David Hoffman
Goodyear,AZ
Summary
Experienced and motivated Mortgage Loan Advisor with a passion for helping customers purchase a home and help their financial needs. 19+ years of experience with a track-record of top sales performance, building realtor and vendor relationships, and delivering an exceptional loan experience to clients and customers.
Overview
17
17
years of professional experience
Work History
Mortgage Loan Advisor
Fairway Independent Mortgage
06.2022 - Current
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Advised clients on different options to help their individual financial needs, including Reverse Mortgages, Forward Mortgages, Home Equity Lines, Grants, and First Time Homebuyer options.
- Explained very technical financial information to applicants in easy to understand language.
- Negotiated loan terms and conditions with customers to secure best deal.
Senior Home Lending Advisor
JP Morgan Chase
02.2012 - 06.2022
- Consistently ranked #1 Mortgage Banker in fundings and applications for the last 10 years in Arizona.
- Top 5% in National Rankings.
- Funded 146 Loans in 2021, which ranked 1st in AZ Retail.
- Created relationships with local realtors, teaching Homebuyer Seminars, and attending realtor events.
- Averaged over 3 Million per month in new loans.
- Hired, trained, developed, and managed an Associate Banker which is now a top performer for the company in fundings and applications.
- Utilized a single branch in Goodyear to maximize mortgage opportunities for new and existing customers.
- Developed strong relationships with customers through high levels of customer service.
Account Executive
Bank of America
03.2008 - 02.2012
- Maximized sales by understanding and following market trends, lending rates, and current economic events.
- Worked in a call center environment and would handle 50+ inbound and outbound calls daily.
- Constantly was a top performer by utilizing work time and having a strong work ethic.
Account Executive
H.S.B.C
10.2006 - 03.2008
- Obtained knowledge in all types of loans: secured mortgages, unsecured loans, and sub-prime loans.
- Personally involved in completing every step of the loan process.
- Developed relationships with new and existing customers to provide financial solutions through telecommunications and walk-in consulting.
Education
Bachelor of Science - Business Management
Northern Arizona University
Flagstaff, AZ05.2004
Skills
- Communication Skills
- Effective Time Management
- Strong Work Ethic
- Knowledgeable in all Mortgage Types
- Financial History Analysis
- Attention to Detail
- Financial Analysis Aptitude
- Financial Service Solutions
- Positive and Outgoing Attitude
- Construction Loan Financing
- Client Relations
- Series 65 Licensed
Timeline
Mortgage Loan Advisor
Fairway Independent Mortgage
06.2022 - Current
Senior Home Lending Advisor
JP Morgan Chase
02.2012 - 06.2022
Account Executive
Bank of America
03.2008 - 02.2012
Account Executive
H.S.B.C
10.2006 - 03.2008
Bachelor of Science - Business Management
Northern Arizona University
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