Matt Daniels

I am a seasoned mortgage and client-services professional with over a decade of hands-on experience managing loan pipelines, coordinating transactions, and supporting clients across origination through closing. I have worked in client-facing roles that required persistent outreach, CRM management, and cross-functional collaboration with brokers, underwriters, title, and escrow.

At AM/PMG and prior client services roles, I consistently ranked among top performers for referrals and handled full-lifecycle mortgage tasks including loan conditions, disclosures, and borrower follow-up. I hold industry licenses and have been responsible for managing 30–50 loans in flight while maintaining accurate ResWare and Salesforce records.

I bring strong B2B sales, negotiation, and account-management skills, plus practical experience with loan origination, underwriting support, and compliance. I am motivated to grow within a stable, structured company where I can apply my transaction coordination and customer-support strengths to improve closing efficiency and client satisfaction.