Summary
Overview
Work History
Education
Skills
Timeline
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William C. Margiotta

Austin,USA

Summary

Results-driven professional known for high standards and commitment to achieving goals. Extensive experience in managing and growing client portfolios while ensuring optimal team collaboration. Recognized for adaptability and fostering positive, results-oriented environment. Proficient in strategic account management and client relations.

Overview

15
15
years of professional experience

Work History

Senior Account Executive

Plaza Home Mortgage
Austin, TX
08.2022 - Current
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Expert in credit report review and analysis. Over 20 years of interacting with all three credit bureaus, TransUnion, Equifax and Experian and Credit Reporting companies like Credit Plus, Factual Data, Xactus and Factual Data.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.

Branch Sales Manager

Cardinal Financial
Dallas, TX
01.2019 - 05.2022
  • Analyzed market trends and competitor activities, adjusting sales tactics accordingly for maximum impact on target audience segments.
  • Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
  • Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
  • Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.

Branch Manager

South Star Bank
Austin, TX
05.2017 - 01.2019
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within our community.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.

Sales Manager

Lone Star Financing
Austin, TX
11.2015 - 05.2016
  • 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.

Branch Manager

Westar Mortgage
Austin, TX
01.2013 - 07.2015
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.

Business Development Manager

Security National Mortgage Comp
Austin, TX
08.2010 - 12.2012

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  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Implemented CRM tools to better track sales opportunities and customer interactions.
  • Coordinated with product development teams to ensure offerings met market demands and client expectations.
  • Participated in trade shows and conferences to network and generate leads.

Education

Juris Doctor -

University of Oklahoma College of Law
Norman, OK

Bachelor of Arts - Economics

Southern Methodist University
Dallas, TX

Skills

  • Business growth strategy
  • Recruitment management
  • Residential mortgage lending
  • Asset management in real estate
  • Long-term strategic planning
  • Effective execution
  • Strategic business development
  • Revenue increase strategies
  • Client consultation
  • Effective negotiation skills
  • Team development
  • Team leadership
  • Complex deal structuring
  • Relationship development
  • Collaborative relationship management
  • Customer relationship development
  • Cultivating strong partnerships
  • Collaborative teamwork

Timeline

Senior Account Executive

Plaza Home Mortgage
08.2022 - Current

Branch Sales Manager

Cardinal Financial
01.2019 - 05.2022

Branch Manager

South Star Bank
05.2017 - 01.2019

Sales Manager

Lone Star Financing
11.2015 - 05.2016

Branch Manager

Westar Mortgage
01.2013 - 07.2015

Business Development Manager

Security National Mortgage Comp
08.2010 - 12.2012

Bachelor of Arts - Economics

Southern Methodist University

Juris Doctor -

University of Oklahoma College of Law
William C. Margiotta