David Redick

Experience

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  Bank of the Cascades (formerly, LibertyBank) - A commercial & retail bank

  Apr 2006 - Jun 2011

  Commercial Relationship Assistant

  Assisted Loan Officers in the processing of commercial real estate loans. Ordered and reviewed appraisals & title reports, analyzed construction budget, tracked loan fees by balancing general ledger.“Elmer” Award winner in 2008 for most valued team player.

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  Travel Portland - Portland, Oregon's tourism bureau

  Jul 2011 - Feb 2012

  Meetings & Convention Sales Assistant

  Assisted Sales Managers in bringing meetings and conventions to the Portland, Oregon area. Distributed correspondence and bids between Sales Managers & Hotel Managers, entered responses into the system, created summary charts for Sales Managers.

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  Capital Pacific Bank - A business bank

  Mar 2012 - Jul 2012

  Client Account Representative

  Opened new commercial and retail checking accounts, completed servicing requests, processed returned checks, input applications.

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  Academy Mortgage Corporation - A home mortgage lender

  Oct 2012 - Jan 2018

  Marketing; Seek and attend networking and volunteer opportunities, plan events, schedule meetings. Manage social media sites. Ensure each Loan Officer has specific Marketing items needed. Create marketing collateral from templates, work with Creative Services to create new material, ensure all items are compliant. Maintain client and partner database, place warm calls to past loan clients and new clients with pre-approved loans.Administrative; Create and distribute reports, pay invoices, submit expense reports, order supplies, maintain office equipment and servicing, assist in interview process, set-up new employees, research savings potential on vendors/services. Show less

  • Administrative Assistant

    May 2013 - Jan 2018

  • Loan Processor

    Oct 2012 - Apr 2013
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  PrimeLending, A PlainsCapital Company

  Feb 2018 - Jan 2019

  Loan Officer Assistant

  Verify complete loan application is entered, including fees. Ensure ratios are within guidelines and send disclosures to borrower. Work with Processing on condition items needed and follow-up with borrowers. Plan for timely closing/funding.Marketing; Work with Loan Officers to create marketing ideas/campaigns. Seek and attend networking and volunteer opportunities to maintain existing relationships and establish new ones. Manage social media sites. Work with Creative Services to create new material, ensure all items are compliant. Show less

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  COUNTRY Financial®

  Apr 2019 - Oct 2019

  Financial Representative

  Make calls to natural market to schedule appointments, collect copies of current coverage, create quotes, and draw comparisons. Meet with Clients and Prospects to uncover what is important to them regarding Insurance and protecting assets. Put a plan into action to protect their future. Follow up on inquiries, collecting payment, and getting applications signed and submitted.

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  Guardian Real Estate Services

  Oct 2019 - Jan 2021

  Assistant Manager

  Complete resident income certifications in a timely and accurate manner. Complete move-in/move-out paperwork with residents. Coordinate and administer the day-to-day leasing activities such as touring potential residents, completing guest cards, maintaining and updating the property’s wait list, following-up with applicants, reviewing tenant billings, analyzing lease clauses, preparing vacancy reports, and updating property traffic information in reports and property management databases. Identify leasing prospects and occasionally respond to routine leasing inquiries. Work with Community Manager and Maintenance Staff to coordinate requests for repairs and maintenance. Plan and execute resident appreciation events. Show less

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  Directors Mortgage

  Feb 2021 - May 2024

  Mortgage Loan Officer Assistant

  Pipeline Management, documentation; tracking and uploading, requesting disclosures to be sent and signed, work with Escrow Companies to coordinate loan signing, prepare weekly meeting agenda and topics. Marketing; Seek and attend networking and volunteer opportunities to maintain existing relationships and establish new ones. Plan appreciation events & open houses for clients and business partners. Ensure each Loan Officer has specific Marketing items needed. Create marketing collateral from templates. Maintain client and partner database, place warm calls to past loan clients and new clients with pre-approved loans. Show less

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  Premiere Property Group, LLC

  Jun 2024 - Oct 2024

  Listing Agent Assistant - Nassar Team

  Assist Real Estate Agents with marketing homes for sale.Visit each home weekly and ensure that all marketing is in place. Set up signs, coordinate open houses.

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  Gold Star Mortgage Financial Group

  Nov 2024 - Feb 2025

  Loan Officer Assistant

  Manage Loan Pipeline. Gather documentation from Borrowers, review and upload to loan system. Collaborate with Processor, Underwriter, and Funding to close on time.