Dan Stearn

Client Relationship Manager at UMB Bank

Greater St. Louis Area
Financial Services

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Dan Stearn's Overview

  • Client Relationship Manager at UMB Bank

254 connections

Dan Stearn's Summary

Ambitious, results-oriented professional with experience and proven track record in analytics, attention to detail, achievement of goals, relationship building and customer service. A strong background in supply chain, lending, team management, problem solving and multi-tasking all while advocating compliance and observing company policies.

Dan Stearn's Experience

Client Relationship Manager

UMB Bank

Public Company; 1001-5000 employees; UMBF; Financial Services industry

March 2013Present (1 year 7 months) ferguson, mo

•Work closely with business partners consisting of Individual Wealth Management, Private Banking, Commercial Banking and Lending, Benefits Banking, Mortgage, Treasury Management, and the UMB Trust Department
•Analyze my customer's financial profiles to create plans to get out of debt, reduce interest costs, minimize monthly payments and/or consolidate debt
•Licensed Mortgage Representative - NMLS #1041993. UMB Currently features Home Equity Lines of Credit that are extremely competitive.

Pricing Analyst II

Hub Group

Public Company; 1001-5000 employees; HUBG; Transportation/Trucking/Railroad industry

May 2011March 2013 (1 year 11 months)

Responsible for being a market expert in the cost of over the road shipments as well as coordinating and delegating multiple customer bids at once while adhering to strict deadlines
•Developed expertise and knowledge of market conditions and trends using historical data, market intelligence, and multiple analytical tools and databases
•Initiated special projects including work process redesigns, cost reduction projects, and procedural efficiency assignments utilizing Microsoft Access, Microsoft Excel and proprietary systems
•Strategized with executives, upper management and sales team regarding the most efficient plan to be profitable on bids received from our customers
•Promoted to Pricing Analyst II position in January 2013 from Pricing Analyst

Logistics Coordinator

Unyson Logistics

Public Company; 1001-5000 employees; Logistics and Supply Chain industry

September 2010May 2011 (9 months) Creve Coeur, MO

Worked directly with customers to identify the most efficient and economical route and mode of transportation in order to ensure products are received in a timely manner while also protecting Unyson’s financial position
•Generated and interpreted reports to make suitable shipment routing decisions
•Cultivated working relationships with the customer to guarantee customer satisfaction

Credit Manager

Wells Fargo Financial

Public Company; 10,001+ employees; WFC; Financial Services industry

June 2009September 2010 (1 year 4 months) Crestwood, MO

Developed strong relationships with customers by making outbound calls and meeting with customers to cross-sell real estate, auto, and unsecured loans
•Analyzed consumer credit reports to make consumer lending decisions
•Designed sales presentations to meet clients’ financial goals that were presented in face to face appointments
•Produced over $1.3 Million in new loan origination in first year of employment
•Actively pursued customer leads to uncover needs and align them with products offered

Local Sales Manager

University Directories

Privately Held; 501-1000 employees; Marketing and Advertising industry

May 2008August 2008 (4 months) St. Louis, MO

Managed a door to door sales team while actively selling advertising products to attain customer’s marketing needs
•Motivated and managed a team of five employees to reach sales goal of $120,000 to be ranked 18th highest producing team out of 250 in the country
•Individually ranked in top 16% in the country out of 780 selling team members

Dan Stearn's Skills & Expertise

  1. Consumer Lending
  2. Home Equity Lines of Credit
  3. Personal Banking
  4. Banking
  5. Financial Services
  6. Microsoft Excel
  7. Data Analysis
  8. Risk Management
  9. Microsoft Office
  10. Credit Reports
  11. Financial Statements
  12. Home Equity Loans
  13. Second Mortgages
  14. Credit Cards
  15. Car Loans

Dan Stearn's Education

University of Missouri-Columbia, College of Business

Finance and Banking


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