David A. Douglas Email & Phone Number

Boise, Idaho, United States

- Review residential construction draw requests from builders throughout the construction process, and fund said draws. - Review mortgage and residential construction loans to provide Disclosures within the Federally mandated timeframe of three (3) days.- Assist a cohesive team of Mortgage Loan Officers help clients achieve the dream of home-ownership, or.

Boise, Idaho, United States

Writer of poetry, short-stories, novellas and currently working on first novel.

Boise, Idaho

• Generate new business by canvassing, attending mixers, making phone calls and appointments; and develop new Centers-of-Influence as referral sources.
• Active proponent of the Personal Banker Program.
• Outlined a Personal Banker “Developing Outside Relationships” training tool and presented it to the Corporate Retail Trainer.
• Open new customer accounts, including checking, savings and lines of credit.
• Maintain confidentiality of bank records and client… Show more
• Maintain confidentiality of bank records and client information.

Pleasanton, CA

• Through quality conversations, provide solutions that will benefit the banking needs of my community supported by excellence in service.
• Consistently introduce a variety of marketing activities and motivate the Banking Center staff to engage in Quality Conversations with clients and prospects in order to grow the business. Latest example is the.
• Consistently introduce a variety of marketing activities and motivate the Banking Center staff to engage in Quality Conversations with clients and prospects in order to grow the business. Latest example is the.
• Participate in the local community as an Ambassador for the Pleasanton Chamber of Commerce which has directly and indirectly led to new business.
• Consistent sales-related activities resulting in new household relationships, which included over $2MM in new Home Equity lending with over $1MM in the Fall Campaign of 2018.
• Assure the Banking Center staff is up-to-date with Retail Review, specifically updates and changes relative to each Activity Owner.

Danville, California

318 Diablo Road Suite 100 Danville, CA 94526

Danville, CA

San Ramon, CA

Processed Home Equity loans and lines of credit.Decisioned mortgage loan applications.Quality Control unit of DU offshore department.

Oakland, California, United States

Supervised teller staff in branch operations.