Zachary Waltner

Senior Underwriter at A&D Mortgage LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Underwriter
      • Jan 2022 - Present

      • Demonstrate a strong understanding of proprietary non-QM, Fannie Mae and Freddie Mac conventional guideline requirements. • Work alongside Account Executives and brokers with a solution-based mindset to close quality loans efficiently, with open communication. • Provide elite customer service to mortgage brokers around the country, building rapport, offering detailed analysis and instruction regarding conventional and non-QM guidelines. • Consistent high producer of quality loans, with the ability to manage daily files within turn-time. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Underwriter
      • Nov 2020 - Jan 2022

      • Obtained Level 3 signing authority, with the ability to work the most complex loans, shortly after joining the team. • Documented client interactions and file status using Encompass. • Shown to be a consistent top producer of new underwrites every month, while making difficult underwriting decisions and maintaining investor guidelines. • Obtained Level 3 signing authority, with the ability to work the most complex loans, shortly after joining the team. • Documented client interactions and file status using Encompass. • Shown to be a consistent top producer of new underwrites every month, while making difficult underwriting decisions and maintaining investor guidelines.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Mortgage Underwriter
      • Aug 2017 - Nov 2020

      • Demonstrated the ability to make important underwriting decisions based on a strong knowledge base and experience. • Documented client interactions and file status using Salesforce. • Developed a solid understanding of Fannie Mae and Freddie Mac conventional guidelines. • Demonstrated the ability to make important underwriting decisions based on a strong knowledge base and experience. • Documented client interactions and file status using Salesforce. • Developed a solid understanding of Fannie Mae and Freddie Mac conventional guidelines.

    • United States
    • Software Development
    • 700 & Above Employee
    • Client Technical Analyst II
      • Jan 2016 - Aug 2017

      • Provided troubleshooting support for automotive dealership websites and inventory in the US, Canada and Mexico, earning a solid reputation for efficiency, complex problem resolution and professionalism • Consistently maintained one of the highest levels of individual productivity in the Technical Support department • Selected to be part of multiple projects, including a member of the new hire mentoring team • Documented cases and establish course of action for resolution using Salesforce Show less

    • United States
    • Information Technology & Services
    • 300 - 400 Employee
    • Problem Manager/SME
      • Jun 2014 - Jan 2016

      - Problem Manager/Subject Matter Expert for Avamere Health Services and Covenant Care account(s). - Served as second level support for all IT issues. - Trained all new analysts for Avamere. - Maintained necessary Knowledge Base articles. - Worked with/managed Windows Active Directory, Citrix environments, PointClickCare (PCC), Allscripts Homecare, Microsoft Office 365, etc. - Problem Manager/Subject Matter Expert for Avamere Health Services and Covenant Care account(s). - Served as second level support for all IT issues. - Trained all new analysts for Avamere. - Maintained necessary Knowledge Base articles. - Worked with/managed Windows Active Directory, Citrix environments, PointClickCare (PCC), Allscripts Homecare, Microsoft Office 365, etc.

    • United States
    • Food & Beverages
    • 700 & Above Employee
    • Shift Supervisor, Security, Server
      • May 2011 - Jan 2014

      - Worked in a bustling, family oriented environment at Wrigley Field. - Recorded and delivered food and drink orders for guests and receive payment. - Checked IDs, greeted/assisted guests and maintained order in the bar. - Worked in a bustling, family oriented environment at Wrigley Field. - Recorded and delivered food and drink orders for guests and receive payment. - Checked IDs, greeted/assisted guests and maintained order in the bar.

  • The Real Chicago
    • Chicago, IL
    • Intern, Writer
      • Jun 2012 - Apr 2013

      - Conceptualized original story ideas, including feature stories, various online and blog contributions. - Reviewed plays, comedy acts, bar/restaurants, boutiques, museum exhibits and other attractions in Chicago. - Responsible for delivering stories on deadline, with interviews from various people of interest. - Invited to continue as a writer after completing internship. - Conceptualized original story ideas, including feature stories, various online and blog contributions. - Reviewed plays, comedy acts, bar/restaurants, boutiques, museum exhibits and other attractions in Chicago. - Responsible for delivering stories on deadline, with interviews from various people of interest. - Invited to continue as a writer after completing internship.

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Delivery Driver, Bar-back
      • May 2006 - May 2009

      - Worked in a late-night, neighborhood bar kitchen. - Took phone orders, delivered meals promptly, stocked bars, changed kegs and helped with the daily upkeep of the restaurant. - Worked in a late-night, neighborhood bar kitchen. - Took phone orders, delivered meals promptly, stocked bars, changed kegs and helped with the daily upkeep of the restaurant.

    • United States
    • Retail
    • 200 - 300 Employee
    • Service Clerk, Cashier, Fish Clerk, Meat Clerk
      • Apr 2004 - May 2006

      - Began bagging groceries in high school, and eventually worked in the meat department as a clerk. - Learned valuable customer service techniques and developed a strong work ethic. - Began bagging groceries in high school, and eventually worked in the meat department as a clerk. - Learned valuable customer service techniques and developed a strong work ethic.

Education

  • Roosevelt University
    Bachelor of Arts (B.A.), Journalism, Sociology
    2010 - 2012
  • Washtenaw Community College
    2006 - 2009

Community

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