Dave Waldschmidt

Sales Manager & Mortgage Advisor at Scenic Oaks Funding
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Contact Information
us****@****om
(386) 825-5501
Location
Granite Bay, California, United States, US

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Bio

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5.0

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Brooke Anderson

I had the pleasure to work with Dave during my time at Academy Mortgage. I met Dave during the Leadership Academy and we immediately bonded. Dave is one the most kind, genuine and caring Leaders I have ever had the privilege to work with. He truly cares about his team, their best interests and goes above and beyond. I'm also honored to call him my friend. He is one of the best in this crazy mortgage business.

Jessie Dominguez

Dave is a highly knowledgeable and dedicated Mortgage Originator! I have worked with him on many projects, and he is truly easy to work with. He has an educational mindset and is an exceptional leader for his Team.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales Manager & Mortgage Advisor
      • Sep 2023 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Area Manager & Mortgage Advisor
      • Mar 2020 - Sep 2023

      My NMLS #304987 Corp NMLS #3113 Equal Housing Lender Licensed by the Department of Financial Protection and Innovation Under the California Residential Mortgage Lending Act My NMLS #304987 Corp NMLS #3113 Equal Housing Lender Licensed by the Department of Financial Protection and Innovation Under the California Residential Mortgage Lending Act

    • Financial Services
    • 700 & Above Employee
    • Area Manager
      • Apr 2017 - Mar 2020

      Headquartered in Roseville, CA I manage Loan Officers and their staff for branches spanning from Redding to Modesto and Lake Tahoe to Eureka for Guild Mortgage’s CA-Inland Group in Northern California. We specialize in developing high performance teams and have proven programs & strategies in place to help loan officers and managers increase production while living a balanced life. If you would like to learn more about how we do what we do, feel free to message me for a confidential discussion. Equal Housing Lender, Company NMLS #3274. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. Show less

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Mortgage Sales Manager
      • Sep 2010 - Mar 2017

      Recruited, developed & led a team of mortgage loan officers and assistants. Taught techniques that resulted in annual production increasing from $72mm to over $500mm. Increased % of self-sourced (realtor, CPA, etc.) and purchase business to an all-time high. Recruited, developed & led a team of mortgage loan officers and assistants. Taught techniques that resulted in annual production increasing from $72mm to over $500mm. Increased % of self-sourced (realtor, CPA, etc.) and purchase business to an all-time high.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Sales Manager
      • Mar 2006 - Sep 2010

    • Owner
      • 1986 - 2000

      Small business owner focused services included accounting, payroll services, tax planning, tax preparation, investment & debt management advisory services. Small business owner focused services included accounting, payroll services, tax planning, tax preparation, investment & debt management advisory services.

Education

  • California State University, Chico
    Business Administration, Management Information Systems
    1988 - 1991
  • Shasta College
    Associate of Arts - AA, Architecture
    1975 - 1976

Community

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