Sandra Trejo in

Sandra Trejo

Questioner · DISC type c
Financial Relationship Specialist at CommunityAmerica Credit Union
📍 Kansas City, Missouri, 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
23 Years
Current Role
Financial Relationship Specialist
Job Level
Junior
Location
Kansas City, Missouri, United States
Personality Overview

How Sandra shows up

Cautious & Analytical
Systematic
Value Seeker

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

Priorities

Topics Sandra cares about

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

Work history

3-2023
Financial Relationship Specialist
CommunityAmerica Credit Union
9-2022 - 3-2023
Mortgage Banker
nbkc bank
8-2021 - 9-2022
Mortgage Specialist
Forward Mortgage
10-2016 - 9-2022
RMA Specialist II
Randolph Brooks Federal Credit Union
7-2018 - 8-2021
Mortgage Loan Officer II
Randolph Brooks Federal Credit Union
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Sandra has no verified education history

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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