David Berg Email & Phone Number

Duluth, Georgia, United States

Duluth, Georgia

Duluth, Ga

Analyst for $900 mln floor plan portfolio, made up of inventory from over 600 agricultural equipment dealers in US and Canada. Primary responsibilities include: Ongoing analysis and reporting on portfolio, presented to executive management on a monthly basis; Review of monthly receivables purchase, ranging from $75mln - $230mln; Monitoring trends to identify risk and minimize company losses; Track off lot inventory, the company's greatest risk for loss; Inventory and credit line supply analysis.Additional roles and responsibilities: Project Manager - Extended Warranty Product; Process and procedure development/improvement; Inventory aging and renewal terms analysis; North American dealer network profiling; Credit underwriting; Financial analysis

Primary responsibilities included: Loan underwriter for retail purchases and leases in US and Canada – $400K approval authority; Financial statement and credit analysis; Loan structuring to support dealer and vendor relationships, maximize volume and minimize risk; annual dealer reviews (financial statement and business trend analysis, floor plan credit line underwriting).

Duluth, Ga

Sales Development/Inside Sales Representative for Agricultural dealers in the US and Canada. Primary responsibilities included: Mastery of all retail finance products and procedures, including pricing and marketing programs; Provide financing options to support dealer business and maximize sales; Account management and development, including AFC's highest volume dealers.

Account Executive - Wholesale Mortgage LenderRapidly developed a business base of brokers in the Atlanta area by cold calling; Managed broker relationships during a chaotic environment by offering creative mortgage options and excellent service; ability to perform field underwriting enabled accurate and reliable financing options for clients.Management Trainee Program12-month training program which developed sales, leadership, and management skills. Gained knowledge of all aspects of the mortgage industry during this time, including but not limited to mortgage underwriting, loan processing, and appraisal review.