David Leonard Email & Phone Number

Williamsville, NY

• Collaborate with business solutions, supplier management, client implementation, and system development teams in creating MSP/VMS training materials for all internal and external users, as well as facilitating new hire.
• Accountable for scheduling and facilitating face-to-face and webinar client and supplier training sessions for MSP/VMS go-live events.
• Responsible for performance consulting with internal stakeholders, along with managing the analysis, design, development, delivery and evaluation of various leadership and professional training programs for internal.
• Provide consulting services to high level managers and explore available training options to determine the most cost-effective learning alternatives.
• Managed a team of payroll coordinators who provided onboarding services for client payroll requests; including background, drug screen, and fingerprinting compliance and Form I9 paperwork, including client-specific.

Cheektowaga, NY

• Obtained information from Consumers in order to determine their current financial situation and provide solutions to meet their financial obligation.
• Provided solutions to Consumers to enable them to resolve their obligation, administratively or voluntarily.
• Maintained daily productivity of between 125-200 phone calls per day, gather pertinent information, properly document and maintain appropriate follow-up with Consumers.
• Maximized contacts through effective skip-tracing to assist in locating and contacting Consumers.
• Upheld ConServe’s Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program.

Cheektowaga, NY

• Met face-to-face with prospects and clients to learn about their current financial situation, evaluate their risk tolerance, discuss their future goals, and offer recommendations for investment and life insurance.
• Educated individuals and business owners regarding their financial portfolio, which includes cash and accumulation management, tax-deferred and tax-advantage retirement planning, and protecting their assets with life.
• Marketed financial services including retirement planning, mutual funds, annuities, college savings and life insurance to individuals, families, and businesses.
• Actively prospected utilizing several marketing channels, including face-to-face, tradeshows, professional networking, educational seminars and cold calling.
• Generated reports to track activities, monitor progress, and implement strategies to provide post-sale client servicing and proactive client recommendations.

• Managed an Account Remediation Unit of 56 employees, consisting of 5 Supervisors, 55 Relationship Managers and a Senior Business Analyst.
• Channeled resources to manage internal processing pain points within the Loss Mitigation process across the entire enterprise in order to ensure loans moved through the modification review in a timely manner.
• Oversaw site project activities and compiled comprehensive progress reports for the Site Manager. Assisted in formulating policies and business strategies, and analyzed operations of the site to establish areas of cost.
• Conducted research, prepared statistical reports and handled information requests from the Site Manager and extended high-level support to the Site Manager in directing project work.
• Planned, directed and coordinated operational activities of subordinate managers. Supervised and participated in daily administrative duties, reporting review and project arrangement.
• Developed staffing recommendations to the Site Manager in accordance with organizational personnel needs.

• Assisted in the conversion training of 900+ employees to support Loss Mitigation business initiative.
• Responsible for multi-directional communication regarding employee performance, department policy and procedure, and identifying areas of improvement.
• Monitor and maintain productivity targets and provide senior management with periodic reviews of improved processes.
• Provide training support to an additional 300+ employees at Chase Tower in Rochester, NY.

Analyze the operations of a department or functional unit with the purpose of developing a Siebel CRM 7.8 eBusiness solution, which enabled the organization to deploy one integrated multi-channel system to manage all customer touch-points, which includes Retail, Mortgage and Consumer Lending lines of business.Assist with business modeling, case.

Supervised team of Training Delivery Specialists who supported the training needs of a 850+ employee telephone and online banking call center for Retail, Mortgage and Consumer Lending lines of business.Evaluated subordinate staff of nine employees, which inviolved coaching and mentoring in order to attain departmental goals and personal performance.

Master Certified on several leadership classes including: * Transition to Leadership * New Manager Onboard * Performance Management: Coaching * Performance Management: Feedback * Setting Expectations & Delegating Effectively * Communication Styles * Teamwork for Professionals * Our Inclusive Workplace * FOCUS: Achieving Your Highest Priorities (Franklin.

Managed a real estate portfolio of prime and sub-prime investors, ranging in total value of $5M-5.5M, in accordance with client standards.Analyzed Broker Price Opinions, appraisals, and various loan histories to ensure maximum recoveries for the investor.Knowledge of loan origination programs, title issues, and closing issues.

Investigated businesses to establish or update their Business Information Report, which included Balance Sheet, Income Statement, and Trade Reference updates.Utilized informational resources such as Secretary of State, Internal Revenue Service, and the Internet in preparing a Business Information Report per client request.Marketed Dun & Bradstreet products.

Assisted in coordinating and monitoring the implementation plan/process, which included the activities of sales, marketing, communications, training, quality assurance, and product development.Monitored and performed Quality Assurance duties for mortgage client, while providing agents with call performance feedback during Coaching to Excellence.

Assisted in the marketing of over $11M in non-performing assets.Evaluated loan history for qualified loan sales and prepared pools of loans specific to investor guidelines.