David Graef Email & Phone Number

Devised and executed comprehensive compliance strategies, meticulously monitoring adherence to intricate regulatory frameworks. In addition, I oversee and streamlined complex licensing processes, deftly navigating convoluted application submissions, renewals and ongoing maintenance.I developed and implemented meticulous compliance policies and procedures.

Tustin, CA, US

I continued to be responsible for overseeing all aspects of licensing, marketing and desk rental programs, compliance review, including assisting with the nuts and bolts of helping things run smoothly from an HR/Compliance standpoint. In addition, as a result of the company's tremendous growth, I developed and was responsible for overseeing an internal.

Tustin, CA, US

Responsible for creating this division from the ground up, setting up policies and procedures, including all agreements and forms, for both Marketing Service Agreements (MSAs) and Desk Rental Agreements. There were approximately 25 - 35 active MSAs and 50 - 75 active Desk Rental Agreements throughout my employment with New American Funding. Our MSA and.

Tustin, CA, US

In addition to my role as the licensing manager, responsibilities included the handling of licensing compliance issues and creating processes for reviewing and ensuring that all licensing matters are compliant with all state and national regulations, statutes, etc. The company had its own proprietary LOS along with Encompass. In order to maintain the.

Tustin, CA, US

I took over the licensing manager position as a result of a sudden resignation of the company's NMLS/Licensing Specialist on the last day for filing CA applications under the new NMLS licensing rules in 2010. I became immediately responsible for creating a Licensing Department, including policies and procedures for all aspects of licensing for the company.

Tustin, CA, US

Responsible for creating a Human Resources Department and policy and procedures manual when hired. Successfully developed human resources department within 30 day deadline, building internal and external workflows to maximize the efficiency of policies and procedures, compliant onboarding and offboarding processes, employee retention, succession planning.

I worked with small to mid-sized employers with HR and Employee Relations issues, including work performance surveys and strategies with the intent to help reduce unemployment claims and improve overall employee relations. Assisted with company policy manuals, onboarding documents and procedures, etc.

This was the first boat advertising/sales service on-line with detailed searching criteria and color photos available. Site launched in 1994 with up to 20,000 hits per day across 2 continents and South Pacific & Bahamian Islands