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Daniel Charlton Location
Concord, NC, US
Daniel Charlton Work
2025 -now Registered Client Associate @
2024 -2025 Client Relationship Associate @
2023 -2024 Customer Service Representative @
2020 -2023 Collateral Underwriter @
2015 -2020 Home Equity Specialists III @
2014 -2015 Commercial Credit Analyst @
2014 -2014 Loan Processor @
2013 -2014 Home Loan Processor IV @
2011 -2012 Customer Service Representative @
2010 -2011 Loan Document Specialists @
2009 -2009 Night Manager @
2008 -2009 Financial Adviser in training @
2008 -2008 Licensed Loan Officer and Assistant Loan Officer @
Daniel Charlton Education
Kentucky Christian University
Bachelors in Science (Business Administration, Bible)
2004-2006
Kaskaskia College
Associate of Science (A.S.) (Business Administration and Management, General)
2000-2004
Daniel Charlton Skills
Microsoft Office
Mortgage Banking
Microsoft Word
Management
Troubleshooting
Customer Satisfaction
Real Estate
Microsoft Excel
Mortgage Lending
Refinance
Credit
Training
Finance
Call Centers
Time Management
Customer Service
Loans
FHA
Investment Properties
First Time Home Buyers
Daniel Charlton Summary
Daniel Charlton, based in Concord, NC, US, is currently a Registered Client Associate at Wells Fargo Advisors. Daniel Charlton brings experience from previous roles at Vanguard, TD and Wells Fargo. Daniel Charlton holds a 2004 - 2006 Bachelors in Science in Business Administration, Bible @ Kentucky Christian University. With a robust skill set that includes Microsoft Office, Mortgage Banking, Microsoft Word, Management, Troubleshooting and more. Daniel Charlton has 1 emails and 1 mobile phone numbers on RocketReach.
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