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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 125: Establishing a Clear Direction
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Teresa Bazemore, CEO of Bazemore Consulting, Director of T. Rowe Price Mutual Funds and former President of Radian Guaranty discusses Establishing a Clear Direction. Highlights include: Spin the Dime Game; Town Halls; scenario planning; challenge of growth vs. survival and having the right people in the room. Teresa gives a very timely talk for today’s environment.
23 min - Episode 124: Getting Experienced Originators to use New Technology
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Dave Lowman, with over 40 years of national and international finance expertise, talks about Getting Experienced Originators to use New Technology. He is a member of the Board of Directors for Stearns Lending and Roostify. Dave is the former EVP of Freddie Mac’s Single Family Business. Highlights include: mirror good manager; don’t be a sales dinosaur; consumers will make the choice and you can’t manage unless you measure.
23 min - Episode 123: Managing Remotely
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Alissa Sykes, Sr. VP, Chief Growth Officer, Sunmark CU discusses Managing Remotely. Highlights include: employee check-ins; online fun-hangout; little things matter; never stop learning and be a mentor. Listen to Alissa talk about this very timely topic for today’s environment.
19 min - Episode 122: Preventing Employee Disengagement
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Marc Hernandez, SVP, Head of Retail Lending, Alterra Home Loans talks about Preventing Employee Disengagement. Highlights include: celebrate small wins; correct bad behavior quickly; servant leadership and communicate proactively. You will want to hear Marc’s thoughts on how to create a positive environment.
19 min - Episode 121: Setting a Good Example
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Rob Robertson, Senior Executive, Sales & Operations gives an inspirational talk on Setting a Good Example. Highlights include: Servant Leadership—what it is and how it’s implemented;
90% of business is attitude; everyone is a walking commercial; and how you show up matters. Don’t forget to listen for Rob’s 10 Tips on Setting a Good Example.
22 min - Episode 120: Scaling Your Sales Group
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Phil Shoemaker, President of Originations, Home Point Financial talks about Scaling Your Sales Group. Highlights include: Thinking Small vs. Thinking Big; Recruiting Known Performers; Keys to Compensation Design; and Emphasize Volume & MBO.
25 min - Episode 119: Change Resistance when New Leader takes the Helm
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Pat interviews Mark Korell, Chairman, Hamilton Group Funding. Highlights include: Three Keys to being successful with the Boss; Handling Resisters and Change and New Leadership. You will want to hear how Mark applies Lou Holtz’s Rules for Success.
23 min - Episode 118: Taking over a New Team and Retaining Top Talent
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Pat interviews Joe Ventre, VP, Mortgage Sales Manager at LCNB National Bank. Highlights include: know your team; how to be personally invested; the observation role and trust and learning. Listen to how he applies “Sparky’s Rules”.
22 min - Episode 117: Preventing a Negative Environment
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Pat interviews Brian Koss, Executive VP, Mortgage Network. Highlights include: what is the manager role model; problem autopsy; communication is key; clear mission and taking care of internal customers.
24 min - Episode 116: Putting an Employee Development Plan in Place
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Pat interviews Ruth Lee, Founder and CEO, Big Think. Highlights include: how to be honest but not hurtful; hire slow fire fast; employee engagement and understanding the why.
22 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.