David Speight Email & Phone Number

Priest River, Id, Us

Sandpoint, Idaho, United States

• Hired to increase national awareness of The Aspire Institute, a contractor coaching service specializing in helping custom home builders and remodelers increase profits and improve business practices • Created advertising campaigns via Google and META platforms, including Google AdWords and related budget management • Created and ran multiple email campaigns and promotions, including creating templates • Created social media content, along with blogs that’d align with a projected marketing calendar • Extensive data tracking between all campaigns and content creation, ultimately assisting in making educated decisions • Lead intake management, worked close with the sales team to better target prospect messaging and engagement • Held one-on-one video calls with clients to assist with their personal marketing strategies

Central Coast, California

License Number: 4224360• Hired to expand the growth of an existing insurance agency and target new client business• Managed 5 agents and their growing books of business in the Central Coast of California• Encourage employers to enhance employee benefits through direct B2B sales by adding voluntary products such as life, accident, cancer, critical illness, and disability coverages• Create solutions to help reduce worker's compensation exposure, and assist employees in planning for unexpected life events by giving benefit presentations and enrolling employees

Atascadero, California, United States

• Negotiated terms with loan officers and clients to lock in appropriate prices and loan rates • Registered loans with investors to service loans for clients, calibrated best-fit scenarios and price or rate negotiations based on current market and potential volatility• Searched various investors to secure improved loan locks and fee performance for the client

Atascadero, California, United States

• Managed mortgage loans from application to closing, coordinated with escrow, title, and insurance services to align each client's mortgage transaction; included required parameters to close individual loans• Evaluated and validated borrowers’ financials by pre-underwriting files, gathering pertinent client information, and coordinating with loan officers to create a seamless transaction

Newport Beach, California

• Served as the Office Manager of a corporate branch of Bank of America providing mortgage services.• Audited all processes to ensure compliance with loan officer online presence maintaining NMLS standards• Maintained a database that tracked loan documents including applications and client submissions• Assisted the Area Lending Manager with high-performance branch funding of $80MM+ per month as the 3rd largest lending office closing $1.8B in 2019• Managed the point of sales coordination, database maintenance, and branch marketing efforts • Worked as a liaison for high-net-worth to ensure an exceptional customer experience • Supported 45 multiple client management teams in sales, client on-boarding, relationship retention, deposit fulfillment, operational risk, and compliance processes• Oversaw account openings, and closings serving as the primary contact for service-related issues • Supported clients navigating the bank by connecting them with business partners and support centers to ensure a positive customer experience• Departed Bank of America to sidestep Covid freezes in advancement, and to further a career in finance

Anaheim, Ca

Appointed to one of the most well established and exclusive dining establishments in the world (Carthay Circle Restaurant) as a guest service specialist, contributing towards promotion of Disney dining packages, catered dining experiences to a multitude of eclectic palettes, and fine wine and spirit sales.Selected Contributions:- Trained by master Sommeliers to provide exceptional service to guests from around the world at Disney’s first five-star fine dining restaurant within a theme park.- Consistently guaranteed a smooth experience for guests, with upwards of 40+ daily transactions and sales often exceeding $1,500.- Operated in an environment with detailed benchmarks for performance and accountability for maintaining and exceeding target expectations.- Average total sales consistently trended at an 18% increase over the last three years.- Average tipped compensation increased nearly 23% over the last two years.- Received 27 formal guest service recognition awards.- Exclusively selected to serve executives, celebrities, and other high-profile individuals including the daughter of President Barack Obama. The crucial skills gained within all positions employed include, but not limited to: time management, acting as a team leader and player, high-profile guest relations, money management, implementation of varied sales techniques, all while embracing and accepting a constant change.