David Eckert
Unity Home Loans
Powell,OH
28
years of professional experience
Accomplished mortgage lending executive with 28 years of experience in sales leadership, business development, and organizational growth. Proven track record of building and leading high-performing teams, executing strategic business plans, and consistently achieving production and performance objectives. Extensive experience in market expansion, operational efficiency, and developing lasting relationships with industry partners and clients. Recognized for strong communication, leadership, and negotiation skills, with a commitment to fostering a culture of accountability, collaboration, and excellence.
Work History
President of Growth
2 Years 11 Months- Oversee Unity sales Nationally (including Sales Leadership teams, Loan Officers, Loan Officer Assistants, as well as all additional sales support staff).
- Develop and maintain relationships with Real Estate Agents, Market Center Owners and Leaders nationwide to drive increased adoption and production growth.
- Develop and implement new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives.
- Establish and maintain strong relationships with customers, vendors and strategic Wholesale Lender partners.
- Analyze industry trends and develop innovative business strategies to capitalize on emerging market trends.
- Cultivate forward-thinking, collaborative, and performance-oriented business culture to lead industry in innovation and push progress.
- Communicate in collaboration with CEO companywide business performance, forecasts and strategies to investors and shareholders.
- Develop key operational initiatives in collaboration with COO to drive and maintain substantial business growth.
Senior Vice President - Division Mgr.
8 Months- Oversee Division expanding Nationally (including Sales Leadership, Loan Officers, and division support staff).
- Responsible for leading the Division's origination production Nationally.
- Develop and maintain relationships with Real Estate Agents and Market Center Owners/Leaders nationwide to drive increased adoption and production growth.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Cultivated positive relationships with employees by implementing monthly mastermind events to resolve issues, provide feedback and brainstorm.
- Developed, coached, and provided feedback to top-performing teams using strong leadership and analytical thinking skills.
- Directed market expansions to propel business forward and meet changing customer needs.
- Formulated and executed strategic initiatives to improve product offerings.
- Maintained P&L and shouldered corporate fiscal responsibility.
President
4 Months- Oversee all of Top Shelf departments Nationally (including Sales Leadership teams, Loan Officers, Loan Officer Assistants, as well Operational/Support staff).
- Developed short and long-term strategies to expand company market share.
- Responsible for leading teams to meet and exceed established KPI's.
- Develop and maintain relationships with Real Estate Agents, Leaders, and Owners nationwide to drive increased adoption.
- Established innovative policies to improve organizational performance and increase customer satisfaction.
- Lead company wide sales meetings to discuss market conditions, developmental strategy, and implement best practices for process and consumer experience improvements.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow market share and boost profits.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Cultivated strong relationships with external Lender partners to foster collaboration and maximize resources.
- Reduced operational costs through strategic cost management initiatives.
- Facilitated communication between departmental teams and stakeholders to build consensus.
- Monitored key business risks and established risk management procedures.
Executive Vice President - Sales
5 Years 8 Months- Oversee Keller Mortgage sales departments Nationally (including Sales Leadership teams, Loan Officers, Loan Officer Assistants, as well as Client & Realtor care departments.
- Responsible for leading the companies origination production from $0 to $5 billion+ annually in less than 5 years.
- Oversee sales team generating billions in annual loan origination and funding volume with exceptional client and agent referral survey ratings.
- Responsible for driving sales team to meet and exceed established KPI's.
- Develop and maintain relationships with Real Estate Agents and Market Center Owners/Leaders nationwide to drive increased adoption and production growth.
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
- Fostered performance development of staff through ongoing coaching and mentoring on best practices.
- Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
- Achieved sales goals and service targets by cultivating and securing new customer and Realtor relationships.
- Collaborated with Executive Leadership team from within all company departments to implement continuous improvements and exceed company forecasted goals.
- Lead company wide sales meetings to discuss developmental strategy, best practices and process improvements.
- Maintained financial controls, planned business operations and control expenses related to sales department while identifying and pursuing opportunities to grow market share and boost profits.
Director - Purchase Lending
1 Year 8 Months- Responsible for developing and maintaining current and new relationships with Real Estate Agents and Market Center Ownership/Leadership nationwide.
- Created innovative strategies to drive Realtor, Market Center, and Consumer engagement.
- Analyzed market trends and competitive landscape to understand opportunities and potential value.
- Boosted brand awareness and increase market share.
- Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
- Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations.
- Consulted with product development and operations leadership to enhance product optionality based on customer and Realtor interest, and market of the moment data.
- Originate residential mortgage loans for owner occupied homes, second/vacation homes, and investment properties.
Senior Loan Officer
4 Years 1 Month- Originate Residential mortgage loans for owner occupied homes, second/vacation homes, and investment properties.
- Maintained strict confidentiality of bank records and client information.
- Evaluate client financial goals to determine best mortgage program to meet clients needs.
- Developed and maintained relationships with local real estate agents.
- Assisted senior-level credit officers with complex loan applications.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Branch Manager / Operations Manager
1 Year 11 Months- Recruit, interview, hire, train, and manage talented individuals with top-level strengths, improving organizational talent and skill set.
- Trained employees on proper procedures and strategies to improve productivity.
- Manage all day-to-day branch activities.
- Responsible for the oversight of branch loan productivity and overall customer satisfaction. Develop and implement new branch policies and procedures to increase efficiency.
- Assessed employee performance and developed improvement plans.
- Gathered and reviewed customer feedback to improve operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Originate residential mortgage loans for owner occupied homes, second/vacation homes, and investment properties.
General Manager
5 Years 1 Month- Recruit, interview, hire, train, and manage talented individuals with top-level strengths, improving organizational talent and skill set.
- Trained employees on proper procedures and strategies to improve productivity.
- Manage all day-to-day branch activities.
- Responsible for the oversight of branch loan productivity and overall customer satisfaction. Develop and implement new branch policies and procedures to increase efficiency.
- Assessed employee performance and developed improvement plans.
- Gathered and reviewed customer feedback to improve operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Originate residential mortgage loans for owner occupied homes, second/vacation homes, and investment properties.
Senior Loan Officer
4 Years 10 Months- Originate Residential mortgage loans for owner occupied homes, second/vacation homes, and investment properties.
- Maintained strict confidentiality of bank records and client information.
- Evaluate client financial goals to determine best mortgage program to meet clients needs.
- Developed and maintained relationships with local real estate agents.
- Assisted senior-level credit officers with complex loan applications.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Education
Bachelor of Science - Education
Skills
Executive Leadership
Strategic Business Development
National Sales Leadership
Mortgage Lending Operations
Market Expansion & Growth
Financial & KPI Management
Strategic Partnerships
Recruiting & Talent Development
Sales Strategy & Execution
Organizational Development
Operational Efficiency
Team Building & Mentorship
Timeline
President of Growth
Unity Home Loans
11.2023 - CurrentRead More
Senior Vice President - Division Mgr.
Highlands Residential Mortgage
02.2023 - 10.2023Read More
President
Top Shelf Home Loans
10.2022 - 02.2023Read More
Executive Vice President - Sales
Keller Mortgage
01.2017 - 09.2022Read More
Director - Purchase Lending
Smarter Mortgages
05.2015 - 01.2017Read More
Senior Loan Officer
Fearon Financial
04.2011 - 05.2015Read More
Branch Manager / Operations Manager
Supreme Lending
05.2009 - 04.2011Read More
General Manager
Midwest Financial & Mortgage Services
05.2003 - 06.2008Read More
Senior Loan Officer
Midwest Financial & Mortgage Services
06.1998 - 04.2003Read More
The Ohio State University
Bachelor of Science from Education
Read More