Daniel Mountcastle

***** ********* ******

Brook Park, Ohio 44142

Home Phone 216-***-****

Cell Phone 216-***-****

acdua8@r.postjobfree.com

Career Summary

Results driven, innovative and passionate professional. Quality-oriented and proactive in resolving

issues with exceptional organizational and communication skills. Seeking a full time position in an

environment that offers a greater challenge and the opportunity to help the company advance

efficiently and productively.

Skills and Qualifications

• Microsoft word • Excels in team leadership • Effective communication

• Excel, Lotus notes • Coaching • Customer relations

• Exceptional time management • Analytical and problem solving • Negotiation

Experience

Wells Fargo Bank Cleveland, Ohio 2013-current

Underwriter 3

• Completed new underwrites and all conditions with 100% accuracy within less time than was

required to complete, resulting in increased production

• Communicated effectively with customers in order to secure loan approvals when denials were

initially given creating customer satisfaction and increased profitability for the organization

• Reviewed loan documents to ensure accuracy, completion and compliancy, resulting in increased

revenue for the company

• Appointed by manager to train new team members on policies and procedures for underwriting,

resulting in increased efficiency for the team

• Acknowledged multiple times for being within the top 10 out of 400 underwriters based

on monthly production

Bank of America Cleveland, Ohio 2012

AVP/ Fulfillment Team Leader

• Managed a team of 15 associates, distributing work loads appropriately

• Selected by manager to assist in interview process for new candidates

• Trained new associates on how to effectively manage a pipeline, resulting in increased production

for the unit

JP Morgan Chase Cleveland, Ohio 2010-2012

FHA Processing Team Manager

• Promoted within the first year of being with organization from Processor to Team Manager based

on excellent work performance

• Decreased overtime labor cost by 50% by training employees to multi-task and be more efficient

• Followed up with multiple customers on a daily basis to ensure that the service they were provided

with was satisfactory, and if not, inquired with them on how we could improve in the future

• Managed a team of associates, performing daily pipeline reviews to ensure that loans were

closed in a timely manner

• Worked with sales team to enhance the loan process and deliver a great customer experience,

resulting in increased production

• Managed the execution of the loan origination process, including ordering credit reports, appraisals,

preliminary title reports, insurance information and flood certificates, resulting in timely loan closings

Victory Capital Management/ Key Bank Cleveland, Ohio 2008-2010

Operations Analyst

• Developed and maintained procedures for all aspects for wrap trades which increased efficiency

in opening new accounts

• Documented process flows and developed requirements for functional improvements and

enhancements to increase efficiency for the wrap trading team

• Streamlined the opening of new accounts, saving organization time and money

First Franklin Merrill Lynch Cleveland, Ohio 2007-2008

Underwriter

• Recognized by supervisor for going above and beyond to assist customers in loan process

• Reviewed and evaluated information on loan documents with 100% accuracy to determine if buyer,

property, and loan conditions met the standards and guidelines of the organization, resulting in

sellable loans

• Approved, rejected, or countered offer loan application or requested additional information based

on findings

Novastar Mortgage Inc. Cleveland, Ohio 2002-2007

Regional Operations Supervisor/Underwriting Manager

• Promoted within 6 months of hire from Account Manager to Regional Operation Supervisor based

on production, customer relations and increased revenue

• Executed and managed the loan origination process, including ordering credit reports, appraisals,

preliminary title reports, insurance information and flood certificates

• Effectively distributed daily production lists and goals to account managers and underwriters,

ensuring the process was carried out in a timely manner

• Educated customers on a variety of loan products and available credit options to increase company

Profitability

Education

The Ohio State University Columbus, Ohio Bachelor of Science

Hospitality Management

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