About
Most mortgage lenders are looking for production growth in the wrong place.
When…
Services
Articles by Pat
Activity
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If you're heading to the AI Readiness session https://lnkd.in/g5sqdz57 at Great River Conference, this is worth two minutes before you walk in the…
If you're heading to the AI Readiness session https://lnkd.in/g5sqdz57 at Great River Conference, this is worth two minutes before you walk in the…
Liked by Pat Sherlock
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When your daughter wins Miss Vermont 2026; The lessons I cant help but learn from her….. Yes- I am a proud Father, But……It is not because she won;…
When your daughter wins Miss Vermont 2026; The lessons I cant help but learn from her….. Yes- I am a proud Father, But……It is not because she won;…
Liked by Pat Sherlock
Experience
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QFS Sales Solutions
Education
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University of Baltimore School of Law
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Activities and Societies: Passed Pennsylvania Bar
Worked full time and went at night to law school.
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Licenses & Certifications
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Pennsylvania Bar
State of Pennsylvania Attorneys
Volunteer Experience
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Avid Supporter
Delware Vally Golden Retriever Rescue
Animal Welfare
Publications
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Reaching the Top of Your Game: Best Practices of Top Mortgage Originators
MBA
One of the best selling sales book for the MBA.The book describes the practices of the number one sales person at the top 100 bank/mortgage companies.
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Academy Mortgage's Rookie Program - 2012
www.mbaa.org
See publicationInterview with Bill Bent, EVP Academy Mortgage.
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Measuring Sales IQ - June 2012
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See publicationTraining originators for the new mortgage market requires some new thinking on what they really need.
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Producing Managers: Time for a Change? - June 2007
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See publicationWhat the competencies of branch managers should be and what tactical practices they should master.
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Seven Keys to Building a Winning Sales Culture - June 2006
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See publicationBuild top-performing origination team, seven simple principles.
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Six Keys to Consultative Selling - June 2008
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See publicationWhat are the keys to consultative selling.
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Training Rookie Originators - March 2013
www.mbaa.org
See publicationThere's a shortage of young origination talent. Here's a blueprint for growing your own.
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Walling the Walk: Three Keys to Sales Success in Origination-May 2011
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See publicationBB&T seems to have the right formula.
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Why Johnny Can't Originate - November 2010
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See publicationFuture sales model--what to look for in hiring originators.
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Why Johnny Can't Originate:One Company's Insight: Kinecta Federal Credit Union
www.acuma.org
See publicationInterview with Michael McCarthy, 1st VP and Director for Retail Production and Operations.
Projects
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Training Outbound Lead Generation for Retail Loan Officers
See projectled training instruction of inside wholesale sales origination business line. Project involved designing a three week program that included: effective telephone sales skills in mortgage banking; building a script that works and live coaching of inside sales originators calls. Also included video role playing practice.
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Ohio MBA Referral Sources Webinars
Lead presenter on series of webinars on prospecting for referral sources. Real Estate Agents, Financial Planners and Data Base Management.
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Speaker at ACUMA Conference
Presenter on how to hire sales professionals and not order takers
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Pat Sherlock
See projectPresented strategic sales strategies for 2013 to a regional bank senior management team.
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Moderator at the MBA Conference
Moderator at MGIC Conference on Best Practices in Sales Management and How to Integrate of Mortgage Banking and Retail Banking
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Bank Sales Improvement
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Hired to improve sales production, identify gaps on what was holding producers from achieving budget and implement changes to hiring and coaching process. Project involved training managers to coach their sales employees how to make a value sell. Company increased production 40%.
Other creators -
Organizations
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Mortgage Bankers Association
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Recommendations received
8 people have recommended Pat
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Wheels up and off to HousingWire The Gathering. No boots, no hat. All business. Bringing my better half this year. #secretweapon.
Wheels up and off to HousingWire The Gathering. No boots, no hat. All business. Bringing my better half this year. #secretweapon.
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Grateful for the opportunity to attend an impactful event with Link Empower! It was inspiring to connect with leaders who are truly committed to…
Grateful for the opportunity to attend an impactful event with Link Empower! It was inspiring to connect with leaders who are truly committed to…
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"Shots fired at Correspondents Dinner." My parents were in that room. My heart dropped when that hit my CNN app. First table - less than 30 feet…
"Shots fired at Correspondents Dinner." My parents were in that room. My heart dropped when that hit my CNN app. First table - less than 30 feet…
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Yesterday, I had the opportunity to be on Dave Savage's show, where we discussed the low-hanging fruit of working consistently with former customers.…
Yesterday, I had the opportunity to be on Dave Savage's show, where we discussed the low-hanging fruit of working consistently with former customers.…
Posted by Pat Sherlock
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