Cathleen Edger -- Retirement Mortgage Consultant in

Cathleen Edger -- Retirement Mortgage Consultant

Evaluator · DISC type dcs
Reverse Mortgage Consultant at New American Funding
📍 Phoenix, Arizona, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Reverse Mortgage Consultant
Job Level
Mid-senior
Location
Phoenix, Arizona, United States
Personality Overview

How Cathleen shows up

Thorough Evaluator
Hard To Convince
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Cathleen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Reverse Mortgage Consultant
New American Funding
1-2020
Real Estate Broker Associate
HomeSmart
6-2020 - 1-2024
Mortgage Loan Officer
Open Mortgage, LLC (NMLS#2975)
6-2020 - 6-2020
Loan Officer Assistant
Open Mortgage, LLC
11-2006 - 1-2020
Broker / Owner
Pivotal Properties
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1981
Bachelor of Business Administration - BBA
Lamar University
9-1976 - 5-1980
Bachelor of Business Administration - BBA
Lamar University
1989
Real Estate Broker
AZ School of Real Estate & Business
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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