Kelsey Hoel

Enthusiast
DISC Type : i

Mortgage Applications System Support at Bank of Oklahoma

Tulsa, Oklahoma, United States

Overview

Kelsey Hoel is a Senior Mortgage Processor at Bank of Oklahoma, bringing 12 years of experience in finance and mortgages, coupled with 22 years in sales and customer service. She is known for her excellent research skills.

Outside of her professional life, Kelsey enjoys solo travel and was a member of her college equestrian team. She also competed in Odyssey of the Mind during her youth.

Kelsey served 5 years in the Kentucky National Guard as both an enlisted soldier and an officer.

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Mortgage Processing
With 12 years in the finance and mortgage industry, including various roles at Bank of Oklahoma, this is a core professional expertise.
Customer Service Excellence
Having 22 years of experience in sales and customer service-based fields, she prioritizes client satisfaction.
Career Development
Her decision to return to Bank of Oklahoma after some time away highlights the importance of professional fit and growth for her.

Media Appearances

Kelsey has no verified media appearances

Work History

1-2020
Mortgage Applications System Support at Bank of Oklahoma
4-2019 - 1-2020
Assumption Specialist at Bank of Oklahoma
5-2018
Senior Mortgage Processor at Bank of Oklahoma
5-2018 - 4-2019
Mortgage Assistant at Bank of Oklahoma
12-2016 - 11-2017
Mortgage Loan Processor at Gateway Mortgage Group, LLC

Education

2005 - 2010
B.A from University of Kentucky
Education details unavailable from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 16 Location : Tulsa, Oklahoma, United States Job Level : Junior Designation : Mortgage Applications System Support at Bank of Oklahoma
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Insights For Selling To Kelsey

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelsey is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kelsey

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Kelsey move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Kelsey take some risk or not?

  • They can take some low-probability risks if needed.

You And Kelsey

Personality Compatibility


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