Summary
Work History
Education
Skills
Timeline
Generic

David Osburn

San Diego,CA

Summary

Results-driven Sales Account Executive with successful history in Wholesale NonQM Mortgage sales. Connects with account leaders and cultivates strong relationships to achieve consistent sales. Tenacious and hardworking with proven expertise in lead prospecting and conversion. Extremely self motivated, dependable team player with ability to effectively communicate across all levels of mortgage professionals. I am committed to obtaining a position with a dynamic company that fosters career growth.

Work History

Wholesale Account Executive

Lima One Capital
Greenville, SC
2022 - 2024
  • Developed and implemented strategies to increase sales volume in existing accounts.
  • Conducted market analysis, identified potential new customers, and developed relationships with key decision makers.
  • Negotiated contracts with clients for new orders and maintained business relations with them.

NonQM Account Executive

Amres Wholesale
Trevose, PA
2021 - 2022
  • Cultivated and developed customer relationships to enable sustained revenue growth through NMLS and Comergence
  • Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Responsible for website and product training on NonQM residential loans, bridge loans, fix and flips and commercial lending.

Nationwide Account Executive

Axos Bank
San Diego, CA
2017 - 2021
  • Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
  • Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
  • Prepared sales presentations or proposals to explain product specifications or applications.
  • Responsible for website and product training
  • Managed loan pipeline from origination through closing. Overcame multiple obstacles to get loans to the finish line

Sales Representative

Rally Hyundai
Palmdale, CA
2015 - 2016
  • Managed client experience by cultivating instant rapport with a client centric approach focusing on client needs to build relationship.
  • Built relationships to successfully sell Hyundai and Genesis vehicles valued from 15k to 80k.
  • Ensured optimal relationship from initial meeting to ultimate closing and delivery of the vehicle.
  • Ranked of number one salesperson

Site Acquisition Manager

Unison
New York, NY
2011 - 2014
  • Responsible for acquisition of wireless telecommunications facility leases
  • Negotiated over 100 lease agreements with clients to acquire revenue and build out wireless sites
  • Identified, screened and pursued owners of commercial property wireless sites from cold call to ultimate lease purchase.

Stock Broker

Wells Fargo Advisors, LLC
St Louis, MO
2009 - 2011
  • Managed 250 accounts successfully with over $25mm AUM.
  • Supplied knowledgeable, objective equity and fixed income guidance with customized strategies to clients.
  • Executed equity, bond, mutual fund, options and alternative investment trades.
  • Ranked as number one broker in my first year.

Business Development Manager

IndyMac Bank
Pasadena, CA
1999 - 2009
  • Established and maintained strong customer relationships, including rebuilding my customer base multiple times in new territories while maintaining ranking in the top 1% of the national sales team.
  • Responsibilities included training of Loan Officers on IndyMac's e-mits online mortgage platform.
  • Managed several loan delivery platforms including wholesale and correspondent
  • Established special relationship to drive sales with key customers by placing and managing underwriting staff inside customers place of business. This was a home run.

Education

Bachelor of Science - Marketing

California State University
Northridge, CA
01.1981

Skills

  • Relationship building
  • Computer skills
  • Communication
  • Conflict resolution
  • Closer

Timeline

Wholesale Account Executive

Lima One Capital
2022 - 2024

NonQM Account Executive

Amres Wholesale
2021 - 2022

Nationwide Account Executive

Axos Bank
2017 - 2021

Sales Representative

Rally Hyundai
2015 - 2016

Site Acquisition Manager

Unison
2011 - 2014

Stock Broker

Wells Fargo Advisors, LLC
2009 - 2011

Business Development Manager

IndyMac Bank
1999 - 2009

Bachelor of Science - Marketing

California State University
David Osburn