David Vidal Email & Phone Number

San Ramon, Ca, Us

Conshohocken, Pennsylvania, Us

Originating Home Equity Loans via Wholesale Channel throughout the country. Spring EQ is a Fintech-based originator of Home Equity Loan programs via an innovative proprietary platform. Sign up with SpringEQ https://www.wholesale.springeq.com/become-a-partner/ I look forward to partnering with you on helping your clients. david.vidal@springeq.com

Coppell, Tx, Us

Fort Washington, Pennsylvania, Us

NewRez is a Conventional, Government and Jumbo lender providing a vast offering of competitive programs. As a Non Qualify Mortgage(NQM) specialist, I help support a large team of retail loan officers on a National level to expand sales of our non-QM programs as well are a local team of mortgage brokers. I partnered with our team by being a Subject Matter Expert (SME) related to our NQM offering making outbound calls, doing webinar presentations. Daily calls included structuring difficult loans to make sure they would be approved, supporting on our LOS system and managing the pipeline. As a result, the portfolio pipeline grew over 300% in 2 years. Average fundings of $12 million per month.

Plymouth Meeting, Pa, Us

NQM Account Executive.

Plymouth Meeting, Pa, Us

Residential Mortgage Origination, Conventional FNMA, FHLMC, FHA, VA, Agency and Non-Agency Jumbo loan programs.Credit Analysis, Financial Analysis, Sales Presentation. Managed Call Center for consumer direct origination.

Sold financial programs via B2B channel to a diverse financial client base, which entailed developing and managing 30-50 accounts. Resulted in $3-5 million in monthly sales. · 2007 Quota: $12 million; Quota Achievement: $16 million (133%)· 2006 Quota: $29 million; Quota Achievement: $44 million (151%)· 2005 Quota: $20 million; Quota Achievement: $34 million (170%)· Ranked in top 10% in geographical region in monthly performance.· Provided solutions for clients via analyzing credit, financial packages and marketing strategies to ensure improved margins.· Managed assistant, in connection with production team to assure closure of sale cycle and maintain account relationship at highest levels to improve closing ratios.· Trained Clients on Web-Based Technology to improve sales penetration.

* Entire Sales Team EliminatedCorefino is a premium provider of FAO (Finance and Accounting Outsourcing) services delivered via a SaaS model to early-stage, high-growth companies. Unlike a bookkeeping service, Corefino provides best of breed technology, procedures and staffing required to guarantee that the accounts are audit-ready at all times. Corefino provides scalable processes and technology, so that we can partner through all stages of growth - adding information systems and staffing as needed for each stage. Corefino is also able to leverage economies of scale to implement technologies, so customers have access to higher quality information systems and accounting services at costs comparable to what they would pay to handle accounting internally.

Charlotte, Nc, Us

Sold financial programs via B2B channel. Managed 50-60 accounts. Resulting in $3-6 million monthly.· 2005 Quota: $14 million; Quota Achievement: $16 million (133%).· 2004 Quota: $36 million; Quota Achievement: $75 million (208%).· 2003 Quota: $12 million; Quota Achievement: $15 million (125%).· Developed selling and marketing strategies that resulted in sales growth for territory of 25% per quarter.· Maximized sales penetration thru partnership program, which resulted in sales growth by 25% per quarter.· Awarded Silver and Bronze producer awards for top production.· Utilized Siebel CRM, to track client metrics.· Consulted with clients on marketing plans, to obtain maximum impact.

Account Executive Developed a sales strategy that resulted $2-3 million per month via B2B channel. · 2003 Quota: $18 million; Quota Achievement: $27 million (150%).· 2002 Quota: $27 million; Quota Achievement: $37 million (137%).· 2001 Quota: $10 million; Quota Achievement: $18 million (180%).· Ranked in Top 10% in geographic region in closing ratio.· Collaborated with underwriting and sales management to assure closure of sales cycle, resulting in turning a territory from $500k to $20 million per year in sales with an account penetration of 4-5 per month.· Consulted with key decision makers to provide solutions based on credit and financial analysis, resulting in improved risk management · Managed production assistant to achieve maximum client retention and improved closing ratio.

San Francisco, Ca, Us

Analyzed store sales by departments and managed financial budget of $1-2 million for stores. Implementedmerchandising strategies to fulfill financial objectives. Collaborated with design and buying groups tomaximize proper merchandising mix for 120 stores. Resolved logistic, merchandising and vendor problems.

Seattle, Wa, Us

Managed inventory for a department with sales of $70 million per year. Analyzed inventory turns and volumefor 38 warehouses. Reviewed and modified forecast to align with sales trends.

Seattle, Wa, Us

New York, Ny, Us