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phone: (888) 732-1005
mobile: (614) 595-5598
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Dave Summers
Branch Manager | Licensed Mortgage Advisor,  PERL Mortgage
470 Olde Worthington Rd,  Suite 200
Westerville,  Ohio  43082
About Me
With over 12 years of serving customers in Mortgage Lending, it's my pleasure to announce my recent move to PERL Mortgage, one of the top 100 mortgage companies in the country (Mortgage Executive Magazine, 2012). PERL has been an industry leader since 1994 and originates loans across the country.
With PERL, I'll be able to broaden your scope of opportunities with: • In-House Underwriting for Multiple Investors • Excellent Jumbo Product Selection • Reverse Mortgage (HECM) | USDA | FHA | VA | Home Path | 203k Rehab • As always, No Closing Costs Options Available
I am proud to be a member of a winning team, which is focused on establishing long lasting relationships with their clients and partnerships.
License Information
Licensed in Ohio, Florida, California & Indiana
Employment History
National Lending Manager, Chase
Public;500 + employees;Mortgage
September 2002 - February 2014 (11 Years 5 Months)
ACHIEVEMENTS ▪ #1 of 32 in Customer Satisfaction 2005 ▪ #1 of 43 National Sales Team 2010 ▪ Highest in Employee Satisfaction 2010 ▪ Presidents Club 2009 & 2010 PROJECTS Management Advisory Board | Customer Referral Program | Communication Design | Customer Payoff Intercept | HARP Super Streamline | Credit Card Cross-Sell | Time Management | Realtor Home Connect | Lead Prospecting | Sales Training | Portfolio Retention | Loss Mitigation QUALIFICATIONS LP Open Access | Portfolio Refinance | HARP | Rate Modification | DU Refi Plus | Home Equity | Alt-A | Conforming | Purchase | FHA | VA | Jumbo POSTITION REQUIREMENTS ▪ Managed a team of 16 Nationally Licensed Mortgage Bankers. ▪ Directed the origination of home mortgage loans while strengthening customer relationships. ▪ Reviewed documents to insure accurate calculation of income and assets prior to loan submission. ▪ Communicated final loan decisions with customers and provide loan restructuring. ▪ Facilitated the performance of a pipeline over $200M (approximately 1,000 customers). ▪ Responsible for managing key business metrics including: Customer Satisfaction | Lead Conversion | Pull-Through | Cross-Sell | Lead Prospecting | Compliance | Application Quality | Document Processing | Performance Coaching | Training ▪ Insured adherence to credit policy by routinely communicating product updates with my team. ▪ Designed and implemented logistics that improved document collection and processing. ▪ Specialized in team building, recruiting, and maximizing individual performance. ▪ Generated $25M in gross revenue in a single year. ▪ Booked over $7B in mortgage origination since 2005.
National Mortgage Banker, Chase
Public;500 + employees;Mortgage
September 2002 - February 2014 (11 Years 5 Months)
ACHIEVEMENTS •Promoted to Lending Manager in 2005 to build a new sales team of mortgage bankers. •Achieved Top 10% in booked volume. •Elected member of the Chase Leadership Committee. POSITION REQUIREMENTS ▪ Pre-screened customers by analyzing collateral, asset reserves, debt ratios, and credit history. ▪ Provided customers with financial solutions to consolidate debt and improve their credit. ▪ Originated home loans for primary, secondary, investment, and multi-unit properties. ▪ Communicated final loan decisions with customers and obtained additional financial documentation.
1996 - 2001
Bowling Green State University - Bowling Green, OH
Visual Communications Major/Marketing Minor
Client Testimonials