Bob Wilkerson

Experience

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  Best Buy

  Sept 2007 - Oct 2009

  Best Buy Mobile Sales Consultant
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  Merrill Lynch

  Apr 2008 - Oct 2008

  Operations Intern

  Reported directly to the Client Relationship Manager for the Minneapolis territory. I conducted reviews of our Client Service Representatives that report directly to the Financial Advisors. Tracked sales numbers and worked with the CRM to develop programs and incentives to increase productivity.

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  Thrivent

  Nov 2009 - Jun 2013

  Financial Consultant, CLTC, FIC

  No matter what your goals, achieving them requires preparation and planning. I can help you assess your current situation and develop a financial strategy that's customized for you. I'll help you make informed decisions to stay on track with your goals.Building long-term relationships is important to me. That's why I take a unique, values-based approach to financial guidance. We'll begin by identifying what's most important to you. Working together, we'll connect your values to your investments. You also have the flexibility to choose a different level of service or approach that's right for you. This can include a product-based, issue-based or broad-based solution Show less

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  TruStone Financial Credit Union

  Jun 2013 - Nov 2015

  Senior Mortgage Consultant

  TruStone offers a wide variety of mortgage programs to help meet your home financing needs for both purchases and refinancing. We can help you finance your primary residence, second home, or investment property.

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  Finance of America Mortgage LLC

  Nov 2015 - Jun 2018

  Senior Mortgage Consultant - Purchase Team

  ©2016 Finance of America Mortgage LLC is licensed nationwide | Equal Housing Lender | NMLS ID # 1071 (www.nmlsconsumeraccess.org) | AZ Mortgage Banker License #0910184 | Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee | Illinois Residential Mortgage Licensee | Kansas Licensed Mortgage Company | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department | Rhode Island Licensed LenderCustomerRelations@FinanceOfAmerica.com Show less

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  Refined Lending

  Jul 2018 - now

  Area Sales Manager

  Refined LendingIt is a custom home mortgage company specializing in up and coming urban and suburban neighborhoods in the Twin Cities. Our experienced team works closely to suggest the perfect mortgage for your unique lifestyle; a payment that fits within your budget. The choice to work with Refined Lending willmake your next move a simple, streamlined and highly rewarding experience. Our in-house products such as new construction, HomeStyle purchases, and refinancing options will allow us to assist every homeowner. With Refined Lending you will work with one team from the pre-approval stage all the way through your final home closing.Refined Lending partners with highly sought-after real estate agents, and home builders to make sure you get the most current trends and technology, as well as superior products and workmanship. We are licensed to lend from coast to to coast and able to follow our clients as their families grow and move• HomeStyle/ One Time Close/ Two Time Close / FHA/ VA / USDA / Condo Non Warrantable/ Jumbo New Construction loans. Show less