Jerry Crabtree

Collaborator
DISC Type : is

Senior Vice President, Senior Compliance Officer at Security Bank, Tulsa

Tulsa Metropolitan Area, United States

Overview

Jerry Crabtree is the Senior Vice President and Senior Compliance Officer at Security Bank in Tulsa. A professional, strategic, and analytical leader, he has extensive experience in regulatory compliance, risk management, and operations. He holds a Bachelor of Science in Economics and Management from Oklahoma State University.

Outside of his direct compliance duties, Jerry is interested in leadership principles and fostering effective organizational cultures that value new ideas. He focuses on creating positive change and improving morale through effective motivational tools and clear communication to help employees perform at their best.

His career includes leadership roles in compliance, fair lending, fraud prevention, and collections across several major Oklahoma banks.

Personality Overview

Consensus Builder

Appreciative

Example Driven

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

Fair Lending Practices
He previously served as a Fair Lending Officer and recently attended the 2023 Fair Lending Forum, indicating a strong focus on this specialized area of compliance.
Regulatory Compliance
His entire career, including his current senior role, is focused on navigating and implementing banking compliance regulations and providing risk analysis on regulatory changes.
Organizational Culture
He has shared thoughts on the importance of consistent storytelling and creating a culture that values new ideas to lead organizations effectively through change.

Media Appearances

Jerry has no verified media appearances

Work History

10-2023
Senior Vice President, Senior Compliance Officer at Security Bank, Tulsa
5-2019
Fair Lending Officer/Sr. Mgr. - Compliance at Gateway First Bank
9-2017
Sr Compliance Specialist at Gateway Mortgage Group, LLC
11-2015
Lending Compliance Manager at MidFirst Bank
5-2014
QC Manager-Loan Operations at MidFirst Bank

Education

1985 - 1989
BS from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Tulsa Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President, Senior Compliance Officer at Security Bank, Tulsa
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Insights For Selling To Jerry

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Be visibly appreciative of their actions during your interactions
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jerry is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Jerry

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Jerry move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Jerry take some risk or not?

  • They probably won’t put a lot at risk.

You And Jerry

Personality Compatibility


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