Conversations with a Recovering Loan Officer

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Conversations with a Recovering Loan Officer

Pre-Approve Me

72 episodes

4 months ago

Eileen Joy, a former mortgage and real estate professional who has transitioned into a financial educator for mothers. Eileen shares her tumultuous journey through the financial services and real estate industries, detailing her rise from a receptionist to an underwriter and her pivot to entrepreneurship after personal setbacks. She now dedicates her career to teaching personal finance management to mothers, aiming to make them and their children financially secure. The discussion delves into...

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Eileen Joy, a former mortgage and real estate professional who has transitioned into a financial educator for mothers. Eileen shares her tumultuous journey through the financial services and real estate industries, detailing her rise from a receptionist to an underwriter and her pivot to entrepreneurship after personal setbacks. She now dedicates her career to teaching personal finance management to mothers, aiming to make them and their children financially secure. The discussion delves into...

Show more...

Episodes (20/72)

Conversations with a Recovering Loan Officer

EP 72: Financial Empowerment and Education: A Journey with Eileen Joy

Eileen Joy, a former mortgage and real estate professional who has transitioned into a financial educator for mothers. Eileen shares her tumultuous journey through the financial services and real estate industries, detailing her rise from a receptionist to an underwriter and her pivot to entrepreneurship after personal setbacks. She now dedicates her career to teaching personal finance management to mothers, aiming to make them and their children financially secure. The discussion delves into...

11 months ago

41 minutes

Conversations with a Recovering Loan Officer

EP71 - From Legacy Systems to AI: Chris Olsen on Transforming Mortgage Tech

Explore the extensive mortgage technology career of Chris Olsen. From his early days of document handling to his current role integrating AI in mortgage processes, Chris shares invaluable insights into the evolution and impact of technology in the mortgage industry. They discuss the shift from manual processes to AI-driven solutions, highlighting how these advancements are shaping the future of mortgage handling and improving operational efficiencies. #MortgageTechnology #Michael...

1 year ago

32 minutes

Conversations with a Recovering Loan Officer

EP70 - Digital Growth: Tony's Journey from Auto Sales to SEO Mastery

Tony, the dynamic owner of Pathfinder Digital Marketing. Tony shares his unique transition from government contracting to excelling in digital marketing, where he now helps businesses amplify their online presence and maximize ad performance. His practical advice for leveraging digital tools reflects a deep understanding of effective marketing strategies that drive real results. #DigitalMarketing #SEO #GoogleAds #PathfinderDigital #OnlineMarketing #BusinessGrowth #MarketingStrate...

1 year ago

55 minutes

Conversations with a Recovering Loan Officer

EP69 - Empowering Leadership and Mastery in Business with Spencer Combs

A seasoned professional in the mortgage and real estate industries and a new author, Spencer Combs shares his journey from starting as a real estate agent in 1999 to developing his "Unshakeable framework" for helping business leaders enhance their profit, productivity, and purpose. The discussion delves into the challenges and strategies for achieving personal and professional growth, emphasizing leadership, effective decision-making, and the importance of self-mastery. #LoanOffi...

1 year ago

41 minutes

Conversations with a Recovering Loan Officer

EP68 - Liz Short on Leading with Clarity and Execution

Michael Neef reunites with Liz Short, an industry veteran and CEO of Short Solutions. Liz shares her transition from the corporate world to entrepreneurship, driven by her passion for optimizing business processes and technologies. With over 20 years in the mortgage industry, Liz discusses the evolution of her career, from managing a broker shop to becoming a Senior Vice President of Technology. Now at the helm of her consulting firm, Liz helps companies translate ambitious ideas into p...

1 year ago

39 minutes

Conversations with a Recovering Loan Officer

EP67 - Navigating Mortgage Marketing with Luke Shankula: A Direct Approach

Michael Neef sits down with Luke Shankula, the visionary behind Loans on Demand. They dive deep into the evolving landscape of mortgage marketing, emphasizing strategies that enable loan officers to connect directly with consumers before they reach real estate agents. Luke shares insights on how loan officers can build a diverse, resilient marketing engine that's not overly reliant on any single source. He discusses the importance of balancing referrals, past clients, and direct consumer lead...

1 year ago

50 minutes

Conversations with a Recovering Loan Officer

EP66 - From Real Estate to Tech. Chris Heller's Journey Through Innovation and Leadership

Chris Heller, who has had a significant impact in both the real estate and mortgage industries. Starting as a real estate agent while still in college, Chris quickly climbed the ranks, eventually becoming the number one Keller Williams agent globally and later the CEO. After his time at Keller Williams, Chris transitioned to the mortgage industry, joining Loan Depot and later moving to Ojo Labs, where he currently oversees Movoto.com. Throughout the conversation, Chris shares insights f...

1 year ago

44 minutes

Conversations with a Recovering Loan Officer

EP65 - Scaling Success in the Mortgage Industry: Insights from Chris Sorensen of PRMG

Chris Sorensen, a seasoned professional from PRMG, who explores the dynamics and challenges of the mortgage industry. Chris provides insights into the growth and adaptation of different lending channels within PRMG, emphasizing the significant role of brokers and the impact of technology on scaling operations. The discussion delves into how PRMG supports brokers and loan officers with advanced tech stacks and training, ensuring they can compete effectively in a rapidly evolving market.&...

1 year ago

32 minutes

Conversations with a Recovering Loan Officer

EP64 - Revolutionizing Recruitment in Real Estate Finance: A Deep Dive with Eric Levin

Eric Levin, a business partner at Model Match. Eric shares his journey from a small business owner to revolutionizing recruiting in real estate finance. They discuss the creation of Model Match, a technology platform designed to enhance the recruitment process through a method called model matching, which parallels the loan processing system. The platform helps businesses identify, engage, and nurture potential partnerships and streamline their growth strategies using data-driven insigh...

1 year ago

43 minutes

Conversations with a Recovering Loan Officer

EP53 - Caleb Spears on Real Estate, Leadership, and Entrepreneurship

Michael Neef sits down with Caleb Spears, a young luxury real estate agent who started his career at an unusually early age of 18. Caleb shares his journey from managing at Chick-fil-A to becoming a successful real estate agent, offering insights into the influences of his family's entrepreneurial and pastoral background. He highlights the importance of communication skills, relationship-building, and customer service—skills honed during his time at Chick-fil-A. Caleb and Michael discus...

1 year ago

45 minutes

Conversations with a Recovering Loan Officer

EP62 - Harnessing Personal Growth for Real Estate Success with Brett Jennings

Brett Jennings, a serial entrepreneur, coach, and a real estate expert with a rich history in personal development. Brett shares his journey from working with iconic figures like Tony Robbins and Deepak Chopra to diving into the real estate industry at a challenging time. He discusses the profound impact of aligning personal purpose with professional activities and introduces the concept of energy levels influencing business success. Brett's story offers insights into the power of minds...

1 year ago

38 minutes

Conversations with a Recovering Loan Officer

EP61 - Bryan Young: Breaking Barriers in Mortgage Lending with Home Lending Pal

Dive into a detailed discussion with Bryan Young, CEO and co-founder of Home Lending Pal. This innovative geo-spatial analytics and AI company is transforming how financial institutions support community lending initiatives. Brian elaborates on the technology-driven solutions they provide, such as automating eligibility checks for various financial aid programs and integrating with loan officers' systems to enhance the mortgage process. The episode explores how Home Lending Pal not only...

1 year ago

30 minutes

Conversations with a Recovering Loan Officer

EP60 - A Quarter Century in Mortgage Industry Evolution with Mike Cush

In this episode of Conversations with a Recovering Loan Officer, Michael Neef interviews Mike Cush, a seasoned professional with a rich 25-year history in the mortgage industry. Starting from an accidental entry into the field, Mike shares his journey through various roles at PHH, corporate relocations, and high-net-worth client management. He discusses the unique challenges and strategies of working with affluent clients and managing a white-label lending service for major financial institut...

1 year ago

51 minutes

Conversations with a Recovering Loan Officer

EP59 - Media Meets Mortgage: Clayton Collins Unveils the Future of HousingWire

In this episode of Conversations with a Recovering Loan Officer, host Michael Neef chats with Clayton Collins, the visionary behind HW Media and its flagship, HousingWire. Clayton delves into his journey from investment banking to revitalizing HousingWire, emphasizing the blend of narrative journalism with data and research to enhance media's role in the mortgage industry. They explore the technological advancements reshaping media and discuss strategies for mortgage professionals to adapt to...

1 year ago

33 minutes

Conversations with a Recovering Loan Officer

EP58 - Navigating the Credit Maze w/Sam Parker

In this enlightening episode of Conversations with a Recovering Loan Officer, host Michael Neef catches up with Sam Parker, the founder and CEO of My Credit Guy, a leading credit repair agency. They dive into Sam’s personal journey in the credit industry, the unique challenges and opportunities within credit repair, and how his company partners effectively with the mortgage industry to enhance client outcomes. They also discuss the evolution of credit repair strategies, the impact of regulato...

1 year ago

31 minutes

Conversations with a Recovering Loan Officer

EP57 - Roberta Ravella: Mastering Trust-Based Marketing in the Mortgage World

Join Michael with another episode on "Conversations with a Recovering Loan Officer," this time putting the spotlight on marketing within the mortgage industry. Episode 57, titled "Roberta Ravella: Mastering Trust-Based Marketing in the Mortgage World," dives deep into why and how marketing serves as a crucial differentiator in a commoditized sector. Roberta Ravella, a seasoned loan officer turned marketing maverick, shares her groundbreaking journey from processing loans to pioneering m...

1 year ago

45 minutes

Conversations with a Recovering Loan Officer

EP56 - Matt Doud: Revolutionizing Business Operations with Lean Strategies

Michael Neef reunites with Matt Doud for an in-depth exploration of the challenges and solutions for entrepreneurs burdened by the success of their businesses. Matt Doud, a certified business made simple coach and co-founder of Pre-Approve Me, dives into the transformative approach he takes to help business owners streamline operations, enabling them to focus on their strengths and passions. The discussion illuminates how entrepreneurs can identify when it's time to seek external help a...

1 year ago

32 minutes

Conversations with a Recovering Loan Officer

EP55 - Liz Lopez: Decoding DSCR for Dynamic Real Estate Investments

In a compelling exchange brimming with insight, Liz Lopez shares her profound expertise in real estate investing through the lens of DSCR (Debt Service Coverage Ratio) loans with Michael Neef. Through their conversation, Liz emphasizes the resilient market for investors, irrespective of economic shifts, and underscores the significance of building trust and relationships via networking and social media presence. She generously offers her guidance to those navigating the investment terrain, pr...

1 year ago

32 minutes

Conversations with a Recovering Loan Officer

EP:54 - Beyond the Camera: Mylo Draven's Guide to Real Engagement

In this captivating episode of our podcast, we sit down with Mylo Draven, a trailblazer in the mortgage content creation space, to discuss the significance of crafting authenticity in mortgage marketing. Mylo shares his insights on standing out in a saturated market by being true to oneself and leveraging personal experiences to connect with the audience. He emphasizes the importance of creating relatable and engaging content that resonates with people from various demographics, not just loca...

1 year ago

42 minutes

Conversations with a Recovering Loan Officer

EP:53 - Ahead of the Curve: Real Estate Trends with Grant Botma

Michael Neef sits down with Grant Botma, a visionary in the mortgage and real estate industries, to discuss the evolving landscape facing industry professionals today. They tackle the saturation of real estate agents, emphasizing the necessity for full-time commitment, exceptional customer service, and the leverage of technology to stand out. Grant Botma, sharing insights from his successful venture, Stewardship, reveals the strategy behind creating amazing customer experiences and the import...

1 year ago

38 minutes