Open to opportunities

David Montoya

@davidmontoya

Message

I drive consultative sales, client relationships, and process improvements across financial services and technology.

United States

Message

What I'm looking for

I'm seeking a Commercial Sales role where I can apply my consultative approach, product knowledge, technical acumen, and client relationship experience to drive revenue growth.

I've built client relationships and grown loan product adoption at TD Bank and Sharonview Federal Credit Union, supporting auto loans, personal loans, credit cards, and home equity loans.

At TD Bank, I ranked in the top 5% nationwide for customer engagement and loan servicing metrics. I was promoted to TD Auto Finance, where I educated clients, processed payoffs, coordinated title retrieval with dealers, and led product knowledge initiatives to improve sales effectiveness.

At Sharonview Federal Credit Union, I developed new business by onboarding dealerships as lenders, managed a home equity loan pipeline, and partnered with marketing on outbound campaigns for qualified leads.

I'm also a UAT Advisor supporting General Motors through Teleperformance, where I lead training huddles, document findings, and collaborate with developers and global stakeholders. I bring Lean Six Sigma, RPA, SQL, R, Tableau, and data analysis training to a commercial sales role focused on revenue growth.

Experience

Work history, roles, and key accomplishments

Banking Specialist I/II & Loan Servicing

TD Bank

Oct 2016 - Jun 2019 (2 years 8 months)

Ranked in the top 5% nationwide for customer engagement and loan servicing metrics. Promoted to TD Auto Finance, educated clients on auto loans, conducted payoff processing, and coordinated with dealers to retrieve titles.

Customer Relationship Management Loan Servicing Client Education Process Improvement

Education

Degrees, certifications, and relevant coursework

Google

Professional Certificate, Data Analysis

Completed an 8-course professional certificate covering key data analysis skills, including data cleaning, analysis, and visualization using tools such as SQL, R, and Tableau.