Summary
Overview
Work History
Education
Skills
Timeline
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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, CO

Skills

  • 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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Doug Davidson