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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 115: Establishing an Open Dialogue
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Pat interviews Katherine Gardner, EVP and Chief Production Officer, Arc Home Loans. Highlights include: understanding the why; asking questions; open communications and how you can’t rush being trusted.
20 min - Episode 114: Dealing with Performance Problems
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Pat interviews Laura Burford, First VP, Director of Mortgage, American National Bank. Highlights include setting the standards; establishing greatness standards; creative avoidance and being honest and real with employees.
19 min - Episode 113: Conveying Your Company Vision to Your Employees
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Pat interviews Greg Gianoplus, Reverse Mortgage Division Manager, Alpha Mortgage. Highlights include value based leadership; vision and purpose; production vs customer driven business and competitive advantage.
20 min - Episode 112: Establish Trust in a Group
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Pat interviews Ty Kern, Executive Managing Director, Nat’l Production, Sun West Mortgage. Highlights include working for your employees; scaling a business; knowing your metrics and accountability and authority.
17 min - Episode 111: Managing Difficult People
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Pat interviews Bill Bent, EVP, Retail Production, Loan Simple. Highlights include people and their patterns; loan officers uniqueness; managing prima donnas; and removing a personal glass ceiling.
20 min - Episode 110: Prioritizing Your Time
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Pat interviews Terry Aikin, Managing Director, MGIC. Highlights include balancing personal/professional demands; spending time on developing sales professionals; and staying focused on the big picture.
19 min - Episode 109: Sales Metrics Managers Should Use in Measuring Success
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Pat interviews Erik Jenner, Director Residential Mortgage Lending, Kinecta Federal CU. Highlights include managing with trust; looking at leading/lagging indicators; and measuring sales activities.
20 min - Episode 108: Motivating Your Sales Reps: What Works & What Doesn’t
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Pat interviews Shawn Stougard, Senior Vice President, Loan Simple. Highlights include communication and leadership; motivation; managing to strengths; and prejudging.
18 min - Episode 107: Breaking Down the Silos Between Sales and Ops
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In this episode, Pat interviews Jason Sasena, Chief Lending Officer, Westerra Credit Union, on how to break down the silos between sales and operations. Highlights include effective leadership strategies to bridge the gap between departments; building relationships with remote sales teams; and creating an environment of shared success.
20 min - Episode 106: Having an Effective Sales Meeting
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Pat interviews Carol Toren, President, CLT Consulting Group. Highlights include key practices to optimize meeting time; handling in-person and remote meetings; and keeping participants engaged and on track.
20 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.