William Whitsett
**** *** *****-****** **** #*** Elk Grove, CA 95624
Home: 916-***-**** - Cell: 916-***-****: ********@*****.***
Summary
Accomplished Manager/Team Leader. Who consistently exceeds sales goals, while offering the utmost care in client
relations. Excited and motivated to help customers build successful financial futures.
Highlights
Customer service-focused Financial forecasting
Sales expertise Equity and fixed income research
Debt and credit management Excellent sales techniques
Bottom Line Loan Master Loan Servicing National account management
Knowledge of VA/FHA loan process Underwriting/closing knowledge
Excellent time management Excellent communicator
Detail-oriented Contract review
Consultative sales techniques Adept multi-tasker
Prospecting and cold calling Work force management
Team building expertise Analytical problem solver
Product training and placement
Formulating quotes
Strong deal closer
Up selling and consultative selling
Accomplishments
Created strategies to develop and expand existing customer sales, which resulted in a 15% increase in monthly sales.
Experience
Loss Mitigation Specialist
May 2011 to November 2012 Bank of
America – Rancho Cordova, CA
Creating and updating excel spreadsheet for special projects relating to production and overall quality control of existing
Pipeline. Determine customer eligibility for various modification programs, including income and expense calculations.
Retrieve notice of signed modification documents, ensure quality control review of documents and new loan terms, and
Submit modification update requests Pro- actively analyzing and processing loans in default and or imminent default loans,
focusing on document validation for prospective loan modifications. Effectively managing a high-volume workload and pipeline
while maintaining alignment with corporate and operational priorities within a deadline.
Sales Manager
June 2010 to May 2011
Nationwide Loan Auditing – Sacramento, CA
Responsible for sales staffing in terms of assessing needs, interviewing, hiring and training new Loan Officers.
Mentor, train and counsel sales staff to maintain and increase production numbers On a Monthly basis update
and train Sales Staff on application quality. Facilitate regular meetings for Sales Staff. Build and maintain
business relationships with customer and R.E. agents and brokers, Meet individual production numbers on a
monthly, quarterly and annual basis.
Directed a staff of 15 to monthly revenue of $225,000.
Short Sales Rep
February 2008 to May 2010
HomeQ Servicing – North Highlands, CA
Develop formal and informal forbearance agreements, while continuing to answers over 100 calls a day and manage a
portfolio of up to 200 files or more. Communication with attorney's, real estate agents, escrow companies and
customers to manage foreclosure proceedings. Duties include making final decisions on a per file basis that can
Potentially have an outcome of loss / gain ranging from 10K to 100K. Duties include continuing to maintain systems and
Reports to effectively manage and record loss mitigation activities and results. Averaged 10 loans a month with a
volume of $24m.
Area Sales Manager
April 2007 to February 2008
Aurora Loan Services – Sacramento, CA
Managed/Trained a team of 8 of Account Executives, Provide reports, feedback, goals and coaching of account
executives on volume, product blend, service levels, loan quality, and cross-sell, includes directed strategic initiatives to
achieve corporate objectives. Exercise the usual managerial authority with respect to staffing, performance
management, employee development, salary recommendations, and termination. Forecast monthly and quarterly
closings with the monthly closing average of $17m
Inside Sales Manager
August 2006 to April 2007
Alliance Bancorp – Sacramento, CA
Maintain and monitor the overall quality and consistency of the branch. Responsible for all staffing of the branch,
production volume, loan quality and profitability of the branch. Strategically build new & leverage established broker
relationships to increase sales opportunities. Responsible for pricing of loans with sufficient margin to drive necessary
revenue. Responsible for controlling headcount and other expenses to minimize origination cost. Provide monthly
reporting as required by senior management regarding branch sales efforts. Managed 5 account executives, closing
average of $15m.
Previous Employment:
American River HealthPro Credit Union – Lending Manager – March 2005- Febuary 2006
World Savings/New Century Mortgage – Underwriter – May 2001 – March 2004
The Money Store – Asst Manager, Sr Loan Officer – September 1992 – November 2000
Education
Associate of Science: Business, 2014
University of Phoenix – Elk Grove, CA, United States