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Will Lewis Resume

Will Lewis is a motivated professional with 13 years of experience in sales, marketing, and mortgage loan origination. He has a proven track record of consistently meeting or exceeding goals and providing excellent customer service. His skills include public speaking, time management, accounting software, social media, and financial planning. He is currently the founder of Fathers Are Needed, a non-profit focused on fatherhood. Previously he has held positions as a licensed mortgage loan originator and payroll consultant.

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Katrina Reyes
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142 views3 pages

Will Lewis Resume

Will Lewis is a motivated professional with 13 years of experience in sales, marketing, and mortgage loan origination. He has a proven track record of consistently meeting or exceeding goals and providing excellent customer service. His skills include public speaking, time management, accounting software, social media, and financial planning. He is currently the founder of Fathers Are Needed, a non-profit focused on fatherhood. Previously he has held positions as a licensed mortgage loan originator and payroll consultant.

Uploaded by

Katrina Reyes
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WILL LEWIS

wg.lewis89@gmail.com | 9517419126 | Mesa, AZ 85207

PROFESSIONAL SUMMARY

Motivated professional offering 13 years of progressive sales and marketing experience.


Results-oriented and energetic with unsurpassed interpersonal and communication
strengths. Productive, hardworking and known for consistent stellar performance against
target goals and customer service expectations.

SKILLS

• Public Speaking • Time Management


• Accounting Software • Self-Motivated Professional
• Mortgage Loan Originator License - • Critical Thinking
Arizona • Event Planning
• Social Media Skills • Written And Verbal Communication
• Good Listening Skills • Salesmanship
• Financial Planning • Microsoft Office (Computer Proficiency)
• Project Management
• Analytical Skills And Perception/Attention
To Detail

WORK HISTORY

Nov 2017 - Current • A movement, to expand global awareness on the


Founder importance of fatherhood
Fathers Are Needed • We aspire to generate bonding experiences between
a child and their father to highlight the significance of
a father's presence.
• Social media manager with strong reporting skills and
data analysis skills on the efficiency of Facebook,
Instagram and TikTok.
• Over 5 years of success in converting business to
quickbooks, including expert - level knowledge of the
steps and workflows that are essential for successful
migration.
• Planned and orchestrated Community BBQs to
celebrate fatherhood. Executed 5 successful annual
toy drives. Fulfilled numerous giveaways to the
community throughout the year.
• Podcast appearances as an invited special guest.

Sep 2022 - Mar 2023 • Explained different types of loans pertaining to client
Licensed Mortgage Loan situations
Originator • Interview applicants and request information for
OneTrust Home Loans - applications incidental to originating loans
Phoenix, AZ • With assistance from processors or other staff,
complete applications in a timely manner and input
applicants data into Encompass
• Analyze applicant's financial status; including financial
statements, tax returns, credit, property evaluations,
and profit-and-loss statement incidental to originating
loans to determine feasibility of granting credit
• Compile loan packages and facilitate negotiations
with applicants to establish standards on items such as
fees, loan repayment options and other credit terms.

Jun 2021 - Aug 2022 • Attend in-person meetings and corresponding with
Licensed Mortgage Loan potential clients or real estate professionals
Originator • Distribute mailings, make calls or web-based
Waterstone Mortgage solicitations away from place of business
Corporation • Interview applicants and request information for
applications incidental to originating loans
• With assistance from processors or other staff,
complete applications in a timely manner and input
applicants data into Encompass
• Analyze applicant's financial status; including financial
statements, tax returns, credit, property evaluations,
and profit-and-loss statement incidental to originating
loans to determine feasibility of granting credit
• Compile loan packages and facilitate negotiations
with applicants to establish standards on items such as
fees, loan repayment options and other credit terms.

May 2018 - Oct 2020 • Traveled out of state to various locations for program
Ancora Corporate Training presentations provided to partnered business' and their
Ancora Education associates. Traveled 50% of the time.
• Responsible for building maintaining primary
relationships between associates and the school
• Consults potential attendees to encourage program
participation, continued contact until successful
completion, and assist through graduation where I will
aid in preparing associates to enter the workforce in
their chosen career field.
• Reviewed admissions applications to check students'
eligibility for acceptance
• Collaborated with various departmental staff to
organize activities, presentations and meetings for
potential enrollees.
• Project management. Tracked project timelines,
deliverables and budget. Assessed project risks &
proactively resolved issues.

Nov 2016 - Feb 2018 • Handled the marketing and sales of a suite of services
Payroll Consultant by prospecting and acquiring new clients nationally
Paychex • Developed rapport and evaluated the business
owner's Human Capital Management needs,
determining which products are appropriate and
referring them to internal partners as needed
• Projected a positive image consistent with company
values in representing Paychex to clients and the
community
• Applied knowledge of regulations, employment law
and tax code to keep operations in compliance with
applicable standards

EDUCATION

Business Communications, Marketing, Accounting

BA: Interdisciplinary Studies

Bachelor of Interdisciplinary Studies: Business & Communications


Arizona State University | Tempe

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