Leo Daboin Email & Phone Number

• Guide loan officers, processors and operational staff through troubleshooting and utilizing Encompass, AUS and Blend.
• Create reports and train staff on creating reports in systems such as Encompass, Surefire and Salesforce to better leverage data to further business growth.
• Leverage knowledge of Encompass, AUS and other systems to creatively troubleshoot and figure out solutions to errors, AUS findings and other issues that come up throughout the loan process.Create reports and train.

Builds relationships with potential new hires to meet their needs during the implementation process. Learn the basic responsibilities of 10 teams to effectively manage and improve the implementation process.Updated the new branch on-boarding process to improve consistency and relationships with division managers across the country. Researched, vetted, and.

1480 No. 2200 W. Salt Lake City, Utah 84116

Developed and implemented processes to facilitate the discovery and mitigation of regulatory risks. Partnered with existing vendors to implement system enhancements in key risk mitigation software.Built positive relationships, leading to an increase in the adoption of regulations and company policies across 290 of loan offices nationwide.Performed reviews.

Onsite At Goldman Sachs

• Onsite at Goldman Sachs
• Perform due diligence checks on new clients to ensure compliance with local and foreign government regulations.
• Developed expertise in the firm’s Anti-Money Laundering policies.
• Worked efficiently with various teams to ensure clients received top-level service.

Greater Salt Lake City Area

• Prepares and teaches financial management classes to clients in Spanish and English.
• Completed requirements to become a certified Financial Counselor.
• Creates and executes plans to help the Spanish community discover the UIDAN program.
• Assists clients in achieving their financial goals by helping them create a plan to succeed.
• Provides financial reviews and counseling for clients to verify eligibility for the program.
• Keeps financial ledgers to keep track of funds allocated towards each member of the program.

• Trained team members on how to use software more effectively.
• Earned customer trust trough verifying that each transaction was made correctly.
• Guided customers toward their financial goals through effectively matching customer’s needs with Wells Fargo services.
• Communicated with, assisted, and translated for Spanish speaking customers.

Greater Salt Lake City Area

• Instructed new employees on serving customers in a friendly manner and keeping with company’s standards.
• Formulated and implemented an internal control system to track, organize, and secure money, which improved security by 200 percent.

Greater Salt Lake City Area

• Led a team of fourteen to twenty, ensuring proper execution of orders and positive customer experiences.

Bachelor Of Arts (Ba), Communication, General

Associate'S Degree, Business Management