Deb Jones, SVP Director of Capital Markets, at Citizens Bank talks about Explaining Loan Pricing to Originators. Highlights include: transparent pricing policies; two types of loan officers; transactional business; market commentary and stop resisting and...
Tammy Butler, CEO, Fair Lending Diversity and Publisher of Mortgage Currentcy discusses Wisdom from a Mortgage Banking Serial Entrepreneur. Highlights include: how to achieve results differently; people are different; managers as recruiters; crowdsource information and...
Jennifer Whip, Principal, Cambridge One talks about the Lessons Learned in having a Corporate Career vs. Owning your Own Business. Highlights include: delegating is key; people will rise to the occasion; remove mundane tasks; client...
Rob Spellman, Board Member & Advisor to President of Gold Star Mortgage, discusses Management Styles and Originators. Highlights include: constantly evaluate the team; have a repeatable process; 80/20 is real; top LOs should be treated...
Pat Sheehy, President & CEO, Hamilton Home Loans talks about How to Manage an Outside Owner of a Mortgage Co. Highlights include: frequent communication is key; spend time coaching and teaching; setting expectations and being...
Brian Vieaux, President, FinLocker discusses How do you Drive LOs to be Top of Mind in their Marketplace. Highlights include: what is the LO doing to be digitally relevant to the consumer; content must be...
Kevin Crichton, President and COO, EMM Loans LLC talks about Making the Transition from a Large Lender to a Smaller Lender. Highlights include: the challenge of blending cultures; be ahead of the curve—be proactive; listen,...
Brian Simon, President, Lenders One Mortgage Cooperative and Trelix discusses How the Consumers’ Journey has Changed. Highlights include: hire employees not like you; have patience—success does not happen overnight; rise of independent mortgage banker will...
Otway Wallace, SVP, Director of Mortgage Sales, Southern Division at South State Bank discusses the Future of Video Selling in Origination. Highlights include: slow down and be patient; be relevant; all stewards in business; personal...
Stacy Blair, Regional Manager Consumer Direct, NewRez talks about Helping Order Takers Become Value Sellers. Highlights include: stride for respect; stay humble; treat employees like family; give consumers multiple options and focus on conversion rate....