Jake Sorensen

Enthusiast
DISC Type : i

Client Relations Manager at Paddio

Springfield, Missouri, United States

Overview

Jake Sorensen is a Client Relations Manager at First Residential Independent Mortgage, leveraging a background in finance and accounting from Missouri State University. His experience spans the mortgage industry with roles at Paddio and client-facing positions at Expedia Group, showcasing a strong focus on customer advocacy and financial consultation.

Inspired and positive, Jake is passionate about work that genuinely changes peoples lives and allows them to create new memories. He actively promotes professional opportunities within his network and values the connections he has made throughout his career, reflecting his people-centric personality.

He is certified in Adult Mental Health First Aid, demonstrating a unique commitment to supporting others well-being.

Personality Overview

Optimistic

Amiable & Agreeable

Non-Confrontational

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Client Relationships
His career is centered around client management and advocacy roles at First Residential, Paddio, and Expedia Group, showing a consistent focus on customer-facing responsibilities.
Mortgage & Finance
Works as a licensed mortgage professional (NMLS ID# 2107) and studied Accounting and Finance at Missouri State University, indicating deep industry and educational expertise.
Making an Impact
Posted about his love for seeing things that "literally change people's lives" and give them a chance to make new memories, showing a passion for meaningful work.

Media Appearances

Jake has no verified media appearances

Work History

6-2021
Client Relations Manager at Paddio
2-2021 - 6-2021
Client Advocate at Paddio
8-2020 - 1-2021
Mortgage Loan Officer at Paddio
8-2020
Client Relations Manager at First Residential Independent Mortgage
9-2019 - 5-2020
Associate Market Manager at Expedia Group

Education

2004 - 2006
Accounting and Finance from Missouri State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Springfield, Missouri, United States Job Level : Middle Designation : Client Relations Manager at Paddio
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jake

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jake take some risk or not?

  • They can take some low-probability risks if needed.

You And Jake

Personality Compatibility


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