Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions. Highlights include: implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new object problem” and tech stack...
James White, General Manager, Banking at Total Expert. Highlights include: data viewed as a liability not an asset; personalization is fundamental; crawl, walk and run; 4 key data points and high tech/high touch.
Greg Sayegh, Chief Strategy Officer/Co-Founder, InGenius. Highlights include: what is leadership malpractice; if recruiting you “own” them; accountability is not micromanaging; 50% close 92% of sales and key goals in selling. Greg has been in...
Debra Killian, owner of CLOES.Online. Highlight include: communicate as soon as possible; most important mesh personality with customer; referral customers speak to immediately and offer options to customers. Deb is a 35 year veteran in...
Pat interviewed Michael Hammond JD,CMT at NexLevel Advisors LLC. Highlights include: out of balance sales teams; failure to manage capacity; leveraging best practices; changing manager compensation models and training as an investment. Michael is a...
Joe Camerieri, Director of Sales, Private Label Origination at Maxwell. Highlights include: what is really different between lenders; creating scale; variable cost model; business or product and loans per month are not efficient. Joe has...
Bill Kroll, Managing Director, The Casey Group. Highlights include: develop a strategy; set agenda and objectives; don’t reinvent the wheel and make sure you get references. Bill retired as EVP from the ABA and has...
Jon Overfelt, Director of Sales/Owner at American Security Mortgage Corp. Highlights include: preapprovals have ramped up costs; most tech helps consumers; slow second—fast first; leveraging time and don’t buy if can’t implement. Jon has been in...
Jeff Scheuren, EVP, President and COO at Fulton Mortgage Co. Highlights include: key factors that drive pricing; start with cost to originate; understanding market rate movement; what is a good proxy and be a true...