William Stark
Phoenix
Summary
Dynamic Vice President of Sales and Marketing with extensive experience in sales and finance, specializing in innovative loan structures and effective sales techniques. Demonstrated success in cultivating strong client relationships and delivering tailored financial solutions that empower clients to achieve their objectives. Proven track record of driving revenue growth and enhancing customer satisfaction through strategic initiatives. Committed to leveraging expertise to contribute to organizational success and future growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Faculty Adjunct
Gateway Community College
08.2019 - Current
- Adept in understanding diverse aspects of General Business Courses.
- Demonstrated proficiency across Microsoft Office suite.
- Consistently conveyed information effectively and clearly.
- Delivered engaging presentations.
- Guided interactive class sessions to encourage engagement.
Vice President of Sales and Marketing
Arzada Inc.
04.2019 - Current
- Directed queries during sales phone interactions.
- Established cohesive sales architecture.
- Lead strategic planning in sales and marketing activities.
- Conducted thorough testing of new functionalities.
Senior Loan Officer
Barrett Financial
02.2022 - 01.2025
- Coordinated loan approval activities with accuracy and speed.
- Offer tailored financial strategies for clients and new leads.
- Designed customized loan solutions aligning with clients' financial objectives.
- Managed post-close loan services efficiently.
Account Executive
Innovation Refunds
01.2023 - 05.2023
- Evaluated criteria to establish ERC refund qualification.
- Facilitated comprehensive dialogues on Employee Retention Credit.
- Coordinated the acquisition of paperwork required for refund processes.
- Secured signed agreements from clients to initiate refund processes.
Executive Loan Officer
Filo Mortgage
06.2021 - 02.2022
- Support the approval process for loans.
- Supplied monetary guidance to current patrons and future clientele.
- Structured loan offerings tailored to clients' financial objectives.
Refinance Banker
Home Point Financial Arizona
06.2020 - 06.2021
- Supported loan approval procedures.
- Assisted clients in making informed financial decisions.
- Designed loan solutions tailored to clients' financial objectives.
Senior Purchase Banker
Quicken Loans Arizona
08.2016 - 04.2019
- Aid in expediting credit and loan tasks.
- Advised clients on various financial strategies.
- Customized loan solutions tailored to align with client financial objectives.
- Supervised and tracked loan performance after closing.
Insurance Specialist
State Farm
Phoenix
12.2014 - 08.2016
- Support clients in managing Property and Casualty Insurance.
- Integrated insurance with investment tools to form complete financial plan.
- Administered portfolio management for Life and Health Insurance clients.
Financial Advisor
Merrill Lynch
Chandler
04.2011 - 12.2013
- Facilitated consolidation of accounts.
- Supported clients in accomplishing their financial targets.
- Executed proactive approaches to connect with clients effectively.
- Supported clients in formulating all-encompassing financial frameworks.
- Contributed to supplementary projects as required.
Registered Representative
Charles Schwab
Phoenix
11.2008 - 04.2011
- Elevated to Proactive Outreach Team after 14 months of service.
- Conducted thorough investigation to consolidate accounts.
- Guided clients to achieve financial objectives.
- Partnered with cross-functional departments to provide subject matter expertise.
- Attained proficiency in conducting technical analysis.
- Facilitated the development of investment portfolios for clients.
Education
Master - Business Administration
Southern New Hampshire University
06.2016
B.S. - Global Business with Finance Concentration
Arizona State University
Tempe05.2008
Skills
- Investment Analysis Skills
- Effective Sales Techniques
- Innovative Loan Structures
- Competitive Market Assessment
- Strong Public Speaking
- Relationship Development Techniques
Affiliations
- Natural Athlete. Collector of sports memorabilia. Sporting event enthusiast.
- Wide variety of interests and thought processes.
- Love to travel
Certification
- Held Series 7, 66, 63 Licenses from April 2010 - August 2018
- Held Property and Casualty and Life and Health Licenses from 08/2015 - 08/2020
- Currently Hold NMLS (Mortgage Loan Originator) License. Obtained in 2016
Accomplishments
- Director for The Bobby Stark BlueGold Promise Fund at the University of Wisconsin Eau Claire.
- Awarded over $50,000 in scholarships to needy students.
- Fund was created in my little brother's memory.
Timeline
Account Executive
Innovation Refunds
01.2023 - 05.2023
Senior Loan Officer
Barrett Financial
02.2022 - 01.2025
Executive Loan Officer
Filo Mortgage
06.2021 - 02.2022
Refinance Banker
Home Point Financial Arizona
06.2020 - 06.2021
Business Faculty Adjunct
Gateway Community College
08.2019 - Current
Vice President of Sales and Marketing
Arzada Inc.
04.2019 - Current
Senior Purchase Banker
Quicken Loans Arizona
08.2016 - 04.2019
Insurance Specialist
State Farm
12.2014 - 08.2016
Financial Advisor
Merrill Lynch
04.2011 - 12.2013
Registered Representative
Charles Schwab
11.2008 - 04.2011
- Held Series 7, 66, 63 Licenses from April 2010 - August 2018
- Held Property and Casualty and Life and Health Licenses from 08/2015 - 08/2020
- Currently Hold NMLS (Mortgage Loan Originator) License. Obtained in 2016
Master - Business Administration
Southern New Hampshire University
B.S. - Global Business with Finance Concentration
Arizona State University
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