Episode 242: What Metrics should Senior Sales Leaders use Today?
Jay Promisco, Chief Production Officer, Sierra Pacific Mortgage. Highlights include: making a shift to managing costs; review data daily; act on data; review vendor stack and the importance of sales
Episode 241: Solution-Orientated Loan Officer
Connor Bartley is a Senior Recruiter at loanDepot. Highlights include: walking into the unknown; handshakes to hugs; goals and dreams; get unstuck and “fill your cup”. Connor has been in
Episode 240: Value-Based Selling: What is Means Today
Nestor Villanueva, AVP of Mortgage Lending at Northwest Federal CU. Highlights include: accepting changed market conditions; building relationships is key; value equation; tangible & intangible values and take action and
Episode 239: The Rise of the New Loan Officer
Dale Syta, Managing Director, Bellco Home Loans. Highlights include: getting the right people on the bus; back to basics; can’t have placeholders; who knows you and sourcing business has changed. Dale
Episode 238: Modern Day Sales Blocking & Tackling
Bill Bodnar, Chief Revenue Officer at Tabrasa, LLC and Chief Market Analyst at Mortgage Market Guide. Highlights include: Loss of “hustle”; AI discussion; advisor of financial market information and the
Episode 237: Launching a Technology Change Strategy
Jennifer Fortier, Principal, at STRATMOR Group. Highlights include: “shiny object” syndrome; drivers & outcomes; rush to buy technology products; automation is key and mock up new workflow. Prior to consulting,
Episode 236: Getting the Green Light for Sales Investment
Nicole Poole, VP Residential Lending at The Police Credit Union, discusses Getting the Green Light for Sales Investment. Highlights include: being relevant is critical; rebuilding the shop; sell equals members’
Episode 235: Sales Discipline & Accountability
Michael Yates, SVP, Mortgage Sales Director at Mercantile Bank of Michigan. Highlights include: keeping focus on the NOW; structure equals discipline; importance of being coachable; creating your own success and
Episode 234: New Trends in MSR
David Burruss is MSR Sales Director at Mortgage Capital Trading (MCT). Highlights include: current MSR trends; assumptions matter to regulators; three guardrails; rise of smaller transactions and the Wall Street