Daniel Vel
Team Lead of Loan Processing at Achieva Credit Union- Claim this Profile
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Bio
Experience
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Achieva Credit Union
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United States
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Financial Services
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200 - 300 Employee
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Team Lead of Loan Processing
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May 2022 - Present
United States
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Loan Processor Analysts
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Feb 2021 - Present
United States
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PNC
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United States
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Financial Services
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700 & Above Employee
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Banker
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May 2017 - Jan 2021
● Proven ability to drive sales resulting in revenue growth for the bank. ● Manage a 1.5 million consumer and business pipeline on an ongoing basis. ● Affectively partner with other areas of the bank closely to fully understand and fulfill our clients financial needs. ● Responsible for day-to-day operations within the branch including regulatory compliance and reporting
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Amscot Financial
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United States
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Financial Services
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300 - 400 Employee
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Financial Advisor
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Jan 2015 - May 2016
Provided proper execution of compliance policies and procedures. Investigated, evaluated, and settled daily branch financial contracts which included but not limited to new customer forms and financial wire transactions. Audited daily transaction reports for potential fraud and/or government threshold avoidance Effectively communicated with peers while providing leadership to ensure great quality along with service for guests and clientele. Managed moderately to high value accounts… Show more Provided proper execution of compliance policies and procedures. Investigated, evaluated, and settled daily branch financial contracts which included but not limited to new customer forms and financial wire transactions. Audited daily transaction reports for potential fraud and/or government threshold avoidance Effectively communicated with peers while providing leadership to ensure great quality along with service for guests and clientele. Managed moderately to high value accounts while handling volume of calls daily. Adhering to all Federal Trade Commission regulations while completing collection’s research and calls. Show less
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Columbia Sportswear Company
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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Sales Asso
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2012 - Feb 2015
• Recommended merchandise based on individual requirements; met sales and ballistic quotas. • Managed inventory, including timely pull outdated, damaged and recalled merchandise and prepare for return; ensuring customer safety and satisfaction. • Routinely maintained store presence by consistently ensuring a clean, organized and professional department. • Skillfully retrieved and sorted merchandises as needed. • Performed other job duties as requested by management.
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Five Star Senior Living
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Hospitals and Health Care
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700 & Above Employee
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Diatery Aid
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2009 - 2012
• Provided premier costumer service while concurrently sharing companionship to the elderly during their meals. • Ensured all elderly patients consumed a well balanced diet, depending on individual needs. • Efficiently managed inventory and utilized appropriate reports to maintain replenishment. • Managed and provided a schedule for patients and their requests; provided additional assistance by answering their questions and capably addressing their concerns.
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Education
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Atlantic Technical Center
High School Diploma, General Studies -
Broward College
Bachelor of Business Technology, Computer/Information Technology Administration and Management