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Mortgage Lending Mastery

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Apr 19, 2018

In this episode, I get to sit down with Kelly Jones, Marketing and Business Development Director for Community Bank in Tennessee. We discuss one of the biggest problems for developing a team — what role you are looking to fill, and how this new hire would contribute to your business. Tune in to find out more.

 

Key Takeaways:

[:30] One of the biggest problems loan officers face in developing a team is hiring the first person.

[1:09] Jennifer introduces her guest for this episode — Kelly Jones.

[1:52] Kelly shares a little about her background that has led to her current role.

[3:16] Jennifer gives an overview of the areas she and Kelly will be talking about in this episode.

[5:13] What does a Marketing Director do?

[8:27] What role does a business development officer/assistant perform?

[12:52] How does business development officer create relationships for the loan officer?

[15:52] Who would be the perfect person to hire as a business development officer?

[18:10] Kelly describes the role of a business development specialist.

[21:36] Kelly shares some insight about roles within the office that help officers.

[23:07] What are some of the pitfalls that loan officers fall into when they’re hiring someone?

[26:02] What is Kelly’s recommendation for people who have been on a committee for a while without launching business relationships?

[27:12] What are some really good strategies for loan officers that Kelly has seen a lot of success with?

[31:05] What are the three different roles? Kelly breaks down the three roles for three levels of responsibility.

[38:41] How does the compensation structure look like for these different roles? What is the compensation for different activities?

[45:55] What are some tools and resources that would be helpful for people in these roles?

[48:42] Kelly leaves us with one final tip.

[50:27] Get in touch with Kelly via email or LinkedIn.

[51:00] Kelly is also looking to put together a mastermind of other business development and marketing professionals around the country, so be sure to reach out if you’re interested in that.

 

Mentioned in This Episode:

Kinetic Spark Consulting

Mortgage Lending Mastery on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Kelly Jones on LinkedIn

Email Kelly Jones

Canva

The Skimm

Morning Brew

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