Rachel Preston

Evaluator
DISC Type : scd

Mortgage Loan Officer at OMB Bank

Springfield, Missouri, United States

Overview

Rachel Preston is a Vice President and Mortgage Loan Officer at OMB Bank with a background in private client advising and commercial banking at Commerce Bank. She is an experienced finance professional who attended Drury University and is dedicated to assisting clients with their residential financing needs.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Mortgage Lending
Currently celebrating her first year as a mortgage lender, she enjoys helping clients with their residential financing needs.
Private Wealth
Previously worked as a Private Client Advisor Associate at Commerce Trust, indicating experience in wealth management services for individuals and families.
Commercial Banking
Spent several years in various commercial banking roles at Commerce Bank, building a strong foundation in business lending and finance.

Media Appearances

Rachel has no verified media appearances

Work History

11-2023
Mortgage Loan Officer at OMB Bank
10-2022 - 11-2023
Private Client Advisor Associate II at Commerce Trust
8-2022 - 10-2022
Senior Commercial Banking Associate at Commerce Bank
2-2022 - 8-2022
Commercial Lending Assistant at Commerce Bank
2-2019 - 2-2022
Personal Banker II at Commerce Bank

Education

Rachel has no verified education history

More Information

Social Presence :

Prographics :

Exp : 6 Location : Springfield, Missouri, United States Job Level : N/A Designation : Mortgage Loan Officer at OMB Bank
URL has been copied!

Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Rachel

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rachel take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Rachel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.