Wendel Wilson
Willis,TX
Summary
Dynamic professional with extensive experience at TGH Insurance Agency, excelling in office operations management and customer service excellence. Proven track record in developing budgets and training staff, enhancing productivity and client satisfaction. Adept at financial planning and fostering strong relationships, driving business success through strategic initiatives.
I served on multiple committees at FUMC Jasper, including Trustees and Finance.
I was chairman of the Capital Funds campaign to raise money to build a Family Life center at FUMC Jasper.
I served on the building committee at FUMC Jasper for building the Family Life center.
I oversaw the construction of our family's lake house.
I oversaw the construction of our 3500 SF office building in Willis.
I have been heavily involved with TWHCC since February 2024, when the church started. I have a desire to see the building become a reality in order to expand the Kingdom of God and the footprint of FMC Conroe into Willis.
Overview
40
40
years of professional experience
Work History
Office Manager and Sales
TGH Insurance Agency
08.2011 - Current
- Streamlined office operations by implementing efficient filing and record-keeping systems.
- Developed and maintained office budgets, tracking expenditures to optimize resource allocation.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Financial Advisor
Edward Jones
01.2001 - 08.2011
- Developed personalized financial plans to meet client goals and objectives.
- Conducted regular portfolio reviews, ensuring alignment with client risk tolerances.
- Educated clients on various financial products and investment strategies.
- Cultivated long-term relationships through proactive communication and support.
- Mentored junior advisors in client management and financial planning techniques.
Loan Officer
First State Bank
10.1999 - 01.2001
- Evaluated loan applications to determine creditworthiness and compliance with lending policies.
- Guided clients through mortgage options, enhancing understanding of terms and processes.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Developed tailored financial solutions based on client needs and market trends.
Adult Probation Officer
Jasper County Courthouse
06.1997 - 10.1999
- Supervised compliance of probationers with court-ordered conditions.
- Conducted comprehensive assessments to develop individualized supervision plans.
- Coordinated with law enforcement and community resources to support probationers' rehabilitation.
- Monitored progress of probationers, documenting observations and interventions accurately.
Owner/Manager of Sales and Production
Sports Stop
08.1985 - 03.1997
- Developed and implemented operational strategies to enhance customer satisfaction and loyalty.
- Managed inventory levels to ensure product availability while minimizing costs.
- Oversaw daily operations, optimizing workflows for efficiency and productivity.
- Trained and mentored staff on best practices in customer service and sales techniques.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Education
BBA - General Business
Stephen F. Austin University
Nacogdoches, TX08-1976
High School Diploma -
Jasper Hiogh School
Jasper, TX05-1972
Skills
- Office operations management
- Budget development
- Customer service excellence
- Staff training and development
- Financial planning
- Loan evaluation processes
- Customer service
- Office management
Timeline
Office Manager and Sales
TGH Insurance Agency
08.2011 - Current
Financial Advisor
Edward Jones
01.2001 - 08.2011
Loan Officer
First State Bank
10.1999 - 01.2001
Adult Probation Officer
Jasper County Courthouse
06.1997 - 10.1999
Owner/Manager of Sales and Production
Sports Stop
08.1985 - 03.1997
BBA - General Business
Stephen F. Austin University
High School Diploma -
Jasper Hiogh School