David Moore Email & Phone Number

Irvine, California, United States

▪ Ranked top 1 % in closed sales in California and nationwide with nations number one wholesaler, closing over 250 loans for over 100 million in sales.▪ Grew client portfolio by 25% by building strong relationships and providing exceptional customer service, resulting in high client retention, referrals and repeat business.▪ Consistently exceeded monthly sales targets by 20% through strategic prospecting, cross-selling, and upselling mortgage products.▪ Maintain a 98% customer satisfaction rate by delivering personalized mortgage advice and support, ensuring a smooth and efficient loan process.▪ Streamline the mortgage application process by implementing new CRM tools and processes, reducing average processing time by 15%.▪ Ensure 100% compliance with industry regulations and company policies, for a flawless audit track record.▪ Collaborate with underwriters, processors and real estate agents to problem solve challenges and facilitate timely loan approvals and closings, improving overall team efficiency.▪ Conduct regular market analysis to stay informed on industry trends and competitor offerings, enabling the provision of competitive mortgage products to clients.▪ Mentor and train junior mortgage bankers, enhancing their product knowledge and sales skills, leading to a 20% increase in team productivity.▪ Contribute to significant revenue growth for JWH Financial by originating high-value loans and securing profitable business deals.

Orange County, California Area

▪ Managed a portfolio of high-value clients, providing timely advice on suitable loan products.▪ Led weekly training for a team of loan officers, ensuring compliance with regulations and programs to achieve branch sales targets.▪ Collaborated with company teams to expedite loan approval processes and enhance customer satisfaction.▪ Approved or denied loan applications with detailed explanations, improving client understanding and trust.▪ Conducted office presentations to inform and educate staff on lending regulations and industry trends.▪ Developed and maintained lasting long-term relationships with local real estate agents, increasing referral business.▪ Analyzed applicants' financial status, credit, and property evaluations to determine the granting of loans.▪ Met with applicants to obtain information for loan applications and answer questions about the loan process.▪ Informed customers of application deadlines, approvals, and denials, ensuring clear communication and transparency.

La/Orange Counties

▪ Opened first offices for company in California. Secured locations and responsible for complete office build out.▪ Recruited branch loan officers and placed them in-house at the 3rd largest real estate company in Los Angeles.▪ Led branch to achieve a 40% increase in overall production by implementing strategic business development initiatives and enhancing team performance.▪ Drove branch revenue growth by 35% through targeted marketing campaigns, expanding client base, and upselling financial products.▪ Successfully managed and motivated a team of loan officers and support staff, resulting in a 25% increase in loan origination, 25% increase in loan closings and 20% decrease in employee turnover.

Mission Viejo, California

▪ Opened and established a successful Orange County branch for Stearns Lending, boosting regional presence.▪ Recruited and managed a team of loan officers, ensuring optimal performance and compliance.▪ Improved branch operational efficiency by implementing new loan systems and process improvements, reducing loan processing times by 20%.▪ Expanded market presence by setting up strategic partnerships with local real estate agents, builders, and financial advisors, leading to a 30% increase in referral business.▪ Ensured 100% compliance with regulatory requirements and internal policies, minimizing risk.▪ Conducted regular training sessions and workshops for branch staff and real estate offices enhancing their product knowledge, sales techniques, and compliance understanding.▪ Conducted in-depth financial analyses to assess loan performance, identify areas for improvement, and develop actionable plans to drive business growth.▪ Monitored and managed branch budget, ensuring cost-effective operations and maximizing profitability.▪ Acted as a producing loan officer, achieving individual sales targets alongside branch management duties.

Irvine Ca

▪ Managed 15+ Strategic Accountability Managers, enhancing partnerships, increasing capture rate and volume.▪ Actively took part in community events and networking opportunities, enhancing the branch’s visibility, and fostering relationships that contributed to business growth.▪ Targeted, established, and managed Real Estate MSA accounts, achieving significant business growth.▪ Presented compelling sales presentations to prospective clients, including property management companies, condominium board associations, and building owners.▪ Coordinated Loan Officers for MSAs to achieve top capture rate and volume.▪ Hired, trained, and supervised new employees, ensuring high performance and quality standards.