SHAWN HOLTZ
Mount Gilead,OH
Summary
Customer-centered professional with a diverse service career. Goal oriented with a Can-Do attitude and always eager to learn.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
18
18
years of professional experience
Work History
CA Injury
State Farm
01.2023 - Current
- Handle inbound, place outbound calls for Auto Body & Injury claims
- Issue injury payments within granted authority limits and issued property damage payments to repair facilities
- Assist Claim Specialists with claim handling with the goal of moving claims to closed status
- Process incoming correspondence for most aspects of auto claims
- High productivity and adherence/compliance
- Volunteer to work holidays and extra hours when available
Non-QM Mortgage Underwriter
Sprout Mortgage
01.2022 - 07.2022
- Underwriter for mortgages that fell outside of QM guidelines of Consumer Financial Protection Bureau
- Fast-tracked by management to have authority to approve mortgage loans up to $1 million
- Analyzed multiple years of business tax returns and income asset analysis for income qualification
Mortgage Loan Underwriter II
Park National Bank
10.2016 - 01.2022
- Analyze income and assets to determine if applicants are in compliance with investor or portfolio guidelines for requested loan type. Consult with investor/PMI Underwriters when necessary.
- Assist Lenders with loan structure changes in an effort to comply within investor guidelines to get files to clear to close
- Top in department for completed loans, complexity of loans, and loan quality. Consistently exceeds daily loan quotas.
- Perform secondary reviews of as-is appraisals with condition/safety issues for possible repairs/inspections.
Retail Loan Coordinator
Congressional Bank
04.2016 - 08.2016
- Analyzed all purchase loans prior to Underwriting and scored them for reporting to management.
- Ordered credit supplements, VOE’s, VOR’s, and other documentation necessary for processing & underwriter review.
Operations Senior Specialist - Escrow
JPMorgan Chase Bank
12.2013 - 03.2016
- Processed all PMI billing for Chase Serviced Escrow Accounts.
- Responsible for >$25 million in outgoing wires per month.
- Completed reporting for management of monthly wire amounts and volumes. Worked with management team identifying and resolving deviations from normal monthly trends.
CD Loan Processor Sr
JPMorgan Chase Bank
06.2012 - 12.2013
- Contact customers to review loan applications and obtain any missing or incomplete documents required for mortgage loan processing.
- Calculate income, obtain any necessary documents from the customer required to meet loan eligibility requirements.
Loss Mitigation Specialist III - HAFA Specialist
JPMorgan Chase, Dr
02.2008 - 06.2012
- Negotiated Short Sales directly with Customers, Real Estate Agents, Attorneys, and 3rd Parties in an effort to mitigate the financial loss to the Investor and PMI Companies.
- Worked with all PMI Companies, FNMA, FHLMC, VA, USDA, FHA, US Bank, Bank of America, Wells Fargo, and Chase Owned loans.
- Managed very high pipelines while maintaining high quality audits.
Education
High School Diploma -
Licking Valley High School
06.1993
Skills
- 5 Years as Mortgage Loan Underwriter
- 2 years in Auto Insurance Claims
- FHLMC, FNMA, Portfolio, Construction, Bridge & Blanket Loans, HELOC’s & 2nd Mortgages
- Extensive Experience with Self-Employment Income Analysis
- Analytical, Goal oriented, Customer focused
- Meets/Exceed Daily Productivity Goals
- Problem-solving
- Teamwork and collaboration
- Friendly, positive attitude
- Dependable and responsible
Timeline
CA Injury
State Farm
01.2023 - Current
Non-QM Mortgage Underwriter
Sprout Mortgage
01.2022 - 07.2022
Mortgage Loan Underwriter II
Park National Bank
10.2016 - 01.2022
Retail Loan Coordinator
Congressional Bank
04.2016 - 08.2016
Operations Senior Specialist - Escrow
JPMorgan Chase Bank
12.2013 - 03.2016
CD Loan Processor Sr
JPMorgan Chase Bank
06.2012 - 12.2013
Loss Mitigation Specialist III - HAFA Specialist
JPMorgan Chase, Dr
02.2008 - 06.2012
High School Diploma -
Licking Valley High School
ADDITIONAL INFORMATION
- Ohio Army National Guard
- E-4 Specialist 2/174th ADA Battalion
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