David Holm
Summary
Experienced in loan origination with a demonstrated history of working in the banking industry. Skilled in Sales, Leadership, Confidentiality and Multi-tasking. Strong sales professional with an ambitious focus for taking care of customers financial needs.
Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
9
9
years of professional experience
Work History
Mortgage Consultant / Market Leader
Cross Country Mortgage
03.2023 - Current
- As the Market Leader of Cross Country Mortgage, my goal is to help individuals and families finance their dream homes
- I pride myself on providing exceptional customer service and a streamlined lending process
- With 9 years of experience in the industry, I have a deep understanding of the mortgage market and can offer a wide range of loans options to suit our borrowers needs.
- Maintained compliance with industry regulations and company policies while processing loan applications.
- Increased overall efficiency by implementing new technologies and software tools into daily tasks.
Senior Mortgage Banker
Flat Branch Home Loans
02.2021 - 05.2023
- Consistently met or exceeded established sales goals by developing a strong referral network with real estate professionals and past clients.
- Researched and updated industry knowledge on changing legislation and regulations.
- Implemented risk management strategies resulting in lower default rates and higher overall portfolio performance.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Mortgage Loan Originator
Covenant First Mortgage
08.2020 - 02.2021
Mortgage Loan Originator
Centennial Bank
01.2020 - 08.2020
Personal Banker
Arvest Bank
04.2015 - 01.2020
- Opening both personal and business checking and savings accounts, Servicing customers needs, Originating Consumer Loans, Consumer Real Estate secured loans and Raw or Developed land loans, Notary services, etc.
Education
Associate of Arts (A.A.), Finance, General -
NorthWest Arkansas Community College
01.2017
Skills
- Leadership
- Sales
- Public Speaking
- Skilled Multi-tasker
- Confidentiality
- Self-confidence
- Customer Service
- Networking
- Time Management
- Loan Origination
- Marketing expertise
- Financial transactions expertise
Honors Awards
- 2015 Sales and Service Award - Arvest Bank, 03/01/16, Top teller referrals in the region.
- 2016 Sales and Service Award - Arvest Bank, 03/01/17, Top in overall sales in region.
- 2017 Sales and Service Award - Arvest Bank, 03/01/18, Top in loan production in region
Timeline
Mortgage Consultant / Market Leader
Cross Country Mortgage
03.2023 - Current
Senior Mortgage Banker
Flat Branch Home Loans
02.2021 - 05.2023
Mortgage Loan Originator
Covenant First Mortgage
08.2020 - 02.2021
Mortgage Loan Originator
Centennial Bank
01.2020 - 08.2020
Personal Banker
Arvest Bank
04.2015 - 01.2020
Associate of Arts (A.A.), Finance, General -
NorthWest Arkansas Community College