Scott Steed

Scott Steed

Experienced Financial Industry Professional
Experienced Financial Industry Professional
  • Gilbert, Arizona
  • December 17, 2020

Consumer and Commercial lending SAFE certified

Personal banking experience

Home Mortgage loan officer experience

Commercial health care lending experience

Extensive outbound/ inbound phone sales experience


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Relationship Accounts Officer @ Bank of America
Nov 2020 — Current

Provide lending to licensed medical professionals for start up practices, merging practices, existing practices to include ground up build outs. Originate, process, close and maintain lending relationships to Medical doctors , Dentists and Veterinarian up to 5million including commercial real estate.

Outbound sales specialist/ Home mortgage consultant/personal banker/ credit manager @ Wells Fargo
Aug 2008 — Jul 2019

Credit manager 2008-2010
Originated Home mortgages,HELOC’s, auto loans and personal credit cards to existing clients.
2010-2012 Personal Banker- assisted retail/business bank clients with opening and maintaining deposit accounts. Originated HELOCs, auto loans, personal and business credit cards.
2012-2014 Home Mortgage Consultant. Originated both refinance and new purchase mortgages for new and existing clients.
2014-2019 Outbound Sales Specialist. Originated all consumer lending products to include personal credit credit cards, personal loans and lines and auto loans via outbound phone solicitation.

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