Ryan Willson Email & Phone Number

Menlo Park, Ca, Us

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 training and onboarding of all new financial advisors.Coordinated the implementation of a new advisor brand marketing strategy that engaged our target markets, raised the company’s brand profile within those markets, and is expected to increase client base by 20 – 30%.

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 efficiency by 50%+ via hands-on oversight of complex file structuring, manual analysis of credit, income and asset statements.

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 accuracy of all documentation.Oversaw the closing, post-closing areas of the brokerage, and the preparation / reconciliation of loan packages.

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 credit, income and collateral analyses.Trained 20 – 30 loan officers in proper utilization of proprietary origination software, which ensured compliance and catalyzed a 50% increase in loan production.

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, and resolving material shortages. Additional contributions include:Swift mastery of all current and emerging proprietary sales / planning systems and tools. Successful application of those systems and tools to meet annual sales goals 6 years running, and exceed 2002 goals by 50%.Establishment, growth, maintenance of positive, productive customer / business partnerships via outstanding customer service / business management skills and deep product knowledge.Development, implementation of production docs (bills of material, production schedules, estimation sheet, timelines, status reports, etc.) that improved customer satisfaction / retention.Consistent on-time production milestone achievement, and agile responses to changing production schedules, via diligent oversight of inventory planning and assembly process phase scheduling.Creation, implementation of viable second source supplier qualification, requisition protocol that met all necessary substitution requirements, maintained production efficiency, and decreased downtime.