Weldon Howlett Email & Phone Number

Orange County, California Area

- Manage the overall operational and transactional finance functions.- Provide analysis and forecasts of departmental revenues on an ongoing basis.- Establish and implement departmental policies, goals, objectives, and procedures, conferring with executive team members.- Responsible for the maintenance of appropriate internal controls and financial procedures toensure organizational success.

Chino, California

-Responsible for acquiring, managing and retaining key relationships with business customers todrive business goals by providing a full range of banking business services to major clients with anemphasis on loan and deposit business products.- Provided financial advice and counsel to business clients on credit structure and treasurymanagement products.- Advise and manage clients in all aspects of the loan process from initial meetings to loan closing.- Proactively call on existing and potential clients while maintaining and building new relationships.- Develop and maintain relationships with business partners to maximize sales opportunities andachieve sales quarterly sales goals.- Establish a referral network and build relationships within an established COI network- Work closely with the Banking Center Manager to assist in growing loans and deposits for thebanking center in a safe and sound manner.- Provide service, training and support to banking center staff to assist in meeting sales goals andservicing the client.

Greater Los Angeles Area

- Responsible for developing relationships with existing small business customers as well as activelyprospecting for new Wells Fargo small business and retail customers.- Developing new business and advising on all client business needs, while ensuring retentionand exercising excellent customer service.- Key responsibilities at this role included offering deposit, lending and other small businessproduct solutions in order to serve as an expert in business packages and achieving performanceobjectives that meet the customer’s needs and financial goals.- Provided product delivery and service support to retail customers. Developed and grew businessnetwork in the community by visiting businesses, and conducting educational seminars in the community.

Greater Los Angeles Area

-Responsible for building long-term relationships with existing and new Wells Fargo high valuecustomers and ensuring retention.- Engaged and developed business in the community by conducting educational seminars.- Special emphasis is placed on providing customers with personal financial reviews and lendingservice. - Developed and maintained strong relationships with Wells Fargo partners to meet customer needsand exceed expectations.- Key focus was to assist customers with investment solutions, including assessing the client needsand recommending investments, retirement, insurance, and WellsTrade solutions to ensurecustomers' financial success.

Greater Los Angeles Area