Edwin Cortez, AAP

Energizer
DISC Type : I

AVP, Payment Support Manager at Avidia Bank

Worcester, Massachusetts, United States

Overview

Edwin Cortez is an AVP, Payment Support Manager at Avidia Bank, where he specializes in Nacha rule compliance and manages relationships with third-party service clients. An Accredited ACH Professional (AAP), his career includes roles at LendingClub and Digital Federal Credit Union, focusing on payment operations and efficiency.

Based on his public statements, Edwins personal life appears to be guided by his faith, as he attributes his professional achievements to God. He is also committed to continuous learning, demonstrated by his recent attendance at industry conferences to stay current on payment trends.

Unique fact: Edwin earned his demanding Accredited ACH Professional (AAP) certification in 2022.

Personality Overview

Informal

Enthusiastic

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Nacha Compliance
His primary role involves ensuring compliance with Nacha rules, a core focus further validated by his AAP certification.
Payments Operations
He is responsible for maintaining and improving operational efficiency and quality for wholesale Third Party Service clients at Avidia Bank.
Client Relationship Management
Manages the relationship with all Third-Party Service clients, servicing their accounts and working with internal teams to ensure program efficiency.

Media Appearances

Edwin has no verified media appearances

Work History

4-2023
AVP, Payment Support Manager at Avidia Bank
8-2021 - 4-2023
ACH Specialist at LendingClub
7-2020 - 7-2021
ACH Team Member 2 at Digital Federal Credit Union
4-2018 - 7-2020
ACH Team Member 1 at Digital Federal Credit Union
11-2016 - 4-2018
Information Center Specialist at Digital Federal Credit Union

Education

2011 - 2015
High School Diploma from South High Community School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Worcester, Massachusetts, United States Job Level : Middle Designation : AVP, Payment Support Manager at Avidia Bank
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Insights For Selling To Edwin

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edwin is

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

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

Insights For Deal Planning

    How fast (or slow) will Edwin move?

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

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

You And Edwin

Personality Compatibility


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