David Dietz Email & Phone Number

Garner, Nc, Us

Raleigh, North Carolina, United States

Cary, North Carolina, United States

Raleigh, North Carolina, United States

Leading and managing a team of financial services specialists, providing guidance, training, and mentorship to drive individual and team performance. Implement strategies and tactics to achieve exceed departmental goals, including customer satisfaction, revenue target, and operation al efficiency. Monitor team performance through regular performance evaluations and provide constructive feedback to optimize individual and team productivity. Collaborate with other departmental teams to ensure smooth operations and effective communication across the organization. Resolve escalated customer issues and complaints in a timely and professional manner, ensuring customer satisfaction and retention.Foster and maintain strong relationships with vendors, teams, and internal departments. Prepare regular reports on team performance, including key metrics, goals, and achievements, and present findings to management.

Raleigh-Durham-Chapel Hill Area

Raleigh, North Carolina, United States

I led credits assessment and steered reports approval, including DU and LP. I controlled high loan quality metrics across Raleigh market.Below are my key accomplishments in this role:● Gained LOA Excellence Award 2021 for triangle market top producer and best metrics.● Achieved promotion to Hybrid Processing role for excellent performance.● Managed six loan officers funding 228 units, while efficiently closing 56 Million funded loans in 2021.● Managed six loan officers and funded 167 units, while efficiently closing 25 Million funded loans in 2022 in the first 6 months.

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

I controlled various activities, such as digital sales and loan processing and fulfillment. Processed, completed, documented to funding Personal Loans, Credit Card, Account Requests, 2nd Mortgages, Auto Loans, and Personal Loans through our digital channel. Following are my main achievements in this role:● Funded and completed 10Million loan applications in 2020● Top Performer year-over-year● Accomplished successive promotion Account to Senior Account Manager and Digital Sales role.

Cary, North Carolina, United States

I gave effective counseling to client and developed robust relationships. I mitigated account issues and strategically created product plans with key focus on enhancing sales and addressing market gaps. I responded promptly to customer enquiries and displayed features via onsite demonstration, while converting to positive feedback as community engagement strategy part.My proudest attainment in this role is as follow:● Assessed satisfaction rate and service requirements in coordination with customers.

Cary, North Carolina, United States

I integrated strategy adjustments and determined trends via sales data analysis. I upgraded account management through threats/problems identification and solution development. I helped branch performance plan for enhancing member loyalty and achieving world class Net Promoter Score. I confirmed collateral integrity and compliance with federal lending rules via documentation. I evaluated financial and credit information and suggested financial planning services, loans approvals, and referrals to business partners.Here are my significant contributions in this role: ● Implemented end-to-end sales process from lead processing to closure, resulting in 25% sales increase● Surpassed sales and competitive market objectives by negotiating plans and fostering strong relationships.● Disbursed Credit Union funds as per lending guidelines.

Cary

Garner, North Carolina, United States

I coached employees on outstanding customer service. I led orientation sessions and coached 15 recruits to achieve targeted performance. I provided efficient retail finance replacements and competitive commercial banking resolutions.Below are my important strengths in this role:● Collaborated with clients and designed financial plans/solutions via detailed financial analysis.● Led organization growth by nurturing constructive and cooperative relationships with potential/competitive customers.

Experience with managing a team up to thirty employees, training, coaching and performance reviews, training specialist involvement with store open within new market, production planning, managing training matrix, customer service, catering, health inspection training coordination.

• Customer Relations• Managing a staff of 35-40 employees • Training Specialist of particular departments within the restaurant • Worked within the district of over 5 different stores• Labor tracking verses sales• Catering- sales and marketing of the catering department• Sales forecasting and production planning • Audits of employees as well as company procedures • Utilized as a training specialist for a store opening

Certificate Of Specialization In Strategy, Business Strategy

Certificate In Sustainable Business Strategy

Certificate In Disruptive Business Strategy, Business

Certificate In Business Strategy, Business/Commerce, General

Certificate in Business Strategy

Master Of Arts - Ma, Business, Management, Marketing, And Related Support Services

Master Of Arts - Ma, Bible/Biblical Studies

B.A. Bachlors Of Arts, Biblical Studies

Th.B., Bachelors Of Theology

Work Smarter With Microsoft Excel From Microsoft On Coursera., Excel

20 Hours of concentrated Excel work on the following topics: You will learn how to create a spreadsheet, work with formulas and functions.

Master Of Business Administration - Mba, Business Analytics

In Progress