Mitch Z.
Wealth Lending Manager @Bank of America
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WORK HISTORY
Wealth Lending Manager @Bank of America
Charlotte, NC, US
As a Wealth Lending Advisor at Merrill Lynch, Bank of America, I leveraged my expertise to provide tailored lending solutions to high-net-worth individuals and families. My role involved collaborating with clients to understand their financial goals and structuring lending strategies that align with their wealth management plans. My experience as a Wealth Lending Advisor at Merrill Lynch allowed me to combine my financial expertise with a passion for personalized client service. I take pride in helping clients achieve their financial aspirations through strategic lending solutions and building enduring relationships within the realm of wealth management.Successfully cultivated strong client relationships and identified lending opportunities to enhance their overall wealth management strategies.Expertly advised clients on a range of lending options, including mortgage solutions, home equity lines of credit, and securities-based lending, ensuring well-informed decision-making.Conducted comprehensive financial analysis to assess creditworthiness, collateral evaluation, and repayment capacity, resulting in optimized lending terms for clients.Worked closely with high-net-worth clients to identify their unique financial needs and goals.Conducted in-depth financial analysis to evaluate clients\' creditworthiness and determine appropriate lending solutions.Collaborated with internal teams to streamline the loan origination process, ensuring timely and efficient service delivery.Provided expert advice on various lending products and options, empowering clients to make informed financial decisions. Conducted market research to identify emerging trends and opportunities within the wealth lending space. Business-to-Business (B2B), Cold Calling, Deal Closure, Human Capital Management, Sales Processes, Software Sales, Consultation, Direct Sales, Expense Reports, Market Knowledge, Teamwork, Coaching, Timelines, Problem Solving, and Interpersonal Skills
ABOUT MITCH Z.
Meet Mitchel Zeonnes, a highly accomplished and self-driven professional with a distinguished career in the financial services industry. He is fueled by a relentless pursuit of excellence and a passion for delivering outstanding results. Throughout his journey, Mitchel has consistently demonstrated expertise in driving sales, creating successful client partnerships, and leading high-performing teams to achieve remarkable success. Mitchel\'s career took off as a Regional Sales Consultant for Verizon Corporate within the Telecommunication industry. During this tenure, he showcased exceptional acumen, opening 23 new business corporate accounts and activating over 2,300+ lines of service within a year. His early success propelled him to the position of District Sales Manager, where he led the successful opening of 12 nationally ranked retail corporate stores throughout North Carolina. In 2012, Mitchel discovered his true calling in the financial services industry and embarked on a rewarding journey as a Premier Financial Banker with Wells Fargo Bank. As a trusted advisor, he catered to Wells Fargo\'s most affluent clients across the United States, delivering the best products and services to empower their financial success. Mitchel\'s dedication to excellence led him to embrace various roles in consumer, business, and commercial banking. With each role, he honed his expertise in the real estate industry, fostering enduring client relationships and providing bespoke business solutions. In every endeavor, Mitchel has surpassed sales goals, referrals, and other key performance metrics. His success is founded on his ability to collaborate effectively with internal and external networks of professionals, gaining valuable insights and seizing opportunities that propel his career forward. One of Mitchel\'s most rewarding assignments to date has been leading a team of new-hires through a rigorous 90-day training and onboarding curriculum. As a mentor, he ensured their seamless integration into the organization, guiding them towards success and cultivating a supportive team culture. Witnessing the growth and success of these emerging talents has provided him with invaluable perspective, fueling his drive for continuous improvement and personal growth Mitchel is always open to forging new connections and sharing his experiences with like-minded professionals. Whether seeking business advice, gaining insights into various industries, or providing mentorship, he encourages you to reach out to him anytime. Let\'s connect and explore new avenues of success together!
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