Bob Gerson

Initiator
DISC Type : Di

Sr. Loan Officer at General Mortgage Capital Corporation

San Francisco, California, United States

Overview

Bob has no verified overview

Personality Overview

Friendly Challenger

Impact-Oriented

Conviction Driven

They measure a product on its merit but can be influenced by strong testimonials.  They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Bob has no verified topics they care about

Media Appearances

Bob has no verified media appearances

Work History

4-2023
Sr. Loan Officer at General Mortgage Capital Corporation
9-2022 - 4-2023
Strategic Advisor at Freelance
12-2017 - 9-2022
Sr. Mortgage Lender, Private Mortgage Banker at California Bank & Trust
12-2015 - 12-2017
Home Loan Officer at Citi
12-2016 - 11-2017
Loan Officer at Citi

Education

1974 - 1976
Bachelor of Applied Science (B.A.Sc.) from Bernard Baruch College
1974 - 1976
Bachelor of Science from Buffalo State University
1970 - 1974
Education details unavailable from Newtown High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco, California, United States Job Level : N/A Designation : Sr. Loan Officer at General Mortgage Capital Corporation
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Bob

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Bob take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Bob

Personality Compatibility


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