Details
e1031xchange - America's Leading 1031 Exchange Provider

E1031Xchange - America'S Leading 1031 Exchange Provider

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Certified Exchange Specialist, 1031 Exchange Director of Sales and Business Dev.
Website:
e1031xchange.com
Employees:
2
Daniel Mendoza Work Experience Details
  • E1031Xchange - America'S Leading 1031 Exchange Provider
    Director Of Sales And Business Development
    E1031Xchange - America'S Leading 1031 Exchange Provider Oct 2023 - Present
    New York City Metropolitan Area
  • E1031Xchange - America'S Leading 1031 Exchange Provider
    1031 Exchange Manager
    E1031Xchange - America'S Leading 1031 Exchange Provider Apr 2019 - Oct 2023
    Greater New York City Area
    • Hire, train and manage a team of four executing over 700 exchanges a year• Oversee sales, customer service and wire security compliance• Execute initial sales intake calls with inquiring clients from various points of contact (call-ins, website contact form, website instant messaging)• Advise clients according to IRC 1031 regulations on items such as deadlines, identification rules, property qualifications and resolve transactional issues• Spearhead company’s growth from 1 to 5 full-time employees• Work closely with proprietor to develop the company’s current workflows and policies
  • Jerry M. Feeney Attorney At Law
    Real Estate Paralegal
    Jerry M. Feeney Attorney At Law Apr 2017 - Apr 2019
    Greater New York City Area
    •Coordinating with all parties to ensure a successful transaction closing • Compiling closing file•Title/Lien search review and coordinating clearance•Complying with TILA / RESPA Integrated Disclosure (TRID) regulations •Close Bank financing transaction as bank representative on a as needed basis •Execute 1031 Exchange initial calls with clients
  • E1031Xchange - America'S Leading 1031 Exchange Provider
    1031 Exchange Coordinator / Bank Finance Closer
    E1031Xchange - America'S Leading 1031 Exchange Provider Nov 2016 - Apr 2017
    Greater New York City Area
    •Client management from initial contact to exchange closure •Generate 1031 exchange forms and instructions•Coordinate with settlement agent to ensure exchange forms and funding is properly executed •Train and manage juniors team members •Represent the bank at bank financing closings by ensuring all bank documents are properly executed and coordinating with lender office to obtain funding approval
  • Solomon Agency Corp.- E-Benefit Solution Inc.
    Special Account Executive
    Solomon Agency Corp.- E-Benefit Solution Inc. Jun 2015 - May 2016
    Greater New York City Area
    •Oversee group benefit (health, dental, vision, term life) account maintenance and renewal. •Designated Chinese/Latin client specialist. •Group health quotation, proposal, presentation and billing procedure control.•Establish, negotiate and manage partnerships with Insurance Carriers, GA, and PEO partners.•Develop ACA Compliance filing service for Large Group Clients.•Provide research and risk consultation to customer.•Interview potential new hires and train selected new hires.
  • Metlife - Expatriate Benefits
    Medical Network Development Consultant/ Global Vendor Management
    Metlife - Expatriate Benefits Jun 2012 - Jun 2015
    Greater Philadelphia Area
    •Global Vendor Management - Oversee multiple TPA operations (Claims Processing, Data Transfer, Case Management, Eligibility, Customer Service, Medical Network Development)•Improves quality, depth, and breadth of the international direct pay network by contracting appropriate direct settlement providers to the network.•Executes project plans to integrate Regional Service Centers with home office. •Serves as the network expert internally and supports Sales and Account Management in the sales and renewal process. •Provides research and consultation assistance to International Network Director, Sales & Account Management, and business partners as needed.•Oversees multiple network development requests and executes complex requests.
  • Cigna - Global Health Benefits
    Eligibility Analyst Associate
    Cigna - Global Health Benefits Dec 2011 - Jun 2012
    Wilmington, De
    •Implements, updates and maintains automated and/or manual eligibility data for an assigned book of business.•Generates reports to identify and resolves discrepancies.•Analyze multiple eligibility file formats and internal system configurations to resolve processing errors.•Provide technical support for processing eligibility data electronically.•Corresponds with clients around the globe and regularly uses Spanish language skills to communicate with clients based in Latin America.
  • Pace University
    Student Assistant
    Pace University Nov 2008 - May 2011
    1 Pace Plaza, Ny, Ny 10038
    • Maintain database and filing system of confidential employer and student records• Assist staff and students with translations (Mandarin/English) on an as-needed basis• Use social media such as Facebook to promote events and services • Respond to incoming calls from students, employers, staff, and faculty/administration• Manage and schedule appointments on10 counselors’ calendars

Daniel Mendoza Skills

Leadership Insurance Marketing Networking People Skills Customer Service Analysis Cultural Awareness Adaptability Management Public Speaking Microsoft Office Microsoft Word Linguistics Vendor Management

Daniel Mendoza Education Details

Frequently Asked Questions about Daniel Mendoza

What company does Daniel Mendoza work for?

Daniel Mendoza works for E1031xchange - America's Leading 1031 Exchange Provider

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

Daniel Mendoza's current role is Certified Exchange Specialist, 1031 Exchange Director of Sales and Business Dev..

What is Daniel Mendoza's email address?

Daniel Mendoza's email address is da****@****ail.com

What is Daniel Mendoza's direct phone number?

Daniel Mendoza's direct phone number is +184534*****

What schools did Daniel Mendoza attend?

Daniel Mendoza attended Pace University, Peking University.

What are some of Daniel Mendoza's interests?

Daniel Mendoza has interest in Children, Civil Rights And Social Action, Education, Language/ Cultural Studies, Guitar_bass_vocals, Music Performance, Arts And Culture.

What skills is Daniel Mendoza known for?

Daniel Mendoza has skills like Leadership, Insurance, Marketing, Networking, People Skills, Customer Service, Analysis, Cultural Awareness, Adaptability, Management, Public Speaking, Microsoft Office.

Who are Daniel Mendoza's colleagues?

Daniel Mendoza's colleagues are Adryen Proctor, Brandon Sangster, Tysha Johnston, Jonathan Berneman.

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