Robert J. Daniels
Charlotte
Summary
Results-driven professional with over 10 years of experience in customer service and financial services, known for delivering accurate, detail-oriented support in fast-paced environments. Demonstrates a strong work ethic, adaptability, and the ability to quickly master complex processes and systems. Proven track record of working independently while maintaining high standards of accuracy and efficiency. Skilled in problem-solving, client communication, and managing multiple priorities, with a focus on supporting financial operations and delivering exceptional service.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
Work History
CLO Deal Admin
US Bank National Association
Charlotte
11.2021 - 03.2026
- Communication with trustees, portfolio managers, and counterparties
- Time management under deadlines (month-end / payment dates)
- Document management (credit agreements, amendments)
- Trade booking & documentation review
- Interest and principal payment calculations
- Completed day-to-day duties accurately and efficiently.
Legal Document Specialist
Wells Fargo
09.2017 - 10.2021
- Review and proofread documents to ensure compliance is met.
- High attention to detail
- Data entry with accuracy
- Strong organizational and Multi- Tasking skills
- Trained peers on documen interpretation to ensure company guidelines are met.
- Ability to work effectively independently in a team environment.
- Managed document workflows, ensuring timely processing and distribution.
- Provided training to new staff on document preparation processes.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Loan Servicing Specialist 4
Wells Fargo
06.2016 - 09.2017
- Conduct a thorough review of loans to analyze problems and recommend solutions to cure delinquency
- Collect personal data and Legal documents from the borrower to complete the loan modification process
- Very detail oriented
- Create permanent loan modification documents for borrowers after completion of 90-day trial plans within the FHA portfolio
- Strong independent thinking skills
- Met and exceeded the department daily high production and quality standard metrics
- Worked with team members as a subject matter expert.
Phone Banker I- Sales Rep
Wells Fargo
01.2015 - 06.2015
- Conducts consultative sales and new business role selling
- Administered processing of all transactions within required time frame and with accuracy
- Coordinates with client and provides optimal level of customer service
- Provide immediate responses to all complex issues of premier customers
- Initiates sales & cross sells complete banking solutions to present and prospective customers
- Exercised independent judgement and creative problem solving techniques
- Maintains well developed professional knowledge of entire banking product and service line
Education
Bachelors of Science - Business Administration
Claflin University
Orangeburg, SC 04.2020 - 12.2026
Skills
- Customer and Personal service
- BSA/AML experience
- Excellent verbal communication skills
- Excellent written communication skills
- Excellent interpersonal communication skills
- Sales & Marketing
- Microsoft Office
- MS Excel
- MS Access
- MS Power Point
- SharePoint
- Fidelity Systems
- COGNOS
- Oracle Systems
- CRM
- SALESFORCE
- PeopleSoft
- CITRIX
- Beta
- Document review
- Problem solving
- CLO lifecycle management
Timeline
CLO Deal Admin
US Bank National Association
11.2021 - 03.2026
Bachelors of Science - Business Administration
Claflin University
04.2020 - 12.2026
Legal Document Specialist
Wells Fargo
09.2017 - 10.2021
Loan Servicing Specialist 4
Wells Fargo
06.2016 - 09.2017
Phone Banker I- Sales Rep
Wells Fargo
01.2015 - 06.2015