David Beiser Email & Phone Number

Phoenix, Arizona, United States

Performed as an Underwriter for Personal Lines reviewing an array of factors including credit, income, and judgmental. Closely follow detailed procedures ensuring consistent adherence to ongoing changes in risk appetite. Maintaining a pipeline of loans efficiently progressing loans through the underwriting process to achieve timely processing and funding as well as maintaining customer satisfaction throughout the process. Proficient analysis and processing of income and various loan documents. Knowledge and understanding of federal, state, and local regulatory requirements. Review loan details to identify signs of fraudulent activity and fraudulent trends in applications.

Phoenix, Arizona, United States

Produced as a Home Lending Advisor tasked with originating goals and assessing client needs from time of application until closing. Functioning in both an inbound and outbound environment overcoming client challenges and building relationships to ensure an excellent experience for both the client and my peers on the backend. Although the roles primary focus is on originations ensuring documents are collected quickly throughout the process leads to an excellent customer experience and an expedited funding. Average monthly funding’s totaling $2M in residential real estate. Experience with a variety of loans including jumbo, fixed rates, arms, HELOC’s as well as some FHA. Highly skilled with identifying and speaking to individuals with various forms of income and a great foundation in understanding of personal as well business tax forms and being able to read, understand, and interpret that information to and from the client and underwriting.

Phoenix, Arizona Area

Function in a customer-facing role, providing quality service to support the growth of new and existing accounts. Hold direct accountability for developing and managing strong customer relationships, promoting products, resolving customer issues and managing key customer accounts. Consistently identify and capitalize on new sales opportunities by conducting client needs assessments and developing solutions based on their business requirements. Work extensively with small businesses, promoting available products to build new sales pipelines. Interact with 100+ customers daily, maintaining a 6-minute call time to maximize efficiency. Achieved and continue to maintain a 60% offer rate and 42% conversion rate for consumers and business owners. Manage key accounts of up to $20M in account assets, providing quality support to ensure overall retention. Conduct detailed business analysis to devise and execute strategies for converting accounts and building from existing accounts to drive business growth.

Phoenix, Arizona Area

Reviewed and processed consumer lending loans, including auto, boar, RV and personal loans for a diverse client base. Handled a broad scope of responsibilities to support the loan process, including reviewing clients’ financial standing, conducting market analysis and building strong and sustainable customer relationships. Recognized as a top performer through achieving and maintaining a high close rate percentage and high volume of ancillary product sales. Maintained positive customer satisfaction and retention rates to establish solid revenue pipelines and promote increase in referral network.

Phoenix, Arizona Area

Performed collections efforts on 30-day delinquent consumer accounts. Provided quality customer service and support to effectively resolve all account delinquencies and prevent losses. Ensured overall compliance with established policies and procedures, as well as related state and federal regulations. Initiated contact with delinquent account holders and informed them of pending payments; negotiated payment and resolution plans to restore positive account status. Provided assistance in problem resolution for all customers to ensure satisfaction through collection efforts. Achieved ~$1.5M per month in collected balances.