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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 135: Helping Experienced Originators Adapt a New Way of Selling
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Danny Deaton, EVP, Head of National Production, Highland Residential talks about Helping Experienced Originators Adapt a New Way of Selling. Highlights include: knowledge is power in serving customers; servant leadership; net promoter scores matter; selling is a value added process and when there is a problem—apologize. Danny has been in the mortgage business for over 40 years and you will enjoy listening to his comments on selling.
19 min - Episode 134: What is the New Normal in Selling
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Joe Camerieri, EVP, Client Account Management, Mortgage Cadence/Accenture talks about What is the New Normal in Selling. Highlights include: management transparency; know the rules; resist hiring people like you; future is consumer direct and poor performers are not corrected by training. Joe gives some key points on what he sees as the keys to the new normal in selling.
21 min - Episode 133: Holding Employees Accountable
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Susan Brown, SVP, Construction Loan Production Director, Umpqua Bank discusses Holding Employees Accountable. Highlights include: hard stuff in the morning; look for key characteristics; take time to think and plan and the importance of role play during the interview. You will enjoy Susan’s talk on managing people and leadership.
20 min - Episode 132: Building a Positive Accountability Structure
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Steve Powell, SVP, Growth and Leadership Coach, Atlantic Bay Mortgage Group, discusses Building a Positive Accountability Structure. Highlights include: accountability and choice; progression of thinking; ownership and self-awareness; mentoring, training and coaching and embracing reality. With Steve’s many years in the business, you will learn the key points about Building a Positive Accountability Structure.
24 min - Episode 131: Establishing Meaningful Employee Objectives
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Tim Frederick, Group VP, M&T Bank—Consumer Direct, talks about Establishing Meaningful Employee Objectives. Highlights include: establishing clear communication; small goals; quarterly check-ins; momentum must be quick and how to ground in reality. You will enjoy Tim’s talk on employee objectives.
19 min - Episode 130: Scaling Profitability
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Maria Fregosi, Chief Financial Officer, Home Point Financial discusses her views on Scaling Profitability. Highlights include: the importance of knowing your baseline; boom vs bust; what is the true cost per loan; becoming relevant and explain the why.
21 min - Episode 129: Planning for Tomorrow in a Volatile Marketplace
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Mike Fontaine, Chief Operating Officer/CFO, Plaza Home Mortgage talks about Planning for Tomorrow
in a Volatile Marketplace. Highlights include: establish a strategic committee; look for big wins; erase
customer pain points; don’t forget about the future when busy and scorecard metrics.
21 min - Episode 128: Future Role of Loan Officer
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Kevin Peranio, Chief Lending Officer, PRMG, Inc. discusses the Future Role of Loan Officer. Highlights include: What is path to pivot; diversify your selling strategies; cheaper, faster & better is the new mantra and mortgages are a team sport.
21 min - Episode 127: Selecting Business Niche
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RJ Kistka, Chief Lending Officer, First National Bank of America discusses Selecting a Business Niche. Highlights include: change master; pay it forward; make it easier to sell; and people driven. You will enjoy listening to RJ talk about timing and assessing your business niche.
19 min - Episode 126: Hiring the Right People
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Alex Rosenblum, Chairman and CEO, Axia Home Loans talks about the timely topic of Hiring the Right People. Highlights include: #1 Decision service and people; excellence wins; plan and stay the course and play to strengths. You will want to hear Alex discuss all of these topics as well as sales culture and product mix.
23 min
About Mortgage Manager Playbook
From the publisher's feed
Looking for management solutions for your mortgage business? Want to excel in your role and take your team to the next level? You’ve come to the right place! Now you can access the minds of industry leaders to help solve pain points in your sales organization. Boost your business, manage expenses, grow your team, and retain your people with expert guidance.
Welcome to the Mortgage Manager Playbook. Find interviews with top sales leaders/experts and learn practical tips for improving sales results. This podcast is for mortgage sales managers in banks, credit unions and IMBs—specifically sales executives with P&L responsibilities. Challenge yourself to increase production and profitability with guidance from leaders in the field. Learn how they handle these issues so you can emulate their success in your business processes.
Subject matter experts give listeners quality information they can use to take their mortgage business to the next level. Hear 20-minute interviews about how to tackle the toughest challenges facing managers today. Find out the best practices for increasing revenue and productivity. Discover future trends in financial services. Grow your business and get more from your sales personnel. Understand the causes of management issues and implement solutions from experienced professionals and executives who’ve been through it all.
The Mortgage Manager Playbook offers an avenue for industry professionals to deliver their message and create an impression. This is an opportunity for both guests and listeners to build a database of contacts, create a network that benefits these partnerships, and promote connections in the growing space of mortgage lending.
Pat Sherlock hosts this podcast series, offering years of experience as a financial executive and consultant. She is the President and chief sales trainer at QFS Sales Solutions, one of the mortgage industry’s top research-backed sales consulting firms. A sought-after sales trainer and speaker at mortgage banking conferences, Pat is known as a straight-shooter who delivers on improving performance for sales organizations. The author of the MBA best-seller, “Reaching the Top of Your Game: Best Practices of Top Mortgage Originators,” she frequently contributes to mortgage trade publications and conducts popular webinars for MBA Education.
Known as the “Terry Gross of Mortgage Lending,” Pat partners with esteemed guests who leave out unnecessary fluff. With genuine interest and curiosity, she asks deep questions. This isn't a run-of-the-mill mortgage banking podcast. Get to know professional names, build relationships, and establish a place in the industry.
Jumpstart your momentum towards managerial success with helpful advice from the authorities in your field. The Mortgage Manager Playbook equips listeners with a curated database of everything needed for success in sales and management results in mortgage lending. Learn valuable training methods and strategies to help you and your team go above and beyond.
If your sales team needs training on hiring and lead generation, Pat is here to lend a helping hand. Get your weekly dose of management solutions for your business right here. Don’t forget to subscribe to the show, so you don’t miss an episode. Visit https://mortgagemanagerplaybook.com/ for more information.