Doug Davidson
Fort Collins
Summary
Dynamic Mortgage Broker at Excel Financial Group with strong negotiation skills and a goal-oriented mindset. Successfully established a robust network of referral partners, enhancing lead generation. Expertly assessed financial data to secure optimal loan terms for clients, while providing superior customer service and support throughout the mortgage process.
Overview
9
9
years of professional experience
Work History
Mortgage Broker
Excel Financial Group
07.2016 - Current
- Worked with clients to establish financing for residential home purchases and refinances.
- Created a network of referral partner relationships for lead generation.
- Effectively marketed to current and future clients through all mediums.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Assessed clients' financial data to determine loan suitability.
Education
Engineering
Colorado State University
Fort Collins, COSkills
- Strong negotiation skills
- Customer service and support
- Superior customer service
- Collaborative teamwork
- Ethical business practices
- Goal-oriented mindset
- Strategic marketing
Timeline
Mortgage Broker
Excel Financial Group
07.2016 - Current
Engineering
Colorado State University
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