David George

David George Email and Phone Number

A dedicated problem solver who gets things done . Proven Leader: Financial Operation, Asset Portfolio Management, Sales and Sales Management, Workflow Automation, CRM @ Pine State Services
David George's Location
Westbrook, Maine, United States, United States
David George's Contact Details

David George personal email

n/a

David George phone numbers

About David George

Energetic and driven professional with comprehensive accomplishments leading $40M real estate portfolio management, business development, transaction process optimization, lending underwriting, closing, compliance, training, and 45 cross-functional staff to achieve goals. Innovative thinker with strong real estate, banking, financial services, manufacturing, and distribution industry acumen. Demonstrated success in developing and executing plans in complex, fast-paced, regulated environments. Organized, creative problem-solver who excels at guiding teams through challenging workflows. Convert chaos to performance and complicated topics into simple concepts. Exhibits integrity, analysis, problem-solving, and team leadership skills. Advises C-level executives with contrarian, thought-provoking viewpoints.Qualifications: • 20+ years leading financial sales operations at HALO, ClearEdge Lending, Washington Trust Company, and EverBank. • Advise CEO and other executives on strategy, development, products, services, and markets as senior leader. • Hired to create processes for a single-family rent-to-own platform, underwriting, credit approval, document workflow, compliance, client onboarding, technology, and other financial operations. • Enabled better decision-making by business leaders by improving data availability, quality, visualization, and speed. • Oversaw 32,000 sq ft food manufacturing facility, $10M inventory, 500 unique SKUs, and five employees. • Increased delivery time and product availability via improving production & transit time, inventory, KPI metrics, data dashboards, training, daily meetings, and other productivity tools. • Developed process documentation, temperature controls, traceability, internal audits, and other policies and procedures.

David George's Current Company Details
Pine State Services

Pine State Services

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A dedicated problem solver who gets things done . Proven Leader: Financial Operation, Asset Portfolio Management, Sales and Sales Management, Workflow Automation, CRM
David George Work Experience Details
  • Pine State Services
    Agm
    Pine State Services Apr 2024 - Present
    Westbrook, Me, Us
  • Halo Home Access Lease Opportunity
    Director Of Operations
    Halo Home Access Lease Opportunity May 2022 - Jun 2024
    Essex, Ct, Us
    • Advise CEO and other executives on strategy, development, products, services, and markets as senior leader. • Hired to create processes for a single-family rent-to-own platform, underwriting, credit approval, document workflow, compliance, client onboarding, technology, and other financial operations. • Collected and verified borrower credit score, income, taxes, title, insurance, and other loan closing documentation. • Recruit, train, evaluate, define roles and responsibilities, and develop 30 sales and financial operations staff. • Enabled better decision-making by business leaders by improving data availability, quality, visualization, analysis, and speed. • After leadership decided to unwind 100% of the portfolio, the role changed to liquidating $30M of houses, reducing risk preserving capital, maximizing ROI, property management, collections, evictions, legal, and downsizing HALO staff.
  • Clearedge Lending
    Manager, Ct Region Sales
    Clearedge Lending Oct 2021 - May 2022
    Aliso Viejo, California, Us
    • Oversaw mortgage broker outreach, go-to-market planning, business development, lead generation, prospecting, presentations, proposals, contracts, negotiations, forecasts, metrics, reports, and account management. • Managed incoming loans from brokers, underwriting, processing, closing, and client support. • Significant interest rate increases by the Federal Reserve and new state regulations forced ClearEdge to close CT branch.
  • Dandy Distributors Inc.
    Director Of Procurement, Supply Chain
    Dandy Distributors Inc. Jan 2020 - Sep 2021
    Danbury, Connecticut, Us
    • Supervised procurement, B2B sales, lean logistics, warehouse, just-in-time inventory, and other operations. • Oversaw 32,000 sq ft food manufacturing facility, $10M inventory, 500 unique SKUs, and five employees. • Increased delivery time and product availability via improving production & transit time, inventory, KPI metrics, data dashboards, training, daily meetings, and other productivity tools. • Developed process documentation, temperature controls, traceability, internal audits, and other policies and procedures. • Vetted hundreds of potential vendors and maintained relationships with current to ensure diverse, high-quality food items. • Ensured business continuity during COVID-19 by rapidly deploying digital collaboration, operations, and workflow tools.
  • The Washington Trust Company
    Vice President, Ct Region
    The Washington Trust Company Jun 2015 - Jul 2019
    Westerly, Ri, Us
    • Oversaw $57M in annual sales of mortgages, home equity loans, reverse mortgages, and other residential lending products. • Led all office functions, including application, appraisal, processing, underwriting, closing, and customer service. • Hired, onboarded, reviewed, and mentored a high-impact team of six mortgage sales and operations staff. • Within 18 months, grew profitable sales by 300%, and implemented automated, digital business process workflow.
  • Everbank
    Vice President, Ct Region
    Everbank Oct 2013 - May 2015
    Jacksonville, Fl, Us
    • Recruited to launch and lead branch office, mortgage sales and underwriting, marketing, 11 staff, and all other functions. • Increased profitable revenue 40% by creating innovative sales, marketing, and real estate agent outreach strategies. • Submitted loan applications to the underwriter for verification and recommendations.
  • Wells Fargo
    Branch Manager, Home Mortgage
    Wells Fargo Jul 2010 - Oct 2013
    San Francisco, California, Us
    • Supervised 18 mortgage sales, six operations staff, and all office functions for $500M annual mortgage sales. • Grew revenue 100% in three years by overseeing team sales of residential home mortgages, equity loans, and credit lines. • Manage 150 concurrent loans by originating from referrals and website leads. • Improved performance and results when facing big challenges and limited resources via superior operational competence. • Led borrowers through loan application, appraisal, processing, underwriting, and closing with attentive customer service. • Explained FHA, VA, USDA, FNMA, and FHLMC loan options based on the borrower’s financial condition and regulations. • Reviewed applicant credit histories and scanned documents to determine the feasibility of granting loans. • Submitted loan applications to an underwriter for verification and collaborated to fix application problems and issues.
  • Flagstar Bank
    Vice President, Home Mortgage Sales
    Flagstar Bank Jan 2002 - Jun 2010
    Hicksville, Ny , Us
    • Recruited to launch and lead branch office, loan origination, underwriting, closing, 45 staff, and all other functions. • Within the first year of leadership, the branch became the top-producing branch in the U.S. • Reliably ranked as a top 1% U.S. producer by closing $50M+ annual mortgage loan transactions from self-sourced leads.

David George Skills

Mortgage Lending Mortgage Banking Fha Loans Loan Origination Refinance Home Equity Loans Investment Properties First Time Home Buyers Real Estate Va Loans Fha Financing Residential Mortgages Credit Analysis Usda Finance Real Estate Economics Credit Certified Mortgage Planning Residential Homes Construction Loans Condos Reverse Mortgages Underwriting Loss Mitigation Mortgage Marketing Foreclosures Sellers Real Estate Financing Commercial Lending Commercial Mortgages Banking Referrals Selling Government Loans Mortgage Underwriting Short Sales Reo Funding Investments Investors Real Estate Transactions Mortgage Servicing Consumer Lending Debt Consolidation Loan Servicing Title Insurance Commercial Real Estate New Home Sales Home Equity Lines Of Credit

David George Education Details

  • Pace University
    Pace University
    General

Frequently Asked Questions about David George

What company does David George work for?

David George works for Pine State Services

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

David George's current role is A dedicated problem solver who gets things done . Proven Leader: Financial Operation, Asset Portfolio Management, Sales and Sales Management, Workflow Automation, CRM.

What is David George's email address?

David George's email address is dg****@****ing.com

What is David George's direct phone number?

David George's direct phone number is +140146*****

What schools did David George attend?

David George attended Pace University.

What skills is David George known for?

David George has skills like Mortgage Lending, Mortgage Banking, Fha, Loans, Loan Origination, Refinance, Home Equity Loans, Investment Properties, First Time Home Buyers, Real Estate, Va Loans, Fha Financing.

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