Rick Nelsen

Evaluator
DISC Type : csd

Loan Officer at SUCCESS® Lending

Wake Forest, North Carolina, United States

Overview

Rick Nelsen is a seasoned mortgage loan officer at SUCCESS® Lending with over two decades of experience. He is known for his excellent communication skills, professionalism, and commitment to making the loan process smooth and understandable for clients. He is originally from the Chicago area.

Outside of his professional life, Rick is a passionate sports fan and prioritizes his family. He has relocated from Chicago to Wake Forest, NC, where he currently resides with his wife, balancing his career with a strong focus on family life.

With 25 years in the business, Rick is licensed in ten states, including Illinois, North Carolina, and California, showcasing his extensive expertise.

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

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

Topics They Care About

Client Communication
Customer reviews consistently praise his timely, clear, and detailed communication, and his willingness to explain complex topics throughout the loan process.
First-Time Homebuyers
His professional profile highlights a focus on guiding first-time homebuyers, helping them navigate their options and have the best possible experience.
Mortgage Market
He actively shares updates on interest rate fluctuations, indicating he closely follows and advises clients on market trends.

Media Appearances

Rick has no verified media appearances

Work History

10-2023
Loan Officer at SUCCESS® Lending
12-1999 - 10-2023
Loan Officer at American Portfolio Mortgage Corporation NMLS# 175656

Education

Rick has no verified education history

More Information

Social Presence :

Prographics :

Exp : 26 Location : Wake Forest, North Carolina, United States Job Level : N/A Designation : Loan Officer at SUCCESS® Lending
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • 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

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

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

  • 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 Rick move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rick 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 Rick

Personality Compatibility


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