Tony Jao

Researcher
DISC Type : Cs

Home Lending Officer-VP at Popular Bank

New York, New York, United States

Overview

Tony has no verified overview

Personality Overview

Cost Conscious

Detail Oriented

Self-Disciplined

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Tony has no verified topics they care about

Media Appearances

Tony has no verified media appearances

Work History

11-2021
Home Lending Officer-VP at Popular Bank
8-2016 - 11-2021
Regional Manager at Investors Home Mortgage NMLS 7536 at Investors Bank
1-2004 - 8-2016
VP/ Producing Manager (Residential Mortgage) at Sterling National Bank

Education

Education details unavailable from Alfred Lerner College of Business & Economics | University of Delaware
Education details unavailable from American University
Education details unavailable from Benjamin Cardozo HS

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York, New York, United States Job Level : N/A Designation : Home Lending Officer-VP at Popular Bank
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Tony

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Tony take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Tony

Personality Compatibility


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