David George Email & Phone Number

Westbrook, ME, US

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.

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.

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.

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.

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.

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.

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.