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Stephanie Willis Email & Phone Number

Team lead - Implementations and site optimizations at Optimal Blue
Location: Houston, Texas, United States 12 work roles 2 schools
1 work email found @optimalblue.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@optimalblue.com
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Current company
Optimal Blue
Role
Team lead - Implementations and site optimizations
Location
Houston, Texas, United States
Company size
346 employees

Who is Stephanie Willis? Overview

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Quick answer

Stephanie Willis is listed as Team lead - Implementations and site optimizations at Optimal Blue, a company with 346 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at optimalblue.com and a matched LinkedIn profile for Stephanie Willis.

Stephanie Willis previously worked as Team Lead - Implementations, Site Optimizations & Projects at Optimal Blue and Team Manager - Client Implementations at Optimal Blue. Stephanie Willis holds Bachelor Of Arts (Ba), Political Science And Government from The University Of Texas At Arlington.

Company email context

Email format at Optimal Blue

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{first_initial}{last}@optimalblue.com
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Profile bio

About Stephanie Willis

With over 10 years of experience in the mortgage and fintech industries, I am a customer success leader who is passionate about delivering exceptional service, optimizing processes, and building strong relationships with clients. I currently lead a team of implementation and site optimization specialists at Optimal Blue, a leading provider of secondary marketing automation solutions.In my current role, I coach and support my team members to ensure successful implementations of new PPE clients, as well as site enhancements and optimizations for existing clients. I also observe and analyze the current processes and procedures regarding implementation, and identify and implement operational improvements to increase efficiency, quality, and customer satisfaction. I leverage my skills in customer relationship management (CRM), process improvement, and customer success to drive positive outcomes for both Optimal Blue and our clients.

Listed skills include Customer Service, Customer Satisfaction, Teamwork, Mortgage Banking, and 34 others.

Current workplace

Stephanie Willis's current company

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Optimal Blue
Optimal Blue
Team lead - Implementations and site optimizations
Houston, TX, US
Website
optimalblue.com
Employees
346
AeroLeads page
Company profile
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12 roles

Stephanie Willis work experience

A career timeline built from the work history available for this profile.

Team Lead - Implementations And Site Optimizations

Optimal Blue

Houston, TX, US

Team Lead - Implementations, Site Optimizations & Projects

Current
Optimal Blue

Plano, TX, US

Sep 2023 - Present

Team Manager - Client Implementations

Optimal Blue

Plano, TX, US

Coaches and supports a team of Client Implementation Managers who are responsible for successful implementations of new PPE clients. Observes current process and procedures regarding implementation to ensure best practices are in place and any operational improvements are implemented.

Jul 2022 - Sep 2023

Implementation Team Lead

Optimal Blue

Plano, TX, US

Jul 2021 - Jul 2022

Senior Client Implementation Manager

Optimal Blue

Plano, TX, US

-Responsible for conducting welcome and initial implementation calls with newcustomers.-Develops and executes a customized and effective customer training program based onthe customer’s needs and business model.-Successfully conduct in person (on site or at customer’s location) and/or remote trainingsessions.-Architects implementation strategy plan for.

Jul 2017 - Jul 2021

Client Services Account Manager

Optimal Blue

Plano, TX, US

Maintain customer relationships; proactively provide customers with helpful information regarding the system and make suggestions on how to use the system to its full capability.Complete defined training to obtain complete understanding of the system.Converse with customers by phone, email, webex etc. addressing any questions, problems, and ongoing.

Oct 2016 - Jul 2021

Secondary Marketing Analyst

Primelending

Dallas, Texas, US

-Build and manage pipeline reporting -Analyze existing loan pipeline as needed to respond to changing investor guidelines, new hedge position strategies and ascertain needed data to drive business decisions-Provide gain on sale financial reporting for both sold and unsold pipeline for use by Secondary Marketing and Accounting-Handle special projects as.

Oct 2015 - Oct 2016

Secondary Marketing Assistant, Sr.

Primelending

Dallas, Texas, US

  • Maximizes profitability of the cash trade positions while minimizing the Company’s interest rate risk on cash position.
  • Assists the VP of Trading and Pipeline Management with management and execution of Agency position.
  • Monitors the Relock and Extension report on a daily basis.
  • Reviews and approves loan level escrow holdback requests.
  • Reconciles investor purchase advices
  • Creates, designs and distributes daily rate sheets; ensures the accuracy and integrity of such rate sheets.
Jun 2013 - Oct 2016

Catering Server

Uncle Julio'S Corporation

Irving, Texas, US

Assist the catering manager in the set up, service, and break down of caterings for various events.

Feb 2012 - Dec 2013

Property Specialist/Client Project Analyst

Msi-Mortgage Specialist

As a property specialist I am responsible in assisting over one hundred field representatives from around the country in successfully completing field asset inspections for high profile banks and mortgage companies. I am responsible for staying in constant contact with both the client and the field representatives, and ensuring that each work order is.

Dec 2012 - Jun 2013

Intern

Senator Wendy Davis

I assisted in the Senator's 2012 senate campaign for District 10, comprised of over 300,000 constituents. As an intern, I led various fundraising events, personally interacted with voters, answered various voter inquiries, and assisted in all office duties.

Aug 2012 - Nov 2012

Intern

State Representative Diane Patrick

Assisted in 2012 re-election campaign, including reaching out to voters, assisting in fundraisers, and various office duties.

Aug 2012 - Nov 2012
Team & coworkers

Colleagues at Optimal Blue

Other employees you can reach at optimalblue.com. View company contacts for 346 employees →

TW Tom Wallace Tom Wallace Colleague at Optimal Blue Denver, Colorado, United States, United States View → DG Daniel Gillespie Daniel Gillespie Colleague at Optimal Blue Kaukauna, Wisconsin, United States, United States View → AG Ashley Griffey Ashley Griffey Colleague at Optimal Blue Anna, Texas, United States, United States View → IT Isabella Tapia Isabella Tapia Colleague at Optimal Blue Washington DC-Baltimore Area, United States, United States View → GJ Geoffrey Jackson Geoffrey Jackson Colleague at Optimal Blue Frisco, Texas, United States, United States View → TS Tama Schwarten Tama Schwarten Colleague at Optimal Blue Milwaukee, Wisconsin, United States, United States View → AS Alex Shreeve, Cmb Alex Shreeve, Cmb Colleague at Optimal Blue United States, United States View → BB Brandon Baumann Brandon Baumann Colleague at Optimal Blue Dallas-Fort Worth Metroplex, United States View → JD James Dulligan James Dulligan Colleague at Optimal Blue New York City Metropolitan Area, United States, United States View → JB Jim Beran Jim Beran Colleague at Optimal Blue Cedarburg, Wisconsin, United States, United States View →
2 education records

Stephanie Willis education

Bachelor Of Arts (Ba), Political Science And Government

The University Of Texas At Arlington

Education record

The University Of Texas At Arlington
FAQ

Frequently asked questions about Stephanie Willis

Quick answers generated from the profile data available on this page.

What company does Stephanie Willis work for?

Stephanie Willis works for Optimal Blue.

What is Stephanie Willis's role at Optimal Blue?

Stephanie Willis is listed as Team lead - Implementations and site optimizations at Optimal Blue.

What is Stephanie Willis's email address?

AeroLeads has found 1 work email signal at @optimalblue.com for Stephanie Willis at Optimal Blue.

Where is Stephanie Willis based?

Stephanie Willis is based in Houston, Texas, United States while working with Optimal Blue.

What companies has Stephanie Willis worked for?

Stephanie Willis has worked for Optimal Blue, Primelending, Uncle Julio'S Corporation, Msi-Mortgage Specialist, and Senator Wendy Davis.

Who are Stephanie Willis's colleagues at Optimal Blue?

Stephanie Willis's colleagues at Optimal Blue include Tom Wallace, Daniel Gillespie, Ashley Griffey, Isabella Tapia, and Geoffrey Jackson.

How can I contact Stephanie Willis?

You can use AeroLeads to view verified contact signals for Stephanie Willis at Optimal Blue, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Willis attend?

Stephanie Willis holds Bachelor Of Arts (Ba), Political Science And Government from The University Of Texas At Arlington.

What skills is Stephanie Willis known for?

Stephanie Willis is listed with skills including Customer Service, Customer Satisfaction, Teamwork, Mortgage Banking, Microsoft Office, Strategic Planning, Event Planning, and Problem Solving.

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