Trish Pham

Energizer
DISC Type : I

AVP, Secondary Marketing - Lock Desk at New American Funding

Garden Grove, California, United States

Overview

Trish has no verified overview

Personality Overview

Believer

Relationship Oriented

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Trish has no verified topics they care about

Media Appearances

Trish has no verified media appearances

Work History

11-2024
AVP, Secondary Marketing - Lock Desk at New American Funding
10-2021 - 10-2024
Regional Pricing Manager at New American Funding
7-2017 - 10-2021
Secondary Marketing Manager at New American Funding
11-2015 - 7-2016
Lock Desk Analyst at loanDepot
7-2011 - 8-2015
Team Lead, Lock Desk at Discover Home Loans

Education

2008 - 2011
Bachelor of Science (BS) from California State University, Long Beach
2006 - 2008
Accounting from Golden West College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Garden Grove, California, United States Job Level : N/A Designation : AVP, Secondary Marketing - Lock Desk at New American Funding
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Insights For Selling To Trish

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trish is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Trish

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Trish move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Trish take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Trish

Personality Compatibility


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