Ellie Fordyce, Chief People Officer at Westerra CU talks about Implementing Cultural Change in an Organization. Highlights include: defining culture; it’s a complex process; employee engagement is a must; research is important and it’s necessary...
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...