William Rohloff

Operated as an independent licensed health and life insurance agent, also holding a general lines agent license for life, accident, health, and HMO in Texas. Focused on client acquisition and regulatory compliance within the insurance sector.

Managed refinance and purchase mortgage lending, processing, and loan officer training. Developed and maintained accurate monthly reporting metrics for pipeline management, while also conducting market trending classes for realtors and borrowers.

Handled refinance and purchase mortgage lending and front-end processing. Created and maintained accurate monthly reporting metrics to support team management.

Engaged in refinance and purchase lending, training, customer service, and pipeline management. Successfully increased portfolio retention business through strategic lead acquisitions, referrals, marketing efforts, and educational classes.

Managed 4-8 loan officers, contributing to the growth of a new branch into a multi-million dollar per month operation. Oversaw refinance and purchase lending, training, customer service, and pipeline management.

Reduced operational inefficiencies by conducting monthly product updates and training sessions. Managed refinance and purchase mortgage lending, customer service, and client growth initiatives.

Trained new hires on improved process workflows and systems, significantly cutting turn times from 40 to 23 days. Increased branch portfolio retention by 14% through targeted lead acquisitions and referrals.

Originated and led a New Customer Acquisition team focused on refinances, purchase business, and relocation lending.

Conducted progress meetings to debrief, capture, and communicate status for end-to-end tracking. Recognized as the top application to funding producer within the internet purchase division.

Established key metrics for prospect to funding tracking, which directly contributed to a 15% increase in growth.

Generated new B2B account growth within Fortune 500, Private 100, and Global 50 companies, increasing new logos by 30% across multiple states. Expanded organic growth of current customer portfolios by 50% and provided expert consultation to clients on products and services.

Managed 24 sales representatives in a branch office/call center environment, implementing new sales strategies to increase business and market share. Developed and maintained metrics for account to product trending, and reduced inefficiencies through bi-monthly product training.

Managed client accounts from contract origination to funding, analyzing portfolios and consulting clients on product recommendations and services. Consistently recognized as a top revenue producer and customer service expert.

Managed 8 loan officers in a branch office/call center environment, establishing training information that increased team knowledge and production by 40%. Improved process flow for team leads and applications by acting as a liaison between production and processing teams.

Originated with the Customer Lead team for refinances and purchase business, handling both Prime and Subprime loans.

Managed and grew client relations with multiple Fortune 500 companies, structuring production manager notes to streamline operations and increase departmental efficiency. Improved departmental communications by creating checklist documents for process flow during events and established training criteria to improve reliability of production managers.

Studied Communications at Stephen F. Austin State University. The curriculum focused on various aspects of communication, preparing for diverse professional roles.