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Hiring Diverse LOs: What Works in a Volatile Mortgage Market

Hiring Diverse LOs: What Works in a Volatile Mortgage Market

Tuesday, October 4, 2022 (2:00 PM - 3:00 PM) (EDT)


In the 2020 U.S. Census Data, it reconfirmed the demographic changes in U.S. population: increasing percentage of non-whites in U.S. population. According to agency data, the mortgage sales workforce is currently 73% white Loan Officers.

In light of recent fair lending cases. we will discuss what lenders must do to ramp up recruiting and training of diverse candidates.  This webinar discusses what works in training a new generation of Loan Officers.

  • What the census numbers tell mortgage leaders
  • What today’s war for sales talent looks like for LOs
  • Hiring Diverse LO Candidates:
    • What are you looking for?
    • Committing to rookie investment training and coaching
  • Rookie LOs: Myths & Mistakes—Designed for Failure
  • The Three Parts to Successful Rookie Hiring & Training/Coaching
  • Q&A

Speaker Panel

Pat Sherlock

Pat Sherlock is President of QFS Sales Solutions, a consulting firm that specializes in improving sales performance in mortgage origination. Her firm provides: (1) managers with talent selection and development assessments that identify gaps—there should be no guessing in hiring and developing originators; (2) targeted training programs that are tactical in changing team and individual sales results

David Stein:

Partner at Taft, Stettinius & Hollister-national law practice in Banking & Consumer Financial Services. He is RESPA, Fair Lending Expert etc. Author of the MBA’s Social and Digital Media Compliance Guide.  General Counsel for a top 50 mortgage lender

Christine Clifford:

Strategy Consultant,  Clifford & Associates - focuses on mortgage sales strategies & productivity improvement, competitive analysis, and mortgage industry trends. Strategy Consultant for Embrace Mortgage & Wells Fargo

Tuesday, October 4, 2022 (2:00 PM - 3:00 PM) (EDT)
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