DAVID SAVAGE
Summary
Strategic leader with 30 years of experience in mortgage lending, insurance sales, real estate finance. Expertise in team leadership, operational optimization, revenue enhancement, and regulatory compliance. Leverages technical knowledge and hands-on leadership to drive efficiency and achieve consistent results.
Overview
26
26
years of professional experience
Work History
Insurance Agent / Manager
Family First Life
01.2023 - Current
- Built and managed client portfolio by assessing financial needs and recommending tailored life insurance solutions.
- Manage the full sales cycle from prospecting to policy placement and follow-up.
- Drive consistent revenue growth through proven sales and operational strategies.
- Generated new business through referrals, lead programs, and relationship-focused sales strategies.
- Trained, mentored, and supported new agents to enhance production and close rates.
- Ensure compliance with insurance regulations and company standards.
Operations / Sales Manager
Homespire Mortgage
11.2017 - 01.2023
- Led sales strategy and coaching initiatives to improve team performance and client engagement.
- Directed daily operations for high-volume mortgage office, ensuring compliance and managing staffing and vendor relationships.
- Streamlined workflows to enhance operational efficiency and elevate customer satisfaction.
- Collaborated with loan officers to structure complex deals and address underwriting challenges, enhancing transaction success.
Mortgage Specialist
Wells Fargo
Frederick, USA
06.2010 - 11.2017
- Managed end-to-end processing of Conventional, FHA, and VA mortgage applications.
- Coordinated with loan officers, title companies, and third parties to ensure timely processing and approval of mortgage applications.
- Applied knowledge of underwriting guidelines and regulatory standards to support compliant and efficient loan processing.
- Achieved performance goals consistently in a fast-paced environment, contributing to overall team success.
Operations / Sales Manager
Allied Home Mortgage Capital Corporation
Hagerstown, USA
01.2004 - 05.2010
- Implemented sales strategies that increased loan volume and customer satisfaction.
- Oversaw loan origination, compliance review, and fraud detection.
- Led and developed 15-person team, enhancing team dynamics and employee retention.
- Managed hiring, training, and performance development processes to build skilled workforce.
- Designed and executed targeted marketing campaigns, resulting in expanded market share.
Loan Officer / Team Leader
Advantage Investors
Towson, USA
01.2000 - 01.2004
- Led and mentored a team of 3 loan officers.
- Advised clients on loan options, increasing client satisfaction and conversion rates.
- Originated FHA, VA, Conventional, and second mortgage loans, enhancing client access to diverse financing options.
- Assisted in processing and underwriting preparation, ensuring timely and efficient closings.
Skills
- Insurance sales
- Sales leadership
- Needs analysis
- Risk management
- Sales operations
- Client relations
- Regulatory oversight
- Operations Leadership
- Team Building & Coaching
- Team development
- Business Development
- Project management
- Budgeting
- Cost Control
- Workflow optimization
- Loan Origination and Processing
- Construction management
Timeline
Insurance Agent / Manager
Family First Life
01.2023 - Current
Operations / Sales Manager
Homespire Mortgage
11.2017 - 01.2023
Mortgage Specialist
Wells Fargo
06.2010 - 11.2017
Operations / Sales Manager
Allied Home Mortgage Capital Corporation
01.2004 - 05.2010
Loan Officer / Team Leader
Advantage Investors
01.2000 - 01.2004