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From Processing to Brokerage: Jessica Jones Journey

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Manage episode 489236916 series 3410891
Content provided by Dave Gallegos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Gallegos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Dave Gallegos interviews Jessica Jones, a mortgage professional with a rich background in the industry. They discuss Jessica's journey from starting in loan processing to opening her own brokerage and the challenges she faced along the way.

The conversation delves into the importance of self-discipline in sales, setting goals, and building relationships with referral partners. Jessica shares insights on understanding client needs, the significance of homeownership, and offers valuable advice for new loan officers entering the field.

Episode Highlights:

00:00 Introduction and Background

05:47 Career Progression in the Mortgage Industry

11:06 Transition to Brokerage and Challenges

16:14 Time Management and Self-Discipline in Sales

22:13 Setting Goals and Financial Security

27:22 Serving Referral Partners and Providing Value

35:04 Understanding Client Pain Points

42:58 Advice for New Loan Officers

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 489236916 series 3410891
Content provided by Dave Gallegos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Gallegos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Dave Gallegos interviews Jessica Jones, a mortgage professional with a rich background in the industry. They discuss Jessica's journey from starting in loan processing to opening her own brokerage and the challenges she faced along the way.

The conversation delves into the importance of self-discipline in sales, setting goals, and building relationships with referral partners. Jessica shares insights on understanding client needs, the significance of homeownership, and offers valuable advice for new loan officers entering the field.

Episode Highlights:

00:00 Introduction and Background

05:47 Career Progression in the Mortgage Industry

11:06 Transition to Brokerage and Challenges

16:14 Time Management and Self-Discipline in Sales

22:13 Setting Goals and Financial Security

27:22 Serving Referral Partners and Providing Value

35:04 Understanding Client Pain Points

42:58 Advice for New Loan Officers

  continue reading

38 episodes

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