Heather Treadwell

Energizer
DISC Type : I

Operations Analyst at Integrity Mortgage Corporation of Texas

Forney, Texas, United States

Overview

Heather is an experienced Operations Analyst at Integrity Mortgage, where she supports back-office operations and manages warehouse pipelines. Her background includes extensive roles as a Systems and Business Analyst at GuideStone Financial Resources. She holds a Bachelors Degree from LeTourneau University.

Based on her interests, she appears to follow major organizations in the healthcare sector, suggesting a potential focus on community health and well-being outside of her professional scope in finance and mortgage lending.

She possesses a unique career trajectory, having transitioned from IT and systems support to the mortgage industry.

Personality Overview

Believer

Full Of Energy

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Mortgage Operations
Manages the lending pipeline from funding through post-purchase and supports daily back-office operations for a correspondent lender.
Financial Data Analysis
Responsible for calculating, analyzing, and allocating revenue data for sales teams, in addition to developing complex data queries for business operations.
IT Systems Support
Previously provided 24x7 systems support for internal and external application users in the financial services sector.

Media Appearances

Heather has no verified media appearances

Work History

11-2017
Operations Analyst at Integrity Mortgage Corporation of Texas
5-2017
Loan Processor at Integrity Mortgage Corporation of Texas
6-2012 - 5-2017
Senior Systems Analyst - Services & Operations Support at GuideStone Financial Resources
12-2007 - 3-2011
Business Analyst - IT Services at GuideStone Financial Resources
10-2005 - 12-2007
Technical Support Analyst - Services & Operations Support at GuideStone Financial Resources

Education

2011 - 2013
Bachelor’s Degree from LeTourneau University
2000 - 2009
Associate of Arts (AA) from Trinity Valley Community College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Forney, Texas, United States Job Level : Mid-senior Designation : Operations Analyst at Integrity Mortgage Corporation of Texas
URL has been copied!

Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

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

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

Insights For Deal Planning

    How fast (or slow) will Heather move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Heather

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.