James Casale

Questioner
DISC Type : c

Senior Mortgage Loan Officer - Team Lead NMLS#1693142 at Fairway Independent Mortgage Corporation

Framingham, Massachusetts, United States

Overview

James has no verified overview

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

5-2025
Senior Mortgage Loan Officer - Team Lead NMLS#1693142 at Fairway Independent Mortgage Corporation
1-2020 - 4-2025
Mortgage Loan Officer - Team Lead NMLS#1693142 at Fairway Independent Mortgage Corporation
3-2019 - 1-2020
Business Development Manager - Loan Officer, Licensed NMLS#1693142 at Fairway Independent Mortgage Corporation
8-2016
Recreation Director at Framingham Parks & Recreation
10-2015 - 3-2016
Field Energy Specialist at SolarCity

Education

2011 - 2016
Bachelor’s Degree from Bridgewater State University
2008 - 2011
Education details unavailable from Framingham High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Framingham, Massachusetts, United States Job Level : Middle Designation : Senior Mortgage Loan Officer - Team Lead NMLS#1693142 at Fairway Independent Mortgage Corporation
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from James

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will James move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can James take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And James

Personality Compatibility


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