Managing for Success
Creating the proper plan, setting reasonable expectations and then designing the strategy to complete it are essential to launching a successful career for a new loan officer. A manager’s guidance will serve as a compass for the direction their business will take in the future.
This lesson provides managers with the foundational principles and the steps needed in order to effectively manage a new loan officer’s immediate and future success.
Upon completing this lesson within the program, a manager will:
- Effectively manage their new loan officer according to their Launch Plan
- Provide coaching and accountability for their 3-2-1 for SuccessTM
- Utilize a four-step process to conduct highly effective, impactful and powerful one-on-one meetings
- Manage new loan officers to a successful and productive career