Commercial Loan Origination Workshop: Sales Training, Feb. 17
Explore how to develop a successful business by learning well-established sales practices, identify what all participants in the transaction require, hone in on your individual marketing style, learn strategies that successful mortgage bankers utilize to close the deal and establish a competitive advantage at this workshop.
Click here for more information.
This workshop will be an interactive classroom environment with a combination of lecture, case studies and group presentations. View complete agenda here.
Individuals who sign up for both the workshop and the CREF/Multifamily Housing Convention and Expo receive $50 off each registration. Contact education@mba.org to receive the discount.
Objectives:
–Establish a list of qualified clientele and determine their needs
–Develop sales skills and understand how to apply them to specific markets
–Establish strategies for utilizing your marketing style
–Develop techniques for defining your competitive advantage
–Establish strategies for maintaining relationships and increasing future business
Who Should Attend?
This workshop is designed for individuals who have been in the mortgage lending industry for a short time and want to acquire the skills needed to be effective and productive in sales.
Individuals should have familiarity of commercial property types, market lending platforms, capital markets and real estate finance theory.
Speakers:
–Gail Griffith, Associate Director, Mortgage Bankers Association
–Daniel Phelan, CRI, CMB, CCMS, President & CEO, Pacific Southwest Realty Services
–Michael Tanner, Executive Vice President/Partner, Pacific Southwest Realty Services
–Jeffrey Erxelben, Managing Director/Senior Vice President, Northmarq Capital
–Meredith Houseworth, Group Portfolio Manager, KeyBank Healthcare Group
–Andrew Lurker, Director, Real Estate Underwriting, Pacific Life Insurance Co.
–Emily Franke, Regional Director, PPM America, Inc.
The workshop will begin at 8:00 AM and run until 5:30 PM PT. Registration will begin at 7:30 AM. Continental Breakfast and a full lunch will be provided.
