David Vidal

David Vidal Email and Phone Number

Senior Account Executive @ Spring EQ Wholesale
San Ramon, CA, US
David Vidal's Location
San Ramon, California, United States, United States
David Vidal's Contact Details
About David Vidal

· 20+ years of consistent sales performance. Strong record of achieving sales goals and excellent client retention. Qualifications include:· Excellent business-to-business sales skills and talents with comprehensive knowledge of pricing strategies, client relations, presentations, financial management and needs assessments. · Strong communication skills: polished presentations to decision makers, management, and peers.· Proven ability to exceed goals, manage difficult accounts, handle diverse client types, maximize sales penetration and present a professional sales image.· Exceptional sales leadership, organizational skills, time management, problem solving, and interpersonal skills.· Strong Customer Relationship Management (CRM) Software skills: Velocify, MS Dynamics, and Salesforce.Specialties: Strategic/Business PlanningSales/Brand ManagementFinancial Analysis, Contract Negotiation Pricing Strategy Strong Customer Relationship Management.Analyzing Assets for UnderwritingAnalyzing Collateral for UnderwritingAnalyzing Credit and Risk for UnderwritingAnalyzing Income for UnderwritingReading a Credit Report for (Equifax tri-merge and many others)SME in FNMA, FHLMC guidelinesPersonal Information Protecting and Electronic Documents (PIPEDA)Fundamentals for underwriting.RESPA, Graham Leach- Biley, FCRA, Dodd Frank compliantCall CenterNon-QM Loans

David Vidal's Current Company Details
Spring EQ Wholesale

Spring Eq Wholesale

View
Senior Account Executive
San Ramon, CA, US
Website:
springeq.com
Employees:
379
David Vidal Work Experience Details
  • Spring Eq Wholesale
    Senior Account Executive
    Spring Eq Wholesale
    San Ramon, Ca, Us
    View
  • Spring Eq Wholesale
    Senior Account Executive
    Spring Eq Wholesale Jun 2022 - Present
    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
    View
  • Caliber Home Loans, Inc.
    Wholesale Account Executive
    Caliber Home Loans, Inc. Oct 2009 - Apr 2022
    Coppell, Tx, Us
    View
  • Newrez Llc
    Account Executive
    Newrez Llc Jan 2019 - Jan 2022
    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.
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  • New Penn Financial, Llc
    Account Executive
    New Penn Financial, Llc May 2018 - Jan 2022
    Plymouth Meeting, Pa, Us
    NQM Account Executive.
    View
  • New Penn Financial, Llc
    Sales Manager
    New Penn Financial, Llc Oct 2009 - Apr 2018
    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.
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  • Wilmington Finance (Aig)
    Account Executive
    Wilmington Finance (Aig) Mar 2005 - Jun 2008
    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.
  • Corefino, Inc.
    Sales Executive
    Corefino, Inc. 2008 - 2008
    * 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.
  • Countrywide
    Area Manager
    Countrywide Aug 2003 - Apr 2005
    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.
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  • The Cit Group
    Account Executive
    The Cit Group Mar 2001 - Aug 2003
    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.
  • Williams-Sonoma, Inc.
    Store Anaylst
    Williams-Sonoma, Inc. 1999 - 2001
    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.
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  • Costco Wholesale
    Inventory Control Specialist
    Costco Wholesale 1991 - 1999
    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.
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  • Costco Wholesale
    Supervisor
    Costco Wholesale 1985 - 1991
    Seattle, Wa, Us
    View
  • Atlas Investments
    Investment Representative
    Atlas Investments 1992 - 1993
  • Great Western Investments
    Investment Representative
    Great Western Investments 1992 - 1993
  • Dean Witter
    Financial Advisor
    Dean Witter 1991 - 1992
    New York, Ny, Us
    View

David Vidal Skills

Mortgage Lending Sales Crm Credit Loans Selling Leadership Fha Salesforce.com Sales Management Management Loan Origination Mortgage Banking Finance Underwriting Financial Analysis Sales Operations Refinance Risk Management Contract Negotiation Pricing Strategy Investments Competitive Analysis Start Ups Customer Relationship Management Customer Service Business Development Real Estate Strategic Planning Team Building Investment Properties Residential Mortgages

David Vidal Education Details

  • Cal State East Bay- College Of Business & Economics
    Cal State East Bay- College Of Business & Economics
    Finance And Real Estate Finance

Frequently Asked Questions about David Vidal

What company does David Vidal work for?

David Vidal works for Spring Eq Wholesale

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

David Vidal's current role is Senior Account Executive.

What is David Vidal's email address?

David Vidal's email address is da****@****ans.com

What is David Vidal's direct phone number?

David Vidal's direct phone number is (888) 673*****

What schools did David Vidal attend?

David Vidal attended Cal State East Bay- College Of Business & Economics.

What are some of David Vidal's interests?

David Vidal has interest in Family, Outdoors, Leadership Development, Fitness, Sports, Life Long Development.

What skills is David Vidal known for?

David Vidal has skills like Mortgage Lending, Sales, Crm, Credit, Loans, Selling, Leadership, Fha, Salesforce.com, Sales Management, Management, Loan Origination.

Who are David Vidal's colleagues?

David Vidal's colleagues are James Cunningham, Leigh Celentano, Jake Pfeffer, Daryl Houston, Jake Castagna, Jim Bastien, Carla Smarrito.

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