Be sure to watch the entire episode below the show notes for all the details.
In this month's lively Mortgage Monthly LIVE, brought to you by the fine folks at CU Members Mortgage, CU Members Mortgage's Western Regional Loan Officer Manager Melissa Cruz joined us to share her 16 years of expertise and insights regarding loan officer best practices. Her talk is entitled: "3 Best Practices to Being a Great Originator."
Melissa shared with us the three best practices (relationships, communication, and education) and why each are so vital to keep your credit union's mortgage lending business thriving -- even in challenging times. Not only did she provide us with these best practices, she also shared real-life stories on how these practices worked for her, creating customers for life.
Melissa also talked about the importance of training to help develop your mortgage loan officers, so they are not only exceptional during the transaction process but also being a primary resource in this area. Keeping the team up to date on the latest trends, issues, and events can help them provide the necessary information to their members when serving them. It's a huge value add.
Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.