Lisa Souls in

Lisa Souls

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Mortgage Loan Officer at Coastal States Bank
📍 Bluffton, South Carolina, 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
19 Years
Current Role
Mortgage Loan Officer
Location
Bluffton, South Carolina, United States
Personality Overview

How Lisa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lisa cares about

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

Work history

1-2024
Mortgage Loan Officer
Coastal States Bank
3-2023 - 1-2024
Assistant Vice President, Mortgage Loan Officer
South Atlantic Bank
12-2017 - 3-2023
Assistant Vice President, Mortgage Loan Officer
The Washington Trust Company
8-2005 - 11-2017
Mortgage Loan Officer
The Bank of Bennington
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
Business Administration and Management
University of South Carolina
1990 - 1992
Hospitality Administration/Management
Bay State College
1989 - 1990
Business Administration and Management
University of Massachusetts Lowell
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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