David Hartshorn Email & Phone Number

Lehi, Utah, United States

Lehi, Utah

Orem Utah

Help families achieve their financial goals: - Emergency fund - Manage debt - Proper Insurance - Build credit - Preserve wealth

Orem Utah

Oversee the internal and legal compliance of the branchPrepare and submitted regular production and financial reportsMaintain a high level of privacy and satisfaction for all clientsDevelop and strengthened relationships with mutually benefiteddealers in the communityCultivate an atmosphere focused on client and employee successDecision all credit applications within branch for quick clientresponseOversee all collection efforts to maintain a high ROI

Sandy, Utah

Solicited and completed credit applications for personal loansClosed approved credit applications based on client’s needs and goalsCompleted various BM responsibilities including cash controls, training, collections, credit analysis,file reviews, and report submissionsVisited potential dealers in the community to generate additional referral business

Farmington New Mexico

Consult with clients about their financial and personal objectives and offer loan solutions to help them achieve their goals by effectively identifying their needs and building a strong relationship with them.Provide exceptional service to ensure customer satisfaction while working directly with customers through the entire lending cycle from loan applicationWork as an individual contributor and as part of a team to achieve business/organizational goals and ensure that all lending documents and processes are completed per internal policies /processesManage collection activities including processing payments and consulting with customers on loan payments for past due accounts

Rexburg Idaho

As Testing Center Coordinator I lead a team of 15+ proctors in various shifts. I lead each member of my team in obtaining supervisor responsibilities and personal growth. I conducted regular personal performance reviews and discussed areas of improvement to achieve overall team success. I participated with an improvement team in making changes to the Testing Center to provide better systems for proctors and a more relaxing atmosphere for test takers.

Odessa/Midland, Texas Area

Met clients and assessed their home automation needsQualified all clients with credit check and tailored plan for their homeVerified client needs were met after installation and generated referrals