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 refinance an existing home loan.- Prepare and send Initial Loan Disclosures within the time-frame set by regulations.- Remain… Show more - 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 refinance an existing home loan.- Prepare and send Initial Loan Disclosures within the time-frame set by regulations.- Remain current with regulations and guidelines.- Pipeline management. Show less

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 • 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 information.• Promote a diverse array of financial products by continuously acquiring new industry knowledge.• Build strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.• Utilize various software to conduct new business and store customer sensitive information. Show less

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 Pleasanton Downtown Association Outreach Project particularly and initially designed to attract new Merchant Service business… Show more 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 Pleasanton Downtown Association Outreach Project particularly and initially designed to attract new Merchant Service business relationships.• 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.• Current Activity Owner of Reg CC and E, Wires, Notary Log, ACR1 and TRiO Pending.• Improve the lives of prospects and clients, both Consumer and Business, to help them achieve their personal and commercial goals.• Generated new business by canvassing, attending mixers, making phone calls and appointments resulting in setting appointments; and develop new COIs.• Manage quality COIs for Consumer and Business Lending and Deposit products. Show less

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.