David Swanson
Crossville,TN
Overview
32
32
years of professional experience
Work History
Customer Service
Self-Employed
10.2018 - 07.2024
- Self-employed contractor working with Intuit Lacerte platform
- Frontline agent on the phone with customers handling billing, renewal, log in issues and adding and removing users
- Promoted to QA involving continual training, evaluating and enhancing frontline agents and handling escalated calls
- Subject Matter Expert and Tier 2 Support for the Lacerte Software which entailed assisting frontline agents in real time via chat tool for issues requiring advanced knowledge or permissions to resolve.
- Made callbacks to customers needing advanced support
- Part of team tasked with researching, evaluating and approving credits due customers for tax preparation fees when appropriate to credit.
Sales Associate
Sears
Traverse City, MI
11.2010 - 11.2014
- Small Appliance, TV and Tool sales
- Greeted customers and explained the use of various products including power tools, tractors, hand tools and other small appliances and TV's
- Balanced, opened and closed multiple cash registers each day
- Assisted customers with returns, handled cash and credit card transactions and assisted with maintaining a presentable sales atmosphere.
Mortgage Closing Manager
Sure Financial Corp
Kalkaska, MI
05.1992 - 10.2010
- Managed closing department for mortgage company involved in large volume of mortgage loans
- Worked with title companies on title issues, created and reviewed mortgage documents, worked with underwriters to ensure all closing requirements were met, handled all post-closing activities, recording documents and managing loan audits to comply with various state and federal laws and mortgage regulations.
Education
Bachelor of Science Accounting -
Ferris State University
Skills
- Delivers exceptional customer service
- Self-starter with proven track record working remotely
- Team player with capable of working with a variety of team members
- Proficient with Excel, Word, PowerPoint, Zoom, Slack, SalesForce and a variety of other software applications
Timeline
Customer Service
Self-Employed
10.2018 - 07.2024
Sales Associate
Sears
11.2010 - 11.2014
Mortgage Closing Manager
Sure Financial Corp
05.1992 - 10.2010
Bachelor of Science Accounting -
Ferris State University