Dana Wharton Email & Phone Number | I am a Regional Sales Support Specialist at Transamerica, a leading provider of financial solutions and retirement plans. With over 15 years of experience in the mortgage and finance industry, I have developed a strong aptitude in document analysis, loan processing, and underwriting. I have been revered for my innate rapport building and customer service skills. In my current role, I assist in the development and execution of regional sales strategies to meet sales objectives and targets, and I ensure compliance with industry and government regulations prior to plan onboarding. I also liaise with regional sales representatives to ensure that customer needs are being met, and I manage and monitor the regional sales team’s performance and results. I prepare sales reports and presentations for management, and I assist with customer inquiries, complaints, and order processing. I am passionate about delivering high-quality service and support to our clients and partners, and I am always eager to learn new skills and explore new opportunities. I am motivated by the purpose of helping people achieve their financial goals and dreams.

Dana Wharton

I am a Regional Sales Support Specialist at Transamerica, a leading provider of financial solutions...
Metro Jacksonville, Metro Jacksonville, United States

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Dana Wharton’s Email dana.wharton@transamerica.com

Dana Wharton’s Phone Numbers

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Dana Wharton’s Location Metro Jacksonville, Metro Jacksonville, United States

Dana Wharton’s Current Industry Transamerica

Dana Wharton’s Prior Industry Jpmorgan Chase | Digital Risk | Bank Of America | United States Air Force

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Work Experience

Transamerica

Regional Sales Support Manager

2023-02-01 00:00:00 - Present

Jpmorgan Chase

Funding Analyst

2020-10-01 00:00:00 - 2023-02-01 00:00:00

Digital Risk

Junior Underwriter

2019-12-01 00:00:00 - 2020-10-01 00:00:00

Bank Of America

Customer Relationship Manager

2012-03-01 00:00:00 - 2016-06-01 00:00:00

United States Air Force

Pharmacy Technician

2000-08-01 00:00:00 - 2004-08-01 00:00:00

Skills

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Languages

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FAQ About Dana Wharton

Dana Wharton is located at
Metro Jacksonville, Metro Jacksonville, United States

Dana Wharton is a I am a Regional Sales Support Specialist at Transamerica, a leading provider of financial solutions and retirement plans. With over 15 years of experience in the mortgage and finance industry, I have developed a strong aptitude in document analysis, loan processing, and underwriting. I have been revered for my innate rapport building and customer service skills. In my current role, I assist in the development and execution of regional sales strategies to meet sales objectives and targets, and I ensure compliance with industry and government regulations prior to plan onboarding. I also liaise with regional sales representatives to ensure that customer needs are being met, and I manage and monitor the regional sales team’s performance and results. I prepare sales reports and presentations for management, and I assist with customer inquiries, complaints, and order processing. I am passionate about delivering high-quality service and support to our clients and partners, and I am always eager to learn new skills and explore new opportunities. I am motivated by the purpose of helping people achieve their financial goals and dreams.