Eileen Theisen

Questioner
DISC Type : c

Mortgage Consultant at Envision Capital Inc.

St Cloud, Minnesota, United States

Overview

Eileen Theisen is an independent Mortgage Consultant at Envision Capital with over 28 years of experience helping clients finance and refinance homes in the St. Cloud area. A graduate of St. Cloud State University, she leverages her extensive network of lenders to find competitive mortgage solutions for her customers.

Eileen has a long history in financial services, having previously worked as a Home Mortgage Consultant at Wells Fargo and as a Financial Planner. Her work has consistently focused on helping people plan for their financial futures, from homeownership to education and insurance needs.

She has been a licensed mortgage originator in the St. Cloud area for nearly three decades.

Personality Overview

Systematic

Not Easily Convinced

Cautious & Analytical

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Independent Mortgage Brokering
As an independent broker, she emphasizes working with numerous lenders to intelligently shop for the best mortgage options for her clients.
St. Cloud Community
She has dedicated her entire 28-year mortgage career to serving the St. Cloud community, indicating deep local market knowledge and ties.
Homeownership Goals
Her professional mission is centered on helping customers successfully navigate the financing process to achieve homeownership.

Media Appearances

Eileen has no verified media appearances

Work History

2-2013
Mortgage Consultant at Envision Capital Inc.
10-1991 - 2-2013
Home Mortgage Consutlant at Wells Fargo Home Mortgage
1-1988 - 8-1991
Financial Planner at Employer Benefits, Inc

Education

1982 - 1987
Bachelor of Science (BS) from St. Cloud State University
1977 - 1982
Education details unavailable from Taylors Falls High School

More Information

Social Presence :

Prographics :

Exp : 38 Location : St Cloud, Minnesota, United States Job Level : Senior Designation : Mortgage Consultant at Envision Capital Inc.
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Insights For Selling To Eileen

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eileen is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Eileen

  • 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 Eileen move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Eileen take some risk or not?

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

You And Eileen

Personality Compatibility


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