Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
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DAVID ANDERSON

West Palm Beach,FL

Summary

Dynamic professional with extensive experience at NewDay USA, excelling in customer service and sales strategies. Proven track record in credit analysis and regulatory compliance, enhancing client engagement and satisfaction. Adept at building relationships and driving sales performance, consistently achieving targets while maintaining meticulous attention to detail.

Overview

8
8
years of professional experience

Work History

Bartender, Bar Back, & Security

Brick House Restaurant & Bar
05.2020 - Current
  • AS BAR TENDER I MANAGED THE BAR, WHILE SERVING CUSTOMERS DRINKS AND FOOD AND MAINTAINING QUALITY CONVERSATIONS WITH CUSTOMERS.
  • AS BAR BACK I RESTOCKED, AND REFILLED LIQUOR AND ICE WHEN BARTENDER NEEDED IT, CLEANED UP AFTER CUSTOMERS BY THE BAR.
  • AS SECURITY, MADE SURE NO FIGHTS BROKE OUT ON PREMISES, REMOVED INDIVIDUALS FROM PREMISES IF NECESSARY, AND MADE SURE NO ONE LEFT WITH DRINKS.

Processor

Newday USA
02.2024 - 05.2025
  • Processed loan applications by gathering and verifying documentation, including income and credit information.
  • Ensured loan files met company policies and regulatory requirements such as RESPA, TRID, and ECOA.
  • Tracked loan status updates to meet deadlines and facilitate smooth approvals and closures.
  • Communicated with borrowers for additional information while delivering exceptional customer service.
  • Resolved discrepancies in loan documentation, collaborating with internal teams for quick resolutions.
  • Prepared loan files for underwriting submission, managing workflow from origination to closing.
  • Maintained comprehensive knowledge of loan products and industry regulations to mitigate risks.
  • Supported compliance efforts by ensuring timely completion of necessary disclosures.
  • Average pipeline I was handling was about 100 loans with over $20 million in loan volume
  • Each and every month I pushed through a minimum of 50% of my pipeline every month most of the time more.

Account Executive

Newday USA
01.2024 - 12.2024
  • As an Account Executive at NewDay USA, I served as a trusted advisor to veteran families, helping them navigate the home loan process. I was a part of a dynamic sales team and be responsible for connecting with potential clients, educating them about VA loan options, and guiding them through the mortgage process from start to finish.
  • This is a performance-driven role with a strong emphasis on consultative selling, relationship-building, and achieving monthly sales goals.
  • Key Responsibilities:
  • Effectively prepare and present customized mortgage solutions to potential customers.
  • Follow up on inbound, direct marketing leads.
  • Analyze credit worthiness, calculate risk and provide unique financial solutions.
  • Analyze customer application, credit reports, and supporting documentation.
  • Build relationships with prospective clients through outbound calls and inbound leads.
  • Educate veterans and service members about their VA home loan benefits.
  • Analyze client financial profiles and match them with the right mortgage solution.
  • Required to close 6-8% of all leads given to me each and every month to hit monthly quota.
  • Each month closed an average of 6 loans with an average loan amount of $470k
  • Hit tier bonuses in 4 of the months as an Account Executive.

Customer Experience Coordinator

Newday USA
08.2023 - 11.2024
  • As a Customer Experience Coordinator at NewDay USA, you are the front line of support and communication for our clients throughout the loan process. You play a critical role in ensuring a smooth, efficient, and positive experience for every veteran and family we serve. From onboarding new clients to resolving questions and maintaining proactive communication, you help build trust and loyalty at every step of the customer journey.
  • Key Responsibilities:
  • Serve as a primary point of contact for clients, ensuring timely updates and clear communication throughout the mortgage process.
  • Coordinate with internal departments including sales, processing, and underwriting to ensure a seamless client experience.
  • Respond to inbound client inquiries via phone and email with professionalism, urgency, and empathy.
  • Educate clients on loan status, documentation needs, and next steps.
  • Assist with client retention efforts by providing exceptional service and supporting re-engagement strategies.
  • Uphold NewDay USA’s mission by delivering service that reflects our core values of respect, integrity, and dedication to veterans.
  • Averaged 300-350 outbound calls a day
  • Successfully pitched on average 50 clients on NewDay's services with 50% of pitched leads closed by top Account Executives

Credit Analyst

Newday USA
12.2024 - 02.2024
  • As a Credit Analyst, I was responsible for assessing and analyzing applicants' creditworthiness by reviewing financial documents, credit reports, and other relevant data to determine mortgage eligibility. I evaluated credit risk and provided actionable recommendations based on my analysis and current market trends to ensure proper risk mitigation strategies were in place.
  • Key Responsibilities:
  • ⁃ Assess and analyze applicants' creditworthiness by reviewing financial documents, credit reports, and other relevant data to determine mortgage eligibility.
  • ⁃ Evaluate credit risk and provide recommendations based on credit analysis and market trends to ensure proper risk mitigation strategies are in place.
  • ⁃ Collaborate with loan officers and underwriters to ensure seamless processing of mortgage applications and timely decision-making.
  • ⁃ Prepare and present comprehensive credit reports to senior management for approval of high-value loans and special cases.
  • ⁃ Monitor industry trends and regulatory changes to ensure the company's credit policies remain compliant and competitive.
  • ⁃ Conduct in-depth analysis of debt-to-income ratios, employment history, and financial stability to make data-driven lending decisions.
  • ⁃ Communicate with applicants to request additional documentation or clarification of financial information when necessary.
  • ⁃ Provide guidance and support to junior analysts and assist in training new staff on credit analysis procedures and best practices.
  • ⁃ Develop and maintain strong relationships with clients, brokers, and other stakeholders to ensure smooth communication throughout the loan approval process.

Account Executive Associate Mentor

Newday USA
11.2023 - 01.2024
  • As an Account Executive Associate Mentor at NewDay USA, I am responsible for training and developing recent college graduates into high-performing sales professionals within our mission-driven mortgage team. My role focuses on equipping new associates with the skills and mindset required to build meaningful relationships with veteran families over the phone, while guiding them in mastering core sales strategies and best practices.
  • Key Responsibilities:
  • Mentorship & Training: Provide hands-on coaching and daily mentorship to new Account Executives, focusing on effective communication, relationship-building, and sales techniques tailored to working with veterans.
  • Sales Strategy Development: Teach associates how to structure sales calls, handle objections, and close efficiently using proven strategies that align with company standards and client needs.
  • Pipeline & Lead Management: Instruct team members on how to manage active loan pipelines, optimize lead sources, and prioritize follow-ups to maximize conversion and retention.
  • Time Management & Efficiency: Train associates on how to structure their day, use CRM systems effectively, and stay organized in a high-volume, fast-paced sales environment.
  • Client Retention & Re-engagement: Lead efforts to retain clients within our portfolio and coach associates on how to bring back previously sold or inactive clients through re-engagement campaigns and relationship-building outreach.
  • Performance Monitoring: Track team progress, provide real-time feedback, and support new hires in hitting performance benchmarks and achieving licensing milestones.
  • Impact: Through daily coaching, strategic oversight, and personal example, I help shape the next generation of sales professionals at NewDay USA — empowering them to succeed while staying committed to our core mission of serving veterans and their families.

Sales Consultant

Hotworx Gym
07.2019 - 11.2019
  • Greeted members and customers as they walked in.
  • Had to open and close the gym by myself.
  • Oversaw selling memberships and creating new leads to sell too.
  • Also attended events where I promoted for the gym and added new leads to the call list.

Sales Consultant

Office Depot
06.2018 - 05.2019
  • Greeted customers as they came into the store, helped customers with whatever questions they had or whatever they needed help finding.
  • Sold printers and laptops to customers, and also worked as a cashier.

Cashier

Florida State University Bookstore
12.2017 - 02.2018
  • Greeted customers, and assisted customers in buying school materials such as textbooks, laptops, etc.

Front Desk

LA FITNESS
05.2017 - 06.2017
  • In addition to working the front desk position I was also responsible for greeting customers as they came in the gym.
  • Occasionally signing members up for memberships.
  • Making daily calls to members about their accounts.
  • Taking walks around the gym and bathroom making sure all the weights were picked up and there was no trash on the floor.

Education

Bachelor of Science - INFORMATION TECHNOLOGY

FLORIDA STATE UNIVERSITY
TALLAHASSE, FLORIDA
05.2022

Associate of Arts - INFORMATION TECHNOLOGY

PALM BEACH STATE COLLEGE
LAKE WORTH, FLORIDA
12.2020

Skills

  • Customer service
  • Sales strategies
  • Team collaboration
  • Attention to detail
  • Relationship building
  • Problem solving
  • Client engagement
  • Sales performance
  • Outstanding customer service
  • Professional appearance
  • Regulatory compliance
  • Documentation review
  • Credit analysis
  • Verifying information
  • Appraisal compilation
  • Appraisal review
  • Underwriting
  • Credit evaluation
  • Pipeline management
  • Information verification
  • Financial document review
  • Data analysis

Leadership Experience

  • 2 year Football Captain at Suncoast High School
  • 3 year Golf Captain at Suncoast High School
  • 1 year Florida State Golf team
  • 2 years Florida State Football team

Timeline

Credit Analyst

Newday USA
12.2024 - 02.2024

Processor

Newday USA
02.2024 - 05.2025

Account Executive

Newday USA
01.2024 - 12.2024

Account Executive Associate Mentor

Newday USA
11.2023 - 01.2024

Customer Experience Coordinator

Newday USA
08.2023 - 11.2024

Bartender, Bar Back, & Security

Brick House Restaurant & Bar
05.2020 - Current

Sales Consultant

Hotworx Gym
07.2019 - 11.2019

Sales Consultant

Office Depot
06.2018 - 05.2019

Cashier

Florida State University Bookstore
12.2017 - 02.2018

Front Desk

LA FITNESS
05.2017 - 06.2017

Bachelor of Science - INFORMATION TECHNOLOGY

FLORIDA STATE UNIVERSITY

Associate of Arts - INFORMATION TECHNOLOGY

PALM BEACH STATE COLLEGE

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