Christopher Zolezzi (He/Him) Email & Phone Number

San Francisco, Ca, Us

San Francisco Bay Area

San Francisco Bay Area

I am a Vice President - Senior Residential Mortgage Banker for the San Francisco Bay Area and Seattle regions of BNY Mellon Wealth Management. In this role, I am responsible for all mortgage related production, marketing and business development within my region. I work exclusively with high net worth individuals and have a vast network of high end realtors, business managers, CPAs, Registered Investment Advisors and financial advisors to provide wealthy individuals with sophisticated residential real estate lending, private banking and wealth management services.I have been a top producer at BNY Mellon since 2012 and was a BNY Mellon Wealth Management revenue leader in 2015 and 2016.Christopher Zolezzi, Vice PresidentSenior Residential Mortgage Banker NMLS ID#459881christopher.zolezzi@bnymellon.com(415) 951-4138 Office

Create sales strategy to increase mortgage production by 40% within Marin, San Francisco and San Mateo counties, present strategies to the executive board - ultimately developing a future outlook for the entire mortgage division. Fully trained in underwriting and credit analysis techniques to ensure 100% pull-through ratios. Built successful book of business by prospecting to realtors, bankers, builders and other advocacy groups. Well versed in client relationship management. Continually track referrals from retail branches and report on sales data. Cross-train fellow bank employees on retail mortgage products creating efficient referral base. Participate in community reinvestment programs like MEDA and ACORN. Cross-sell all retail bank products to borrowers upon application.

Leveraged relationship selling, cultivated new wholesale mortgage accounts in an under performing territory. Presented frequently to established clients on mortgage products and services. Provided ongoing support and product training while responding to technical questions. Generated rate and fee quotes for mortgage brokers while underwriting prospective loans. Provided management with unique insight into market trends using data from the field.

Developed annual financial forecasts for Communications and High Tech business unit. Performed ad hoc cost rate analyses and budget forecasting. Tracked quarterly financial forecasts and reported results to partners. Created and presented sales packages and developed financial plans for prospective clients. Under pressure, secured client business that ensured higher profits for the Solution Center. Advised Human Resources on financial impact of salary increases and bonus structures. Strategized on financial planning initiatives for overall business unit. Trained heavily on GAAP compliance standards.