David Redick Email & Phone Number

Portland, Or, Us

Manage Loan Pipeline. Gather documentation from Borrowers, review and upload to loan system. Collaborate with Processor, Underwriter, and Funding to close on time.

Lake Oswego, Oregon, United States

Assist Real Estate Agents with marketing homes for sale.Visit each home weekly and ensure that all marketing is in place. Set up signs, coordinate open houses.

Lake Oswego, Oregon, United States

Pipeline Management, documentation; tracking and uploading, requesting disclosures to be sent and signed, work with Escrow Companies to coordinate loan signing, prepare weekly meeting agenda and topics. Marketing; Seek and attend networking and volunteer opportunities to maintain existing relationships and establish new ones. Plan appreciation events & open houses for clients and business partners. Ensure each Loan Officer has specific Marketing items needed. Create marketing collateral from templates. Maintain client and partner database, place warm calls to past loan clients and new clients with pre-approved loans.

Milwaukie, Oregon

Complete resident income certifications in a timely and accurate manner. Complete move-in/move-out paperwork with residents. Coordinate and administer the day-to-day leasing activities such as touring potential residents, completing guest cards, maintaining and updating the property’s wait list, following-up with applicants, reviewing tenant billings, analyzing lease clauses, preparing vacancy reports, and updating property traffic information in reports and property management databases. Identify leasing prospects and occasionally respond to routine leasing inquiries. Work with Community Manager and Maintenance Staff to coordinate requests for repairs and maintenance. Plan and execute resident appreciation events.

Clackamas, Or

Make calls to natural market to schedule appointments, collect copies of current coverage, create quotes, and draw comparisons. Meet with Clients and Prospects to uncover what is important to them regarding Insurance and protecting assets. Put a plan into action to protect their future. Follow up on inquiries, collecting payment, and getting applications signed and submitted.

Clackamas, Oregon

Verify complete loan application is entered, including fees. Ensure ratios are within guidelines and send disclosures to borrower. Work with Processing on condition items needed and follow-up with borrowers. Plan for timely closing/funding.Marketing; Work with Loan Officers to create marketing ideas/campaigns. Seek and attend networking and volunteer opportunities to maintain existing relationships and establish new ones. Manage social media sites. Work with Creative Services to create new material, ensure all items are compliant.

Clackamas, Or

Marketing; Seek and attend networking and volunteer opportunities, plan events, schedule meetings. Manage social media sites. Ensure each Loan Officer has specific Marketing items needed. Create marketing collateral from templates, work with Creative Services to create new material, ensure all items are compliant. Maintain client and partner database, place warm calls to past loan clients and new clients with pre-approved loans.Administrative; Create and distribute reports, pay invoices, submit expense reports, order supplies, maintain office equipment and servicing, assist in interview process, set-up new employees, research savings potential on vendors/services.

Clackamas, Or

Processed mortgage loans, calculated borrowers income, determined debt to income (DTI), and loan to value (LTV) ratios. Reviewed credit report, appraisal, and title reports.

Portland, Oregon Area

Opened new commercial and retail checking accounts, completed servicing requests, processed returned checks, input applications.

Portland, Oregon Area

Assisted Sales Managers in bringing meetings and conventions to the Portland, Oregon area. Distributed correspondence and bids between Sales Managers & Hotel Managers, entered responses into the system, created summary charts for Sales Managers.

Portland, Oregon Area

Assisted Loan Officers in the processing of commercial real estate loans. Ordered and reviewed appraisals & title reports, analyzed construction budget, tracked loan fees by balancing general ledger.“Elmer” Award winner in 2008 for most valued team player.

Diploma, General

Activities and Societies: Band, Choir, Drama

Travel Certification, Tourism And Travel Services Management