David Lee
Fullerton
Summary
Dynamic professional with over 20 years of experience in customer service, sales, marketing, and law enforcement, skilled in cultivating positive public interactions. Committed to driving revenue growth and establishing robust client relationships, consistently recognized for strong teamwork and leadership abilities. Expertise in leveraging both technical and interpersonal skills to enhance organizational efficiency and profitability. Notable for fostering collaboration, adapting to evolving market conditions, and delivering exceptional results.
Overview
21
21
years of professional experience
6
6
Certification
Work History
Public Safety Officer
USC - Dept of Public Safety
07.2025 - Current
- Displayed strong decision making abilities when responding rapidly to dangerous or high pressure scenarios.
- Communicated effectively with other officers, supervisors, and members of the public to provide optimal service.
- Enforced safety protocols to maintain secure campus environment.
- Conducted routine patrols to monitor and respond to incidents effectively.
- Utilized problem-solving strategies to de-escalate difficult situations.
- Developed relationships with community members through proactive engagement initiatives aimed at improving quality of life.
Reserve Deputy, Level 1D
Los Angeles County Sheriff's Department
08.2006 - Current
- Supplement the Los Angeles County Sheriff's Department's law enforcement manpower. Professionally trained and duly sworn law enforcement personnel. Sworn Peace Officer, California P.O.S.T Certified.
- Investigating emergent and non-emergent complaints of crimes and conducting follow-up investigations: Interviewing victims, witnesses, suspects and informants; taking notes and writing complaint and investigative reports; searching for, collecting, recording, and preserving evidence.
- Investigating theft, fraud, embezzlement, and accidents. Developed sharp observation skills for noticing people, details, and effects.
- Involved with Emergency Operations Bureau, engaged in surveillance, work closely with counter-terrorism unit and work closely with Department of Homeland Security.
- Involved in various community outreach programs in the Korean-American community as well as part of Youth Education League for Los Angeles County Sheriff's Department.
- Team Lead for the Reserve Forces Bureau – Recruitment Unit
- Also assigned to Communications & Fleet Management Bureau. Following up on QC on our black and white vehicles.
Business Development Manager - Major Accounts
Property Protection International, Inc (PEEL Mirror System)
01.2024 - 07.2025
- Actively engage with prospects, move leads through the sales funnel and begin closing initial deals. Contacting and connecting with key decision makers, Procurement/Purchasing/Facilities Directors and educating them on the company’s highly innovative anti-graffiti mirror and film.
- Successfully having major companies, such as Northgate Market, Jack in the Box, Del Taco and Wendy’s to name a few to have the company’s anti-graffiti mirrors installed in the bathrooms.
- Continuing to partner with and bring on new Master Distributors and Distributors to sell the PEEL Mirror System to their respective customers.
- Developed strategic partnerships to enhance product visibility and market reach.
- Led cross-functional teams to implement innovative business development initiatives.
Account Manager
Ultimate Internet Access, Inc
07.2023 - 12.2023
- Outside Business Sale Rep & Account Manager
- Acquire new business going door to door, calling on active leads and taking inbound calls
- Provide sales & technical training to maximize sales revenue
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
Loan Consultant
LoanDepot
06.2021 - 09.2022
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified, registered & licensed with the State of CA
- Guided clients through loan application process, ensuring compliance with regulatory standards.
- Analyzed client financial profiles to determine optimal loan products and terms.
- Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
- Originating Fannie Mae, Freddie Mac, FHA, VA, Down Payment Assistance and Jumbo Loans.
Plumbing Manager
Dial One Sonshine Plumbing & HVAC
01.2022 - 06.2022
- Oversaw daily operations of the plumbing team, ensuring efficient service delivery.
- Work closely with dispatch to ensure an efficient operation.
- Developed training programs for technicians, enhancing skill sets and performance consistency.
- Resolved customer complaints efficiently by addressing root causes of issues promptly and professionally.
Branch Manager / Sr. Loan Advisor
NMLS Opes Advisors / Flagstar Bank-Irvine
03.2018 - 06.2021
- Led team of mortgage professionals in achieving sales targets and delivering exceptional client service.
- Develop and implement a marketing territory to educate the community about the various loan programs
- Originating Fannie Mae, Freddie Mac, FHA, VA, Down payment assistance and Jumbo loans
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified, registered & licensed with the State of CA NMLS
- Flagstar Bank aquired Opes Advisors in 2018. Full transition in 2020
- Mentored staff on loan processing procedures, enhancing team efficiency and knowledge retention.
Vice President
AREAA (Asian Real Estate Association of America)
01.2014 - 12.2019
- AREAA is a non-profit professional trade organization dedicated to promoting sustainable homeownership opportunities in the Asian American communities by creating a powerful national voice for housing and real estate professionals that serve this dynamic market.
- Hosting National and Local events to educate and inform members about housing issues and developments affecting the AAPI community
- Spearheaded strategic initiatives to enhance member engagement and organizational growth.
- Assist other organizations very closely, such as: VAREP, NAHREP, OCAR, NAR to name a few
- Membership includes housing and real estate professionals of all cultural backgrounds and is open to support the mission of increasing sustainable homeownership in the Asian community
Branch Manager
Banc Home Loans / Caliber Home Loans
09.2016 - 03.2018
- Responsible for originating residential real estate loans for the organization. Directs the sales team within a specific branch office, to ensure quality loan production. Caliber Home Loans acquired Banc Home Loans in 2017.
- Develop and implement a marketing territory to educate the community about the various loan programs
- Recruits, hires and trains qualified loan officers and directs training programs relative to sales techniques, product and technical requirements
- Heavily involved in Real Estate organizations, Home Expos and other important real estate related events
- Led branch operations to enhance customer satisfaction and streamline processes.
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified and registered with the State of CA NMLS
Production Manager
PrimeLending
09.2014 - 09.2016
- Responsible for originating residential real estate loans for the organization. Directs the sales team to ensure quality loan production.
- Call on potential or existing customers as assigned to develop new and retain existing business
- Recruits, hires and trains qualified loan officers and directs training programs relative to sales techniques, product and technical requirements
- Heavily involved in Real Estate organizations, Home Expos and other important real estate related events
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified and registered with the Federal Registry system
Assistant Vice President, Mortgage Consultant
Union Bank
09.2013 - 11.2014
- Responsible for originating residential real estate loans for the Bank. Actively participate in related business development activities.
- Make sales calls to assigned Community Banking branches. Provide service to customers and prospects
- Call on potential or existing customers as assigned to develop new and retain existing business
- Develop and implement a marketing territory to educate the community regarding the Bank’s CRA programs
- Cross sell bank products and work intimately with bank partners to drive success
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified and registered with the Federal Registry system
Assistant Vice President, Home Mortgage Consultant
Wells Fargo
09.2011 - 09.2013
- Responsible for producing high quality loans that meet WFHM guidelines by building relationships with realtors, builders, financial professionals, bank stores, past customers, while providing excellent customer service.
- Analyze detailed financial and credit data, matching customer needs with an appropriate loan program
- Proven experience selling products and services. Proven experience working in a fast- paced environment. Proven experience meeting customer satisfaction goals.
- Top 1% Producer Month over Month
- S.A.F.E. Act (Mortgage Licensing Act of 2008) certified and registered with the Federal Registry system
Assistant Vice President, Branch Manager
Wells Fargo
10.2009 - 09.2011
- Responsible for contributing to the overall success of the branch through quality leadership, customer service, risk management and sales. Ensuring compliance with audit and operational regulations and guidelines. Track and manage sales and service through monitoring of daily sales and service activities and reports.
- Demonstrated experience in coaching, managing & developing team members. Strong work ethic. Positive approach in interactions with customers and team members. Proven ability to achieve individual and team goals.
- Adhere to and enforce banking center compliance with regulations including but not limited to Anti- Money Laundering, USA Patriot Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures, and Privacy and Confidentiality requirements.
- Successful completion of Orange County Trailblazer Leadership Program, “Circle of Stars” Winner
Assistant Vice President, Business Banker
Wells Fargo
04.2008 - 10.2009
- Responsible for soliciting new and existing business customers and developing/maintaining profitable account relationships with business customers. Provide a full range of business banking services to customers with an emphasis on business products.
- Generated new business through in-branch selling, outside calls, telemarketing and targeted direct mailings. Work closely with Wealth Management, Treasury & Cash Management, International Trade and other major areas of the bank to promote the sales and implementation of complex financial products and services.
- Expanded existing customer relationships by cross-selling products/services through referrals to partners.
- Developed relationships with referral sources, such as Attorneys, Accountants, and influential community members, to identify prospects for new business opportunities.
- Managed the acquisition, retention, and expansion of customer portfolios, focusing on increasing product penetration, profitability, customer satisfaction and economic profit.
- Participated in community organizations and activities in the markets served to enhance the organization’s image.
Education
Business-Marketing -
San Jose State University
San Jose, CASkills
- Fluent in Korean communication
- State of California, POST Certified
- Leadership & Customer Service
- Communication Skills
- De-escalation strategies
- Emergency response
- SalesForce & Mortgage Coach
- Optimal Blue
- Encompass
- Microsoft Office Suite
- DocuSign/PandaDoc
- ShopVOX
Certification
Peace Officer Certification for State of CA, FEMA IS-100, FEMA IS-200, BSIS - Security Guard Card, BSIS - Exposed Firearms Permit, State of CA Reserve Officer Certificate
Timeline
Public Safety Officer
USC - Dept of Public Safety
07.2025 - Current
Business Development Manager - Major Accounts
Property Protection International, Inc (PEEL Mirror System)
01.2024 - 07.2025
Account Manager
Ultimate Internet Access, Inc
07.2023 - 12.2023
Plumbing Manager
Dial One Sonshine Plumbing & HVAC
01.2022 - 06.2022
Loan Consultant
LoanDepot
06.2021 - 09.2022
Branch Manager / Sr. Loan Advisor
NMLS Opes Advisors / Flagstar Bank-Irvine
03.2018 - 06.2021
Branch Manager
Banc Home Loans / Caliber Home Loans
09.2016 - 03.2018
Production Manager
PrimeLending
09.2014 - 09.2016
Vice President
AREAA (Asian Real Estate Association of America)
01.2014 - 12.2019
Assistant Vice President, Mortgage Consultant
Union Bank
09.2013 - 11.2014
Assistant Vice President, Home Mortgage Consultant
Wells Fargo
09.2011 - 09.2013
Assistant Vice President, Branch Manager
Wells Fargo
10.2009 - 09.2011
Assistant Vice President, Business Banker
Wells Fargo
04.2008 - 10.2009
Reserve Deputy, Level 1D
Los Angeles County Sheriff's Department
08.2006 - Current
Business-Marketing -
San Jose State University
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