David Gary Email & Phone Number

Dedicated to establishing financial goals and achieving peace of mind by offering the highest quality insurance products and services to clients and their families.Licensed in State of SC and VA.Marketed and set In-Home appointments using multi-level lead base programs.Analyzed customer needs and provided best financial solutions, up-selling products and services as needed.Skillfully and patiently explained coverage options to potential policyholders, answering questions and determining needs.

Fort Mill Sc

 Developed and implemented relationship strategies that improved teamwork and morale among operations, sales management, and sales staff.  Built and instituted multiple scorecard programs designed to drive work performance, optimization, and productivity with sales force.  Validated staffing models to ensure target service levels are consistently met based on volume forecasts, training needs, vacation plans.  Efficiently monitored staff daily performance and attendance activities to optimize production and meet service level standards.  Monitored multiple databases to forecast and determine staffing needs based on business plans and center performance.

Charlotte, North Carolina Area

Identified current and future customer requirements by establishing rapport with potential and actual customers and other persons in a position to understand service requirements.Determined marketing strategy changes by reviewing operating and financial statements and departmental sales recordsContributed to team effort by accomplishing related sales results.Maintained store staff job results by coaching and counseling employees; planning, monitoring, and appraising job results.Maintained operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures

Shelby, North Carolina

Interpersonal skills, excellent time management and persuasion skills used to perform all of the financial and administrative functions for two financial center branches in Cleveland County, NC. Endeavored to improve the standards, performance, and security of the bank. Oversaw the efficient day to day processes of two branches, ensuring compliance and procedures were adhered to, passing all state and internal audits with a 94% rating.Hired new team members, monitoring, assessing, and coaching employee performance. Promoted two employees up in their careers.Oversaw the processing and underwriting of loans originated by bank sales staff.Processed applications for small business loans, customer home equity loans, and automobile loans.Routinely recognized for achieving excellent ratings and superior team results for bringing compelling value to customers on a consistent basis.Coordinated weekly meetings between branch mangers acting as the regional leader to analyze customer profiles, bringing increased value to the customer and their relationships to the bank.Developed community relationships by being active on the Boys and Girls Club Board of Directors, joining and attending Rotary, holding events with Destination Cleveland County, and working with the Cleveland County Chamber of Commerce.

Charlotte, North Carolina Area

Worked with prospective and existing clients in a call center environment to provide financial solutions through lending and companion products that required complex financial analysis and sales techniques.Originated and processed mortgage loan documents, including income, insurance, title, and all closing requirements.Ensured exceptional customer service by maintaining a thorough knowledge of lending programs, policies, and regulatory requirements.Demonstrated consistent performance in sales metrics, initiatives , and production.

Gastonia, Nc

Responsible for all retail branch operations in a high volume mortgage and financial environment.Intricately involved in processing mortgage loan documentation from origination to close, and loan servicing.Proficient with underwriting complete mortgage loans and home equity loans from income analysis to title exchange and closing settlements.Partnered with upper level management and National training executives to assist in local on-going staff training as the designated Training Manager.Received numerous Top Honors as Branch Sales Manager of the year in 2005 and 2006.Provided cross functional team leadership, acted in relief for executive management.Administered programs that addressed debt liquidation, recovery, and delinquency control. Supported first party collections, negotiated loan modifications, short sales, and other loan work-out programs

Bachelor'S Degree, Psychology

Master Of Arts (M.A.), Counseling Psychology, 3.6 Gpa