Dave Lichty Email & Phone Number

Irvine, Ca

First Direct Lending is a start-up full service mortgage lender. As a Senior Mortgage Consultant, I am responsible for working with clients to ensure their mortgage solution places them in a positive financial situation.• Continuously managing thirty clients a month• Meeting & exceeding quotas on mortgage refinance and purchase transactions • Working in a dynamic environment with little structure while ensuring high quality customer satisfaction.

Aliso Viejo, California

Triton Realty Solutions is a division of Triton Mortgage Solutions, Inc. a full service real estate brokerage. I am responsible for all P&L, marketing, and sales activities.

Irvine, California

Discover Home Loans is a subsidiary of Discover Financial Network, a full service mortgage banking institution. As a Mortgage Banker, I was responsible for navigating clients through their mortgage and financial needs. • Continuously managed twenty to thirty clients a month• Met deadlines for mortgage refinance and purchase transactions • Quickly resolved challenges that affected my work through systematic handling of multiple tasks to meet optimum quality outcomes.

As an Account Executive I am responsible for wholesale mortgage account sales and marketing within the Southern California area.• Actively managing multiple accounts – which are evolving into multi million dollar accounts.• Skillfully cold calling, selling, and servicing accounts in this highly competitive market.• Cultivating and expanding new and existing business, rapidly penetrating markets – precisely evaluating customer requirements – generating excellent relations to produce new and repeat business; providing a high degree of customer service.• Accurately research, compile, and maintain extensive informational and financial data for precise decision-making.

As a National Account Executive I was responsible for account based wholesale sales and marketing of sub-prime and Alt-A mortgage services. • Actively managing 50 accounts – which evolved into multi million dollar accounts.• Accurately research, compile, and maintain extensive informational and financial data for precise decision-making. • Increased revenue in territory by 80% over a two and a half year period.• Successfully cold called, sold, and serviced accounts in this highly competitive market – attaining documented commendation citing “Sales Excellence”.• Kept pace with market trends, conditions, and the competition for maximum results; maintained productive lines of communication with my superiors and clientele.• Top producer – invited to participate in “President Club” sales meetings.• Awarded “Top Customer Service Performance” out of a 25 person region.

• Accurately researched, compiled, and maintained extensive informational and financial data for precise decision-making.• Performed in-depth credit analysis of potential customers to determine financial risk and prospective investment opportunities.• Strategically marketed the organizations financial services and breadth of company products to emerging markets and existing customers.• Proficiently identified, evaluated, and resolved challenges that impacted my work through systematic handling of multiple tasks to meet optimum quality outcomes.• Closed financing of first and second mortgages.• Responsible for various customer service tasks which included debt restructuring, account maintenance, and selling value added services.

Responsible for the operation of 1000 acres of vineyard, a $3.5 million dollar budget, full time and seasonal staff.• Responsible for the allocation and distribution of a $3.5 million dollar fiscal budget.• Responsible for the day-to-day operation of a one thousand acre vineyard for Beringer Wine Estates.• Managed eighty seasonal and thirty full time employees. • Controlled all vineyard operations and schedules.

Bachelor Of Science, Business With A Concentration In Finance

Activities and Societies: Beta Theta Pi

Ca, Ut, Co, Tx, Il, Tn, Ga, Fl, Va, Ny, Pa, Nj, Nc, Ma, Md

Licensed Broker - Id # 01851485