Social Sciences - Communications @
University of Wyoming
At Oaktree Funding Corporation, our goal is to provide home loans to all people while providing them with the lowest interest rates and closing costs possible. I seek to treat all customers with the dignity and respect that I would expect and demand under similar circumstances. Furthermore, I pledge to help borrowers overcome roadblocks that can arise
At Oaktree Funding Corporation, our goal is to provide home loans to all people while providing them with the lowest interest rates and closing costs possible. I seek to treat all customers with the dignity and respect that I would expect and demand under similar circumstances. Furthermore, I pledge to help borrowers overcome roadblocks that can arise while securing a loan, such as correcting credit deficiencies and overcoming poor debt ratios. I will provide up front Good Faith Estimates and will hold all costs to agreed amounts for all fees that we can control.
We are well aware of how important it is to give top-notch service. We are a family owned and operated business that seeks to help you and your family with all your mortgage needs. Over the years, we have built a strong foundation of loyalty between our customers and us. Repeat business and referrals from previous customers have been the backbone of our business. We promise this high quality service to every customer and we thank you for giving us the opportunity to serve you.
Retail Sales Manager @ Providing Home Purchase and Refinance Products including FHA, VA, USDA, HARP, and conventional products.
Licensed to originate in Arizona, California and Colorado. From June 2013 to Present (2 years 7 months) Phoenix, Arizona AreaOwner @ Providing Value Engineering and Cost Reduction contract procurement opportunities for Single and Multi-Family residential construction in Arizona and New Mexico. From March 2013 to Present (2 years 10 months) Phoenix, Arizona AreaMortgage Banker @ JD Powers #1 in customer service for mortgage loan origination for the last three years. Refinance and purchase programs for Arizona, Texas, California, Hawaii, Colorado, Missouri, Oklahoma and Washington.
Average of $5,000,000 in monthly business on 20-25 loans written.
Personal customer satisfaction rating of over 94%. From January 2012 to March 2013 (1 year 3 months) Phoenix, Arizona AreaProperty Manager @ Acquisition and management of single family properties for rental and resale value for our investors. Remodel, refurbish and maintenance. From May 2011 to November 2011 (7 months) CSR @ Customer Service Rep. Assist billing department as liason between Medicare, Medicaid and commercial insurance companies. Process Personal Care Reports while maintaining security of personal information of patients. From October 2010 to April 2011 (7 months) Project Manager/Superintendent @ Accomplishments
Supervise project activities for closing backlogged units to comply with 2010 tax
Credit Home-buying Program
Coordinated and managed activities of 100+ subcontractors and suppliers
Monitored project budget & variance to comply with corporate goals
Delivered product in accordance with company Quality Assurance Program From May 2010 to August 2010 (4 months) Owner @ Performing the duties of General Construction Contractor, Active in new home design and construction, primarily focusing on affordable housing in the Northern New Mexico market. From May 2005 to February 2010 (4 years 10 months) PROJECT MANAGER/CONSULTANT @ ACCOMPLISHMENTS
Restructured operating system to accurately track job estimates, proposals and project
budgets. Established a firm 25% profit margin for company.
Implemented an accurate production scheduling system for company for the first time.
Company was finally able to manage labor burden to project timetables.
Provided in field project management for projects of $1,000,000+. From March 2008 to October 2008 (8 months) Vice President of Construction @ ACCOMPLISHMENTS
Managed all operations for master planned community delivering 120-150 homes
per year. Maintained relationships with 400+ subcontractors, 25 employees, and
residents of 1250 units.
Established and maintained job cost and closing budgets ensuring 20% gross profit
on each product line. Maintained accuracy of production and financial reports.
Established and maintained job cost budgets for 5 divisions in 4 states. Designed
and implemented computer software to streamline operational procedures for all
Managed and developed department staff performance in 5 divisions in 4 states
including IDP coordination for each employee. From April 2002 to March 2005 (3 years) Purchasing Manager @ Assited in the design and implementation of the Newstar Operating System. Standardized operations for 5 Divisions in 4 states. Streamlined contract procurement and subcontractor relations for all company operations. Direct establishment of budgets in all divisions. From January 2001 to April 2002 (1 year 4 months) Purchasing Manager @ ACCOMPLISHMENTS
Managed contract negotiation and procurement for 4 new start-up projects.
Developed Scopes of Work and Material Specifications. Assembled submittals and
prepared pre-award job cost budgets.
Communicated with subcontractor base to maintained job budgets producing gross
profit of 18% with each product line. From November 1999 to December 2000 (1 year 2 months) Purchasing Manager/Vice President of Construction @ Purchasing Manger - Supervised all purchasing activities for Phoenix and Tucson Communities. Contract negotiations, creation of scopes of work and material specifications, direct cost budgets.
VP Construction- Directed all construction activities for Phoenix and Tucson Communities. Monitored sales activities for 12 projects. Supervised accounting department. P&L responsibilities. From January 1998 to October 1999 (1 year 10 months) Project Manager - Project Superintendent - Customer Service Rep @ ACCOMPLISHMENTS
Supervised all production activities for a 150 home subdivision. Delivered 4 closings
per month for high end semi-custom community.
Adhered to company quality requirements and local building codes. Directed and
managed all onsite activities for 250+ subcontractors, suppliers and inspectors.
Maintained and distributed daily and weekly production schedule. Coordinated
inspection and delivery activities for a product turn of 4 per month.
Supervised all production activities for a 375 home subdivision. Delivered 30
closings per month for entry level, first time buyer community.
Forecasted the delivery rate for all units in production. Performed quality checks with
subcontractors and customers to ensure execution of job done first time - on time
Identified necessary procedures to resolve customer concerns. Scheduled
subcontractors and suppliers for repairs and corrections within company mandated
time period. Restored total customer satisfaction. From January 1992 to January 1998 (6 years 1 month)
BS, Business Management - Information Technology @ University of Phoenix From 2010 to 2013 Social Sciences - Communications @ University of Wyoming From 1987 to 1991 Lovell High School Daniel Russell is skilled in: Construction, Budgeting, Renovation, Construction Management, Purchasing, Scheduling, Contract Management, Strategic Planning, Contract Negotiation, Accounting, Residential, Negotiation, Materials Management, Property Management, Cost Reduction