Jacqueline Soares in

Jacqueline Soares

Evaluator · DISC type DSC
Business Development Officer - Lending at Helm Bank USA
📍 Miami, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Business Development Officer - Lending
Location
Miami, Florida, United States
Personality Overview

How Jacqueline shows up

Thorough Evaluator
Quality Focused
Hard To Convince

They are not very likely to become strong advocates of your product or service 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

Priorities

Topics Jacqueline cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2015
Business Development Officer - Lending
Helm Bank USA
6-2012 - 2-2021
Residential Lending Mortgage Banker
City National Bank
5-2009 - 4-2015
Senior Retail Mortgage Consultant
HSBC Bank USA, N.A.
2-2011 - 2-2011
Marketing Assistant
EFG Capital International Corp.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989
Bachelor's degree
Faculdades Integradas do Instituto Ritter dos Reis
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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