Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lee Williams

Ashburn,VA

Summary

Accomplished Sales Manager and Mortgage Loan Officer with a proven track record at Wells Fargo, enhancing client retention and satisfaction through exceptional service and relationship building. Expert in sales strategy development and team leadership, achieving significant revenue growth. Skilled in direct sales and client relationship management, ensuring long-lasting customer connections.

Overview

12
12
years of professional experience

Work History

Sales Manager

Embrace Home Loans Inc
02.2022 - Current
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.

Sales Manager

Caliber Home Loans
11.2018 - 02.2022
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Mortgage Loan Officer

Stearns Lending LLC
09.2016 - 11.2018
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Mortgage Loan Officer

Wells Fargo
09.2012 - 04.2016
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.

Education

Bachelor of Science - Environmental Studies

University Of Virginia
Charlottesville, VA
05-1992

Skills

  • Relationship building
  • Sales team training
  • Staff management
  • Goals and performance
  • Product knowledge
  • Sales presentations
  • Client relationship management
  • Direct sales
  • Sales process

Timeline

Sales Manager

Embrace Home Loans Inc
02.2022 - Current

Sales Manager

Caliber Home Loans
11.2018 - 02.2022

Mortgage Loan Officer

Stearns Lending LLC
09.2016 - 11.2018

Mortgage Loan Officer

Wells Fargo
09.2012 - 04.2016

Bachelor of Science - Environmental Studies

University Of Virginia
Lee Williams