Episode 193:  Implementing Cultural Change in an Organization

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

Episode 191:  Keys to Having Two-Thirds of Your LOs Ranked in the Scotsman Guide

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

Episode 190:  The Race for Talent:  Recruiting Differently

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

Episode 189: Managing Volume & Margin in Volatile Times

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

Episode 188: Financing Delinquent Loans in Today’s Market

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

Episode 187:  Starting Retail in Today’s Market

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

Episode 186:  The Importance of Developing your Personnel

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

Episode 185:  What is Good Sales Training in Today’s Market?

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;