Marissa Olson

Observer
DISC Type : ic

Credit Analyst/Senior Vice President at Citi

New York City Metropolitan Area, United States

Overview

Marissa Olson serves as a Senior Vice President and Credit Analyst at Citi, specializing in assessing client financial information and analyzing law firm financial reports. A graduate of The University of Montanas College of Business, she leverages a background in banking laws, regulations, and customer service gained from her time as a bank teller.

Outside of her career in finance, Marissa is passionate about youth development. She has volunteered as a Director of Recruitment for Hugh OBrian Youth Leadership, where she was responsible for getting schools involved and recruiting students for regional leadership seminars in Montana.

She has demonstrated a long-term commitment to fostering leadership skills in the next generation through her volunteer work.

Personality Overview

Assertive

Curious

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Credit Analysis
Her primary role involves assessing and analyzing client financial information to determine their ability to meet future obligations on requested loans.
Youth Leadership
As Director of Recruitment for Hugh O'Brian Youth Leadership, she was responsible for recruiting new youth leaders and getting schools involved in seminars.
Banking Regulations
Her work experience has given her direct insight into banking laws, internal controls, and responsible lending policies set by financial institutions.

Media Appearances

Marissa has no verified media appearances

Work History

8-2013
Credit Analyst/Senior Vice President at Citi
8-2016
Director of Recruitment at Hugh O'Brian Youth Leadership
8-2014 - 7-2016
Director Of Recruitment at Hugh O'Brian Youth Leadership
10-2012 - 8-2013
Teller at Farmers State Bank

Education

2009 - 2013
Bachelor of Science (BS) from The University of Montana - College of Business
2012 - 2012
Education details unavailable from University College Cork

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Credit Analyst/Senior Vice President at Citi
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Insights For Selling To Marissa

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • 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 Marissa is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Marissa move?

  • They like to analyze well and then make their decisions.
  • Can Marissa take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Marissa

Personality Compatibility


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