John Wylie

Captain
DISC Type : DS

Loan Officer at Happy State Bank

Charlotte Metro, United States

Overview

John is a revenue optimization advisor with over 20 years of experience driving financial performance in complex enterprise organizations. A graduate of the University of North Carolina at Charlotte, he focuses on sales execution and operational efficiency. Colleagues describe him as forward-thinking, energetic, and a solutions-oriented go-getter.

Outside of work, John shows a keen interest in macroeconomic trends, often sharing thoughts on oil prices and mortgage rates. He is also involved in his community, promoting local charity fundraising events and encouraging others to participate in community-building activities.

Across several roles, John has driven exceptional growth, such as increasing a previous companys revenue by 500% and boosting public sector revenue by 115% at another.

Personality Overview

Dynamic But Sincere

Planner & Achiever

Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Revenue Optimization
His entire career is focused on helping organizations improve financial performance by identifying value in operations, supplier relationships, and cost structures.
Public Sector Sales
He has a proven track record of rebuilding and leading public sector growth strategies for multiple tech companies, generating millions in qualified pipeline.
Operational Efficiency
He believes significant value is hidden in operational spend and cost structures, making it a key focus of his advisory work.

Media Appearances

John has no verified media appearances

Work History

10-2023 - 3-2025
Loan Officer at Happy State Bank
1-2013 - 8-2023
Residential Lending Officer at Texas Dow Employees Credit Union
5-2011 - 12-2012
Senior Mortgage Specialist at Directors Mortgage Inc
8-2010 - 5-2011
Certified Mortgage Planning Specialist at Hammer Financial Group
11-2000 - 8-2010
Branch Manager/ Certified Mortgage Planning Specialist at Advantage Mortgage Group

Education

MBA from Golden Gate University
1982 - 1982
Officer in Air Force from Academy of Military Science

More Information

Social Presence :

Prographics :

Exp : 35 Location : Charlotte Metro, United States Job Level : N/A Designation : Loan Officer at Happy State Bank
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from John

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can John take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And John

Personality Compatibility


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