Loan Officer Career Advice and Education

Work from Home Supplies and Tools You Can’t Live Without

Work From Home Supplies and Tools You Can’t Live Without

By Erin Ollila / August 14, 2020
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You weren’t sure how long you’d be working at home during the pandemic, but now it seems like this temporary gig will be long-term. Your supervisor wants you to stay home for the rest of the year, and from that…

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Man in front of computer on a video call

How to Prep for a Video Call

By Erin Ollila / July 12, 2020
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You’ve gotten accustomed to the “new normal” of frequent video calls instead of meeting in person, but every time you jump on a call, you realize you’re not as prepared as you’d like to be. Whether it’s a misplaced external…

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Book and computer on desk

6 Tips for Recovering After Making a Mistake

By Erin Ollila / July 11, 2020
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You’re a great loan officer. Having worked in this field for a while, you’re sure of your skill and ability, and quite honestly, you can work without stressing yourself out too much. You do a good job, and you know…

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What’s the Difference Between Customer Service and Customer Experience?

What’s the Difference Between Customer Service and Customer Experience?

By Erin Ollila / June 14, 2020
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There’s a new-to-you term you’ve been hearing a lot lately — customer experience — but you aren’t quite sure exactly what it is. Sure, you get the overall idea of what it means, but what really differentiates customer experience (CX)…

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Things Consumers Want Loan Officers to Know

Things Consumers Want Loan Officers to Know

By Erin Ollila / June 13, 2020
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To best serve your clients, you need to know what it is that’s driving them. You want to know what they want from you so you can present your best self, and so you can give them the best client…

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How to Adjust to Working in the Office Again

How to Adjust to Working in the Office Again

By Erin Ollila / June 12, 2020
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Your employer just put out a notice to the entire organization: It’s time to return to working in the office. Now that you’re just starting to get used to working at home, you’re being called back in. Are you ready…

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9 Resume Essentials All Loan Officers Need

9 Resume Essentials for Loan Officers

By Erin Ollila / May 18, 2020
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Looking to dust off your resume? Wait, what was that? You don’t even have a resume? As a loan officer, a resume is a mighty tool, whether you think you’re looking for a job or not. It has all the…

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5 Thank You Note Templates for Loan Officers

5 Thank You Note Templates for Loan Officers

By Erin Ollila / May 17, 2020
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When was the last time you took a moment to send a thank you note to a lead, customer, or someone who referred business to you? Of course, you’re appreciative of their business or kind recommendations, but you’re also extremely…

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Social Media for Loan Officers: What's the Best Platform for You?

Social Media for Loan Officers: What’s the Best Platform for You?

By Erin Ollila / May 16, 2020
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You know the importance of marketing yourself as a way to attract more leads. But, with all the options out there, where do you even start? There are so many social media networks for loan officers to use, but you…

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pomodoro technique

Will the Pomodoro® Technique Work for You?

By Erin Ollila / April 12, 2020
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You’re overwhelmed. Your to-do list is a mile long, and you’re frustrated that your productivity seems to have taken a nosedive recently. A new email comes in, and you respond. The phone rings, and you pick it up. You end…

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