Jason E Williams Email & Phone Number

Canyon, TX, US

Canyon, TX, US

Amarillo, Texas

• Translated customer requirements into workable personas and use cases to design and plan new product and features..
• Managed products through life-cycle, including defining products and road maps and working closely with sales, engineering, marketing and support to deliver successful results.
• Reviewed customer relationships and conducted win/loss reviews on product releases to understand product implementation.
• Coordinated teammates across multiple company departments to ensure proper product releases.

Amarillo, Texas Area

• Managed application processes for lines of credit and contributed to approval or denial decisions.
• Increased the mortgage loan portfolio by 100% during tenure.
• Controlled risk with effective approval and rejection processes.
• Improved management decision-making with detailed operational and risk reports.
• Maintained customer satisfaction using relationship-driven approaches and strong conflict mediation skills.
• Achieved campaign objectives by developing strategies based on customer needs and market knowledge.

Amarillo, Texas Area

• Trained employees in compliance-related topics such as reporting processes and important policies preventing many issues.
• Documented compliance activities in full, including complaints received, investigations conducted, and outcomes achieved.
• Determined compliance monitoring effectiveness by testing systems and identifying weak points.
• Coached management and employees prevent compliance violations by discussing emerging trends and changing regulations in advance.
• Identified compliance concerns with regular reviews of policies, procedures, and activities.
• Received outstanding/satisfactory on all 4 full bank exams during tenure.

Westlake, TX

• Addressed account payment deficiencies and variances regarding securities delivery to mitigate violations.
• Analyzed portfolio positions and prepare financial reports detailing findings.
• Validated regulatory conformance by thoroughly reviewing securities transactions and addressing discrepancies.
• Communicated with customers to share market conditions such as price, competition, and dynamics.
• Executed purchases and sales of stocks, commodity futures, and foreign currencies.

Amarillo, Texas, United States

• Strengthened sales team performance with clear goals and incentives.
• Improved advertising performance through continuous monitoring and proactive strategy adjustments.
• Developed effective layouts, scripts and other promotional material.
• Maintained financial targets through skilled forecasting and budget administration.
• Assisted with on-screen presentation by producing graphics and layouts.
• Kept equipment working effectively by diagnosing and repairing routine problems.

Bba, Management

Activities and Societies: Baptist Student Ministry Leadership Team Business Management

Series 7, Financial, Pass

Activities and Societies: Mutual Funds, Stocks, and Options Series 7, 63

Series 63, Financial, Pass

Activities and Societies: Mutual Funds, Stocks, Options Study and Passed Series 7 and Series 63

Associate'S Degree, Core

Education record

Education record