David Moore

David Moore Email and Phone Number

Training Implementation Consultant | Customer-Facing Onboarding | Product Demonstrations & Presentations | Advanced Interpersonal, Relationship Building, Communication skillsSaaS, Mortgage Lending, Financial Services
David Moore's Location
Charleston, South Carolina, United States, United States
About David Moore

Training Implementation Consultant with 10+ years of experience in client account management, stakeholder and cross-functional collaboration, and training & development on SaaS software platforms and integrations for industry-leading mortgage lenders and start-up Fintech. Specialize in virtual and in-person instructor-led training and training content creation for enterprise software solutions to improve employee performance, optimize business processes, and drive user adoption with an emphasis of achieving the maximum ROI realization. Strong technical writing and presentation skills utilized to explain complex content in an easy-to-understand way and influence diverse audiences. Delivered 160+ customer training events in 5 years at financial institutions with proven success designing innovative training strategies that drive new technology adoption.Consistently top performer, leading team in annual revenue recognized and completed projects for 5 consecutive years while simultaneously receiving a 94% Customer Satisfaction rate in Survey Monkey. Certified Master Trainer & Certified in Adult Learning from Association of Talent Development (ATD).

David Moore's Current Company Details

Training Implementation Consultant | Customer-Facing Onboarding | Product Demonstrations & Presentations | Advanced Interpersonal, Relationship Building, Communication skillsSaaS, Mortgage Lending, Financial Services
David Moore Work Experience Details
  • Paramount Residential Mortgage Group Inc. (Prmg Inc.)
    Senior Training Consultant
    Paramount Residential Mortgage Group Inc. (Prmg Inc.) Oct 2020 - Oct 2022
    Charleston, South Carolina Metropolitan Area
    Led the design, development, and delivery of technology training programs and content development for companywide end-users on digital mortgage platform and integrations on "Go-Live" onboarding, product releases, sales enablement, change management, and strategic initiatives.Implemented a blended learning roadmap with multi-modal learning solutions, targeting role-based adoption of new system functionality, leading to the seamless onboarding of over 2K end-users.Designed and delivered virtual webinars with live demos to showcase the features and enhancements resulting from newly deployed automation, successfully training over 100 sales team members.Innovated a virtual sales training workshop for new hires that received excellent management reviews based on improvements in time to productivity and a monthly reduction of $12K in travel expenses.
  • Corelogic
    Customer Success Manager
    Corelogic Jul 2019 - Oct 2020
    Charleston, South Carolina, United States
    Formerly ClosingCorp Inc. Acquired by CoreLogic Inc. Developer of real estate data and mortgage technologies. Standalone SaaS platform and loan origination system API integrated partner offering vendor management solutions, third- party service ordering, and guaranteed fee quotes, SmartFees, ensuring compliance with disclosure requirements.Built and maintained client relationships through prioritization and quick resolution of customer support escalations, reducing churn by 8% to achieve a 98% annual customer retention rate on a 100+ account pipeline.Designed a solutions-based presentation that addressed client issues and pain points, and highlighted the value proposition of a new offering, leading to a 28% increase in year-to-date revenue growth.Authored the standard operating procedures for a third-party solution, resulting in a 35% increase in operational efficiency, resulting from streamlined internal and external communications.
  • Ice Mortgage Technology
    Application Trainer
    Ice Mortgage Technology Feb 2014 - Mar 2019
    Charleston, South Carolina Metropolitan Area
    Spearheaded kick-off calls with Professional Services and client project manager to provide consulting on training packages, delivery methods and formats, planning and schedules, and final agenda preparation and client approval confirmation.Facilitated and closed 160+ on-site and remote new client onboarding "Go Live" rollouts in 5 years, customized to client configuration and role-specific processes, procedures, and workflows to drive customer engagement and end-user adoption.Led a 15+ project pipeline with strong client services, customer relationship management, and interpersonal communication skills in performance of training needs assessment and skill gap analysis resulting in timely and accurate scoping.
  • Prosperity Home Mortgage, Llc
    Application Trainer
    Prosperity Home Mortgage, Llc Oct 2013 - Jan 2014
    Chantilly, Va
    3-Month Onsite Training Delivery and Post-Training Support Engagement at Long & Foster for new client loan origination system conversion to Encompass. (ICE Mortgage Technology)Recognized for customer service orientation on post-training support and success of the overall project by key stakeholders resulting in a job recommendation and new job offer with the software developer.Delivered on-site facilitation and pre- and post-training support on "Go Live" employee onboarding rollout to new (SaaS) Encompass platform driving end-user adoption for all job roles. Created Hands-On scripted loan scenarios for all employee job roles to utilize for pre-deployment. practice.
  • Wells Fargo Home Mtg
    Sales Development Consultant
    Wells Fargo Home Mtg 2012 - 2013
    West Des Moines, Iowa, United States
    Implemented independently, the training strategy and plan on field assignments with a consultative approach to exceed client needs, increase usage, improve business process efficiencies,, and resolve issues and adoption pain points, leading to team member success.Provided on-the-job sales training and post-training support at on-site bank branches during the national onboarding training rollout of new mortgage platform, traveling 100% for 18 months.Served as key member of facilitation team providing week-long employee new hire onboarding training for call center and fulfillment teams and provided 4 weeks of on-the-job floor support to ensure end-user adoption.
  • Georgia Department Of Community Affairs
    Housing Program Specialist
    Georgia Department Of Community Affairs 2010 - 2012
    Atlanta, Georgia, United States
    Oversaw default servicing for a portfolio of over 1,400 loans originated through Housing Finance Authority's and consisted of FHA, VA, and FNMA loan types. Leveraged mortgage servicing platform (MSP) daily to post payments, formulate repayment plans, document important mortgagee notes, and utilize past due queue to target outbound collection calls. Acquired strong knowledge of mortgage servicing operations and the guidelines, qualifications, and timelines for collections, loss mitigation programs, and foreclosure proceedings.Training Received from outside the agency:HUD Loss Mitigation Training: Atlanta, GA Neighborworks America Foreclosure Training: Atlanta, GA
  • Clearpoint.Org
    Housing Consultant
    Clearpoint.Org 2007 - 2010
    Atlanta, Georgia, United States
    Formerly named Consumer Credit Counseling Service of Atlanta (CCCS) & CredAbility.Joined CCCS post housing crash and after the bankruptcy filing of my previous employer, American Home Mortgage Inc. Earned NFCC certification as a Consumer Credit Counselor and Housing Counselor.Performed outbound calls on 45-Day delinquent Freddie Mac investor owned mortgages, gathering requirements on delinquency reason, and provided foreclosure prevention counseling sessions focused on preserving homeownership, as part of a community outreach effort, Presented homeowners with resources, strategies, and guidance on loss mitigation program options and qualifications, prepared the initial application package and served as the liaison between the mortgagee and the mortgage servicing banking institution.Conducted 3rd-party conference calls with the homeowner and mortgage servicers to facilitate direct communication with the loss mitigation department decision makers in an effort to negotiate an appropriate loan workout.TRAINING RECEIVED FROM OUTSIDE AGENCY:FREDDIE MAC Home Affordable Modification Program: Atlanta, GA FREDDIE MAC Foreclosure Training: Atlanta, GA
  • American Home Mortgage Investment Corp
    National Account Executive
    American Home Mortgage Investment Corp Jul 2004 - Aug 2007
    Charleston, South Carolina Metropolitan Area
    Developed and implemented strategic sales plans to achieve two goals: (1) win new business with wholesale customers and (2) expand and grow sales volume within a regional territory. Facilitated targeted sales presentations to differentiate company’s products and business processes.Provided in-depth product training onsite and web-based on internal software platform.Promoted to National Accounts team. One of five candidates selected from division of 45 Account Executives.

David Moore Education Details

Frequently Asked Questions about David Moore

What is David Moore's role at the current company?

David Moore's current role is Training Implementation Consultant | Customer-Facing Onboarding | Product Demonstrations & Presentations | Advanced Interpersonal, Relationship Building, Communication skillsSaaS, Mortgage Lending, Financial Services.

What schools did David Moore attend?

David Moore attended Clemson University.

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