David Warter Email & Phone Number
Senior Mortgage Adviser @ Barrett Financial Group, L.L.C.
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David Warter Location
- Capitola, CA, US
David Warter Work
- Senior Mortgage Adviser @ (August 2025 - Present)
- Senior Mortgage Advisor at Xpert Home Lending @ (October 2022 - August 2025)
- Mortgage Consultant @ (October 2022 - August 2025)
- Solar Energy Consultant @ Powur, PBC (February 2023 - December 2023)
- Senior Mortgage Advisor NMLS 1662687 @ (May 2022 - November 2022)
- Senior Mortgage Advisor @ (September 2021 - May 2022)
- Mortgage Advisor @ (March 2020 - September 2021)
- Mortgage Advisor @ (December 2017 - March 2020)
- Client Specialist @ (November 2005 - December 2017)
- Loan Originator @ Sun Pacific Mortgage (August 1999 - November 2005)
David Warter Education
- San José State University
Social Science with a minor in Econ (SOCIAL SCIENCES)
2004-2008
David Warter Skills
- Analysis
- Apartments
- Banking
- Business Analysis
- Business Development
- Business Relationship Management
- CRM Systems (Salesforce)
- Certified Mortgage Planning
- Commercial Lending
- Commercial Mortgages
- Commercial Real Estate
- Condos
- Credit
- Credit Analysis
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Databases
- Deal Structuring
- Due Diligence
- Finance
- Financial Analysis
- Financial Statement Analysis
- Government Loans
- Home Equity Lines of Credit
- Insurance
- Investment Properties
- Investment Property Financing
- Investments
- Leadership
- Loan Origination
- Loans
- Management
- Marketing
- Mortgage Brokers
- Mortgage Lending
- Mortgage Marketing
- Mortgage Underwriting
- Negotiation
- Networking
- Portfolio Management
- Program Management
- Real Estate
- Real Estate Financing
- Real Estate Transactions
- Refinancing
- Residential Mortgages
- Residential Real Estate
- Reverse Mortgages
- Risk Assessment
- Sales
- Sales Pipeline Management
- Sellers
- Small Business Finance
- Software Documentation
- U.S. Department of Agriculture (USDA)
- U.S. FHA Financing
- U.S. Federal Housing Authority (FHA)
- U.S. VA Loans
- Underwriting
- Valuation Support
- Working with First-Time Home Buyers
- Working with Investors
David Warter Summary
- David Warter, based in Capitola, CA, US, is currently a Senior Mortgage Adviser at Barrett Financial Group LLC. David Warter brings experience from previous roles at Xpert Home Lending, Inc., Powur, PBC and Provident Lending Group. David Warter holds a 2004 - 2008 Social Science with a minor in Econ in SOCIAL SCIENCES @ San José State University. With a robust skill set that includes Analysis, Apartments, Banking, Business Analysis, Business Development and more. David Warter has 2 emails and 4 mobile phone numbers on RocketReach.
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