Gerry Portela

Examiner
DISC Type : cs

Mortgage Loan Officer at Blue Harbor Lending, LLC

Miami-Fort Lauderdale Area, United States

Overview

Gerry has no verified overview

Personality Overview

Process Oriented

Late Adopter

Unexpressive

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Gerry has no verified topics they care about

Media Appearances

Gerry has no verified media appearances

Work History

1-2022
Mortgage Loan Officer at Blue Harbor Lending, LLC
9-2018 - 9-2022
Mortgage Loan Originator at City First Mortgage Services, LLC
1-2005 - 6-2018
Theology Teacher at Belen Jesuit Preparatory School
10-1984 - 12-2007
Vice President at Merril Lynch & Company

Education

1973 - 1975
Bachelor's degree from George Mason University – Costello College of Business
1966 - 1970
Education details unavailable from Bishop Ireton HS

More Information

Social Presence :

Prographics :

Exp : 40 Location : Miami-Fort Lauderdale Area, United States Job Level : N/A Designation : Mortgage Loan Officer at Blue Harbor Lending, LLC
URL has been copied!

Insights For Selling To Gerry

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
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Gerry is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Gerry

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Gerry move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Gerry take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Gerry

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.