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

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

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.