David Lee Rosengarden Email & Phone Number

Greater Chicago Area

● Managed direct marketing campaigns to educate and close clients on a variety of real estate & mortgage products● Assisted financial professionals to secure and sustain clients’ financial plans utilizing residential home equity● Originated loans valued over 100 million dollars as revenue producing assets for companies and shareholders● Developed an integrated MS Excel calculator tool "True Cost Loan Comparison"​ for innovative sales presentations● Led direct report team of 7 call center loan officers and assistants to meet budgeted production and profit targets● Expanded viability as a trusted home equity conversion adviser despite recessionary fallout of former companies(summary career as MLO--Rose Loan empowered by NEXA Mortgage, Fifth Third Bank, BMO Harris Bank, Wells Fargo, MetLife)

United States

NEXA Mortgage offers NEXA Academy for new loan originators and seasoned MLOs who have been “out of the game” for some time.I am privileged to be trusted with the care, education, management, and leadership role of a rotating class of 20-25 newly incoming mortgage loan originators.My role includes ensuring loan originators understand all aspects of loan origination activities:Sales (calling, social media, referral partner appointments).Origination (how to handle prospect calls and get applications and credit report authorizations).Loan file structuring (how to navigate our 170+ lender/investor partners, qualify, and price deals).Selling (how to win business from new clients and referral partners in a competitive environment).Organization (how to keep electronic paperwork, client information , emails, et al. in proper order for maximum productivity and efficiency).Managing pipeline (keeping minimum weekly updates with file progression, processor activities, and promoting regular client communication).Graduating (working with students on a daily basis to keep a path towards successful graduation: after successfully funding 6 loans).Coursework creation (working with a team of instructors to create educational material and modules for the benefit of new loan originator students).Accountability (managing people to ensure productivity mile-markers are met timely and making decisions to assess individual MLO’s ability to maintain successful employment with the company).I successfully implemented an overall plan to have real time reporting, statistics, and complete view into all students production and progress during their time under my mentorship.I have successfully graduated many new loan originators into the full time, self-supporting, independent capacity with full ability to succeed within the NEXA Mortgage culture and mortgage origination industry.

Mount Prospect, Il 60056

● Utilized business development skills and designed a full inbound marketing plan to expedite business objectives● Produced live customer prospect leads enabling originator clients to meet sales production requirements● Generated client accounts, repeat orders, and positive profits achieving budgeted goals to sustain company● Trained and Transferred all operations to family member for additional household income and work from home opportunity

Palatine, Il 60067

● Empowered students as leaders through professional training by increasing seminar attendance over 300%● Connected new students to the college’s first “involvement life” event surpassing attendance goals by 200%● Directed workshop presentations to prospect groups generating highly qualified subscription leads for events● Inspired 5 social media teams and 15 apprentice telemarketers to communicate unified campaign messages● Conducted focus groups attaining 90% attendance and implemented marketable program improvements

Lake In The Hills, Il

Researched and demonstrated different methods to improve business networking skills.Presentation at every weekly meeting.

Crystal Lake, Il

● Listed and sold residential real estate on both buyer and seller side transactions● Developed FSBO (for sale by owner) marketing suite attracting new customers for listing and mortgage options● Integrated proprietary in/outbound call center technology enabling sales associates’ timely response to inquiries

4709 Golf Rd, Skokie, Il 60076

• Demonstrated business operations software and services (accounting, ERP, CRM, managed networks).• Closed information technology sales and serviced new and existing business accounts (B2B)..• Coordinated strategic solution plans, custom programming requirements, and business process implementations with help desk, programming department, and Certified Public Accountant consultants.• Generated marketing plans to find new business and discovered opportunities for new services.• Attended regular classroom and one-on-one B2B sales training through Selling Dynamics in Arlington Heights, IL.

2500 Westfield Dr, Elgin, Il 60124

• Trained as credit card collector through company's Solutions Through Partnerships (STP)--an empathy based approach to collections.• Consistently achieved top 10 collector among three call center locations throughout the US.• Learned significant interpersonal relationship skills in a high pressure phone call setting resulting in angry, embarrassed, and upset customers who turned into willing advocates of the brand.

San Diego, Ca

• Honorable Discharge (DD214).• Trained as basic Marine.• Service-rating awarded.• Lead one of four squads as Squad Leader One of my platoon.• Performed duties as official scribe of platoon while also acting as Squad Leader (dual billet).

844 N Rush St, Chicago, Il 60611

• Secured volunteer aptitude testing locations throughout Chicago's downtown Gold Coast area (schools, churches, municipal buildings, etc.) working with facility management.• Created custom promotional pieces to post in any public or private area (e.g. retail counters, bulletin boards, etc.) creating awareness of aptitude testing for U.S. Census recruitment purposes.• Administered and proctored aptitude testing to applicants while ensuring appropriate testing environment.• Completed pre-hiring paperwork forms including W-4, I-9, and verifying identification to match form requirements.• Independently managed strict schedule to coordinate responsibilities both inside and outside of the office.• One of only two out of approximately 25 recruiters retained for achieving above standard applicant recruitment goals.• Trained new recruiters to match my skills, abilities, knowledge and achievements of actually producing results for the U.S. Census Bureau.• Temporary position during the decennial census.

Bachelor Of Science (B.S.), Marketing/Marketing Management, Entrepreneurship Focus, 4.0 Out Of 4.0 Gpa

Activities and Societies: The Honor Society of Phi Kappa Phi (Top 10% of Senior Class) Delta Mu Delta Honor Society• Independent Study.

Associate In Applied Science (Aas), Business Administration-Marketing Specializtion, 4.0 Out Of 4.0 Gpa (1 Of Only 30 To Achieve Out Of Over 5,000 Graduates)

Activities and Societies: Harper College Honors Program Phi Theta Kappa Honors Society Business and Entrepreneurship Club Kapa Beta Delta.