Michael T. Wilson Email & Phone Number

United States

Sacramento, California Area

Sacramento, California Area

• Maintain confidence and cooperation from all parties that utilize the 403bCompare site.
• Manage/coordinate team efforts with Project Management, EIT, and other internal/external stakeholders to identify and implement modifications that improve site functionality.
• Facilitate discussions with reps from participating vendors to generate ideas and solutions for site issues.
• Work meticulously with a consultant to draft business requirements for the upcoming 403bCompare site redesign.
• Develop, document, and implement business procedures to ensure management oversight and regular functional review of 403bCompare site.
• Cooperate with accounting and our team budget analyst to reconcile annual registration payments received from vendors.

Roseville, CA

• Advised new and existing customers on various loan programs based on the customers’ financial needs
• Provided photovoltaic (PV) solar systems for residential homeowners looking to save money on their monthly utility bills while at the same time making a positive impact on the environment.
• Obtained and analyzed pertinent financial and credit data
• Analyzed current rates and programs to provide accurate and timely information to customers
• Negotiated terms and conditions of loans with applicants
• Acted as primary liaison with borrowers (customers), outside entities (realtors, title and escrow officers, etc.) and other company employees to facilitate a prompt and efficient loan closing

Sacramento, California Area

• Offered individualized investment recommendations focused on a diversified mix of stocks, fixed-income investments including bonds and certificates of deposit, mutual funds and annuities, as well as a wide range of.
• Worked autonomously from a branch office utilizing one-to-one interaction to develop a comprehensive understanding of each individual's goals in order to provide financial advice and recommend appropriate investments.