Carla Berry

Enthusiast
DISC Type : i

Mortgage Loan Officer Prosperity Bank at Prosperity Bank

Allen, Texas, United States

Overview

Carla has no verified overview

Personality Overview

Non-Confrontational

Optimistic

Story Driven

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Carla has no verified topics they care about

Media Appearances

Carla has no verified media appearances

Work History

1-2013
Mortgage Loan Officer Prosperity Bank at Prosperity Bank
1-2013 - 11-2019
Mortgage Loan Officer at LegacyTexas Bank
6-2006 - 1-2013
Assistant Vice President, Branch Manager at Washington Federal
6-2002 - 6-2006
Operations Manager at Gallery Homes, Inc.
6-1997 - 6-2002
Executive Assistant at Dan McElroy Custom Homes, Inc.

Education

1987
Education details unavailable from University of South Carolina
Education details unavailable from North Garland High School

More Information

Social Presence :

Prographics :

Exp : 28 Location : Allen, Texas, United States Job Level : N/A Designation : Mortgage Loan Officer Prosperity Bank at Prosperity Bank
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Insights For Selling To Carla

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carla is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Carla

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Carla move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Carla take some risk or not?

  • They can take some low-probability risks if needed.

You And Carla

Personality Compatibility


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