Award winning Mortgage professional offering over 21 years of diversified experience. Excellent communication and problem-solving skills. Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations. Able to focus on projects, develop strategies and meet or exceed deadlines. Strong rapport with personnel, customers, and associates based on knowledge, professionalism, and integrity.
Hi, I’m
David Enz
Summary
Overview
27
years of professional experience
Work History
Movement Mortgage
PreCloser/Mortgage Loan Closer
08.2021 - Current
Job overview
- Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
- Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
- Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Prepared all paperwork for loan package and arranged final closing meeting.
- Worked with underwriters to fix application problems and resolve issues.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Checked loan documents for accuracy prior to closing.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Proforma
Customer Service/Technical support/Help Desk Analyst
05.2017 - Current
Job overview
- Support Center staff members owner network and any of their business associates (CSR, Customer and/Or Vendors)
- PC Configuration and troubleshooting: in-house and webinar training and education on proprietary software system
- Pro-Office, ProVision, ZenDesk, ideas network
- As well as respond to incoming inquiries via phone, voicemail, and email
- Collaborated with and provided leadership for the help desk team
- Provided continued maintenance and development of bug fixes and patch sets for existing web applications
- Directed onsite training for business users to maximize productivity
- Consistently met deadlines and requirements for all production work orders.
Apple Inc.
Senior Technical Advisor
01.2014 - 01.2017
Job overview
- Apple/Work from Home
- Part of a virtual team providing world-class advanced technical support
- While maintaining the highest standards of quality
- Cross-trained and backed up other Technical advisors, met all customer call guidelines including service levels, handle time productivity
- Solved unresolved customer issues
- Entered details such as payments, account information and call logs into the computer system
- Provided base level IT support to non-technical personnel within the business
- Managed call flow and responded to technical support needs of customers
- Reviewed technical documentation and procedures
- Answered telephone calls promptly and minimized delays that could lead to abandoned calls
- Resolved customer issues in a clear, courteous and straightforward manner.
Safeguard Properties
Reo Specialist
01.2014 - 08.2014
Job overview
- Effectively managed a high-volume of inbound and outbound customer calls
- Gathered and verified all required customer information for tracking purposes
- Identified chronic customer issues by creating and maintaining customer complaint log
- Analyzed call volume and average call time to monitor Customer Service Representative performance and productivity
- Met or exceeded service and quality standards every review period.
Asurion Insurance
Claims Representative
01.2011 - 01.2013
Job overview
- Handling inbound calls from customers regarding wireless handset insurance claims, electronics repair facilitation or roadside assistance requests from wireless customers
- Gathered and verified all required customer information for tracking purposes
- Defused volatile customer situations calmly and courteously
- Proposed settlements for uncomplicated issues to resolve claims.
Safeguard Properties
Claims Representative
01.2008 - 01.2010
Job overview
- Respond to telephone inquires for multiple states, providing accurate information regarding underwriting guidelines, payment structure and amount, account status, acceptability of risk and reinstatement/rewrite procedures
- Assist Producers with troubleshooting the point of sale systems for quoting and new business generation and other policy maintenance activities, such as endorsements and installment payments
- This includes strong working knowledge of Company rating systems, including OneStepTM and BWProducers.com
- Establish and maintain relationships with internal and external customers.
LandAmerica Lawyers Title
Escrow Officer
01.2007 - 01.2008
Job overview
- Responsible for performing all aspects and tasks related to closing residential and commercial closing from order entry through issuance of final title policies
- Telecommunicate, clear title defects, coordinating with all parties, prepare all documents necessary to complete closing, prepare HUD's / closing statements, conduct closing and disburse funds
- Responsible for developing, maintaining and servicing business relationships as related to expanding the branch business base
- Responsible for ensuring that a high level of customer responsiveness and care is delivered to all customers.
Titles Unlimited
Escrow Officer
01.2006 - 01.2007
Job overview
- Responsible for performing all aspects and tasks related to closing residential and commercial closing from order entry through issuance of final title policies
- Telecommunicate, clear title defects, coordinate closing with all parties, prepare all documents necessary to complete closing, prepare HUD's / closing statements.
MetroHealth Hospital
Patient Services Representative
01.2004 - 01.2006
Job overview
- Demonstrated excellent customer service skills, collection of patient demographics, insurance/payer information, and cash collection
- Expert in interviewing patients/family members
- Knowledge of medical terminology and ICD-9/CPT-4 coding
- Provided Financial Counseling for patient account collected copayments in the Emergency Department, Conducted follow-up of patients who may be eligible for Medicaid, Medicare, Healthy Start, HCAP, and Metrohealth discount program.
First Service Title
Escrow Assistant
01.2002 - 01.2004
Job overview
- Coordinated closing transactions
- Reviewed closing documents to determine accuracy of information and need for additional documents
- Prepared HUD-1 statements for brokers and agents
- Obtaining closing packages, Post Closing
- Meeting with customers face to face to go over closing.
Mortgage Now Inc
Loan Processor/Sr Loan Officer
01.2001 - 01.2002
Job overview
- Compiled, verified and typed application information for mortgage loans
- Reviewed residential loan application files to verify that application data was complete and met establishment standards, including type and amount of mortgage, borrower assets, liabilities and length of employment
- Recommended that loan not meeting standards was denied
- Called and wrote credit bureau and employer to verify accuracy of information
- Called specified companies to obtain property abstract, surveying appraisal
- Submitted mortgage loan application FHA/CONVENTIONAL files for underwriting approval
- Typed and mailed approval and denial letters to applicants
- Submitted approved mortgage loan file to mortgage loan closer.
American Loan Centers
Loan Officer/Loan Processor
01.1998 - 01.2001
Job overview
- Compiled, verified and typed application information for mortgage loans
- Called and wrote credit bureau and employer to verify accuracy of information
- Typed loan application forms, using computer
- Submitted mortgage loan application files for underwriting approval
- Recommended approval of customer applications for lines and extension of lines of credit, commercial loans, real estate loans, consumer credit loans FHA/ CONVENTIONAL
- Interviewed applicants and requested specified information for loan application
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans
- Analyzed credit information to determine risk involved in lending money to commercial customers and prepared report of findings
- Entered codes for computer program to generate ratios for use in evaluating commercial customer's financial status.
Education
Crossroads Christian AcademyBrooklyn Heights, OH
High School Diploma from Finance
01.1993
University Overview
Skills
- Creative Problem solver
- Familiarity with Key performance indicators KPI'S
- Quick Learner
- MS Windows 7, XP, 10, Cloud
- Training development aptitude
- Apple Devices IOS/OS 107 109 1 010 1011 1012 Software
- Apple Certified
- ICloud
- Citrx
- VPN
- Outlook Exchange
- HP Printers
- Scanners
- Strong Client Relations
- ZenDesk
- Skilled in call center operations
- Trainer
- Mentored
- Mac Mail
- Safari
- Mac to Windows Migration
- Team Viewer
- SafeView
- Mortgage Director
- Okta
- SoftPro
- Microsoft Teams
- Excellent Communication
- Time Management
- Attention to Detail
Timeline
PreCloser/Mortgage Loan Closer
Movement Mortgage
08.2021 - Current
Customer Service/Technical support/Help Desk Analyst
Proforma
05.2017 - Current
Senior Technical Advisor
Apple Inc.
01.2014 - 01.2017
Reo Specialist
Safeguard Properties
01.2014 - 08.2014
Claims Representative
Asurion Insurance
01.2011 - 01.2013
Claims Representative
Safeguard Properties
01.2008 - 01.2010
Escrow Officer
LandAmerica Lawyers Title
01.2007 - 01.2008
Escrow Officer
Titles Unlimited
01.2006 - 01.2007
Patient Services Representative
MetroHealth Hospital
01.2004 - 01.2006
Escrow Assistant
First Service Title
01.2002 - 01.2004
Loan Processor/Sr Loan Officer
Mortgage Now Inc
01.2001 - 01.2002
Loan Officer/Loan Processor
American Loan Centers
01.1998 - 01.2001
Crossroads Christian Academy
High School Diploma from Finance