Years of experience: 42

United States๐Ÿฆ Finance

Trust Score

Highly reliable; strong professional involvement.

70%
Daniel's Career Path
Commercial Loan OfficerAug. 2019 -
Jun. 2024
Rockland TrustCommercial Loan Officer
United States, BostonManage a portfolio of 104 loans and source new business to the bank in the Massachusetts and Rhode Island market Develop and service a variety of secured/unsecured commercial credits for clients of $750,000 or more for commercial real estate (CRE) and commercial industrial (C&I) customers Interview applicants to determine business needs and credit risks to make loan decisions Mentor/motivate ...
Commercial Loan OfficerAug. 2018 -
Aug. 2019
Middlesex Savings BankCommercial Loan Officer
Framingham, Massachusetts, United States ยท On-siteIncreased the client base by 31% by networking extensively within the community, assessed risks, and generated credit requests of up to $1 million Surpassed goals for loans, deposits, and fees by maximizing sales opportunities in a competitive market Originated and closed 27 commercial loans totaling $8 million for a wide range of businesses and maintained an 92% approval rate Collaborated wi...
Business Development Officer, Vice President, Commercial LendingNov. 2017 -
Aug. 2018
The Milford National Bank & TrustBusiness Development Officer, Vice President, Commercial Lending
Greater Boston AreaSourced external commercial, industrial, and commercial real estate prospects throughout central Massachusetts and conducted site inspections for loans and line advances Assessed credit risks, negotiated terms/conditions, and presented credit requests to the committee for loans above $1 million Applied analytical skills to review internally/externally prepared loan documents and streamlined t...

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