Carlos E. Herrera

Go-getter
DISC Type : d

Commercial Lender at Gulf Coast Bank and Trust Company

New Orleans, Louisiana, United States

Overview

Carlos has no verified overview

Personality Overview

Challenger

Fast-Paced

Vision Oriented

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Carlos has no verified topics they care about

Media Appearances

Carlos has no verified media appearances

Work History

2026
Commercial Lender at Gulf Coast Bank and Trust Company
1-2024 - 1-2025
Senior Underwriter at Home Bank
7-2023
Co-Founder / Member at CAKE Development, LLC
8-2021 - 7-2023
Executive Director / Senior Vice President at Capital One
7-2017 - 11-2020
Executive Director / Senior Vice President at JPMorgan Chase & Co.

Education

Bachelor of Science in Management from Tulane University - A.B. Freeman School of Business
2012 - 2014
Graduate Studies in Banking from University of Washington

More Information

Social Presence :

Prographics :

Exp : 27 Location : New Orleans, Louisiana, United States Job Level : Leadership Designation : Commercial Lender at Gulf Coast Bank and Trust Company
URL has been copied!

Insights For Selling To Carlos E.

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos E. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Carlos E.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Carlos E. move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Carlos E. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Carlos E.

Personality Compatibility


Other Gulf Coast Bank and Trust Company Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.