William Heisler Email & Phone Number

• Promoted from Mortgage Banker to Vice President of Mortgage Banking October 2020 as a result of consistently exceeding all sales metrics across the boardo Metrics exceeded include leads taken, lead conversion, credit report pulls, loan applications submitted, originated sales volume, and closed sales volume• Generate new business through inbound and outbound sales effortso Interview inbound leads to gather information about their unique financial situations, needs and objectiveso Identify the Client’s true needs and provide a personalized best fit mortgage solution • Manage a pipeline of loans from inception to closing to ensure a smooth customer experienceo Average running pipeline of 8-10 loans in process at roughly $2-4M in total volume• Cross collaborate with multiple internal and external teams to efficiently move each file forward to the next milestone• Provide ongoing service support to current and past clients in order to ensure positive long term relationships and foster repeat and referral businessNMLS # 1620627The Federal Savings Bank is a member FDIC and Equal Housing Lender

Naperville Il

• Managed individual inbound appointments to provide a consultative sales approach• Performed outbound sales efforts to reach enterprise organizations and arrange a presentation with executive management• Presented, planned, and executed enterprise sales contracts in coordination with C-Suite, Legal, Sales, and Marketing departments• Coordinated and executed enterprise account setup, implementation, and onboarding• Worked with Enterprise accounts to co-create and execute Customer Success Plans that roadmap RatePlug’s value to the customer• Conducted quarterly business reviews (QBRs) to review the business value of RatePlug, promote expansion/renewal, and confirm customer health• Maintained healthy customer engagement levels by identifying low utilization and provided solutions to further drive customer success• Served as the voice of the customer while coordinating with the Development Team to implement software enhancements• Drove customer success by proactively supporting customer initiatives, optimizing their platform usage and going above and beyond for customers every day• Developed and executed customer success processes that increased individual account retention rates by 25% month over month

• Top 10 producer in both sales and funded volume• Consistently achieved the highest lead conversion rate on the floor• Efficiently managed a pipeline of $6,000,000 – $9,000,000• Recommended loan solutions to existing customers and prospective clients• Managed a portfolio of existing relationships while also seeking opportunities to retain and develop new clientele.• Developed and prepared loan solutions while cross-selling products and services.• Collaborated with internal and external stakeholders to complete mortgage transactions.

1 Macneil Court, Bolingbrook Il 60440

• Primary Export Agent: Sole facilitator of all international retail accounts and individual saleso Regularly performed in depth research in regards to specific vehicle application inquirieso Broad exposure and communication with a diverse client baseo Reviewed and streamlined existing international retail policies and procedures• Developed, implemented, and presented training material to the entire sales and customer service staff• E-Commerce Representative: Led the WeatherTech eBay store as part of a small teamo Monitored and drove e-commerce sales• Provided a broad fitment and application knowledge base for fellow co-workers to draw upon• Consistently met and exceeded sales goals• Customer Service: Assessed and fulfilled customer product requirementso Top 5th percentile in customer service statistics

Rua 159 Ponta Negra. Rio De Janeiro, Brazil

Bloomington/Normal, Illinois Area

Aurora, Illinois