Lending Perspectives: 5 habits of top-producing loan officers
Insights from a credit union VP/consumer and home lending
In the competitive world of lending, becoming a top-producing loan officer requires more than just originating new loans and taking applications. It demands a combination of skills, strategies and habits that elevate member service and drive success. Here are five key habits I’ve learned as VP/consumer & home lending at Travis Credit Union that set top-performing loan officers apart.
1. They are more of a mortgage advisor than a loan officer
Successful loan officers transcend the traditional role of a mere transactional intermediary. They are trusted advisors who become so by prioritizing members’ long-term financial goals above all else. At the core of their business is a member-centric approach that builds trust and delivers exceptional service—they give value back to the member.
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