David Schmutz

Go-getter
DISC Type : d

Wealth Management Lending Officer, VP at Bank of America

Bellevue, Washington, United States

Overview

David has no verified overview

Personality Overview

Fast-Paced

Challenger

Vision Oriented

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

3-2019
Wealth Management Lending Officer, VP at Bank of America
9-2015 - 3-2019
Senior Mortgage Loan Officer | Sales Manager at Fairway Independent Mortgage Corporation
1-2015 - 9-2015
Branch Manager Sr. Loan Officer at Primary Residential Mortgage
2-2012 - 1-2015
Branch Manager / Sr. Loan Consultant at Guild Mortgage Company
4-2009 - 2-2012
Branch Manager at Bank Of America Home Loans

Education

1982 - 1986
Master of Business Administration (M.B.A.) from UW Foster School of Business

More Information

Social Presence :

Prographics :

Exp : 38 Location : Bellevue, Washington, United States Job Level : Senior Designation : Wealth Management Lending Officer, VP at Bank of America
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • 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 David is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from David

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

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

  • Once they have analyzed the pros and cons, they can take some risks.

You And David

Personality Compatibility


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