Shawna Erickson

Doer
DISC Type : ds

Loan Officer at Evergreen Home Loans NMLS 3182

Helena, Montana, United States

Overview

Shawna Erickson is an award-winning Loan Officer with Evergreen Home Loans in Helena, MT. With a background in various mortgage roles since 2018, she has comprehensive knowledge of the financing process. People who have worked with her describe her as friendly, honest, and an excellent communicator.

Shawna is actively involved in her local community, serving on the committee for the Helena Building Industry Associations Parade of Homes. This role showcases her commitment to the local housing market and community development beyond her direct professional responsibilities.

She has been voted Best Mortgage Loan Officer in Helena for at least three consecutive years (2023, 2024, and 2025).

Personality Overview

Fast-paced

Strategic Planner

Results Focused

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

First-Time Homebuyers
Her social media content often focuses on providing saving strategies and guidance for those looking to purchase their first home.
Community Homebuilding
She serves on the committee for the Helena Building Industry Association's annual Parade of Homes, demonstrating a commitment to the local building community.
Wealth Through Real Estate
She consistently posts about the long-term wealth-building benefits of homeownership and positions real estate as a sound investment.

Media Appearances

Shawna has no verified media appearances

Work History

7-2024
Loan Officer at Evergreen Home Loans NMLS 3182
3-2022 - 7-2024
Loan Officer at Mann Mortgage, LLC [NMLS 2550]
11-2020 - 3-2022
Licensed Loan Officer Assistant NMLS2018026 at Mann Mortgage, LLC [NMLS 2550]
10-2018 - 11-2020
Loan Processor at Mann Mortgage, LLC [NMLS 2550]
9-2014 - 4-2015
Marketing Coordinator at JADE Management

Education

Shawna has no verified education history

More Information

Social Presence :

Prographics :

Exp : 8 Location : Helena, Montana, United States Job Level : Middle Designation : Loan Officer at Evergreen Home Loans NMLS 3182
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Insights For Selling To Shawna

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • 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
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawna 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 Shawna

  • 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 Shawna move?

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

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

You And Shawna

Personality Compatibility


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