David Meza Email & Phone Number

Dallas-Fort Worth Metroplex

• Directed daily operations in the Dallas & Ft Worth Metroplex for sales, underwriting, collections, compliance, and customer experience.
• Implemented strategic initiatives to streamline processes and improve overall efficiency.
• Collaborate with various departments to ensure accurate financial reporting, strategic financial planning, and compliance with regulatory requirements.
• Regularly review existing processes and make changes as needed to improve production and enhance the customer experience

Texas, United States

Opened up and manage a network of 9 Retail Branches all throughoutWest Texas, The Permian Basin, San Angelo, and the Texas Panhandle.Drive district growth through program quality, sales initiatives andcustomer service.Oversee and train new employees on collection methods, documentationrequirements and performance strategies.Develop and enhance sales and.

United States

Spearheaded preventive measures to reduce fraud losses by analyzing trends and vulnerabilitiesInstituted everyday risk processes and monitored control to protect the integrity and security of the company (North America, Latin America, Asia Pacific)Oversaw fraud loopholes at various touch points, including internal fraud to develop exception reporting to.

El Paso, Texas Area

Served as a senior loan specialist with extensive experience and knowledge in all aspects of FHA, VA, HARP, conforming, and non-conforming mortgage originations under the consumer direct lending platformPlayed a key role in the development of sales and operations training programs for a start-up consumer direct lending mortgage companyCultivated.

San Antonio, Texas Area

Recognized performance strengths and deficiencies of direct reports, maintaining appropriate documentation, providing timely feedback and taking appropriate action regarding performanceAssisted the team with loan processing, documentation, pre-closing/closing tasks, quality monitoring, and loan servicing that include negotiations and underwriting.

San Antonio, Texas Area

Responsible for day-to-day supervision of 10-15 collection agents who performed inbound and outbound calls supporting the Wells Owned and "Service for Others"​ portfolio'sDeveloped standards for monitoring the quality of inbound and outbound customer calls. Ensured that the feedback programs provided collection agents with guidance to correct performance.

Austin, Texas Area

Recruited, hired, trained, supervised, and managed several employees in branch operations and sales strategiesBuilt business relationships with all Wells Fargo entities to establish strategic partnerships to enhance the customer experience and identify cross-selling opportunitiesExecuted a strong working knowledge of lending laws and proceduresIntroduced.

San Antonio, Texas Area

Originated home equity loans, unsecured loans, credit cards, lines of credit, refinancing of consumers homes, FHA loans, and insurance related productsConsistently achieved sales goals by effectively promoting products and servicesAssisted branch manager with recruiting, interviewing, hiring of new team members, and the development and training of branch.

San Antonio, Texas Area

Sold home equity loans, unsecured loans, credit cards, refinancing of consumers homes, FHA loans, and insurance productsConsistently achieved sales goals by effectively promoting products and servicesAssisted Branch Manager with recruiting, interviewing, hiring of new team members, and the development of branch personnelPerformed many captainship roles for.

Bachelor Of Arts (Ba), Psychology; Business

Activities and Societies: St. Mary's President Ambassador Delta Sigma Pi Business Fraternity Kappa Sigma Fraternity Served as a St. Mary's.

Bachelor Of Arts (B.A.), Psychology & Business

Activities and Societies: St. Mary's President Ambassador Delta Sigma Pi Business Fraternity Kappa Sigma Fraternity