Dan Holtzman

Chief Strategy Officer at Heartland Valuation Service, LLC

Rockwall, Texas, United States

About

Bachelor of Professional Studies in Management, Sport Management Specialization Cazenovia College, Cazenovia, New York, December 2011

Experience

  • Chief Strategy Officer at Heartland Valuation Service LLC
    Jun 2026 - Present · 1 mo

  • Karis Management Group, LLC (10 yrs)
    • Chief Operating Officer
      Sep 2023 - May 2026 · 2 yrs 9 mos

    • SVP Of Operations
      Jun 2021 - Sep 2023 · 2 yrs 4 mos

    • Operations Manager
      Jul 2018 - Jun 2021 · 3 yrs

  • Analyst at Wells Fargo
    Jul 2013 - Jun 2016 · 3 yrs

    Residential Valuation Services • Northeast lead in charge of mentoring/overseeing all processors on team in Northeast. • Responsible for handling escalated issues from both the partners groups as well as service providers. • Responsible for manually uploading bulk orders for our partners. • Lead weekly partner calls and running valuation reports in Excel using Pivot Tables to communicate to Wells Fargo Partners. • Oversee special reports for Wells Fargo partners in order to ensure quality and turnaround times for appraisals. • Identifying negative operation impacts via reporting and providing detailed documentation to management to resolve. • UAT testing for integration of new products to team as well as training co-workers and new hires. • Geo-Cell Coordinator for Staff Appraiser Leader of the Northeast Region -Single Point of Contact for all Staff managers/appraisers in the Northeast. -Experience managing panel of appraisers and assisting Co-workers panels. -Weekly calls/reporting to discuss upcoming potential issues and solutions. • Responsible for effectively managing a very high volume of appraisal orders from our partners assigned by geographic regions. • Work with Wells Fargo partners to ensure complete satisfaction and outstanding customer service. • Responsible for researching, compiling, analyzing and reporting various operational data from multiple sources, including unit production, productivity and/or quality statistics. (Organizing in Excel) • Working in one of the most challenging geographic areas for default loans with consistently one of the highest performances. • Single Point of Contact for new onboarding Vendor Management Company and reporting their performance to management. • 2014 1st Quarter RVS Team All-Star, 2014 2nd Quarter RVS R.I.D.E Nominee, 2015 1st Quarter RVS R.I.D.E Nominee

  • Staff Member at Rothchilds Early Childhood Center
    Jul 2011 - Mar 2012 · 9 mos

    Staff Member for After School Daycare Program Counselor for RECC Summer Camp