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    Recruiting (and Keeping) Rockstar Employees

    Recruiting is one of the most expensive things an organization does. It costs nearly $7,000 to hire a professional employee. You cannot take the recruiting process lightly.

    By strammell|2022-05-19T07:33:31-06:00May 19th, 2022|Bank, Credit Union, Financial Services, Mortgage|Comments Off on Recruiting (and Keeping) Rockstar Employees
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    A Career in Wealth Management

    A wealth manager is a professional that protects and grows their client’s personal wealth. There are quite a few skills that a person needs to possess to be a successful wealth manager.

    By strammell|2022-05-18T11:04:57-06:00May 18th, 2022|Bank, Credit Union, Financial Services, Mortgage|Comments Off on A Career in Wealth Management
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    The Ups and Downs of Technology and Working from Home

    Regardless of how prepared your institution was or now is, a glitch is bound to happen. Here are some tips and hints to consider when working from home.

    By strammell|2022-05-04T09:23:08-06:00May 4th, 2022|Bank, Credit Union, Financial Services, Mortgage|Comments Off on The Ups and Downs of Technology and Working from Home
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    What is Adaptive Learning and Why You Need to Adopt It

    With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.

    By strammell|2022-05-05T11:16:12-06:00May 3rd, 2022|Financial Services, Mortgage|Comments Off on What is Adaptive Learning and Why You Need to Adopt It
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    Virtual Team Building for a Virtual Office

    With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.

    By mbissing|2022-04-20T06:19:13-06:00April 20th, 2022|Financial Services, Mortgage|Comments Off on Virtual Team Building for a Virtual Office
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    Getting Recertified-The MLO Way

    It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?

    By strammell|2022-04-26T19:52:18-06:00April 11th, 2022|Bank, Business, Credit Union, Financial Services, Mortgage, Resources|Comments Off on Getting Recertified-The MLO Way
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    What Is Financial Literacy and Why Is It Important?

    It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?

    By mbissing|2022-04-04T07:55:57-06:00April 4th, 2022|Bank, Business, Credit Union, Financial Services, Mortgage, Resources|Comments Off on What Is Financial Literacy and Why Is It Important?
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    Customer Service Has Superhero Powers

    Superheroes don’t just exist in the movies and cartoons. They are among us. We interact with them every day. They go by their code name: Customer Service.

    By strammell|2022-03-31T10:36:22-06:00March 31st, 2022|Financial Services, Mortgage|Comments Off on Customer Service Has Superhero Powers
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    5 Keys To Preparing for a CRA Exam

    Are you prepared for your CRA Exam with the recent OCC changes? This exam will be different than those in the past. This could make for a daunting examination of your company.

    By strammell|2022-03-16T10:14:26-06:00March 15th, 2022|Financial Services, Mortgage|Comments Off on 5 Keys To Preparing for a CRA Exam
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    • Handling Rate Resistance

    Handling Rate Resistance (with a powerful objection response)

    Mortgage loan officers shouldn't fall into the trap of letting the rate dictate the sales process. Great value, great benefits, and great relationships win their business.

    By mbissing|2022-03-03T10:20:21-06:00March 3rd, 2022|Financial Services, Mortgage|Comments Off on Handling Rate Resistance (with a powerful objection response)
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