Turning Data into Action: Enhancing Recruiting and Solving Loan Officer Performance Challenges

Finding top-performing candidates is essential for building a successful team of loan officers, but identifying the right talent can be a challenge. This webinar will equip you with the tools and strategies needed to pinpoint high-potential recruits who align with your organization’s goals. Through data-driven insights and proven techniques, our panelists will offer practical strategies to enhance recruiting efforts and address loan officer under performance while fostering new, effective selling habits among originators.

Discover how to spot weak performers before hiring and segment low performers into three actionable categories. We’ll also explore the 14 personality traits that significantly impact loan officer success and provide guidance on when investing in training is the right solution—and when it’s not. Join MBA Education and industry experts to discover what sets top performers apart and how to bring them on board.

Date/Time

• Tuesday, February 4 (2:00 PM - 3:00 PM ET)

Objectives

• Utilize data-driven insights to help managers recruit more effectively and efficiently
• Explore the latest industry performance data for loan officers to inform strategic decisions
• Identify and address call reluctance and skill gaps with targeted strategies for improvement
• Determine when to invest in training under performers and when to make tough personnel decisions
• Evaluate techniques to transform selling habits and instill lasting new sales behaviors

Experience Level

• Entry-Level

Target Audience

• Sales Managers
• Recruiting Staff
• National, Divisional, and Regional Senior Leaders
• Mortgage Personnel interested in growing and developing their teams

Speaker(s)

• Pat Sherlock, Founder & President, QFS Solutions
• Greg Sayegh, Chief Strategy Officer & Co-Founder, Ingenius