Open To Work
David Ovadia
PS Capital Real Estate
Chula Vista
Work Preference
Desired Job Title
Assistant Mortgage Consultant / COODirector of Strategic Solutions (Market & Business Development Lead)Senior Home Lending AdvisorAssistant Mortgage ConsultantBusiness Development Officer (First Vice President)
Work Type
Full Time
Location Preference
On-SiteRemoteHybrid
Location:
Chula Vista, CASan Diego, CA
Open to relocation:
Yes
Important To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programsTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingPaid time off4-day work week
19
years of professional experience
Accomplished banking and financial services leader with over 25 years of experience driving revenue growth and expanding deposits across banks, credit unions, fintechs, and financial services. Expertise in cultivating high-value client relationships and spearheading market expansion initiatives that align innovative financial solutions with client needs. Proficient in relationship management, business development, lending, compliance, and team leadership within California markets. Bilingual Loan Officer with a strong background in mortgage consulting, dedicated to facilitating seamless home-buying experiences while effectively analyzing financial information and guiding clients through the mortgage process.
Mortgage professional with proven track record in guiding clients through mortgage process, delivering tailored financial solutions, and ensuring smooth home-buying experience. Known for collaborative efforts and adapting to dynamic environments. Expertise in financial analysis and customer relationship management ensures reliability and effectiveness.
Work History
10 Months
2025.09 - Current
10 Months
Assistant Mortgage Consultant / COO
PS Capital Real Estate | Newport Beach, CA
2025.09 - Current
- Coordinated documentation preparation and compliance review processes to support senior lending advisors in loan applications.
- Provided high-touch client service, ensuring confidentiality and adherence to regulatory compliance.
- Supported senior lending advisors with loan application preparation, documentation, and compliance review.
- Oversaw budget management, optimizing resource allocation to support company goals effectively.
- Fostered a culture of continuous improvement by mentoring staff and promoting best practices in operations.
- Guided clients through mortgage application processes, ensuring compliance with regulatory requirements.
- Analyzed financial documents to assess borrower eligibility and recommend suitable loan products.
2 Years 9 Months
2022.12 - 2025.09
2 Years 9 Months
Director of Strategic Solutions (Market & Business Development Lead)
Advocate Capital | Nashville, TN
2022.12 - 2025.09
- Cultivated and maintained statewide relationships with personal injury law firms, enhancing collaboration and service delivery across California.
- Guided firm leadership on cash flow management, case expense financing, and growth strategy to support scalable practices.
- Advised firm leadership on cash flow management, case expense financing, and growth strategy as practices scaled.
- Built and managed statewide relationships with personal injury law firms ranging from solo practitioners to multi-office firms across California.
- Implemented operational improvements that enhanced team productivity and improved client responsiveness.
- Concluded role due to strategic and market changes impacting the organization.
1 Year 7 Months
2021.05 - 2022.12
1 Year 7 Months
Senior Home Lending Advisor
JPMorgan Chase Bank | San Diego, CA
2021.05 - 2022.12
- NMLS 1890572
- Cultivated relationships with high-net-worth and mass affluent clients, providing customized mortgage and home equity solutions that aligned with their financial goals.
- Cultivated relationships with high-net-worth and mass affluent clients, delivering tailored mortgage and home equity solutions.
- Advised clients on complex lending transactions including purchase, refinance, and equity strategies.
- Collaborated with underwriters and processors to facilitate timely, compliant loan processing, achieving high approval rates.
2 Years 1 Month
2019.04 - 2021.05
2 Years 1 Month
Assistant Mortgage Consultant
PS Capital Real Estate | Newport Beach, CA
2019.04 - 2021.05
- Assisted senior lending advisors in preparing loan applications, ensuring documentation accuracy and compliance with regulations.
- Researched market trends and identified lending opportunities to expand client base.
- Provided exceptional client service while safeguarding confidentiality and adhering to regulatory standards.
6 Months
2018.10 - 2019.04
6 Months
Business Development Officer (First Vice President)
Lendistry | San Diego, CA
2018.10 - 2019.04
- Identified and developed strategic partnerships and business opportunities in small-business lending, enhancing market presence.
- Drove revenue growth through targeted relationship-based business development initiatives, expanding client base and increasing engagement.
- Developed and implemented strategic partnerships to enhance business opportunities and revenue growth.
- Analyzed market trends to identify potential clients and inform business development strategies.
- Collaborated with cross-functional teams to streamline processes and improve client engagement initiatives.
2 Years 6 Months
2016.04 - 2018.10
2 Years 6 Months
Business Development Officer Lead – Wholesale Division
Axos Bank (formerly BofI Federal Bank) | San Diego, CA
2016.04 - 2018.10
- Led territory-wide business development initiatives for wholesale banking and lending products, driving increased market engagement.
- Built and managed key account relationships, enhancing market presence and fostering recurring revenue streams.
- Led territory-wide business development initiatives for wholesale banking and lending products.
- Supported sales team development by training on products, pricing, and sales strategy, contributing to improved sales readiness.
2 Years 7 Months
2013.09 - 2016.04
2 Years 7 Months
Territory Sales Executive
Western Union | San Diego, CA
2013.09 - 2016.04
- Cultivated long-term agent relationships across assigned territory to enhance collaboration and support.
- Directed agent onboarding, activation, and training, ensuring operational readiness and regulatory compliance.
- Trained agents and compliance officers on AML and regulatory requirements.
- Achieved activity, reporting, and revenue targets consistently, driving overall sales performance.
5 Years 8 Months
2008.01 - 2013.09
5 Years 8 Months
Director of Operations
AleKey, Inc. | San Diego, CA
2008.01 - 2013.09
- Led operations, purchasing, and strategic planning to optimize performance in high-volume manufacturing and distribution.
- Drove approximately 78% year-over-year growth for three consecutive years.
- Led business expansion initiatives in competitive U.S. and Mexico markets.
- Oversaw financial management, budgeting, and accounting processes in QuickBooks to ensure fiscal accuracy and strategic alignment.
- Led business expansion initiatives to capture market share in competitive U.S. and Mexico markets.
Education
Bachelor of Science - Business Administration (Management)
University of Phoenix | California | 2009-04
Skills
Mortgage solutions
Commercial & Consumer Banking
Deposit Acquisition
Loan Origination
Client Acquisition
Market Expansion
Fintech & Financial Services
Regulatory compliance
Languages
Spanish (Native/Fluent)
Additional Information
Eastlake Little League, President, Oversaw operations, finances, volunteers, and community partnerships.
Post-2025 Positioning
Following the conclusion of my role at Advocate Capital, I am pursuing senior-level opportunities focused on relationship management, deposit growth, business development, and market leadership within banking, credit union, fintech, and financial services organizations.
Awards & Recognition
Golden Coach Award – Top Sales Performance (2x), Branch Customer Service Champion (2x)
Timeline
Assistant Mortgage Consultant / COO
PS Capital Real Estate
2025.09 - CurrentRead more
Director of Strategic Solutions (Market & Business Development Lead)
Advocate Capital
2022.12 - 2025.09Read more
Senior Home Lending Advisor
JPMorgan Chase Bank
2021.05 - 2022.12Read more
Assistant Mortgage Consultant
PS Capital Real Estate
2019.04 - 2021.05Read more
Business Development Officer (First Vice President)
Lendistry
2018.10 - 2019.04Read more
Business Development Officer Lead – Wholesale Division
Axos Bank (formerly BofI Federal Bank)
2016.04 - 2018.10Read more
Territory Sales Executive
Western Union
2013.09 - 2016.04Read more
Director of Operations
AleKey, Inc.
2008.01 - 2013.09Read more
University of Phoenix - Bachelor of Science, Business Administration (Management)
Read more