David Porter
Strongsville
Summary
Highly detail-oriented professional who is successful at meeting and exceeding company goals. Expertise in customer service relations, financial services and sales management.
Overview
7
7
years of professional experience
Work History
Branch Manager
Cross Country Mortgage
01.2023 - 07.2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Branch Manager
Nations Lending Corporation
07.2021 - 01.2023
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Sales Team Lead
Nations Lending Corporation
08.2020 - 07.2021
- Developed high-performing sales teams through regular coaching sessions, skill development workshops, and performance evaluations.
- Facilitated knowledge sharing among team members through regular meetings, fostering a collaborative work environment that encouraged innovative thinking.
- Implemented creative incentive programs to motivate team members and drive exceptional sales results.
- Set and achieved company defined sales goals.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Mortgage Loan Officer
Nations Lending Corporation
08.2017 - 08.2020
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Finance Intern
Nations Lending Corporation
05.2017 - 08.2017
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Tracked budget forecasts and monitored budget performance.
- Analyzed and interpreted financial data to inform business decisions.
Education
BBA - Finance
Cleveland State University
Cleveland, OH05.2019
Skills
- Branch Operations Management
- Customer Service
- Sales management
- Sales professional
- Excellent work ethic
- Financial Services
Accomplishments
- President's club with average of $35,000,000 in sales per year between 2018-2021
- Supervised team of 12 staff members.
Timeline
Branch Manager
Cross Country Mortgage
01.2023 - 07.2024
Branch Manager
Nations Lending Corporation
07.2021 - 01.2023
Sales Team Lead
Nations Lending Corporation
08.2020 - 07.2021
Mortgage Loan Officer
Nations Lending Corporation
08.2017 - 08.2020
Finance Intern
Nations Lending Corporation
05.2017 - 08.2017
BBA - Finance
Cleveland State University
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