Lori J.

Energizer
DISC Type : I

Loan Closer at Triad Financial Services, Inc.

Ontario, California, United States

Overview

Lori is a meticulous Mortgage Professional specializing in loan closing and funding. With experience at firms like Triad Financial Services and Wells Fargo, she excels at reviewing closing packages to ensure accuracy and compliance with investor, state, and federal guidelines.

She brings a unique technical perspective to the mortgage industry, having studied Computer Science at Fullerton College.

Personality Overview

Relationship Oriented

Believer

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Loan Closing Accuracy
Her roles consistently involve reviewing final documents, balancing closing disclosures, and catching discrepancies to ensure loans fund on time without compliance issues.
Mortgage Compliance
Possesses strong knowledge of TRID regulations and compliance standards, which is crucial for her roles in auditing loan packages and meeting regulatory requirements.
Financial Technology
She is skilled in mortgage software platforms like Encompass and Empower, and her background includes studies in Computer Science.

Media Appearances

Lori has no verified media appearances

Work History

9-2025
Loan Closer at Triad Financial Services, Inc.
11-2021 - 8-2022
Remote Funder at Excelerate Capital
9-2020 - 8-2021
Remote Funder at Guaranteed Rate / Owning
9-2019 - 9-2020
Remote Funder at Homebridge Financial Services, Inc.
9-2014 - 9-2019
Mortgage Loan Closer/Funder at Wells Fargo

Education

2021 - 2023
Computer Science from Fullerton College

More Information

Social Presence :

Prographics :

Exp : 7 Location : Ontario, California, United States Job Level : N/A Designation : Loan Closer at Triad Financial Services, Inc.
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lori

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lori take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Lori

Personality Compatibility


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