Ryan Willson Email & Phone Number

Menlo Park, CA, US

Santa Clara, CA, US

Santa Clara, CA, US

Santa Clara, CA, US

North Little Rock, Arkansas, US

Transitions ManagerCONCERT WEALTH MANAGEMENT2014 – PresentAchieved promotion from Transitions Operations Specialist to Transitions Manager in 4 months.Oversee 300 - 400 financial account transfers per month. Serve as the Primary Point of Contact for all advisor questions / concerns, and as a Liaison between custodian and advisors; I also facilitate.

San Francisco, California, US

Achieved a 90%+ on-time closing rate while managing a continuous loan pipeline of $200 Million in loan volume (100+ active clients), from application through closing.Ensured all client needs and expectations were met by applying my communication skills, and my in-depth knowledge of the sales, account management and loan processes.Improved loan consultant.

Walnut Creek, California, US

Provided consistently outstanding customer service and timely communication and account management to 6 – 10 loan officers at a time while controlling a $100 Million+ loan pipeline.Managed the review process for an average of 55 loans per month, including partnering with originating loan officers to make structural recommendations, and ensuring the.

Irving, TX, US

Supported the 4 top-producing loan officers in Northern California, representing a combined $300 Million+ in mortgage loan volume.Implemented and maintained a large proprietary client database (500+ clients) that improved customer satisfaction ratings by 50 - 70% within 6 months of implementation.Processed, underwrote 60 – 70 loans per month, and performed.

Centennial, Colorado, US

I was hired as a Planner, and was asked to assume Sales & Marketing Rep responsibilities after 6 months with the company. Holding both roles concurrently for 6 years, I delivered upon all expectations within a fast-paced, deadline-driven environment. My work centered around fulfilling daily customer requests, managing ARROW’s materials supplier network.