Loan Officer's Checklist for Success
To be a successful loan officer it takes tenacity, organizational skills, and the right attitude. It also requires strong skills and time management and knowing when and how to engage with your customers. We all developed a checklist to help you identify and master each opportunity!
In this session you will learn to:
- How to create an organized to-do list that will help you differentiate yourself from your competition
- Uncover key points of engagement with the customers during the buying process
- Differentiate between successful and competent salespeople