Dale Baker

Questioner
DISC Type : c

Head of Consumer Lending and Mortgage at KeyBank

Greater Indianapolis, United States

Overview

Dale Baker serves as the President and Head of Consumer Lending and Mortgage at KeyBank, where he has held several leadership positions. He focuses on building strong teams to simplify lending processes and manage risk effectively. He holds a certification as a Fellow from the Life Management Institute.

Outside of his professional life, Dale is dedicated to pursuing intense physical challenges with his family. He recently participated in a demanding multi-day obstacle course race alongside his son, showcasing a commitment to fitness and endurance.

He once completed a 30-mile Spartan Race over a single weekend, which included 10, 000 feet of elevation change and more than 75 obstacles.

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Unified Lending
He led the recent consolidation of KeyBank's consumer and home lending divisions to create a more streamlined and effective experience for clients and employees.
Hispanic Homeownership
Actively tracks and promotes the importance of Hispanic homeownership, attending NAHREP conferences and highlighting key industry reports on the topic.
Endurance Fitness
Participates in extreme physical challenges, such as completing a 30-mile Spartan Race with his son, indicating a strong interest in fitness and personal resilience.

Media Appearances

Dale has no verified media appearances

Work History

5-2025
Head of Consumer Lending and Mortgage at KeyBank
11-2020 - 5-2025
Head of Home Lending at KeyBank
2-2019 - 11-2020
Home Lending National Sales Executive at KeyBank
5-2017 - 2-2019
Home Lending Regional Manager at KeyBank
10-2011 - 5-2017
Lending Manager at JPMorgan Chase & Co.

Education

Education details unavailable from Indiana University Indianapolis

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Indianapolis, United States Job Level : Mid-senior Designation : Head of Consumer Lending and Mortgage at KeyBank
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Insights For Selling To Dale

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dale is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Dale

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dale move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Dale take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Dale

Personality Compatibility


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