David Robertson

Los Angeles, CA
p: 805-558-1568


  • 19 years sales experience across different industries and disciplines
  • Open minded and self-accountable
  • Completed first Marathon October 2018
  • Top performer and award winner at multiple companies
  • Not afraid to cold call to raise funds or generate prospects
  • Able to manage a territory or work inside sales


  • Expert level at: Salesforce, Encompass, Optimal Blue, Velocify
  • Intermediate skill level: Microsoft Office, investment knowledge, sales (always learning), prospecting
  • Beginner skill level: HTML, CSS, Javascript, Google Analytics, Wordpress

    Education/Licenses held:

  • Cal Poly San Luis Obispo, B.S. Business, finance concentration, Economics Minor
  • Series 7/66 Registered Investment Advisor (expired)
  • NMLS Mortgage License #251943 licensed in: AZ,CA,OR,TX,VA

    Experience: LLC 2019-Current
    Loan Consultant

  • Partnered with Realtors to prequalify borrowers
  • Helped borrowers improve their homes through cashout refinancing
  • Implemented video for marketing with Vidyard and Salesforce

CIVIC Financial Services 2019-2019
Account Executive

  • Prospected for broker business
  • Worked with fix and flip investors
  • Email marketed existing Realtor list

PennyMac Loan Services, LLC 2017-2019
Senior Account Executive Inside Sales

  • Helped homeowners save money or consolidate debt through refinancing
  • Consistent top funder in my group
  • Emphasized quality of file and very high pull-through

LenderFI 2016-2017
Loan Originator Inside Sales

  • Originated refinances through LendingTree Leads
  • Helped train new hires with Encompass training and sales training
  • Consistent top funder

Bank of America 2015-2016
Loan Originator, Outside Sales

  • Self-sourced purchase deals through realtors
  • Helped branch with refinances and HELOCs

Wells Fargo 2014-2015
Private Mortgage Banker, Outside Sales

  • Partnered with Realtors to generate purchase deals
  • Helped borrowers go to conventional loans from FHA

PennyMac Loan Services, LLC 2012-2014
Senior Account Executive, Inside Sales

  • Helped homeowners save money or consolidate debt through refinancing
  • Consistent top funder in my group
  • Emphasized quality of file and very high pull through

Techees 2010-2012
Senior Technical Recruiter

  • Used LinkedIn, cold calling and networking to attract top software engineers
  • Worked with LinkedIn Recruiter, ATS JobVite, and Boolean search techniques
  • Partnered with Thumbtack, Palantir, Box, and many pre IPO startups
  • Learned computer programming languages to better assess candidates

Transamerica 2008-2009
Internal Wholesaler

  • Partnered with External wholesaler Florida territory
  • Provided sales solutions to brokers, financial planners, and CFP’s

Lehman Brothers 2005-2008
Account Executive

  • Started at ground floor of wholesale division
  • Went from 0 to funding 1 billion/month within two years!
  • Employee #3 of inside sales division grew to 30 employees helped train new hires

Jackson National 2004-2005

  • Managed Colorado and Kansas territory
  • Fixed and Fixed Indexed Annuities


  • Love spending time with my daughters and son
  • Enjoy blogging at
  • Bicycle enthusiast
  • Recreational runner