Exclusive to WMBA Members
Brought to you by the WMBA Milwaukee Chapter
Virtual Training Event
Managing Your Pipeline: Profitability Model for Originators
Date: September 15, 2020
Pre-Registration is required. Please click on the link below to register.
Time: 9:00am - 10:00am CDT
Session Title: Managing Your Pipeline: Profitability Model for Originators
Session Description: In this course, mortgage loan originators will learn how to manage their pipeline through a scorecard. The scorecard focuses on account-level analytics to drive action to profitable increased profitability. We'll also cover creating a business channel strategy, maximizing referral sources, targeting greatest opportunity areas, and identifying products that better match your borrowers' needs.
Learning Objectives: Create a business channel strategy. Understand customer profitability from your referral sources. Target areas of greatest opportunity. Identify products with greatest marketing ease.
Trainer: MaryKay Scully
As Genworth’s Director of Customer Education, MaryKay leads the development of our customer education curriculum. With 28 years of experience at GE/Genworth, she has also served as an E-Business Development Manager, Director of Customer Education and Organizational Effectiveness, and as a Service Center Manager. Prior to Genworth, she held Loan Officer positions at various mortgage companies in the Mid-Atlantic states. MaryKay’s extensive and varied experience make her a nationally sought-after instructor and round table participant for topics as far reaching as Purchase Transaction Best Practices to HMDA.
MaryKay is a graduate of the National School of Banking and received an MBA from Fairfield University. She has held Series 7 and Series 63 (Uniform Securities Agent License). She has been a function Black Belt in Six Sigma Quality and is a Certified Trainer in DiSC Behavioral Profiling
Chairman of the Mortgage Bankers Association of New Jersey Women's Committee (2019)
Mortgage Professional America Elite Women Award in 2017 and 2018
This training session is available to WMBA members only at no charge.
After registering, you will receive a confirmation email containing information about joining the webinar.
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