Manager Branch

Daniel B. Alten

**** ********** ****, **** * Lakes, FL 34638

813-***-**** ******.*****@*****.***

Experience/Qualifications :

Credit/Loan Management 2002 - Now, Financial Services Branch Management 1991 – 2001

Also, prior Construction Cost Accounting & Estimating

Education & Training :

Master of Business Administration - Finance Concentration (50% Latest 3.9 GPA)

Bachelor Science Business Administration - Summa Cum Laude (3.93 GPA)

Prior Licenses: Series 7 - General Securities and 0215-Variable Insurance & Health.

Work History

05/2017 – 9/9/2020 – Credit Administrator – Preferred Materials, Inc.

4636 Scarborough Drive, Lutz, FL 33559

Direct Supervisor – Credit and Collections Manager – Elizabeth Stafford –- Latest employer 813-***-****

*Analyzed and performed administration of credit portfolio. (Also see 8/2002-4/2008)

*Assessed credit worthiness and awarded commensurate lines of credit for existing and new accounts.

*Approved shipments (vs. payment history).

*Updated aging and collected past due balances

*Noticed owners and placed liens, bond claims, or initiated lawsuits.

*Liaison and coordinator between Sales, Shipping, and Service departments and all related disputes, disruptions, &/or dissatisfactions.

*Affiliations with NACM (National Association of Credit Managers)

08/2016 – 05/2017 – Insurance Agent –Life & Health – E-Telequote Insurance, Inc.

2180 American Flyer Way, Brooksville, FL 33604

Direct Supervisor – Sales Manager – Jeff Erb - 877-***-****

*Sales of Life and Health Insurance Products specializing in Medicare Advantage & Supplement Plans.

04/2008 – 08/2016 - Student Accounts - Financial Planner - Zenith Education Group, Inc.

5701 E. Hillsborough Ave. Suite 2300, Tampa, FL 33610

Direct Supervisor - Finance Director - Nicole Allen - 813-***-****

*Audited and budgeted financial aid and originated compliant loans in timely order for students.

*Used FAFSA, NSLDS, CPS, Selective Service and other source data to assure funding for tuition and ancillary educational expenses.

*Assessed and resolved (collected) past due student tuition balances. Involved: Cross-functional knowledge of student loans, student services, admissions, and military/civilian financial aid planning.

*Worked with both new and continuing military and civilian students.

*Processed all forms in accordance with State/Federal regulations and Company policies and procedures. Served as a liaison between Admissions, Student Services, Registrar, Career Services and Student Finance.

10/2013 - 03/2014 - Financial Associate - Prudential Financial Services, Inc.

* Prepared and detailed financial needs advice based on formal financial needs analysis.

11/2007 - 04/2008 - Credit Management - Capital One Auto Finance

01/2007 - 11/2007 - Credit Manager - Ferguson Water Works (A Woseley Company)

05/2004 - 01/2007 - Credit Manager - H&E Equipment Services, L.L.C.

08/2002 - 05/2004 - Credit Manager - NuAir Manufacturing, Inc.

*Analyzed and performed administration of credit portfolio.

05/1991 - 11/2001 - Branch Manager - Tampa - Scottrade Financial Services

*Established and managed a high volume million dollar (production) branch office which ranked in the top 20% of 145 offices nationwide for over a decade.

*Recruited, trained, licensed, and supervised staff brokers and manager candidates.

*Collected margin calls from leveraged investors. Successfully maintained debit lines.

*Affiliation NASD (National Association of Securities Dealers).

*24 General Securities Principal, 63, 7, 65, 0215

Construction Cost Accounting & Estimating-Project List

From bid to certificate of occupancy, I have many years of experience with vendors from hand-tools to high reach platforms and cranes, sub-contractors, general contractors, architects and owners in estimating from blue print, requests for change orders, and construction cost visualization & performance bonds as well as procurement. The main projects I was most proud of are the Old Hyde Park (John B. Pike), the Tampa Convention Center (Eliason & Knuth), and various hotels (Cutler-Welbro). However, there were strip centers (Andros) and others as well. I can also perform buy out, bidding, critical path management, payroll, intangible taxes, and construction progress photography if necessary.

Daniel B. Alten - 3054 Silvermill Loop, Land O Lakes, FL 34638 (References upon request)

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