Dax Dworak

About Dax Dworak

I received my undergraduate degree from the University of Nebraska - Lincoln in May 2016 with a major in Finance and a minor in Management. Additionally, I completed my MBA from Kansas University in December 2021 with an emphasis in Banking, Corporate Finance and Securities Law.Experienced Asset Manager with a demonstrated history of working in the commercial real estate industry. Skilled in Loan Servicing, Financial Analysis, Business Planning and Management.

Experience

1. Client Services Manager

   Lument

   Sep 2025 — Present · US

   Manage team of 5• Promptly responds and provides periodic updates to all client inquiries pursuant to company policies and service levels.• Build relationships with external and internal clients.• Provide direct communication with investors to provide updates and answer loan level questions.• Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager as needed. • Manage a team of Analysts and Associates to ensure SLAs are being upheld with high quality output.• Train and develop team members on core position requirements and functions, ensuring consistent attention to detail across all team members.• Quality check and provide feedback to team members, communicating training gaps to the team member, including escalation to department Director, as needed.• Assist in compiling data samples for department and/or lender audits, as requested by manager.• Participate in internal and external quality control and audit assessments, providing prompt and accurate responses to inquiries made, as well as take immediate action to correct or resolve issues as they are made known.• Work with the IT department to test and implement system updates.• Respond to all internal and external customer inquiries in a timely, accurate, and professional manner.Essential Duties & Responsibilities (cont.) • Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities, assist management with special projects related to department goals or as may be needed by the team.• Provide regular status updates to manager regarding any outstanding items or deadlines.• Work professionally and harmoniously with team and coworkers• Other projects and duties as assigned

Education

• The University of Kansas

  Master of Business Administration - MBA, Banking, Corporate Finance and Securities Law

  2019 — 2021

• University of Nebraska-Lincoln

  Bachelor of Science (B.S.), Finance, General

  2012 — 2016