Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David Schindler

Rio Rancho,NM

Summary

Organized, detail oriented and dependable candidate successful at managing multiple priorities with a high degree of accuracy and a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Mortgage Branch Manager

PulteGroup
02.2015 - 03.2024

Provided local Pulte Mortgage leadership, managing all aspects of divisional mortgage operations while effectively partnering with the homebuilder and fulfillment center to achieve targeted capture (retention), service and revenue goals.

  • Responsible for training builder sales professionals on benefits of Pulte Mortgage, selling value of PMC, overcoming objections, in addition to ensuring effectiveness use of the expanded customer inquiry tools, online application process and post-application tools for tracking customer status
  • Negotiated rates, terms and conditions of loan options
  • Responsible for recruiting, onboarding, training and development of local mortgage and sales staff'
  • Responsible for capturing every possible loan application for at Point of sale (capture)
  • In coordination with fulfillment center and local builder team, daily responsibility for achieving outstanding "close on time" percentages
  • Sell and close mortgage products and process direct to customers, realtors and brokers
  • Meet with buyer prospects to provide financial guidance, expertise and pre-approval services
  • Responsible for conversion of leads and prospects to maximize revenue for the organization
  • Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings
  • Develop and maintain a strong working relationship with builder partners, trade partners and title and insurance partners through telephone calls, written communication and customer facing

Mortgage Financing Advisor

PulteGroup
02.2009 - 02.2015
  • Built and maintained relationships with internal and external customers to provide ongoing support.
  • Conducted thorough reviews of homebuyers existing financial status, credit worthiness and identifying areas for improvement or adjustment
  • Delivered informative presentations at training seminars, weekly management and operations meetings
  • Business and production relationship manager and liaison to mortgage operations teams
  • Sell value mortgage product and process to potential buyers
  • Responsible for capture and retention of loan applications
  • Builder sales training and support, mortgage loan backlog management, marketing efforts and networking

Branch Coordinator

PulteGroup
02.2004 - 02.2009
  • Support mortgage and sales functions by performing administrative tasks related to backlog management and reporting
  • Track sales contracts, addendums and change orders and to filter to appropriate parties
  • Communicate with and assist buyers, builder and mortgage team regarding all aspects relating to closing of home
  • Answer questions and solve problems through communication with other departments
  • Respond to internal and external customer problems and inquiries
  • Established and maintained effective, professional relationships with all levels of management to ensure productive and successful operations

Education

High School Diploma -

Los Lunas High School
Los Lunas, NM
05.1994

Skills

  • Business Development
  • Relationship Building
  • Negotiations and objection handling techniques
  • Problem solving and critical thinking
  • Written and verbal communication
  • Goal driven
  • Active listening
  • Emotional Intelligence
  • Data analysis
  • Analytical skills
  • Flexibility
  • Time management

Certification

  • Licensed Loan Originator-NMLS #245670
  • Licensed in Arizona, New Mexico, Colorado and California

Timeline

Mortgage Branch Manager

PulteGroup
02.2015 - 03.2024

Mortgage Financing Advisor

PulteGroup
02.2009 - 02.2015

Branch Coordinator

PulteGroup
02.2004 - 02.2009

High School Diploma -

Los Lunas High School
David Schindler