Episode 109: Sales Metrics Managers Should Use in Measuring Success
Pat interviews Erik Jenner, Director Residential Mortgage Lending, Kinecta Federal CU. Highlights include managing with trust; looking at leading/lagging indicators; and measuring sales activities.
Episode 108: Motivating Your Sales Reps: What Works & What Doesn’t
Pat interviews Shawn Stougard, Senior Vice President, Loan Simple. Highlights include communication and leadership; motivation; managing to strengths; and prejudging.
Episode 107: Breaking Down The Silos Between Sales And Ops With Jason Sasena
In this episode, Pat interviews Jason Sasena, Chief Lending Officer, Westerra Credit Union, on how to break down the silos between sales and operations. Highlights include effective leadership strategies
Episode 106: Having an Effective Sales Meeting
Pat interviews Carol Toren, President, CLT Consulting Group. Highlights include key practices to optimize meeting time; handling in-person and remote meetings; and keeping participants engaged and on track.
Episode 105: Empowering Your Sales Staff
Pat interviews Mike Mulwani, Director of Mortgage, First International Bank & Trust. Highlights include the best sales team engagement strategy; building team consensus; and using a fact-based approach to maintain
Episode 104: What To Know Before Becoming A Manager With Pat Casey
Pat interviews Pat Casey, EVP, Fulton Mortgage Company. Highlights include the importance of developing leadership skills; the value of mentoring; and hiring for cultural fit. — What To Know
Episode 103: Creating a Positive Environment
Pat interviews Malcolm Hollensteiner, Head of Mortgage Production, Sandy Spring Bank on creating a positive environment. Highlights include: Key hurdles for top producers; creating a positive environment; and the best
Episode 102: Making the Jump to Manager
Pat interviews Richard Custer, Eastern Divisional Manager, Rock Mortgage on making the jump from top producer to manager. Highlights include: The Secret Sauce in managing; does micro-managing work; and making
Episode 101: Getting Employees to Adopt Change
Pat interviews Lisa Schreiber, SVP Non-Agency at NewRez on getting your sales team to adopt a new sales strategy or skill. Highlights include: The Secret Sauce – What makes a