Most Important Skills for a Senior Loan Officer at Peoples Mortgage Company
Mark's day-to-day responsibilities as a Sales Manager/Sr. Loan Officer at Peoples Mortgage Company are highly variable, encompassing "a lot of things thrown at" him daily, including email correspondence, client and partner calls, and deal processing. The role's core focus remains on sales, team management, and ensuring a positive client experience, involving tasks ranging from lead generation to post-closing client follow-up.
Sales, Client Communication, Team Management, Mortgage Process, Problem-Solving
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Mark Tomaszewski
Sales Manager/Sr. Loan Officer
Peoples Mortgage Company
University of Arizona
N/A
Psychology
Finance (Banking, Fintech, Investing), Real Estate
Sales and Client Management
Took Out Loans, Greek Life Member
Video Highlights
1. The daily tasks are diverse and vary depending on current deals and weekly/monthly focuses. This includes email and phone communication, contacting partners and clients, and ensuring deals progress efficiently.
2. A significant portion of the job centers on sales, including bringing in new clients and maintaining relationships with past clients to ensure satisfaction and potential repeat business.
3. The role involves managing multiple stages of the mortgage process, requiring efficient and timely completion of numerous steps to provide clients with the best possible experience. This includes working with a team to ensure smooth processes.
Transcript
What does a day in the life of a sales manager and senior loan officer look like?
That's a good question. Every day is different; it really depends on the deals going on and what I'm focusing on for the week or month.
Generally, I start my day answering emails, like many people do. We work mostly over email and phone, but everything is handled through email. So, I get through those emails and make calls to my partners who refer business and to different clients calling in.
It's about making sure deals are flowing and getting documentation from people. You get a lot of things thrown at you every day, but each day is a little different.
Some days, if I don't have many deals, I focus on sales and getting people in the door. Other days, I call past clients to check in, ensuring everything is going well with their homes and properties.
Some days, I'm focused on moving the mortgage process to the next step. There are many steps in a mortgage process, so we have to ensure things are done quickly, efficiently, and on time.
Every day is a bit different, but it all focuses on sales. It's also about ensuring my team is doing what they need to do and making sure my clients have the best experience possible.