Daniel A. Valencia Email
Senior Mortgage Banker and Sales Manager @ Brighton Bank (Brighton, TN)
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Daniel A. Valencia Location
- New York, NY, US
Daniel A. Valencia Work
- Wealth Preservation Advisor @ (May 2025 - Present)
- Senior Mortgage Banker and Sales Manager @ (December 2022 - Present)
- Owner and Partner @ Blue Label Investments LLC (February 2016 - February 2024)
- Senior Mortgage Banker @ (June 2013 - December 2022)
- Accountant @ (May 2008 - May 2013)
Daniel A. Valencia Education
- William Paterson University of New Jersey
Bachelor of Science (B.S.) (Accounting)
2005-2009
Daniel A. Valencia Skills
- Account Management
- Account Reconciliation
- Accounting
- Accounts Receivable
- Auditing
- Bank Reconciliation
- Banking
- Business Development
- Construction
- Credit
- Credit Analysis
- Customer Acquisition
- Customer Relationship Management (CRM)
- Customer Service
- FHA
- Finance
- Financial Accounting
- Financial Analysis
- Financial Planning
- Financial Reporting
- Financial Statements
- GAAP
- General Ledger
- IRS
- Investment Properties
- Investments
- Loan Officers
- Loan Structuring
- Loans
- Management
- Market Analysis
- Month-End Close Process
- Mortgage Banking
- Mortgage Lending
- Mortgage Marketing
- Mortgage Underwriting
- Negotiation
- Personal Finance
- Personal Financial Planning
- Property Valuation
- Quarter end
- Real Estate
- Real Estate Brokerages
- Real Estate Transactions
- Relationship Building
- Residential Mortgages
- Residential Real Estate
- Sales
- Sales Management
- Sales Operations
- Sarbanes-Oxley Act
- Tax Code
- Tax Planning
- Wealth Management Services
- Wealth Preservation Planning
- Whole House Renovations
- Working with Investors
- Year-End Accounting
- Year-End Close Process
Daniel A. Valencia Summary
- Daniel A. Valencia, based in New York, NY, US, is currently a Senior Mortgage Banker and Sales Manager at Brighton Bank (Brighton, TN). Daniel A. Valencia brings experience from previous roles at Echelon Heritage Group, Blue Label Investments LLC, Get A Rate and Avis Budget Group. Daniel A. Valencia holds a 2005 - 2009 Bachelor of Science (B.S.) in Accounting @ William Paterson University of New Jersey. With a robust skill set that includes Account Management, Account Reconciliation, Accounting, Accounts Receivable, Auditing and more. Daniel A. Valencia has 1 emails on RocketReach.
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