Jet Jargon: Tips for New Loan Officers

In loans, you can’t learn everything in one day, but you can start one piece at a time till you form a whole picture. Today I welcome back Chris, a former marine and my teammate here at Jet Loans, and one of our newest recruits Zack Hendrickson. Zack is a new originator with us, and as a young man, fresh in the industry, I thought it would be interesting to have him come in for a coaching session that I believe everyone can benefit from. Let’s dive in, ask some high-quality questions, and learn some tips for new loan officers!

[00:01 - 06:01] Opening Segment 

• I welcome today’s guests, Zack and Chris 
• Zack shares his background and learning experiences

[06:02 - 10:42] Learning from Each New Experience 

• How doing mortgage is like a funnel
• Navigating and learning from mistakes 
• Learn from your clients

[10:43 - 24:35] Your Book of Business: Building Your Credibility  

• How to begin your book of business from the first page
• • Show people the service you can do
  • Watch your words - My advice from an experience I had
• Old school vs. new school
• Building trust with your agents
• • Always pick up that call
  • The leadership trait of dependability
  • Your sense of urgency is key
• Pre-qual vs. pre-approved

[24:36 - 29:53] How to Overcome Struggles on Entry

• Handling Volume 
• • Stay focused and stay patient 
• How to handle self-employed loans 
• • The challenges 
  • Getting the tax calculations right 
• Take it on, don’t be nervous 

[29:54 - 31:30] Closing Segment

• Connect with Zack!
• • Links below 
• Final words

Tweetable Quotes:

“It’s a puzzle that you learn everyday, you can’t learn it all in one day. You’ll pick up a piece every now and then and over months and weeks, pieces of that puzzle start making sense.” - Zack Hendrickson

“You’re only good as your last loan.” - Tracey Hayes

You can reach out to Zack on LinkedIn. 

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The content in these videos and posts are for informational and educational purposes only. The information contained in the posted content represents the views and opinions of the original creators and does not necessarily represent the views or opinions of Townebank Mortgage NMLS: #512138.