Joseph Danielson Email & Phone Number

Plano, Texas, United States

• Independently managed a loan portfolio exceeding 500 million dollars in consumer direct retail mortgage volume• Completed and cleared 929 unique loans, with a total volume exceeding $256,000,000, at a 95% QC rate• Analyzed complex financial documentation, while applying critical thinking and decision making to ensure agency guidelines were followed• Worked in partnership with underwriting, processing and sales management staff to achieve a seamless experience for the clients• Effectively collaborated with multiple peers and leaders within an entirely remote environment to ensure timeframes and deadlines were maintained• Created updates/changes to underwriting policy using current and historical data analysis• Worked in tandem with direct leadership and AVP of department to create improved processes and efficiencies within the organization

Austin, Texas Area

• Reviewed, analyzed and monitored the Case Review and Escalation Division (CRED) $1.17 million-dollar budget • Met with CRED Division Manager monthly to provide with substantive advice about his division and budget• Wrote memorandums to the Division Manager to recap our meetings and provide guidance• Worked closely with two upper-level financial analysts on a cost of service model• Created a financial fact sheet for a $1.6 million-dollar community investment by ACD• Assisted in producing monthly budget reports for the ACD’s $24.6 million-dollar budget• Calculated CYE’s, year-over-year variances, and year-to-date percentages for budget• Audited payroll expenses and created journal vouchers for payroll• Briefly used enterprise systems Advantage Financial Services, AMANDA and eCombs

Austin, Texas Area

Provided customers with excellent customer service, maintained stocks and inventory

Austin, Texas Area

Communicated with customers, informed them about products for sale and handled shipments of supplies and merchandise

Austin, Texas Area

Communicated with customers over the phone and in person to provide them with quality customer service and maintained stock and inventory