With a career in the finance industry spanning 35 years, Bill is proud to remain up to date with the latest industry trends and regulations. First homebuyer solutions and seamless refinancing are Bill’s specialties.

Key ResponsibilitiesMeeting the home loan needs of our customers, while providing exceptional levels of customer serviceGenerating new business opportunities and developing referral relationshipsBuilding and maintaining strong relationships with customersSkills and ExperienceThe ability to create referral sources and generate new businessExperience within the banking/financial services sectorA proven track record in residential mortgage lendingExcellent interpersonal communication skills with a strong customer focus and work ethic

Key ResponsibilitiesMeeting the home loan needs of our customers, while providing exceptional levels of customer serviceGenerating new business opportunities and developing referral relationshipsBuilding and maintaining strong relationships with customersSkills and ExperienceThe ability to create referral sources and generate new businessExperience within the banking/financial services sectorA proven track record in residential mortgage lendingExcellent interpersonal communication skills with a strong customer focus and work ethic

Key ResponsibilitiesMeeting the home loan needs of our customers, while providing exceptional levels of customer serviceGenerating new business opportunities and developing referral relationshipsBuilding and maintaining strong relationships with customersSkills and ExperienceThe ability to create referral sources and generate new businessExperience within the banking/financial services sectorA proven track record in residential mortgage lendingExcellent interpersonal communication skills with a strong customer focus and work ethic

Quadrupled broker accreditations from 75 accounts to 320 & increased 137% on 2015 volume.Performs sales activities on major broker accounts and aggregators to ensure new business develop & drives growth.Manages personnel and develops sales and sales support staff.Develops specific plans to ensure revenue growth in all company’s products with National Sales Director.Provides quarterly results assessments of sales area productivity.Coordinates proper company resources to ensure efficient and stable sales results.Assists & develops ideas for all sales policies, practices and proceduresAssists sales personnel in establishing personal contact and rapport with top echelon decision-makers.Collaborates with National Sales Director & National Credit Manager to develop sales strategies to improve market share in all product lines.Interprets short- and long-term effects on sales strategies in operating profit.Educates sales team by establishing programs/seminars in the areas of new account sales and growth, sales of emerging products and multi-product sales, profitability, improved presentation strategies, competitive strategies, proper use and level of sales support, management of expenses and business/financial issues on contracts.