Elizabeth Million, SVP, Mortgage Lending at Elevations CU, discusses the Keys to Having Two-Thirds of Your LOs Ranked in the Scotsman Guide (Top Originators). Highlights include: the importance of a sales accountability model; remove roadblocks; individual sales...
Ali Nassirian, Director, Home Loans at Golden 1 CU talks on The Race for Talent: Recruiting Differently. Highlights include: scaling for growth; team recruiting starts with a plan; career path is key and the importance of relationship recruiting. Ali...
Mike Squire, SVP, Chief Lending Officer at Kinecta Federal CU talks about Managing Volume & Margin in Volatile Times. Highlights include: the importance of collaboration with internal experts; being agile and course correcting; how to...
Phil Laren, Principal at Actogram Financial, discusses Financing Delinquent Loans in Today’s Market. Highlights include: death of refi market; rise of Fintech; cure loans advantage; Wall Street competition and delinquency arbitrage. Phil has been in...
Pete Roeske, EVP, Retail Lending at AmeriHome Mortgage talks on Starting Retail in Today’s Market. Highlights include: win with consultative approach; the need for more joint ventures; the importance of culture match; data base of...
Peter Benjamin, President of American Credit Union Mortgage Association (ACUMA) talks on The Importance of Developing your Personnel. Highlights include: now is a pivotal moment in mortgage; affordable housing is a big issue; career path is critical...
Leslie Garner, SVP of Sales at InstaMortgage discusses What is Good Sales Training in Today’s Market? Highlights include: train manager first policy; accountability is key; know your numbers—goal setting; technology vs culture; and a career path is...
Edward Jacuinde, CEO & Founder of Edward Jacuinde Real Estate discusses Real Estate Agents & Loan Officers: Relationship Building. Edward was a loan officer, real estate agent and now owns his own real estate brokerage...
Dan Habib, EVP and one of the founders of MBS Highway talks about Crypto Markets and Mortgages. Dan provides an excellent primer on Crypto Markets—what they are, how are they used, and how they could...