Episode 136: Helping Order Takers Become Value Sellers
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
Episode 135: Helping Experienced Originators Adapt a New Way of Selling
Danny Deaton, EVP, Head of National Production, Highland Residential talks about Helping Experienced Originators Adapt a New Way of Selling. Highlights include: knowledge is power in serving customers; servant leadership;
Episode 134: What Is The New Normal In Selling With Joe Camerieri
Joe Camerieri, the EVP for Client Account Management at Mortgage Cadence/Accenture, talks about what is the new normal in selling. Highlights include: Management transparency; Know the rules; Resist hiring people
Episode 133: Holding Employees Accountable
Susan Brown, SVP, Construction Loan Production Director, Umpqua Bank discusses Holding Employees Accountable. Highlights include: hard stuff in the morning; look for key characteristics; take time to think and plan
Episode 132: Building a Positive Accountability Structure
Steve Powell, SVP, Growth and Leadership Coach, Atlantic Bay Mortgage Group, discusses Building a Positive Accountability Structure. Highlights include: accountability and choice; progression of thinking; ownership and self-awareness; mentoring, training
Episode 131: Establishing Meaningful Employee Objectives
Tim Frederick, Group VP, M&T Bank—Consumer Direct, talks about Establishing Meaningful Employee Objectives. Highlights include: establishing clear communication; small goals; quarterly check-ins; momentum must be quick and how to ground
Episode 130: Scaling Profitability
Maria Fregosi, Chief Financial Officer, Home Point Financial discusses her views on Scaling Profitability. Highlights include: the importance of knowing your baseline; boom vs bust; what is the true cost
Episode 129: Planning for Tomorrow in a Volatile Marketplace
Mike Fontaine, Chief Operating Officer/CFO, Plaza Home Mortgage talks about Planning for Tomorrow in a Volatile Marketplace. Highlights include: establish a strategic committee; look for big wins; erase customer pain
Episode 128: Future Role of Loan Officer
Kevin Peranio, Chief Lending Officer, PRMG, Inc. discusses the Future Role of Loan Officer. Highlights include: What is path to pivot; diversify your selling strategies; cheaper, faster & better is