Joseph McCaslin

Captain
DISC Type : DS

VP of Mortgage Lending, Producing Branch Manager at Rate

Greater Indianapolis, United States

Overview

Joseph has no verified overview

Personality Overview

Consummate Professional

Output-Driven

Long-Term Thinker

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

2-2026
VP of Mortgage Lending, Producing Branch Manager at Rate
1-2019 - 2-2026
Branch Manager at New American Funding
1-2012 - 1-2019
Producing Manager at Mid America Mortgage, Inc
1-2009 - 12-2011
Loan Officer at Great Western Financial Services
6-2005 - 6-2009
Sales Manager at Oak Street Funding

Education

1996 - 2000
Education details unavailable from Indiana University Indianapolis

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater Indianapolis, United States Job Level : Senior Designation : VP of Mortgage Lending, Producing Branch Manager at Rate
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Joseph

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Joseph take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Joseph

Personality Compatibility


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