David Diorio Email & Phone Number

Basking Ridge & Bedminster Nj

"I have spent my 30+ year career in financial and customer services guiding consumers through their retirement and education planning needs and since 2016 I have been assisting individuals and families with their mortgage lending needs. I have always and continue to serve customers to the utmost ethical and client-centric standards. I look forward to being a part of the Weichert family for many years to come."

Princeton

5114 Rte 33, Wall Township 07727

I have spent my 30+ year career in financial & customer services guiding consumers through their retirement & education planning needs and now as a natural progression I am assisting individuals & families with their residual mortgage lending needs. To deepen my knowledge of the mortgage business I am now certified as both a Residential Loan Underwriter & Processor. I look forward to putting these now skills to practice immediately.I have always & continue to serve customers to the… Show more I have spent my 30+ year career in financial & customer services guiding consumers through their retirement & education planning needs and now as a natural progression I am assisting individuals & families with their residual mortgage lending needs. To deepen my knowledge of the mortgage business I am now certified as both a Residential Loan Underwriter & Processor. I look forward to putting these now skills to practice immediately.I have always & continue to serve customers to the utmost ethical & client-centric standards.Understanding the customers’ goals & objectives allows me to recommend the best loan product for them. A critical part of accomplishing this is to maintain current & thorough knowledge of all lending programs, policies, procedures & regulatory requirements. This will enable me to thoroughly explain all the risks & benefits of various loan products so our customers can make an informed decision.Some of the benefits I provide my clients during the loan consultation is while taking an application I perform a forensic review to decrease underwriting review time & increase the likelihood of an approval.Along with the full suite of loan options, I have a dedicated team of professionals that do renovation loans with an amazing close & funding rate, it's done right the first time. We provide an industry leading 2 day turnaround for underwriting & 3 weeks to close. We are able to provide more lending options to fit the exact needs of our clients.I am looking to partner with professionals in the mortgage industry who share the same passion of building & retaining relationships for the life of our customers & beyond. This is accomplished by providing our customers with another trusted financial advisor & one that they can recommend unquestionably. Show less

Freehold, Nj 07728

As a Mortgage Loan Originator for Home America Lending Corp., I am licensed in NJ & our office is licensed in 13 states from Mass. to Florida.As an Originator; I am the first point of contact between customers & HAL, thus knowledge and effective communication are paramount. My role is to develop & maintain relationships with customers seeking a mortgage & act as a trusted financial advisor as they complete the loan application process through the closing of the loan.Understanding… Show more As a Mortgage Loan Originator for Home America Lending Corp., I am licensed in NJ & our office is licensed in 13 states from Mass. to Florida.As an Originator; I am the first point of contact between customers & HAL, thus knowledge and effective communication are paramount. My role is to develop & maintain relationships with customers seeking a mortgage & act as a trusted financial advisor as they complete the loan application process through the closing of the loan.Understanding the customers’ goals & objectives allows me to recommend the best loan product for them. A critical part of accomplishing this is to maintain current & thorough knowledge of all lending programs, policies, procedures & regulatory requirements. This will enable me to thoroughly explain all the risks & benefits of various loan products so our customers can make an informed decision.A little background on HAL:We offer a full range of Conventional and Government Loan ProgramsWe offer clients customized mortgage solutions to obtain the BEST rate possibleIn NY, we have obtained the highest rating with the Better Business BureauOur client-centric process is straight-forward and simple: We Always Put the Client FirstFor over 20 years, Home America Lending Corp, has earned a name for itself as a full-service lender with exceptional customer service and a unique streamlined processOur knowledgeable mortgage professionals have deep industry insights and years of experience as they have handled every aspect of the mortgage process from Origination to Closing• 48-hour Underwriting turnaround • 3 to 4 week(s) turnaround on closings• Free Pre-Qualification service for your clients• Co-Branded Open House Flyers; we are also available to attend & support the open house• Our office is licensed in 13 statesIf I can be of service &/or answer any mortgage related questions please don’t hesitate to reach out to me. ddiorio@mcsmortgage.com, (O) 732-414-3865; (C) 609-273-6654 Show less

Freehold, Nj Office

As a Mortgage Loan Originator for a new & raising star in the financial services industry; Home Point Financial (HPF). I am licensed in NJ & our office is licensed in 13 states along the east coast from Mass. to Florida.As an Originator; I am the first point of contact between customers & HPF, thus knowledge and effective communication are paramount. My role is to develop & maintain relationships with customers seeking a mortgage & act as a trusted financial advisor as they complete the… Show more As a Mortgage Loan Originator for a new & raising star in the financial services industry; Home Point Financial (HPF). I am licensed in NJ & our office is licensed in 13 states along the east coast from Mass. to Florida.As an Originator; I am the first point of contact between customers & HPF, thus knowledge and effective communication are paramount. My role is to develop & maintain relationships with customers seeking a mortgage & act as a trusted financial advisor as they complete the loan application process through the closing of the loan.Understanding the customers’ goals & objectives allows me to recommend the best loan product for them. A critical part of accomplishing this is to maintain current & thorough knowledge of all lending programs, policies, procedures & regulatory requirements. This will enable me to thoroughly explain all the risks & benefits of various loan products so our customers can make an informed decision.A little background on HPF:• Our corporate philosophy is simply “We Care”; about our clients, our staff, the communities we service & consistently providing exceptional results • 48-hour Underwriting turnaround • 3 to 4 week(s) turnaround on closings• Free Pre-Qualification service for your clients• We finance FHAs to Jumbos’ with client FICO scores as low as 580• We handle the financing for the life of the loan; we do not sell off; which is peace of mind for our clients; we’re building relationships for life & potentially generations• Co-Branded Open House Flyers; we are also available to attend & support the open house• Our office is licensed in 13 states & the firm overall is licensed in 47 statesIf I can be of service &/or answer any mortgage related questions please don’t hesitate to reach out to me. ddiorio@homepointfinancial.com, (O) 732-414-3865 Show less

Plainsboro, Nj

The meeting place in Plainsboro where businesses, students & residents go to meet. A relaxed friendly family-owned environment which has been a tradition since 2005. Excellent coffee, home-made Wraps & Panini's & delicious fresh baked treats.

Purchase, Ny

Individual Investor Group, VP & Director of Education PlanningDrove the firm-wide education planning business unit by leading a team of professionals through the development and execution of our product offerings and the annual strategic sales & marketing plan. Our product offering included; proprietary 529 Savings Plans and a suite of non-proprietary 529 Savings. In my capacity My strategic projects and accomplishments included:• Successfully managed the enterprise-wide… Show more Individual Investor Group, VP & Director of Education PlanningDrove the firm-wide education planning business unit by leading a team of professionals through the development and execution of our product offerings and the annual strategic sales & marketing plan. Our product offering included; proprietary 529 Savings Plans and a suite of non-proprietary 529 Savings. In my capacity My strategic projects and accomplishments included:• Successfully managed the enterprise-wide restructure of the firm’s education planning business and built a core group of five professionals with a single strategic focus. As the senior business leader, I also had overall responsibility for our operations, systems and marketing efforts Surpassed our initial 529 plans sales goal by 15% in 2003 and 25% in 2004. Successfully developed and managed relationships with 20 mutual fund, insurance and brokerage firms asset management division, which encompassed contract negotiations to marketing and field sales distribution efforts • Developed and implemented annual business plans• Led a successful 50+ member project team in the development and implementation of the thorough infrastructural redesign of the Morgan Stanley College SAVE 529 Savings plan. It involved all of the firm’s core competencies.• Successfully re-engineered our Financial Advisor Web-based Sales Tools Completed redesign of our intranet web-site Developed a comprehensive modular sales training course for Financial Advisors  Developed a customized suite of education planning calculators  Contracted a 529 plan comparison and sales execution tool Industry Activities • Founding member of the Board of Directors of the College Savings Foundation (CSF) • Chaired the CSF Sub-Committee for Media Relations and was a member of the Sub-Committee on Government Relations• SIA, ICI Committee Member on Education and Retirement Savings• Guest speaker at Education Planning Industry Seminars/Events Show less

Nyc, Ny

Institutional Sales Division, SVP Packed Product SolutionsDrove the start-up efforts of the overall education savings business and expansion of the retirement planning business. Actively researched the marketplace and developed solutions for entrance into the 529 College Savings Plan and IRA Rollover markets. In my capacity I reported to the President of Institutional Sales. • Wrote a “White Paper” on the Future Growth of the 529 College Savings marketplace, a comprehensive… Show more Institutional Sales Division, SVP Packed Product SolutionsDrove the start-up efforts of the overall education savings business and expansion of the retirement planning business. Actively researched the marketplace and developed solutions for entrance into the 529 College Savings Plan and IRA Rollover markets. In my capacity I reported to the President of Institutional Sales. • Wrote a “White Paper” on the Future Growth of the 529 College Savings marketplace, a comprehensive analysis of the competitive landscape, market entrance analysis, potential secondary-market opportunities and 5-7 year financial models • Evaluated new business opportunities in the retail retirement marketplace with a specific focus on the IRA Rollover business Show less

Plainsboro, Nj

Private Client Division, VP & Group National Sales ManagerReengineered the sales and marketing teams within the 529 Savings Plan, IRA/IRA Rollover and retail client account businesses and created a centralized team of nine multi-product wholesalers responsible for the annual sales goals, financial advisor sales and product training, and high-net-worth client education. Instrumental member of the product development team. Accomplishments included;• National launch of the ‘97/’98… Show more Private Client Division, VP & Group National Sales ManagerReengineered the sales and marketing teams within the 529 Savings Plan, IRA/IRA Rollover and retail client account businesses and created a centralized team of nine multi-product wholesalers responsible for the annual sales goals, financial advisor sales and product training, and high-net-worth client education. Instrumental member of the product development team. Accomplishments included;• National launch of the ‘97/’98 Roth IRA Campaign; o Surpassed the sales goals by 20%, with over 900 thousand new IRA relationships the first year• National launch of the ‘99/‘00 529 Education Savings Plan;o Surpassed the sales goal by 33%, with over $100 million in sales in just four months• Successfully developed and launched a packaged Corporate Offering; o National Assoc. of Realtors, 750,000 membership, surpassed 1st year sales goal by 33%, with over $100 million New products delivered:• Section 529 NextGen College Savings Plan, Roth IRA, IRA Rollover Business Strategy & Coverdell ESA • Two retail central asset accounts targeting the next generation of affluent clientsOther accomplishments included; • Guest speaker at Retirement and Education Expos/Conferences• Led a team in the migration of the Group’s Advisor Marketing Desk to operations; annual savings $400 thousand Show less

Plainsboro, Nj

Private Client Division, VP & Division Controller/CAOResponsible for the coordination and oversight of the division’s projects and business performance. Ran three groups with a total staff consisting of twenty-three business, financial and operations’ professionals. My strategic objectives included;Division Financial Analysis and Planning• Administrated an annual revenue budget of $4 billion and $.5 billion in expenses• My team was instrumental in pricing two retail cash… Show more Private Client Division, VP & Division Controller/CAOResponsible for the coordination and oversight of the division’s projects and business performance. Ran three groups with a total staff consisting of twenty-three business, financial and operations’ professionals. My strategic objectives included;Division Financial Analysis and Planning• Administrated an annual revenue budget of $4 billion and $.5 billion in expenses• My team was instrumental in pricing two retail cash management and asset-based programs • Coordinated the development, implementation and tracking of the 5-year business plansBusiness and Operations • Ran the business due-diligence review process for ML Consult’s Investment Managers• Oversight of the ML Consult’s Analysis Group, which collected over $.5 billion in annual asset-based client fees Show less

Nyc, Ny

Responsible for the coordination and oversight of the division’s projects and business performance.