Eric Rogers, CFA

Examiner
DISC Type : cs

Director MSR Investments at Planet Home Lending, LLC

Greater Houston, United States

Overview

Eric has no verified overview

Personality Overview

Process Oriented

Status Quo Seeker

Unexpressive

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Eric has no verified topics they care about

Media Appearances

Eric has no verified media appearances

Work History

4-2023
Director MSR Investments at Planet Home Lending, LLC
6-2021 - 4-2023
Manager MSR Investments at Planet Home Lending, LLC
10-2019 - 6-2021
Senior Financial Analyst, Capital Markets at PennyMac Loan Services, LLC
7-2018 - 9-2019
Associate Financial Analyst, Capital Markets at PennyMac Loan Services, LLC
7-2019 - 6-2021
Private Markets Investment Consultant at Intuition Due Diligence

Education

Bachelor of Science (BS) from Pepperdine University
Education details unavailable from Fudan University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Houston, United States Job Level : Mid-senior Designation : Director MSR Investments at Planet Home Lending, LLC
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Eric

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Eric take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Eric

Personality Compatibility


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