William D.

Evaluator
DISC Type : Scd

Underwriting & Onboarding Manager at Encore Funding

Cleveland, Ohio, United States

Overview

William D. is an experienced Underwriting and Onboarding Manager at Encore Funding, with a significant background in credit underwriting and factoring developed at Paychex. He is skilled in project management and team leadership, holding degrees from Colorado State University Global and Bowling Green State University.

William is consistently focused on expanding his team and actively recruits for underwriting roles, demonstrating a strong commitment to talent acquisition and team development.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Credit Underwriting
His entire career progression, from underwriter to manager at companies like Paychex and Encore Funding, is centered around this core expertise.
Team Building
He frequently posts publicly about hiring for his underwriting teams, showing a clear passion for finding and developing talent.
Factoring Industry
This specialized skill is a consistent thread throughout his employment history, indicating deep knowledge in this area of finance.

Media Appearances

William has no verified media appearances

Work History

1-2023
Underwriting & Onboarding Manager at Encore Funding
5-2022 - 1-2023
Supervisor-Underwriting at Encore Funding
4-2020 - 3-2022
Supervisor, Credit Underwriting at Paychex
6-2019 - 4-2020
Sr. Credit Underwriter at Paychex
8-2017 - 6-2019
Credit Underwriter at Paychex

Education

2015 - 2016
Bachelor of Science (B.S.) from Colorado State University Global
2009 - 2013
Bachelor of Arts (BA) from Bowling Green State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Cleveland, Ohio, United States Job Level : Middle Designation : Underwriting & Onboarding Manager at Encore Funding
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from William

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will William move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can William take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And William

Personality Compatibility


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