Kathryn Wright

Enigma
DISC Type : dic

SBA 1 Servicing Specialist at First Internet Bank

Greater Orlando, United States

Overview

With a decade of experience in the finance industry, Kathryn Wright has a proven track record in assisting clients and working with diverse banks and credit criteria. She is proficient in numerous financial software systems and has a unique educational background in Aeronautical/Aerospace Engineering Technology from the Sierra Academy of Aeronautics.

Currently open to new work opportunities, Kathryn has a positive outlook on life. She shows an interest in business and current events by following publications like Inc. Magazine and TIME.

Her background in aeronautical and aerospace engineering provides her with a distinctive analytical perspective within the finance sector.

Personality Overview

Persuasive & Assertive

Fast Follower

Friendly Yet Blunt

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. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Small Business Lending
Her experience includes placing over 200 loans for startups and established companies and working as an SBA Servicing Specialist at First Internet Bank.
Financial Software
She has hands-on experience with a variety of industry-specific software, including nCino, PCFS, Jira, CoreLogic, and QuickBooks.
Customer Experience
Throughout her career, she has focused on providing exceptional customer service and support, with skills in customer satisfaction and creative problem-solving.

Media Appearances

Kathryn has no verified media appearances

Work History

6-2021 - 1-2023
SBA 1 Servicing Specialist at First Internet Bank
6-2021 - 1-2023
Specialist at First Internet Bank
6-2021 - 1-2023
SBA Servicing Specialist at First Internet Bank
7-2013 - 6-2021
Administrative Assistant at National Equipment Leasing
7-2013 - 6-2021
Assistant at National Equipment Leasing Corporation

Education

Aeronautical/Aerospace Engineering Technology/Technician from Sierra Academy of Aeronautics

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Orlando, United States Job Level : N/A Designation : SBA 1 Servicing Specialist at First Internet Bank
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kathryn

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Kathryn take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Kathryn

Personality Compatibility


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