David Martinez
1772 Hewitt Avenue, Saint Paul, Minnesota 55104 Cell: (612) 860-9536
Email: martinez_short@msn.com LinkedIn: http://www.linkedin.com/in/davidmartinez79
SUMMARY
Financial services professional with a 13-year track record of accomplishments in mortgage sales, banking
operations, project management, and customer service. Highly adaptable with knowledge of and
experience at Fortune 500 companies as well as non-profit organizations. Strong educational background
and training including certifications in Microsoft Office, public speaking, business administration and
translation services (English/Spanish).
EDUCATION
 Master of Business Administration (M.B.A)
Bethel University
Social Impact Management
Arden Hills, MN
− 42 credit hours completed, 3.75GPA
− Marketing Management, Strategic H.R. Management, Technology Management, Data & Decision
Making, Managerial Economics, Operations Management, Managerial Finance, Managerial
Accounting, Organizational Behavior, Applied Ethics
− Capstone Project, Created a Business Plan for a Health & Fitness Start-Up
− Co-facilitated lectures to underclassmen in management and leadership theory

Bachelor of Arts, International Relations
University of Minnesota
Latin America Region
Minneapolis, MN
− Completed a language intensive study abroad program at Universidad Catolica, Santiago, Chile
− New Student Weekend Counselor
− Co-founder, Sigma Lambda Beta Fraternity, Inc.
− Gopher Wrestling Team walk-on
PROFESSIONAL EXPERIENCE
 Strategic Marketing Alliances Consultant
Wells Fargo Home Mortgage
Nov 2012 – Present
Arden Hills, MN
− Provide consultation to sales teams through new client prospecting phase
− Manage a multi-million dollar strategic marketing alliances portfolio across 32 states
− Prepare financial reports and assist with strategic planning initiatives
− Partner with legal and compliance teams to solve complex scenarios
− Monitor web-based databases for management of contracts, payments and services provided
− Plan, gather and communicate project requirements
− Ensure compliance by managing due diligence processes, third party vendors and federal
regulations

Program Advancement Coordinator
CLUES
January 2014 – Present
St. Paul, MN
− Establish partnerships with external organizations to advance agency programs
− Coordinate financial empowerment workshops
− Manage first-time homebuyer programs and provide ongoing evaluation
− Provide customized solutions for clients to help them achieve their financial goals
− Assist with civic engagement and citizenship initiatives
− Prepare taxes and assist with credit building programs

Client Service Consultant 3
Mar 2008 – Oct 2012
David Martinez Résumé
Wells Fargo Operations Group
Minneapolis, MN
Page 1
−
−
−
−
Successfully managed an $18 million dollar portfolio consisting of check image exchange
relationships with 50 financial institutions and the U.S. Federal Reserve
Recognized as a TOG Top Performer, an award received by 3 percent of employees
Implemented a proprietary image exchange system that saved the company over $9 million
dollars in operational expenses
Subject matter expertise working with mainframe systems including: Datamart, Safe File
Transmission, Viewpointe and SVPCO

Management Associate & Leadership Development Program
Wells Fargo Phone Bank
Feb 2007 – Feb 2008
Shoreview, MN
− Managed a team of 17 phone bankers and exceeded all established objectives
− Led the Phone Bank Recruiting Video project, resulting in a high-impact recruiting tool
− Provided analytics support to quality assurance team which led to a reduction in failed
authentications
− Leveraged telephony and web-based systems including: Avaya, IVR, SVT and SVP

Home Mortgage Specialist 3
Wells Fargo Institutional Lending
Sept 2001 – Jan 2007
McLean, VA
− Drove market growth and development initiatives in metro DC, VA, MD and PA
− Grew a telesales portfolio 3-fold, resulting in average monthly funding volume of $3 million
− Developed LMI/Minority household acquisition strategies
− Correspondent mortgage columnist for the Washington Hispanic newspaper (Washington, DC)
− Mortgage underwriter, processor and closer
ADDITIONAL EXPERIENCE
 Workforce Development
o Ramsey County Workforce Investment Board, Appointed Member
o Grants Review Committee Member, Nexus Community Partners
o Prevailing Wage Auditor, Minnesota Department of Transportation
 Civic Engagement
o Candidate, St. Paul Public Schools Board of Education
o Boards & Commissions Leadership Institute Fellow, Nexus Community Partners
o Alza Tu Voz Influye El Cambio initiative, CLUES
 Volunteerism & Diversity
o Vice President of Latin Connection, a 5,000-employee resource network at Wells Fargo & Co.
o Elementary school volunteer of the year, Junior Achievement of the Upper Midwest
o Budget & Finance Advisory Committee Member, Saint Paul Public Schools
 Housing
o Homestretch Counselor and Facilitator, MN Homeownership Center
o First-time homebuyer workshop coordinator, CASA de Maryland
o Focus Group Coordinator, Frogtown Community Development Corporation
AWARDS & CERTIFICATIONS
− Young Hispanic Corporate Achiever nominee, HACR
− Competent Communicator, Toastmasters International
− Translator and Interpreter (English/Spanish), Garden & Associates
− 25 On the Rise, Minnesota Hispanic Chamber of Commerce
− Elementary School Volunteer of the Year, Junior Achievement of the Upper Midwest
− Bill Yoerg Award for Excellence in Public Service, MN Department of Transportation
David Martinez Résumé
Page 2