Customer Service Data Entry

DAVID A. KOEHLER

Chandler, AZ • 480-***-**** • ***********@*****.***

Dedicated and results-driven Mortgage Loan Processor and Account Specialist with a strong background in the banking industry. Possessing over 25 years of experience, I am well-versed in processing mortgage applications, ensuring compliance with industry regulations, and delivering exceptional customer service. Adept at conducting thorough financial analyses, evaluating creditworthiness, and managing loan portfolios with utmost precision. Proven ability to collaborate seamlessly with clients, lenders, and cross-functional teams to expedite loan processing and enhance overall efficiency. Seeking to leverage my expertise and commitment to excellence in a dynamic banking environment to drive positive outcomes and contribute to the success of the organization.

PROFESSIONAL EXPERIENCE

Paychex – Contract Position 08/2023 – 10/2024

PEO Benefits Specialist

Provide excellent customer service to clients, employees, and field partners via calls, faxes and emails

Contact current clients/ employees via outbound calls / email campaign as needed

Processes benefit enrollments for PEO product offerings for clients to ensure timely processing

Interact with Health & Benefit carriers to resolve customer needs.

This job will require the ability to complete highly detailed, accurate, and timely research within multiple systems (including Excel) to locate and record required documentation on behalf of clients.

Participates in special projects as needed

American Advisors Group 08/2021 – 02/2023

Senior Loan Processor

Assist VP/LO with 1003, submission of Loan, collecting all documentation prior to submission, pre-underwrite Loan.

Data Entry & Customer Service for every loan and Borrower interaction. Cardinal Financial 03/2020 – 08/2021

Mortgage Transaction Coordinator

#1 Contact for the Borrower about document needs, status updates, closing coordination and all escalations.

Collect and validate documents and underwriting requirements, verifications, analysis, and data entry, transaction assistant, underwriting, closing, funding, and management to ensure assigned loans are being processed on time with compliance of corporate policies, agency, and all state and federal laws.

CalAtlantic Mortgage/Eagle Home Mortgage – Lennar Homes 01/2015 – 03/2020 Senior Loan Processor

Data Entry & Customer Service, 90%-Builder Loans/10%-Refinances-Process 1st Mortgages & Simultaneous 2nds, majority of the loans were FHA & VA Loans, retrieving all documentation needed post origination, follow through with Borrower(s) from origination to Post Closing, Pre underwrite all files before going to the underwriting Department.

Received Top 5% of Processing Quality Surveys received from Borrowers-3 years straight. BBVA Compass 02/2012 – 01/2015

Mortgage Loan Processor/Team Lead

Process and Restructure both 1st Mortgages and 2nd Mortgages, retrieving all documentation that was needed, Pre-underwrite all files before going to the Underwriting Department. JPMorgan Chase 04/2006 – 02/2012

Senior Mortgage Consultant/Team Lead

Sales and origination of residential home loans, home equity loans and lines, assist processing in the collection of documents, complied all documents and sent over to Underwriting Department as well as assisted supervisor running daily reports. Wells Fargo Home Mortgage 01/2002 – 04/2006

Mortgage Loan Officer / Trainer / Team Lead

Tele-Sales and origination of home mortgages, home equity and other Wells Fargo financial products, assist borrowers with varied customer service issues, educate borrowers on the mortgage process, set-up mortgage files with proper documentation.

Assist Manager with daily reports, onboarding all new Loan Officers with training in systems and clientele and assist with customer Complaints via phone, Data entry & Customer Service of all Loan Applications.

Education: High School Diploma, Stewartville, MN.

References: Available upon request

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