David Jacobs

About David Jacobs

BANKING AND OPERATIONS EXECUTIVEAccomplished executive with extensive experience in building and managing profitable lending portfolios. Strategic and highly engaged leader with proven results in multiple business models including start-up operations, geographic expansion efforts, turnaround efforts and established operations. Well-rounded industry expertise with 28+ years of financial services experience. Responsible for setting strategy, managing the sales process, credit risk management, pricing, product and program development, credit underwriting, policy and procedure development, market analysis, portfolio management, reporting and analytics, contract fulfillment, compliance and management of third-party relationships. Highly analytical leader with the ability to implement data driven strategies into real world solutions that drive higher than expected returns and balance the risk/reward paradigm.

Experience

1. Chief Growth Officer

   Wellby Financial

   Jun 2024 — Present · Houston, TX, US

Skills

• Analysis
• Leadership
• Credit Cards
• Financial Risk
• Sales Management
• Credit
• Financial Modeling
• Strategic Planning
• Small Business Lending
• Customer Service
• Credit Risk
• Credit Analysis
• Portfolio Management
• Competitive Analysis
• Start-Ups
• Loans
• Pricing
• Commercial Mortgages
• Process Improvement
• Mortgage Lending
• Insurance
• Business Strategy
• Credit Unions
• Underwriting
• Financial Services
• Negotiation
• Investments
• Sales
• Customer Satisfaction
• Business Analysis
• Call Centers
• Business Development
• Loan Origination
• Vendor Management
• Commercial Banking
• Retail Banking
• Loss Mitigation
• Mortgage Banking
• Banking
• Risk Management