William Sly
San Ramon,CA
Summary
Proven track record of enhancing client retention and satisfaction at Merrill Edge, leveraging strong problem-solving and excellent communication skills. Achieved significant revenue growth by implementing strategic asset allocation and comprehensive wealth management strategies. Demonstrated ability to work effectively in team environments, exceeding targets through innovative solutions and critical thinking.
Overview
12
12
years of professional experience
Work History
FSA
Merrill Edge
01.2023 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Boosted client retention rates by consistently delivering exceptional customer service and timely followups.
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Contributed to team success through active participation in meetings, sharing best practices, and collaborating on special projects.
- Continuously enhanced professional knowledge by attending relevant training courses, workshops, conferences, or seminars.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Reduced risk exposure for clients by conducting thorough portfolio reviews and recommending suitable adjustments.
- Achieved revenue growth targets by cross-selling bank products and services to existing clients.
- Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
- Assisted clients in navigating complex investment options, breaking down jargon into understandable terms for informed decisionmaking.
- Increased assets under management by actively building and maintaining strong client relationships.
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Informed clients of strategies for reducing debt and maximizing savings.
- Recommended specific investments to help clients meet financial goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Credit Solutions Advisor
Bank Of America
08.2018 - 01.2023
- Delivered exceptional customer service by promptly addressing concerns and questions, maintaining high levels of client satisfaction.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Participated in ongoing professional development programs to continuously expand knowledge of the mortgage industry and enhance skills as a loan officer.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Reviewed loan files and updated to match current standards.
- Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
- Implementing effective time management techniques allowed me to consistently exceed monthly sales targets while maintaining high-quality customer service standards.
- Explained different types of loans pertaining to client situations.
- Checked loan documents for accuracy prior to closing.
Mortgage Loan Officer
Flagstar Bank
04.2018 - 08.2018
- 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.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Mortgage Loan Officer
Bank Of America
07.2016 - 04.2018
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Mortgage Loan Officer
Citibank
10.2015 - 07.2016
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- 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.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Mortgage Loan Officer
PNC Bank
06.2014 - 10.2015
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Mortgage Loan Officer
Wells Fargo
06.2012 - 06.2014
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Education
Business - Business
Minnesota School of Business
Minneapolis, MNSkills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Flexible and Adaptable
- Dependable and Responsible
- Excellent Communication
- Critical Thinking
- Computer Skills
- Calm Under Pressure
- Problem Resolution
- Verbal Communication
Timeline
FSA
Merrill Edge
01.2023 - Current
Credit Solutions Advisor
Bank Of America
08.2018 - 01.2023
Mortgage Loan Officer
Flagstar Bank
04.2018 - 08.2018
Mortgage Loan Officer
Bank Of America
07.2016 - 04.2018
Mortgage Loan Officer
Citibank
10.2015 - 07.2016
Mortgage Loan Officer
PNC Bank
06.2014 - 10.2015
Mortgage Loan Officer
Wells Fargo
06.2012 - 06.2014
Business - Business
Minnesota School of Business
Similar Profiles
Kristie MelsKristie Mels
Transition Specialist at Merrill EdgeTransition Specialist at Merrill Edge
James J. BarattaJames J. Baratta
Financial Solutions Advisor at Merrill EdgeFinancial Solutions Advisor at Merrill Edge
Edgar FloresEdgar Flores
Operations Specialist at Merrill EdgeOperations Specialist at Merrill Edge
Gregory JohnsonGregory Johnson
IHSS Care Provider at IHSS In Home Support ServicesIHSS Care Provider at IHSS In Home Support Services
Bayleigh ParentiBayleigh Parenti
Marketing Specialist, Brand Designer at West Virginia Army National GuardMarketing Specialist, Brand Designer at West Virginia Army National Guard