Dani Steen

Dani Steen's email & phone

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Client Advocate at MAXEX|United States

Position:

Client Advocate at MAXEX

Location:

United States

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Last updated: 2026-05-01
Updated: 2026-05-01

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Work Experience 14 years

Client Advocate at MAXEX

Oct 2025 - Current

Mortgage Fulfilment (Management) at VyStar Credit Union

Jul 2019 - Aug 2025

RETAIL LENDING SERVICES (Management) at TIAA Bank

Sep 2012 - Jul 2019

Dani Steen started working in 2012, then the employee has changed 2 companies and 2 jobs. On average, Dani Steen works for one company for 4 years 6 months.

Education

Faculty of Science and Business Administration

Skills

Unbiased, Customer Service Management, Business Process Improvement, Bank Secrecy Act, Project Management, Customer Service, Internal Audits, Credit, Investments, Legal Compliance, Process Improvement, Financial Institutions, Teamwork, Research, Operational Risk Management, Strategic Planning, Regulatory Requirements, Oral Communication, Management, Finance, Team Building, Credit Analysis, Compliance Oversight, Negotiation, Quality Assurance, Communication, Compliance Management, Financial Regulations, Banking, Loan Origination, Loans, Risk Management, Sales, Leadership, Financial Analysis, Technical Reports, Communication Training, Anti-Money Laundering, Coaching, Mortgage Lending, Real Estate, English, Build Strong Relationships, Budgets

Frequently Asked Questions

What is Dani Steen's minimum period of employment in the companies?

Dani Steen's minimum period of employment in various companies is 6 years 1 month.

What is Dani Steen's average duration of employment for different companies?

On average, Dani Steen works for one company for 6 years 6 months

What industries has Dani Steen worked in?

Dani Steen works in the Financial Services. Previously, Dani Steen worked in the Banking.

What positions has Dani Steen held before?

Previously, Dani Steen worked as a Mortgage Fulfilment (Management), and RETAIL LENDING SERVICES (Management).

How do I contact Dani Steen?

Dani Steen's phone number is +1-***-***-1722. Sign up to get contact details.

Who is the President/CEO/Director of the MAXEX?

The President/CEO/Director of the MAXEX is Charlie Wickliffe

Who are Dani Steen's peers at other companies?

Dani Steen's peers at other companies are Gary Hentschel and Diamond Harrell and Heather Roberson CPCU

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Other employees at MAXEX

Name
Company
Position
Sharada Suresh Raja
Director- Counterparty Risk
Frederick Jackson
Senior Systems Analyst - Implementations
Kyle Bechtel
Development Team Lead
Charlie Wickliffe
Managing Director, Head of Capital Markets

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