Lance Wilson
Dover,DE
Summary
Self-disciplined business professional, with a versatile skill set developed through 25 years of various experiences as Customer Service Manager & Supervisor, Corporate Trainer, Project Manager, Credit Underwriter, and FINRA Registered Financial Representative.
Overview
9
9
years of professional experience
1
1
Certification
Work History
PRIVATE CREDIT TEAM LEADER
Sallie Mae Bank
12.2022 - Current
- Conduct monthly quality reviews of all Credit Agents.
- Lead learn sessions on in-office days to introduce new polices/procedures or provide educational refreshers to all agents.
- Respond via telephone to escalated/manager requests from applicants regarding decision disputes, interest rates, or customer service experience.
- Subject Matter Expert for the Credit Underwriting and emerging Prescriptive Lending Process.
- Assist daily with the guidance of agents via chat on Microsoft Teams, email, and in-person.
- Liaised with department managers to report work progress and agent status, maintain records on assigned agents and communicate updated department information.
- Identified trends and provided educational instructions and best practices to follow.
- Assist in the development of Policy Tech documents and ongoing revisions to guidance documents regarding the emerging Prescriptive Lending process.
PRIVATE CREDIT UNDERWRITER
Sallie Mae Bank
04.2019 - 12.2022
- Review applications of prospective borrowers to assess need for funding
- Analyze credit report to determine debt structure and payment history
- Conduct interviews with prospective borrowers to assess their willingness, financial stability, and repayment plan
- Approve or deny the application for the extension of credit.
COLLECTIONS REPRESENTATIVE
Sallie Mae Bank
09.2018 - 04.2019
- Organized and managed a revolving monthly book of business of receivable accounts
- Initiated outreach to account holders to offer options to resolve status issues
- Responded to incoming inquiries from account holders seeking assistance
- Educated the account holders on status, available resolutions, and account effects on credit history
- Collaborated with internal and external partners to resolve accounts.
GENERAL MANAGER
Retro Fitness
03.2017 - 09.2018
- Promoted and monitored all Retro Fitness Membership Sales
- Oversaw all program revenue and expense goals
- Hired, trained, motivated, directed, coached and evaluated all employees
- Budgeted hours for the Assistant Manager and Head Coach to schedule Front Desk, Maintenance staff, Trainers and Group Instructors coverage
- Maintained current knowledge of key competitors
- Monitored the Club prospect system and sets goals for the Assistant Manager to execute with their team
- Set daily goals for Club and Assistant Manager on all profit centers.
PROJECT MANAGER
BNY Mellon
06.2015 - 03.2017
- Simultaneously led, organized, and managed multiple projects from inception through implementation
- Authored and published policies and procedures for designated business units
- Built and facilitated training programs for business unit call center operations
- Designed and distributed training presentations and learning materials.
Education
Bachelor of Science - Business Administration & Accounting
Lincoln University
Lincoln University12.2000
Skills
- Training Facilitation
- Team Building & Leadership
- Project Management
- Process Development
- Report & Document Preparation
- Critical Thinking
- Workforce Management
Certification
- FINRA Series 7
- FINRA Series 63
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
PRIVATE CREDIT TEAM LEADER
Sallie Mae Bank
12.2022 - Current
PRIVATE CREDIT UNDERWRITER
Sallie Mae Bank
04.2019 - 12.2022
COLLECTIONS REPRESENTATIVE
Sallie Mae Bank
09.2018 - 04.2019
GENERAL MANAGER
Retro Fitness
03.2017 - 09.2018
PROJECT MANAGER
BNY Mellon
06.2015 - 03.2017
Bachelor of Science - Business Administration & Accounting
Lincoln University
- FINRA Series 7
- FINRA Series 63
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