David Dietz

Experience

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  Panera Bread

  Jan 2006 - Sept 2009

  Experience with managing a team up to thirty employees, training, coaching and performance reviews, training specialist involvement with store open within new market, production planning, managing training matrix, customer service, catering, health inspection training coordination. • Customer Relations• Managing a staff of 35-40 employees • Training Specialist of particular departments within the restaurant • Worked within the district of over 5 different stores• Labor tracking verses sales• Catering- sales and marketing of the catering department• Sales forecasting and production planning • Audits of employees as well as company procedures • Utilized as a training specialist for a store opening

  • Manager, Training Specialist

    Sept 2004 - Sept 2009

  • Mangement- Training Specialist

    Jan 2006 - Jan 2009
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  Wachovia, A Wells Fargo Company

  Sept 2009 - Jan 2011

  Teller, Training Specialist

  I coached employees on outstanding customer service. I led orientation sessions and coached 15 recruits to achieve targeted performance. I provided efficient retail finance replacements and competitive commercial banking resolutions.Below are my important strengths in this role:● Collaborated with clients and designed financial plans/solutions via detailed financial analysis.● Led organization growth by nurturing constructive and cooperative relationships with potential/competitive customers. Show less

• 

  Coastal Credit Union

  Jun 2013 - Sept 2020

  I controlled various activities, such as digital sales and loan processing and fulfillment. Processed, completed, documented to funding Personal Loans, Credit Card, Account Requests, 2nd Mortgages, Auto Loans, and Personal Loans through our digital channel. Following are my main achievements in this role:● Funded and completed 10Million loan applications in 2020● Top Performer year-over-year● Accomplished successive promotion Account to Senior Account Manager and Digital Sales role. Show less I gave effective counseling to client and developed robust relationships. I mitigated account issues and strategically created product plans with key focus on enhancing sales and addressing market gaps. I responded promptly to customer enquiries and displayed features via onsite demonstration, while converting to positive feedback as community engagement strategy part.My proudest attainment in this role is as follow:● Assessed satisfaction rate and service requirements in coordination with customers. Show less I integrated strategy adjustments and determined trends via sales data analysis. I upgraded account management through threats/problems identification and solution development. I helped branch performance plan for enhancing member loyalty and achieving world class Net Promoter Score. I confirmed collateral integrity and compliance with federal lending rules via documentation. I evaluated financial and credit information and suggested financial planning services, loans approvals, and referrals to business partners.Here are my significant contributions in this role: ● Implemented end-to-end sales process from lead processing to closure, resulting in 25% sales increase● Surpassed sales and competitive market objectives by negotiating plans and fostering strong relationships.● Disbursed Credit Union funds as per lending guidelines. Show less

  • Sr. Account Manager Digital Sales

    Aug 2018 - Sept 2020

  • Sr. Account Manager

    Jan 2016 - Aug 2018

  • Account Manager

    Apr 2013 - Aug 2018

  • Teller

    Jun 2013 - Sept 2013
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  Movement Mortgage

  Sept 2020 - Jun 2022

  I led credits assessment and steered reports approval, including DU and LP. I controlled high loan quality metrics across Raleigh market.Below are my key accomplishments in this role:● Gained LOA Excellence Award 2021 for triangle market top producer and best metrics.● Achieved promotion to Hybrid Processing role for excellent performance.● Managed six loan officers funding 228 units, while efficiently closing 56 Million funded loans in 2021.● Managed six loan officers and funded 167 units, while efficiently closing 25 Million funded loans in 2022 in the first 6 months. Show less

  • Loan Officer Assistant Hybrid Processor

    May 2021 - Jun 2022

  • Loan Officer Assistant

    Sept 2020 - Jun 2022
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  Civic Federal Credit Union

  Aug 2022 - Oct 2023

  Leading and managing a team of financial services specialists, providing guidance, training, and mentorship to drive individual and team performance. Implement strategies and tactics to achieve exceed departmental goals, including customer satisfaction, revenue target, and operation al efficiency. Monitor team performance through regular performance evaluations and provide constructive feedback to optimize individual and team productivity. Collaborate with other departmental teams to ensure smooth operations and effective communication across the organization. Resolve escalated customer issues and complaints in a timely and professional manner, ensuring customer satisfaction and retention.Foster and maintain strong relationships with vendors, teams, and internal departments. Prepare regular reports on team performance, including key metrics, goals, and achievements, and present findings to management. Show less

  • Team Lead

    Jun 2023 - Oct 2023

  • Sr. Experience Center Representative

    Aug 2022 - Jun 2023
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  M/I Homes, Inc.

  Oct 2023 - Jul 2024

  Loan Manager
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  DHI Mortgage

  Jul 2024 - now

  LP Specialist