Carolyn K.

Energizer
DISC Type : I

Senior Underwriter at Graysbrook Capital Ltd.

Greater Halifax Metropolitan Area, Canada

Overview

An experienced mortgage underwriter with a demonstrated history in financial services. A graduate of Dalhousie University, she is skilled in management, finance, mortgage lending, and commercial banking. As a Senior Underwriter, she is focused on solving client lending needs.


Holds an LLQP certification from Advocis, qualifying her to advise on life insurance products.

Personality Overview

Relationship Oriented

Big Picture Person

Informal

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Mortgage Lending
Her profile highlights a demonstrated history and specific skills in mortgage lending and underwriting across multiple roles.
Small Business Lending
A specified skill in her current role at Graysbrook Capital Ltd. , indicating a focus on financing for small businesses.
Commercial Banking
Listed as a key skill and area of experience in her professional introduction, showcasing her broad financial expertise.

Media Appearances

Carolyn has no verified media appearances

Work History

5-2024
Senior Underwriter at Graysbrook Capital Ltd.
3-2021 - 3-2024
Mobile Mortgage Broker at True North Mortgage
1-2019 - 3-2021
Financial Advisor at Sun Life
10-2017 - 1-2019
Regional Manager Intraday at CIBC
6-2014 - 9-2016
Senior Branch Manager at CIBC

Education

Bachelor's degree from Dalhousie University
LLQP from Advocis

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Halifax Metropolitan Area, Canada Job Level : N/A Designation : Senior Underwriter at Graysbrook Capital Ltd.
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Insights For Selling To Carolyn

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carolyn is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Carolyn

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Carolyn move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Carolyn take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Carolyn

Personality Compatibility


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