Dylan Gladd Email & Phone Number

-Lead training sessions for both internal employees and external partners -Update training materials using MS Publisher and work with Leadership to confirm current processes -Create and maintain Standard Operating Procedure documents -Create training videos using different software including Articulate -Maintain Departments MS SharePoint site

-Managed Mortgage Loan pipeline of 60 loans -Worked with Leadership on initiatives to close loans faster and more efficiently-Ran weekly pipeline reviews with Mortgage Processors -Successfully managed retail and wholesale pipelines at the same time-Helped transition the wholesale pipeline into a new loan origination system

-Managed Mortgage Loan pipeline of up to 80 loans at a time-Communicated with members (borrowers) for outstanding documentation and provided detailed updates on loan progress-Coordinated with 3rd party vendors to ensure successful loan clearance

Hanover, Maryland, United States

-Audited a list of customer accounts to verify that the fees associated are in line with the risks of doing business with the customer.-Analyzed the risk impact to the business to determine the fee required and recommended the fee to upper leadership. In many cases, had to communicate the changes of the fee to our sales-partners. In few cases, had to creatively find ways to lesson the impact to the sales team and the business.-Processed rebate requests from customers. Confirmed funds were properly accrued to pay the rebate.-Ad hoc reporting requests from upper leadership such as hypothetical fee struggles that customers are actively negotiating to put into place.-Used Microsoft Excel and PeopleSoft to run reports which confirm that our fees to the sales team were in line with the fees the customer is charging.-Trained and developed a team member in India. This consisted of weekly touchpoints to evaluate their work as well as go over questions and concerns.

-Managed customer accounts in excess of $31 Million, which includes vendor management system billing and manual billing.-Coordinated with central field hub to educate them on the billing requirements.-Collaborated with the sales offices to generate client specific requests including special billingrequests, monthly billing with Purchase Orders, and accurately track Credit Debit Memos fromFieldglass.-Partnered with corporate sales support to help make decisions for client specific billingrequirements.-Worked with client specific billing portals such as Fieldglass, VNDLY, IQN and Beeline.-Used combined invoice function in PeopleSoft to accurately create combined invoices thatPeopleSoft could not create on its own.

-Billed timely and accurately through the OnBase EID billing portal.-Managed customer accounts in excess of $5 Million, included system billing and manual billing.-Was the support liaison for field and operations support at corporate locations to quickly respondto customer requests.-Used Microsoft Excel to close out payments using combo column, sum if and v-lookups.-Rebuilt payment applicators for clients that were not accurately closing out payments.

Timonium Mayland

-Fielded calls from clients, assessed their situation, and worked with them to determine next steps for refinances and purchases-Worked up a loan program based on the client’s specific needs and goals, entered client details in database and launched paperwork to client-Created personalized excel spreadsheet consisting of the client’s income and monthly/yearly savings for refinances -Engaged in consistent communication and follow up to collect vital information and documents, answered questions, and provided frequent updates to client on status of their loanWorked with team members to get and give updates on all active clients in the loan process

Timonium

-Shadowed and trained with Mortgage Bankers to gain general loan knowledge and learn guidelines for working different types of loans-Made outbound calls to potential clients-Generated leads of relevant candidates for Mortgage Bankers

Albany, New York Area

-Fielded calls from customers looking to upgrade/purchase cable, internet, phone, and home security products -Used sales model to navigate conversation to pitch customer the best package for their needs -Gained knowledge on products throughout the country with regards to home security and internet speeds

Lake Placid

-Partnered with management to learn resort business, with focus on food and beverage-Co-coordinated and staffed restaurant events, weddings, banquets, and conferences with clients and guests of up to 250+

Albany, New York Area

-Worked as a full-time financial representative for the financial planning process -Partnered with company representatives to help clients meet their financial goals -Observed business development meetings on topics including networking and client recruitment