Madhu M Sonti Email and Phone Number
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Proficient in merchant services, incentive/product management, and strategicinitiatives. Demonstrates excellence in customer service, operations, andconsumer lending within the workplace banking sector. Committed to diversityand inclusion, with strong organizational and leadership skills. Proventrack record in loans, mortgage, sales, training, product management, andcultivating client relationships. Skilled in surpassing sales targets,implementing winning strategies, and leading effective teams. A resultsdriven professional with a background in marketing, management, businessdevelopment, and reporting.
Wealth Planning Advisory Group
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Senior Advisor- Financial OutcomesWealth Planning Advisory Group Jul 2024 - PresentBernardsville, New Jersey, Us -
Program (Ppp) Loan Relationship Manager | Senior Vice PresidentPnc 2020 - 2023Pittsburgh, Pennsylvania, UsIn this role, I oversaw daily operations, encompassing underwriting,documentation, processing, and maintenance of SBA Lending Products and loanfiles for PNC Bank clients and acquired BBVA clients. I developedspecialized expertise in PPP loan application and forgiveness prerequisitesand effectively collaborated with clients to amass necessary documentationwhile facilitating forgiveness or repayment determinations.I am proud to have achieved forgiveness for more than 1000 clients withtheir SBA loans, demonstrating my expertise in loan forgiveness processesand strong client advocacy. Additionally, I spearheaded the underwritingteam, conscientiously handling the review and processing of over 8000 PPPloans for small businesses across the country, achieving maximum loanamounts for applications above the $150,000 threshold. -
Senior Client Advisor | Senior Vice PresidentPnc 2019 - 2023Pittsburgh, Pennsylvania, UsIn this role, I led the wealth management function, directing operations for35 regional bank branches. I was responsible for driving the identificationand cultivation of revenue-generating opportunities. My focus was onmotivating branch managers and the sales and service team to initiate anddevelop cross-functional relationships between branch clients and the wealthmanagement group.Engaging with clients personally, I introduced the advantages of wealthmanagement services and advocated a team-oriented approach to enhance clientasset management. During my first year, I successfully acquired andonboarded ten new clients, resulting in the generation of $8 million in newrevenue. Additionally, I revitalized collaborations between the wealth teamand Retail, Small Business, Commercial, and Mortgage departments. -
Sales And Client Experience Manager | Senior Vice PresidentPnc 2014 - 2019Pittsburgh, Pennsylvania, UsIn this role, I had the privilege of overseeing 184 branches across thenortheast market. I managed a team of eight direct reports, workingtirelessly to achieve sales and client experience goals throughout theregion. My responsibilities extended to directing multiple facets of PNC,including investments, mortgages, business banking, wealth management,commercial banking, and merchant services, always with a focus on aligningour efforts with the Northeast market targets.I orchestrated comprehensive sales training, managed incentives, and oversawproduct management for the entire branch network. To improve performance, Iimplemented process enhancements, drove change management, and optimizedresource utilization. Guiding and motivating a specialized team, I ensuredtalent acquisition and performance excellence while strategizing dailyactivities and providing regular updates.My dedication to planning, organizing, directing, analyzing, and evaluatingstaff and processes resulted in the attainment of the pinnacle of customersatisfaction and employee engagement (Human Sigma 6) in the Gallup systemfor the Northeast market. Furthermore, I consistently excelled in achievingall sales and service targets, maintaining the highest-performing divisionranking from 2014 to 2019. Additionally, I played a vital role as a memberof the Executive Diversity and Inclusion Council. -
Regional Manager | Senior Vice PresidentPnc 2006 - 2013Pittsburgh, Pennsylvania, UsIn this role, I had the privilege of leading and engaging teams across 18branches, with a primary focus on driving sales, service excellence, and operational efficiency. Collaborating seamlessly with various lines ofbusiness, including PNC investments, mortgage, business banking, wealthmanagement, merchant services, and commercial banking, I consistentlysurpassed sales targets and optimized client services.My dedication to excellence resulted in the consistent recognition of ourachievements, earning Gallup's Great Workplace Award for five consecutiveyears. This recognition was a testament to our commitment to achieving peaklevels of customer and employee engagement, as evidenced by the attainmentof Human Sigma 6, the highest recognition in alignment with GallupOrganization's standards.Beyond these accomplishments, I also took the initiative to spearheaddiversity and inclusion initiatives, further contributing to the positiveand inclusive work environment we cultivated.
Madhu M Sonti Skills
Madhu M Sonti Education Details
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Rutgers University–New BrunswickEconomics -
Consumer Bankers Association Executive Banking SchoolGraduate School Of Retail Bank Management
Frequently Asked Questions about Madhu M Sonti
What company does Madhu M Sonti work for?
Madhu M Sonti works for Wealth Planning Advisory Group
What is Madhu M Sonti's role at the current company?
Madhu M Sonti's current role is High-achieving senior financial services manager with expertise in coaching, training, and leadership. Known for exceptional performance in wealth management, investments, mortgages, and commercial banking..
What is Madhu M Sonti's email address?
Madhu M Sonti's email address is ma****@****pnc.com
What is Madhu M Sonti's direct phone number?
Madhu M Sonti's direct phone number is (866) 874*****
What schools did Madhu M Sonti attend?
Madhu M Sonti attended Rutgers University–new Brunswick, Consumer Bankers Association Executive Banking School.
What are some of Madhu M Sonti's interests?
Madhu M Sonti has interest in Marathons, Skiing, Customer Service Excellence, Effective Management Strategies.
What skills is Madhu M Sonti known for?
Madhu M Sonti has skills like Banking, Commercial Banking, Consumer Lending, Loans, Credit, Retail Banking, Lines Of Credit, Small Business Lending, Management, Credit Risk, Loan Origination, Financial Services.
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