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. • Review new and existing IRS laws regarding Defined Contribution programs to determine if applicable to 403bCompare. • Prepare spreadsheets, reports, and queries to be used by management at Director and Board meetings. • Research, interpret, and explain complex issues as they relate to financial investments and retirement planning. • Give presentations and speak at outreach events, benefits fairs, and conferences.

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•Kept informed on trends and developments in the local real estate market, as well as the changing rules and regulations, pertaining to both private and government-insured mortgages•Managed personal pipeline to ensure service standards and financial goals are met•Consistently worked in accordance with published departmental sales and service standards•Transacted business in conformance with state and federal regulations such as, but not limited to, RESPA, HMDA and Fair Lending Practices

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 insurance options, including life insurance, long-term disability and long-term care. •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 or services.