Henry Lee, CPA

Evaluator
DISC Type : sdc

VP - Credit Administrator at Harborstone Credit Union

Mount Vernon, Washington, United States

Overview

Henry has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Henry has no verified topics they care about

Media Appearances

Henry has no verified media appearances

Work History

9-2025
VP - Credit Administrator at Harborstone Credit Union
7-2023 - 9-2025
Chief Credit Officer at SaviBank
5-2022 - 7-2023
SVP / Senior Credit Manager at SaviBank
6-2021 - 5-2022
SVP / Senior Commercial Lending Manager at SaviBank
2-2020 - 6-2021
SVP / Commercial Banking Officer at Heritage Bank NW

Education

2015 - 2017
Graduate School of Banking from Pacific Coast Banking School
Bachelor of Arts from Western Washington University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Mount Vernon, Washington, United States Job Level : Senior Designation : VP - Credit Administrator at Harborstone Credit Union
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Insights For Selling To Henry

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Henry is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Henry

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Henry move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Henry take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Henry

Personality Compatibility


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