Origination

Episode 17: Billy Posey, Former Head of Greystone's Agency Business - on the Blessing of an Upset Client, Getting Comfortable with Rejection, the Advantages and Disadvantages of Transitioning from Sales to Executive Leadership, and More.


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Mordecai and Billy Posey contemplate the positives and negatives when the opportunity of moving from a sales role to a leadership role in the same firm, or the possibility to start their own firm arises in one's career.  Billy was most recently the head of Greystone's agency business, a role that he filled for about 15 years, and came out of retirement to grace us with his wisdom.

Time Stamps:
4:42 - Early Sales Experience and Door-to-Door Auditing

14:34 - Building Relationships

18:08 - From Accounting to Origination

26:57 - To Partner or Not To Partner

30:37 - Transitioning from Originator to Senior Leadership

42:13 - Management and Protecting Your Team

46:42 - Advice For the New and Up and Coming Sales Teams

lenders, market, people, loan, client, equity, selling, deals, screen protectors, year, calls, rates, business, borrower, easy, long, sales, chase, interest rates, debt

...more
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OriginationBy Mordecai Rosenberg

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