Jim Campbell, CTP

Observer
DISC Type : ci

Senior Commercial Lender at Air Academy Federal Credit Union

Denver Metropolitan Area, United States

Overview

Jim is a Senior Commercial Lender and Certified Treasury Professional with extensive experience in providing financing for commercial real estate investors and business owners. He holds an MBA from Regis University and specializes in debt structuring and treasury management, focusing on maximizing his clients balance sheet.

Outside of his professional role, Jim is passionate about community engagement and supporting entrepreneurship. He actively promotes local and international business ventures, such as a Colorado/Costa Rica collaboration in chocolate cultivation, and takes pride in the community-focused work of the credit union sector.

He is an advocate for a Colorado/Costa Rica-based entrepreneur committed to cultivating top-tier chocolate.

Personality Overview

Example Seeker

Curious

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Commercial Real Estate
His primary specialty involves providing financing solutions for CRE investors for construction, acquisition, and refinance opportunities.
Treasury Management
As a Certified Treasury Professional, he focuses on maximizing both sides of a client's balance sheet, including cash and depository services.
Supporting Entrepreneurs
He actively uses his network to support entrepreneurs, including a business owner involved in cultivating top-tier chocolate.

Media Appearances

Jim has no verified media appearances

Work History

3-2022
Senior Commercial Lender at Air Academy Federal Credit Union
3-2021 - 3-2022
Senior Vice President, Regional Team Lead at United Business Bank
1-2020 - 3-2021
Vice President, Commercial Lender at PB&T Bank
8-2017 - 1-2020
Executive Vice President / Chief Lending Officer at Champion Bank
5-2016 - 8-2017
Commercial Loan Officer at Security Service Federal Credit Union

Education

1997 - 2006
MBA from Regis University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Denver Metropolitan Area, United States Job Level : N/A Designation : Senior Commercial Lender at Air Academy Federal Credit Union
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jim

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Jim take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jim

Personality Compatibility


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