William Hoeffner
Associate Compliance Analyst at Fidelity Investments | Dallas-Fort Worth Metroplex
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Associate Compliance Analyst at Fidelity Investments in February 2023 to Present
Conventional Mortgage Underwriter at Citizens Financial Group, Inc. in April 2020 to July 2022
Government Underwriting Specialist at Franklin American Mortgage Company in March 2015 to April 2020
Mortgage Setup Coordinator at Franklin American Mortgage Company in March 2015 to August 2016
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University of North Texas, Bachelor of Science (BS), November 2026
Coursera, Google Data Analytics Professional Certificate, November 2026
Dallas College, November 2026
Tarrant County College, Finance, November 2026
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Underwriting
Problem Solving
Microsoft Excel
Adobe Products
Tableau
SQL
Google Sheets
Data Visualization
Data Ethics
Financial Analysis
Critical Thinking
Data Cleaning
Finance
Risk Analysis
Credit Analysis
Debt-to-Income Ratio (DTI) Analysis
Automated Underwriting Systems
Loan Documents
Residential Mortgages
Refinance
Mortgage Lending
Mortgage Underwriting
Customer Service
Data Entry
Outlook
Team-oriented
Microsoft Office
Time Management
Microsoft Word
Goal Oriented
Team Leadership
Team Building
Financial Modeling
Financial Statement Analysis
Pivot Tables
Regression Analysis
Agile Methodologies
SharePoint
Data Analytics
Microsoft Power BI
Python (Programming Language)
Data Science
Self-Management
Decision-Making
Personal Branding
Professional Communication
Teamwork
Data Analysis
Servant Leadership
Leadership
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Discover more about Fidelity InvestmentsWhat is William Hoeffner email address?
Email William Hoeffner at [email protected]. This email is the most updated William Hoeffner's email found in 2026.
How to contact William Hoeffner?
To contact William Hoeffner send an email to [email protected]. (updated on September 25, 2025)
What company does William Hoeffner work for?
William Hoeffner works for Fidelity Investments
What is William Hoeffner's role at Fidelity Investments?
William Hoeffner is Associate Compliance Analyst
What is William Hoeffner's Phone Number?
William Hoeffner's phone +44 ** **** *388
What industry does William Hoeffner work in?
William Hoeffner works in the Financial Services industry.
William Hoeffner Email Addresses
William Hoeffner Phone Numbers
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