Karen Carpentier

Observer
DISC Type : ic

AVP, Sr. Business Control Specialist at Bank of America

Waxhaw, North Carolina, United States

Overview

Karen Carpentier is an accomplished financial services leader with over 20 years of experience at Bank of America. She specializes in business control, regulatory compliance, and mortgage operations, drawing on her education from Florida Metropolitan University. Karen is a detail-oriented professional with a strong background in quality assurance and audit functions.

She is a strong advocate for corporate culture, expressing pride in working for a company that fosters diversity and inclusion. Her interests also lean towards personal development and self-improvement, as she appreciates and shares content aimed at personal growth.

Unique fact: Karen is a Subject Matter Expert on federal regulations and bank policies specifically related to flood insurance purchase requirements.

Personality Overview

Curious

Value Driven

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Regulatory Compliance
Serves as a Subject Matter Expert on federal regulations and bank policies, particularly concerning flood insurance law and compliance for sub-servicers.
Quality Assurance
Has a deep professional background in quality control and audit functions within the financial lending and mortgage operations sectors.
Diversity & Inclusion
Publicly expressed pride in her company's strong culture of diversity, indicating it's a value she champions.

Media Appearances

Karen has no verified media appearances

Work History

12-2014
AVP, Sr. Business Control Specialist at Bank of America
3-2011 - 12-2014
AVP, Loan Review Team Lead at Bank of America
8-1998 - 3-2011
Underwriting Supervisor at Countrywide Home Loans/Bank of America

Education

1998 - 2000
Associate’s Degree from Florida Metropolitan University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Waxhaw, North Carolina, United States Job Level : Junior Designation : AVP, Sr. Business Control Specialist at Bank of America
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Karen take some risk or not?

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

You And Karen

Personality Compatibility


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