Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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BRADLEY WILLIS

Apple Valley,USA

Summary

Accomplished Senior Consumer Loan Consultant with a proven track record in the financial industry. Exceptional interpersonal and communication abilities foster robust relationships with clients, colleagues, and stakeholders. Adaptive organizational, leadership, and time management skills ensure seamless and efficient operations. Recognized for exceptional negotiation skills, guiding customers to secure financing solutions aligned with their objectives. Dedicated to customer satisfaction and consistently exceeding expectations.

Overview

17
17
years of professional experience

Work History

Senior Loan Consultant

Huntington National Bank
Minnetonka, Minnesota
01.2015 - Current
  • Maintains high-volume pipeline, successfully handling 30-50 loan processes per month.
  • Evaluates income, financial statements, and repayment capacity for loan approval.
  • Fosters the growth of a loyal client base by providing continuous education on new financial products and services.
  • Diligently reviews and analyzes the work of colleagues, while developing innovative approaches for enhanced efficiency.
  • Conducts multiple quarterly training sessions for retail banking center partners, focusing on process improvements for effective customer referral strategies.
  • Boosts business acquisition with strategic prospecting initiatives and pursuit of favorable partnerships.
  • Implements thorough management processes to guarantee document safety.
  • Champions programs boosting organizational reliability.
  • Optimizes investment portfolios and supports client objectives using expansive knowledge of industry solutions.
  • Actively monitored industry trends and changes in regulations related to consumer lending practices.
  • Advises clients on strategies that could improve their credit score or increase their chances of securing a loan approval.
  • Develops relationships with lending institutions and other financial partners in order to secure favorable financing options for clients.
  • Maintains detailed records of all customer interactions, transactions, and correspondence.

AVP/Branch Lending Manager II

TCF Bank
Minneapolis, Minnesota
12.2007 - 12.2014
  • Fostered robust client connections, discerning their fiscal needs.
  • Oversaw and cultivated a portfolio exceeding $50 million, serving the needs of more than 675 clients.
  • Provided direct leadership to a branch-lending team through comprehensive training and mentorship, ensuring the consistent achievement of company goals and objectives.
  • Demonstrated proactive networking and marketing skills to promote and sell various financial products within the region.
  • Fostered cooperation between departments, including a team-oriented atmosphere, and ensuring prompt delivery of top-notch services to valued clients.
  • Actively participated in board meetings and industry events to forge professional connections.
  • Identified and followed development pathways, leveraging competitor insights.
  • Oversaw successful business development strategies to bring in substantial new revenue.
  • Managed executive-level support staff and tracked workflow to maintain productivity.
  • Supervised administrative activities directly related to making products or providing services.
  • Established key metrics to measure effectiveness of projects and initiatives.

Education

Bachelor of Business - Business Administration and Marketing

University of North Dakota
Grand Forks, ND

Skills

  • Credit Analysis
  • Account Management
  • People Management
  • Operations Management
  • Internal Communications
  • Growth planning
  • Partnership Development
  • Underwriting
  • Relationship Building
  • Mortgage Lending
  • Customer Service
  • Sales Management
  • Lead Generation
  • Consumer Lending

Accomplishments

  • 2020 Peak Performer Award Winner
  • 2019 Q2 Customer Service Award Winner
  • 2018 President’s Club Award Winner
  • 2018 Q4 Customer Service Award Winner

Timeline

Senior Loan Consultant

Huntington National Bank
01.2015 - Current

AVP/Branch Lending Manager II

TCF Bank
12.2007 - 12.2014

Bachelor of Business - Business Administration and Marketing

University of North Dakota

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BRADLEY WILLIS