Stephen Moye, Sales Manager/Sr. Loan Officer, New American Funding. Highlights include: two for one selling strategies; who controls lead wins; what others can’t do; Plus 1–learn a niche and develop a skill and consistency matters...
Michael Seminari, Director of Customer Experience at STRATMOR Group. Highlights include: takes more to have customers “love” you; what drives repeat business referrals; pulse point interactions; asking “unmasked” questions and how does Gen Z want...
George Ballew, SVP, UVA Credit Union. Highlights include: Non-Delegated–limited by investor’s risk level and Delegated—your control is greater; “own the loan”; retaining top producers is a challenge and view your product mix. George has been...
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 activities. Jay has been the...
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 the recruiting field for over...
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 have a long-term view. Nestor...
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 has been in the mortgage...
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 outlook for 2024. Tabrasa, LLC...
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, she was SVP of an...
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’ solutions; engage employees in slower...