Jeffrey Names

Energizer
DISC Type : I

Mortgage Advisor at CrossCountry Mortgage, LLC

United States

Overview

Jeffrey has no verified overview

Personality Overview

Relationship Oriented

Imaginative

Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are friendly, approachable and love to make new connections.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

9-2023
Mortgage Advisor at CrossCountry Mortgage, LLC
5-2020 - 9-2023
Loan Officer at Fairway Independent Mortgage Corporation
6-2019 - 5-2020
Loan Officer, NMLS# 191756 at Residential Mortgage Services, Inc. -- NMLS#1760
1-2015 - 5-2020
Senior Mortgage Banker at Cross Country Mortgage Corp
1-2015 - 12-2018
Senior Loan Originator at CrossCountry Mortgage, Inc.

Education

1997 - 2001
Education details unavailable from Baldwin Wallace University

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : N/A Designation : Mortgage Advisor at CrossCountry Mortgage, LLC
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jeffrey

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jeffrey take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jeffrey

Personality Compatibility


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