Dave Duffy Email & Phone Number

Chandler, Arizona, United States

Chandler, Arizona, United States

8601 N. Scottsdsle Road., Suite 100 Scottsdale Az 85253

30 years of residential mortgage banking experience with last 10 years working with high net-worth individuals and families in non-conforming lending, construction lending and conventional lending.

210 Lake Drive East.,Suite 102 Cherry Hill Nj 08002

I have over 30 years in the banking/mortgage industry helping customers achieve their dream of homeownership. A primary focus has been working with the top 2% of private wealth client and their families purchasing multi-million dollar residential first or second homes all over the country the past 8 years. Here at M&T bank, my focus has been working with Wilmington Trust clients and potential wealth clients for Private Banking and VIP Non-QM mortgages such as jumbo interest only ARMS who seek… Show more I have over 30 years in the banking/mortgage industry helping customers achieve their dream of homeownership. A primary focus has been working with the top 2% of private wealth client and their families purchasing multi-million dollar residential first or second homes all over the country the past 8 years. Here at M&T bank, my focus has been working with Wilmington Trust clients and potential wealth clients for Private Banking and VIP Non-QM mortgages such as jumbo interest only ARMS who seek financing for primary and secondary residential residences. I recently became certified in New Construction and Renovation mortgage lending here at M&T Bank. I am working with area builders and realtors in the South Jersey/Philadelphia market area focusing on purchase new construction and renovation/Teardown rebuild construction lending. which benefits both the builder and the buyer. Areas of Expertise: *Jumbo Non-QM Mortgages ( loans over $500K up to $20MM)* New Construction and Renovation Lending* Private Banking and VIP Mtg Lending*Self-Employed Borrowers, as well as Trusts and LLC's* Home Purchase Specialist*Adjustable Rate Mortgage Programs as well as Interest Only for Wealth Strategies*First-Time Home Buyer Program*Mortgage Refinances*Investment Properties*Land Lot Loans and Bridge Loans * Home Equity Lines of Credit Show less

Mellon Bank Building., 1735 Market Street, Philadelphia Pa 19103

I will be responsible for attainment of individual mortgage production goals through the development and implementation of an aggressive sales program focused on the active solicitation, development and maintenance of new mortgage business channels. I will execute a strategic marketing plan which includes the development of assigned internal intermediary channels as well as work with external centers of influence to develop mortgage business with Wealth Management Prospects. I will develop… Show more I will be responsible for attainment of individual mortgage production goals through the development and implementation of an aggressive sales program focused on the active solicitation, development and maintenance of new mortgage business channels. I will execute a strategic marketing plan which includes the development of assigned internal intermediary channels as well as work with external centers of influence to develop mortgage business with Wealth Management Prospects. I will develop strong working relationships with WM colleagues and major intermediary channels for the purpose of generatiing clients and new lead sources. I will identify and develop new territories within the specific geographic constraints of the Mid Atlantic regional office and expand penetration within this defined territory. I will oversee daily pipeline activity with account executive to ensure timely processing and credit decisioning of all client requests. I will also be responsible for cross-selling banking and wealth management products offered by BNY Mellon Bank. Show less

Mount Laurel, Nj 08054

Accepted promotion to newly formed Platinum Point of Contact Mortgage Origination team for High Net Worth Clients who currently have over $10 Million in Assets or Mortgage loan amounts of $5 Million dollars or more. Licensed to originate in the following states: AZ, CA, CO, CT, FL, GA, IL, MD, MI, MO, MN, NC, ND, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA,

Loan Agent's responsibilities include the ability to service incoming customer inquiries, comply with all state and federal lending regulations, provide clear expectations to the consumer, be knowledgeable and provide expert advice, continually educate yourself on available loan products and options and provide excellant customer service and professionalism.

"Reach for Excellance" training program for Financial Advisor in training position.

Established and developed business relationships through business planning, hunting skills, prospecting and consultative sales approach in assigned territory to increase production and sales revenue. Analyzed perspective client’s business plan and philosophy to determine if their business needs matched our company’s products.

Established a consultative sales business from inception with entrepreneurial determination and drive. Operated daily functions of the business, which included selling, payroll, bookkeeping, budgeting, advertising and developing a marketing and business plan.

I trained, developed and mentored competitive sales and marketing department, on product knowledge, consultative sales techniques, hunting skills and business development.

Solicited and originated residential first and second mortgage loans through telemarketing, direct marketing, networking, and Court House research of deed and record books to generate sales commission income and increase company revenue.

Political Science

Activities and Societies: Kodak All America Football 1st team selection 1988, AP Little All America Football 3rd team selection 1988, AFCA.

Liberal Arts

Activities and Societies: Athletic Scholarship to play football for Catawba Indians

Hs Diploma, General Studies

Activities and Societies: Member of the Cherry Hill West Football and Wrestling Team, DECA Club,