Taurean Williams

Taurean Williams

Senior Private Client Home Lending Advisor @ Chase

About Taurean Williams

Taurean Williams is a Senior Private Client Home Lending Advisor at CrossFirst Bank, bringing over 10 years of experience in the finance industry. He has a proven track record of achievements, having held various roles in prominent financial institutions, including Chase, Bank of America, and Wells Fargo.

Work at CrossFirst Bank

Taurean Williams currently serves as a Senior Mortgage Banker at CrossFirst Bank, a position he has held since 2023. In this role, he utilizes his extensive experience in the finance industry to assist clients with their home lending needs. His responsibilities include advising clients on mortgage options and facilitating the loan process, ensuring a smooth experience for private clients.

Work at Chase

Taurean Williams has been employed at Chase as a Senior Private Client Home Lending Advisor since 2018. In this capacity, he focuses on providing tailored mortgage solutions to high-net-worth clients. His role involves assessing client needs, recommending appropriate lending products, and managing the loan process to meet client expectations.

Education and Expertise

Taurean Williams earned a Bachelor's Degree in Communication and Media Studies from Duquesne University. His educational background complements his professional experience, allowing him to effectively communicate complex financial information to clients. With over 10 years in the finance industry, he has developed expertise in mortgage lending and client relationship management.

Background in Finance

Taurean Williams has a diverse background in the finance industry, having worked for several notable institutions. His career includes positions at Bank of America, Wells Fargo, and Mr. Cooper, where he gained valuable experience in mortgage consulting and customer relationship management. His tenure at these organizations has contributed to his strong track record in exceeding sales targets and achieving client satisfaction.

Achievements in Sales and Service

Throughout his career, Taurean Williams has received multiple recognitions for his performance in sales and customer service. He was awarded Outstanding Service and Sales Awards in 2002 and 2003, reflecting his commitment to excellence. Additionally, he achieved a significant milestone in 2007 by exceeding target goals by 25% in total sales volume, which established him as a leader in business funding.

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