Jason Spooner

Questioner
DISC Type : c

Chief Executive Officer, Managing Partner at SurePath Lending, LLC

McKinney, Texas, United States

Overview

Jason Spooner is a visionary executive and the CEO of SurePath Lending, with a long record of driving profitability by controlling risk and turning around negative trends for major banks. His extensive background includes senior roles in mortgage default management at SunTrust and Wells Fargo, uniquely complemented by a Juris Doctorate in Law.

His dual expertise in finance and law provides him with a distinct advantage in navigating complex business and regulatory environments within the lending industry.

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

Mortgage Lending
As the current CEO of SurePath Lending and with past senior roles at major banks, his entire career is focused on the mortgage and financial services industry.
Financial Risk
His professional summary highlights a record of controlling risk, and his past roles involved managing consumer and mortgage default risk for industry leaders.
Business Turnarounds
He is skilled at reversing negative trends to improve cash flow and profitability for large financial institutions and private companies.

Media Appearances

Jason has no verified media appearances

Work History

3-2024
Chief Executive Officer, Managing Partner at SurePath Lending, LLC
1-2021 - 2-2023
President Financial Services at Aspire Financial Inc.
10-2015 - 2-2023
COO at Aspire Financial Inc
11-2014 - 6-2015
President at Wingspan Portfolio Advisors
8-2012 - 10-2014
EVP Operations at Wingspan Portfolio Advisors

Education

JD from Southern New England School of Law
Bachelor of Science - Law from Roger Williams University

More Information

Social Presence :

Prographics :

Exp : 13 Location : McKinney, Texas, United States Job Level : Leadership Designation : Chief Executive Officer, Managing Partner at SurePath Lending, LLC
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason 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 Jason

  • 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 Jason move?

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

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


You And Jason

Personality Compatibility


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