Karen Bartholomew in

Karen Bartholomew

Enthusiast · DISC type i
Originating Branch Manager | Mortgage Consultant | Personal NMLS280075 at Cross Country Mortgage
📍 San Ramon, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
27 Years
Current Role
Originating Branch Manager | Mortgage Consultant | Personal NMLS280075
Location
San Ramon, California, United States
Personality Overview

How Karen shows up

Optimistic
Story Driven
Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Priorities

Topics Karen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2021 - 9-2023
Originating Branch Manager | Mortgage Consultant | Personal NMLS280075
Cross Country Mortgage
11-2010 - 4-2021
Branch Manager / Mortgage Consultant NMLS ID #280075
Summit Funding, Inc. NMLS ID #3199
2010 - 2013
Account Executive / Sales Advisor
Hybrid Core Homes
2001 - 2011
Owner/Mediator
Mediation Matters Inc.
2001 - 2004
Lead Mediator for Small Claims Court / Private Mediation
Community Center for Dispute Settlement
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
Education details unavailable
Petaluma High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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