Summary
Overview
Work History
Education
Skills
Timeline
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William Lyons

Rockhill,SC

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.

Overview

7
7
years of professional experience

Work History

Sr. Loan Officer

New American Funding
07.2022 - 03.2024
  • Enhanced loan application process by streamlining documentation and improving communication channels with clients.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.

Sales Manager

Envoy Mortgage
09.2021 - 06.2022
  • 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.
  • Streamlined sales processes for improved efficiency, resulting in higher conversion rates.

Loan Officer

Movement Mortgage
03.2017 - 08.2021
  • Improved loan processing efficiency by streamlining application procedures and documentation requirements.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.

Education

Associate of Arts - Criminal Justice

California State University San Marcos
San Marcos, CA

Skills

  • Application preparation
  • Appraisal compilation
  • Information Verification
  • Interviewing
  • Time Management Efficiency
  • Relationship Management Prowess
  • Ethical Conduct Adherence
  • Organizational Skills Mastery
  • Goal-oriented mindset
  • Decision-Making Confidence
  • Attention to Detail Precision

Timeline

Sr. Loan Officer

New American Funding
07.2022 - 03.2024

Sales Manager

Envoy Mortgage
09.2021 - 06.2022

Loan Officer

Movement Mortgage
03.2017 - 08.2021

Associate of Arts - Criminal Justice

California State University San Marcos

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William Lyons