Edward T. Mott
Personal Lending Consultant II/ Pipeline Manager
Gilbert,USA
Summary
Dynamic financial professional with extensive experience at Wells Fargo, excelling in client acquisition and credit analysis. Proven track record of exceeding quotas by over 250%, leveraging advanced negotiation skills and underwriting expertise to drive results. Adept at building strong relationships and delivering tailored financial solutions to high-net-worth clients.
Overview
20
20
years of professional experience
Work History
Personal Lending Consultant II/ Pipeline Manager
Wells Fargo Bank/Personal Lending Group
Chandler, AZ
10.2014 - Current
- Achieved top performer recognition in outbound sales from 2014 to 2023 with exceeding sales quotas by over 250%, while being able to keep high-quality assurance scores.
- Established highest production record in Central Sales/Personal Lending Group Outbound Sales.
- Led team in pipeline management and relationship-selling strategies, improving overall performance.
- Applied extensive underwriting knowledge across diverse loan types such as business, construction, mortgage, credit cards, personal and business credit lines.
- Utilizing (CUSP) & MASK underwriting platform multi screens and systems, efficient calculators, and monitoring spreadsheets.
Private Client Relationship Banker II/Business Banker
JP Morgan Chase Investment Services
Chandler, AZ
06.2010 - 08.2014
- Achieved President's Club recognition for exceptional performance from 2011 to 2013.
- Managed a private bank and business high-net-worth clients with assets between $500,000 to over $10 million.
- Advised clients on financial options within a collaborative, fast-paced team setting. Proposed premium banking products along with comprehensive treasury management solutions, commercial lending, and credit card solutions for corporate clientele.
- Built a robust client relationship by proactively cold calling, event networking, pipeline management, and referral lead generation.
Sales Specialists/Small Business Specialist/Team Leader
Verizon Wireless
Avondale, AZ
02.2007 - 03.2010
- Ranked among the top 10 of 7,500 sales representatives in the western region for 2008 and 2009.
- Conducted huddles as a small business specialist, setting up store goals and daily performance trackers.
- Trained new hires on being effective in keeping business relationships, obtaining referrals, cold calling, and effective pipeline management strategies.
- Utilized Dun and Bradstreet, Sales Force, Personal Management System, and Campaign Manager for business tracking.
Supervisor of Housekeeping Operations
JW Starr Pass Resort and Spa - Five Star
Tucson, AZ
12.2004 - 06.2006
- Served as certified trainer for Marriott International, facilitating opening of five luxury hotels.
- Supervised over 100 housekeeping staff, including attendants and leads, ensuring operational excellence.
- Trained and mentored new personnel to enhance service quality and overall performance.
- Led morning stand-up huddles to share learnings and support team initiatives.
Oversaw budget tracking by managing expenses and inventory controls effectively. - Resolved guest complaints through efficient service recovery processes.
Completed shift reports and business documentation accurately.
Education
Some College (No Degree) - Hospitality Administration And Management
Pima Community College/Northern Arizona University
Tucson, AZSkills
- Client relationship management
- Coaching and mentoring
- Financial assessment
- Credit analysis
- Underwriting expertise
- Debt restructuring
- Loan origination
- Client acquisition
- Customer relationship management
- Negotiation strategies
- Sales techniques
- Pipeline management
Affiliations
- Wells Fargo Bank, Underwriting side by sides, Processing and booking, Operations training, indexing, closing
- JP Morgan Chase, Completed Private Client Banker Private Bank training, Completed Business Banker training
- Marriott International, Completed Foundation of Leadership
Accomplishments
- Wells Fargo Bank, Top overall production in Outbound Sales, 2015 - 2023
- JP Morgan Chase Investment Services, President's Club, 2011 - 2013
- Verizon Wireless, Top 10 out of 7,500 Sales Representatives overall in western region in sales production, 2008 and 2009
Volunteer/Honors
- Boy Scouts of America - Eagle Scout Award
- Wells Fargo Volunteers
- Wells Fargo Innovator's Club
- Arizona Autism United Volunteers
- Organization of Autism Research Volunteers
Timeline
Personal Lending Consultant II/ Pipeline Manager
Wells Fargo Bank/Personal Lending Group
10.2014 - Current
Private Client Relationship Banker II/Business Banker
JP Morgan Chase Investment Services
06.2010 - 08.2014
Sales Specialists/Small Business Specialist/Team Leader
Verizon Wireless
02.2007 - 03.2010
Supervisor of Housekeeping Operations
JW Starr Pass Resort and Spa - Five Star
12.2004 - 06.2006
Some College (No Degree) - Hospitality Administration And Management
Pima Community College/Northern Arizona University
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