Patrick O'Connell

Examiner
DISC Type : sc

Senior Loan Adviser at C2 Financial Corporation

Dana Point, California, United States

Overview

Patrick OConnell is the Broker/Owner of OC Home Loans, leveraging extensive experience in the mortgage industry. A graduate of California State University, Fullerton, his business philosophy is built on integrity, trust, and relationship-building. Clients frequently describe him as professional, knowledgeable, and responsive.

A native Southern Californian, Patrick was raised in an entrepreneurial family in San Juan Capistrano. This environment instilled in him a profound work ethic and the importance of reputation, values that guide his professional conduct and community engagement.

He honed his exceptional customer service skills during a seven-year tenure as a Food & Beverage Manager at The Ritz-Carlton.

Personality Overview

Overcautious

Late Adopter

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Mortgage Lending
As a licensed Broker/Owner, he has deep expertise in the mortgage industry, from advising to owning and operating his own firm.
Real Estate Markets
He consistently posts weekly market updates, indicating a strong focus on current financial trends and their impact on real estate.
Customer Service Excellence
His background with The Ritz-Carlton demonstrates a foundational commitment to high-level customer service, a recurring theme in his career.

Media Appearances

Patrick has no verified media appearances

Work History

12-2018 - 2-2021
Senior Loan Adviser at C2 Financial Corporation
10-2018
President at OC Home Loans
9-2009 - 11-2018
Mortgage Banker at V.I.P. Mortgage Inc.
7-2001 - 9-2009
Owner/Broker at SC Funding, Inc.
4-1995 - 7-2001
Food & Beverage Manager at The Ritz-Carlton Hotel Company LLC

Education

1995 - 2000
Business Administration and Management from California State University, Fullerton

More Information

Social Presence :

Prographics :

Exp : 25 Location : Dana Point, California, United States Job Level : N/A Designation : Senior Loan Adviser at C2 Financial Corporation
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Patrick

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Patrick take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Patrick

Personality Compatibility


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