Robert Ochoa in

Robert Ochoa

Questioner · DISC type c
SVP, Commercial Lending Officer at Jefferson Bank
📍 San Antonio, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
SVP, Commercial Lending Officer
Job Level
Leadership
Location
San Antonio, Texas, United States
Personality Overview

How Robert shows up

Systematic
Cautious & Analytical
Not Easily Convinced

They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2021
SVP, Commercial Lending Officer
Jefferson Bank
10-2017 - 6-2021
VP, Commercial/Middle Market Lending
Broadway Bank
10-2013 - 9-2017
VP, Business Banker
Broadway Bank
2-2012 - 10-2013
Commercial Credit Analyst
Broadway Bank
6-2009 - 2-2012
Banking Services Manager
Broadway Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
5-2025 - 5-2027
Banking
SW Graduate School of Banking
2003 - 2007
BBA Finance
The University of Texas at San Antonio
2003 - 2007
Bachelor of Business Administration (B.B.A.)
The University of Texas at San Antonio
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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