Nick Bartz
Anaheim
Summary
Dynamic professional with extensive experience in client success and property valuation, notably at ADP. Proven track record of enhancing client retention by 10% through strategic account management and effective communication. Skilled in data-driven decision making and cross-functional collaboration, consistently exceeding performance standards and driving significant business growth.
Overview
7
7
years of professional experience
Work History
Appraiser
Orange County Assessor Department
Orange
03.2025 - Current
- Evaluated market trends to establish property values and inform tax assessments, contributing to informed decision-making.
- Performed property assessments for residential and commercial real estate, ensuring accurate and reliable valuations.
- Provided accurate valuations by assessing current condition, history and unique features.
- Explained appraisal results to clients, addressing inquiries about processes and methodologies to enhance understanding and trust.
Account Manager – Customer Success & Product Support
ADP
San Dimas
12.2022 - 03.2025
- Led end-to-end client management for a portfolio of high-profile clients, overseeing payroll tax compliance through the ADP SmartCompliance platform and ensuring accurate and timely filing of 6,500+ tax reports for a client base of 450,000 employees.
- Spearheaded strategic account planning, tailoring solutions to clients' unique business needs by analyzing tax compliance data and recommending service adjustments, resulting in a 10% improvement in client retention.
- Built and nurtured long-term, successful partnerships with clients, increasing customer satisfaction scores by 25% through regular communication, proactive problem-solving, and personalized service delivery.
- Collaborated closely with internal teams (sales, product, and support) to resolve escalated issues, providing fast and effective resolutions that met 98% of clients’ service-level agreements (SLAs).
- Recognized for maintaining high performance standards, consistently exceeding client expectations.
Senior Loan Officer
LoanDepot
Yorba Linda
04.2022 - 11.2022
- Built and maintained strong relationships with clients and real estate agents, driving 15% year-over-year growth in new business referrals and ensuring high client satisfaction through customized loan solutions.
- Conducted detailed credit analysis and income verification, identifying opportunities to improve loan structures and successfully increase approval rates by 10%, while adhering to strict regulatory guidelines.
- Developed and implemented targeted business development strategies, partnering with real estate agents and leveraging local market insights to secure new clients, leading to a 25% increase in funded loan applications within the first year.
Senior Loan Officer
New American Funding
Tustin
09.2019 - 04.2022
- Originated and funded over $56 million in home loans across two years, specializing in Conventional, FHA, VA, Jumbo, and NON-QM loan products, consistently ranking in the top 25% of Loan Consultants company-wide.
- Collaborated with clients to identify optimal mortgage solutions, leveraging expertise in credit analysis and loan structuring, resulting in a 15% higher loan approval rate compared to the team average.
- Developed and maintained strong relationships with existing and potential clients, resulting in a 30% increase in client retention during the refinance boom and a steady flow of repeat business.
- Conducted high level sales in a call-center environment.
Education
Bachelors of Science - Business Administration - Finance
California State University Long Beach
Long Beach, CA06-2019
Associates Degree - Accounting
Santiago Canyon College
Orange, CA06-2016
Skills
- Property valuation
- Market analysis
- Sales
- Client Relationship Management
- Salesforce
- CRM Software
- Tax Compliance
- Payroll Tax
- ADP SmartCompliance
- Reporting
- Microsoft Excel
- Data-driven decisions
- Analytical Skills
- Client success
- Cross-Functional Collaboration
- Leadership
- Attention to detail
- Effective communication
- Attention to detail
Hobbies and Interests
- Golf (Handicap: 6.7)
- Fitness & Nutrition
- Reading
- Traveling
- Coaching Softball
Timeline
Appraiser
Orange County Assessor Department
03.2025 - Current
Account Manager – Customer Success & Product Support
ADP
12.2022 - 03.2025
Senior Loan Officer
LoanDepot
04.2022 - 11.2022
Senior Loan Officer
New American Funding
09.2019 - 04.2022
Bachelors of Science - Business Administration - Finance
California State University Long Beach
Associates Degree - Accounting
Santiago Canyon College