Daniel Mendoza Email & Phone Number

New York City Metropolitan Area

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

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

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

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.

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.

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.

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

Ba, Political Science, Cum Laude

Activities and Societies: Model United Nations- Participated in Harvard College International World MUN Conference, Pi Gama Mu- President.

对外汉语教育学院-Chinese Mandarin Language Studies

Intensive year long Mandarin Chinese language studies program