Robert Bernstein

Captain
DISC Type : DS

AVP Home Lending Officer at Citi

Melville, New York, United States

Overview

Robert has no verified overview

Personality Overview

Long-Term Thinker

Decisive But Calm

Planner & Achiever

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2023
AVP Home Lending Officer at Citi
6-2015 - 3-2023
Home Lending Officer at Citi
8-2013 - 6-2015
Mortgage Loan Consultant at Mid-Island Mortgage Corp.
5-2006 - 8-2013
Sales Manager at Associated Mortgage Bankers

Education

2001 - 2004
Education details unavailable from University at Albany

More Information

Social Presence :

Prographics :

Exp : 18 Location : Melville, New York, United States Job Level : N/A Designation : AVP Home Lending Officer at Citi
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Robert

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Robert take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Robert

Personality Compatibility


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