WILLIAM THOMAS
Dunedin,FL
Summary
SALES PROFESSIONAL Leadership | Corporate Innovator Career Highlights Proven account executive with extensive experience in manufacturing, sales, marketing, and real estate. Career highlights include: Highly organized and customer focused. High-level knowledge of Underwriting and Operations processes. Able to quickly identify a problem and quickly find solutions. Consistently in the top 5% for new broker accounts at Jet Mortgage Consistently closed $4 Million in monthly loan volume Experienced Account Executive bringing over 20 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Jet Mortgage
12.2022 - Current
- Developed email marketing campaign for 13,000+ industry professionals multiple times weekly
- Resulting in being in top 2% in company for adding new broker accounts
- Consistently closed $4 Million in monthly loan volume
- Held weekly trainings on Jet’s loan submission process multiple times weekly
- Trained other Account Executives how to use technology for loan submission and processing.
- Took ownership of customer issues and followed problems through to resolution
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Worked with customers to develop strategic business and account plans.
- Analyzed data to discover trends, informing market strategies and objectives
- Stayed current on company offerings and industry trends
Account Executive
Nations Direct Mortgage
10.2021 - 12.2022
- Post company and product information across three major social platforms daily
- Assist in creation of company-wide marketing campaigns
- Visited broker offices on weekly basis within local market
- Train loan officers and processors in use of NDM technology
- Set 40 call per day minimum for in-office days
- Built and strengthened relationships with new and existing accounts to drive revenue growth
Senior Account Executive
Rocket Pro TPO
10.2010 - 10.2021
- Trained broker partners on use of Rocket Pro TPO Portal.
- Trained Loan Officers on pricing tools.
- Trained Loan Processors on loan submission process.
- Closed over $38 Million in loan volume while managing multiple high-profile accounts
- Managed and mentored team of account executives
- Mentored junior account management professionals to develop skills and increase company revenue
- Worked with customers to develop strategic business and account plans
Team Leader of Government Purchase Underwriting
Rocket Mortgage
01.2013 - 07.2019
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards
- Supervised team members to confirm compliance with set procedures and quality requirements
- Worked with team to identify areas of improvement and devised solutions based on findings
- Established open and professional relationships with team members to achieve quick resolutions for various issues
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service
- Mentored and guided employees to foster proper completion of assigned duties
- Held weekly team meetings to inform team members on company news and updates
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures
- Conducted regular reviews of operations and identified areas for improvement
- Generated reports detailing findings and recommendations
Senior Underwriter
FHA DE Certified
10.2010 - 01.2013
- Assessed risk and made sure loans met FNMA, FHLMC or FHA Guidelines.
- Responsible for loan pipeline of over $40 Million monthly.
Education
No Degree - Automotive Design
Henry Ford College
Dearborn, MISkills
- Tableau
- Lotus
- Salesforce CRM 4 years
- MS Office Suite
- Workday
- Data Analysis
- Consultative Sales
- Attention to Detail
- Lead Generation
- Product and Service Expertise
- Appointment Setting
- Multitasking and Organization
- Relationship Building
- Territory Development
Certification
Anti-Money Laundering (AML)
Cybersecurity/Computer Security
Fair Lending & Anti-Discrimination
HUD Certified Direct Endorsement Underwriter (FHADE)
Mortgage Fraud
Reg Z: Ability-to-Repay and Qualified Mortgages
TILA Recission
TILA-RESPA Integrated Disclosures
FHA Direct Endorsement
LexisNexis
Timeline
Senior Account Manager
Jet Mortgage
12.2022 - Current
Account Executive
Nations Direct Mortgage
10.2021 - 12.2022
Team Leader of Government Purchase Underwriting
Rocket Mortgage
01.2013 - 07.2019
Senior Account Executive
Rocket Pro TPO
10.2010 - 10.2021
Senior Underwriter
FHA DE Certified
10.2010 - 01.2013
No Degree - Automotive Design
Henry Ford College
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