At Williams Avant Real Estate Investment Group LLC, my role as Managing Member has been dedicated to forging valuable connections with entrepreneurs, driving investment strategies within the residential and commercial real estate sectors. This focus has leveraged my extensive skills in attention to detail and banking operations, cultivated over a significant period working in financial services.Previously, as an Independent Contractor at The Mortgage Store USA, I honed my expertise in mortgage banking and claims processing, consistently delivering precise and efficient service. My commitment to excellence is demonstrated through a proven track record of managing intricate financial transactions and fostering client relationships to secure successful investment outcomes.
Williams Avant Real Estate Investment Group Llc
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Managing MemberWilliams Avant Real Estate Investment Group Llc Jun 2014 - PresentScottsdale, Az 85257• Networked with entrepreneurs seeking financing for real estate investments to maximize ROI.• Collaborated with like-minded individuals to identify and evaluate investment opportunities.• Utilized strong communication skills to build relationships and secure funding for projects.
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Independent ContractorThe Mortgage Store Usa Jan 2011 - Oct 2023Scottsdale, Az• Assisted clients in securing financing for commercial real estate, collaborating with the management team on special projects.• Developed financial models to analyze investment opportunities and optimize funding strategies.• Achieved a 15% increase in successful financing deals through strategic negotiation and relationship building. -
Financial Services ProfessionalE*Trade From Morgan Stanley Sep 2022 - Sep 2023Chicago, Illinois, United States• Provided exceptional customer service by identifying needs and offering tailored solutions.• Educated clients on E*TRADE’s competitive advantages and recommended additional products.• Successfully drove sales by engaging customers and identifying new opportunities. -
Customer Service RepresentativeAt&T Oct 2020 - Dec 2021Mesa, Arizona, United States• Utilized various systems and tools to assist and service customers, ensuring satisfaction.• Maintained working knowledge of company products, services, and promotions to make tailored recommendations.• Processed purchases of products and services efficiently using operational systems. -
Operations ProcessorWells Fargo Apr 2019 - Jan 2020Chandler, Arizona, United States• Researched, investigated, and validated customer disputed transactions at Wells Fargo.• Made pay or deny decisions and provided excellent customer service.• Took accountability for the entire claim process from receipt to resolution.• Processed claims according to Regulation E guidelines and NACHA rules. -
Home Mortgage Support SpecialistJpmorgan Chase & Co. Sep 2017 - May 2018Phoenix, Arizona, United StatesIn my role as a Home Mortgage Support Specialist at JPMorgan Chase & Co. in Phoenix, Arizona, I excelled in verifying employment, processing Credit Supplements, and ensuring clients had current Homeowners Insurance policies. I also verified Payoff figures for clients refinancing, contributing to a seamless mortgage process. -
Account Sales ManagerInternational Cruise & Excursions (Ice), Inc. Jun 2016 - Jul 2016Scottsdale, Arizona• Managed sales of RCI Travel Packages in a call center environment, focusing on adventure and relaxation for timeshare ownership.• Developed strong customer relationships to drive sales and meet revenue targets.• Utilized strong negotiation skills to close deals and exceed sales quotas. -
Collections/Customer Service RepresentativeNationwide Credit / Altisource Sep 2013 - Jul 2015Tempe, Arizona, United StatesIn my role as a Collections/Customer Service Representative at Nationwide Credit/Altisource, I excelled in managing inbound calls for a gas and electric company in New England. I provided exceptional customer service by accepting payments, advising clients on payment arrangements, and referring them to agencies for further assistance.
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Loan SpecialistThe Mortgage Store Usa Apr 2003 - May 2007Scottsdale, AzIn my role as a Loan Specialist at The Mortgage Store USA in Scottsdale, AZ, I successfully marketed to consumers for financing residential real estate, specializing in primary and vacation homes. By developing strong client relationships and implementing targeted marketing strategies, I achieved a 20% increase in loan approvals, contributing to the company's success.
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Loan Specialist/ReceptionistThe Mortgage Store Usa May 2001 - May 2002Scottsdale, Az• Managed loan application processing for conventional, FHA, sub-prime, and construction/permanent loans.• Provided exceptional customer service by greeting clients and answering phones promptly.• Entered accurate data into the computer system for efficient loan processing.
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Receptionist/SecretaryStarwood Western Capital May 1999 - Sep 1999Phoenix, Az• Greeted clients and provided administrative support to executive staff at Starwood Western Capital in Phoenix, AZ.• Ran errands for special project materials and performed data entry tasks efficiently.• Maintained a professional and welcoming atmosphere for all visitors to the office.
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Customer Service/Construction AdministratorPrice-Woods General Contractors Sep 1998 - May 1999Carefree, Arizona, United States• Processed payroll and reviewed construction staff walk-through items for correction, ensuring customer satisfaction.• Managed homeowner warranty fund and followed up on work completion, attending weekly meetings.• Established efficient communication channels between construction staff and homeowners.
Sheila W. Education Details
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University Of Phoenix OnlineAnticipated Re-Enrollment 03/2025 -
Az School Of R/E & BusinessCertificate Of Completion - Loan Origination
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Chicago Vocational High SchoolAccounting And Finance
Frequently Asked Questions about Sheila W.
What company does Sheila W. work for?
Sheila W. works for Williams Avant Real Estate Investment Group Llc
What is Sheila W.'s role at the current company?
Sheila W.'s current role is Managing Member | Networking with Entrepreneurs in Real Estate Investment.
What schools did Sheila W. attend?
Sheila W. attended University Of Phoenix Online, Az School Of R/e & Business, Chicago Vocational High School.
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