Verified recordFinancial Services

Dave Whiteman

Mortgage Loan Consultant at Newrez

Based in Trevose, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Trevose

Industry

Financial Services

Company size

5.1K

Contact information

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Email

1 credit

d•••••••@newrez.com

Phone

5 credits

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Background

About Dave Whiteman

I have many years of sales experience in the mortgage industry. With over a decade of successful experience in loan origination, team leadership, and business development, I am confident in my ability to contribute significantly to your team and drive continued success for your organization. In my current role as Branch Manager and Corporate Loan Officer at AMRES, I have spearheaded the origination of diverse loan products, including residential, small commercial, and government-backed loans. Decades of experience with inbound and outbound sales, support, and marketing calls. My leadership has been pivotal in integrating new Loan Officers, optimizing their use of mortgage software, and achieving personal pipeline targets consistently at 100% to 150% of plan. This experience has honed my skills in strategic networking, client engagement, and sales process optimization. My background includes a proven track record of building long-term partnerships with real estate brokers, attorneys, and other key referral sources. At Beacon Financial Inc, I led a team of Loan Originators to exceed sales targets, leveraging inbound lead sales calls, strategic partnerships, and effective networking. My ability to deliver compelling sales presentations and articulate complex loan programs has resulted in securing substantial new business and enhancing market presence. My technical proficiency in various mortgage software platforms, such as Calyx Point, Byte Pro, and Microsoft Office Suite, complements my strong strategic and leadership capabilities. I am adept at fostering a collaborative and high-performing environment, mentoring teams to excel in their roles, and optimizing their performance.

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