DAVID WAGNER
Austin,MN
Summary
Resourceful banking professional and loan officer with track record in mortgage, home, auto & personal loan product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process. Enjoys working with customers and finding ways to help meet their needs and find solutions.
Overview
12
12
years of professional experience
Work History
Relationship Specialist
Alerus Financial
12.2021 - Current
- Continued with same role & responsibilities as Relationship Specialist as I had previously done when with Home Federal Savings Bank.
- Alerus Financial merged with Home Federal Savings Bank on October 9th, 2024. Worked through the various pieces of the merger and learning new systems & policies.
Lead Financial Service Representative/Underwriter
Accentra Credit Union
06.2021 - 12.2021
- Manage team of financial service representatives.
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Underwrite consumer based loans, which also consists of indirect loan requests through dealerships.
- Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Relationship Specialist
Home Federal Savings Bank
10.2012 - 05.2021
- Opened business and personal accounts, with a variety of banking products.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Started consumer lending in October of 2018, which consists of products such as home equity/line, bridge, auto, savings secured, land/lot.
- One of five authorized lenders at HFSB to originate home-improvement loans through the MN Fix-Up Fund loan program.
Education
Graduate Certificate - Geographic Information Science
Saint Mary's University of Minnesota
Winona, MN10.2012
Bachelor of Science - Recreation & Tourism
Winona State University
Winona, MN12.2010
Affiliations
- Board Member - Friends of the Jay C Hormel Nature Center
- Chamber Ambassador - Austin Area Chamber of Commerce
Timeline
Relationship Specialist
Alerus Financial
12.2021 - Current
Lead Financial Service Representative/Underwriter
Accentra Credit Union
06.2021 - 12.2021
Relationship Specialist
Home Federal Savings Bank
10.2012 - 05.2021
Graduate Certificate - Geographic Information Science
Saint Mary's University of Minnesota
Bachelor of Science - Recreation & Tourism
Winona State University
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