Edward T. Mott
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
18
18
years of professional experience
Work History
Personal Lending Consultant II/ Pipeline Manager
Wells Fargo Bank/Personal Lending Group
Chandler, AZ
10.2014 - Current
- Wells Fargo - top performer overall in production in outbound sales in the Central Sales/Personal Lending Group (PLG) with averaging near perfect quality assurance(QA) year after year. Also, averaging over 250% on quota 2014 - 2023.
- Advanced negotiation skills, closer (ANB rep), Internet Team rep and being able to overcome rebuttals with different sales techniques such as match talking, discovering ways to gain commitment from the customer and overcoming objections.
- Coaching, developing, motivating, and training teammates or less experienced individuals about pipeline management, rebuttals, relationship selling techniques, having the hunter mentality, but providing the best experience for the customer.
- Solid knowledge and understanding of consumer and banking credit policy, loan servicing, risk management, and group underwriting requirement.
- Working with (CUSP) & MASK underwriting platform multi screens and systems, tangible calculators, and tracker spreadsheets.
- Analyzed financial records examples are w-2’s, 1099’s, k1’s, tax returns, trust documents, income statements such as retirement accounts, checking, and savings.
Private Client Relationship Banker II/Business Banker
JP Morgan Chase Investment Services
Chandler, AZ
06.2010 - 08.2014
- Established a reputation of execution of excellence, managing a book of Private Bank and Business High-Net-worth Clients with net worth of liquid or investing assets of 500k to 10 million plus in business or personal assets.
- Advanced experience in looking for new and existing relationship, building a strong pipeline, and seeking new referrals from leads from (salesforce) by proactively cold calling, networking events, trade shows, referrals, reactors, brokers, family, and preexisting clients.
- Relationship driven, working in a fast-paced team oriented- environment make financial recommendations, offering premium banking products, complex treasury management solutions, investment solutions, business solutions, commercial lending, and commercial credit card solutions, private premier checking/savings, CD's, IRA, merchant services and etc.
- Proactively partnering with private client mortgage bankers, relationship managers at all levels, client acquisition of new money through recommendations across all business lines: wealth management, consumer and commercial lending, and business banking.
Sales Specialists/Small Business Specialist
Verizon Wireless
Avondale, AZ
02.2007 - 03.2010
- Conduct huddles as a small business specialist and team lead, setting up store goals, daily trackers and scorecards, and going over team goals in weekly meetings.
- Trained all new hires about keeping existing business relationships, pipeline management, sustaining a pipeline of customers, seeking out new business relationships.
- Networking, business prospecting, business visits, referrals, and cold calling using programs for business tracking (Dun and Bradstreet), Personal Management System, and Campaign Manager.
- Advanced experience being the data champion of the store, phone expert, performing all duties with opportunities to build relationships and rapport with customers.
- Advanced experience in customer service related questions such as: billing question, upgrades, new services, answering customers' questions, technical issues, troubleshooting, software upgrades, warranty replacements, and phone exchanges.
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
Verizon Wireless
02.2007 - 03.2010
Some College (No Degree) - Hospitality Administration And Management
Pima Community College/Northern Arizona University
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