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We believe credit unions have a unique advantage in the mortgage space. Let us help you build a sales culture in your organization.
Nicole C. Poole, VP of Lending
The Police Credit Union
www.nicolecpoole.com
In 2002, I began my career in the credit union mortgage industry and quickly fell in love with all things mortgage and real estate related. I have worked as an originator, processor, underwriter, department manager, secondary marketing and producing sales manager. I’ve had the pleasure of leading high performing sales and operations teams who were devoted to improving and innovating for our members to create WOW experiences. I had the advantage of working for dynamic strategic and executive leaders who recognized my passion for the credit union movement and offered me endless opportunities to grow, learn, and take on greater responsibilities.
Ian Bennett, Loan Officer
Elevations Credit Union
$100+ Million in Production
Ian has worked with Elevations as a Loan Officer since 2012 and feels the credit union’s philosophy aligns perfectly with his own. As a not-for-profit, Elevations is invested in financial education and the well-being of its members and the community. Ian finds joy in coaching and mentoring people about real estate to help improve their financial well-being.
The 5-Habits had a profound effect on Ian in 2018 when transitioned back to the credit union after leaving for two years. These habits and systems have become a way of life for him personally and professionally. He and his team start every conversation around his belief filter of the type of people he wants in his life. This had helped him become the #2 purchase producer at the company and a $140 million producer. Ian’s quick to point out his passion for education, the credit union values, and his family.
Half-day workshop or ongoing coaching with your Credit Union loan officers.
Half-day workshop or ongoing coaching with your sales support team.
Half-day workshop or ongoing coaching with executives and managers.
MORTGAGE INSURANCE
TITLE & HOME WARRANTY
HOMEOWNERS INSURANCE
SOFTWARE COMPANIES
The 5-Habits of Highly Effective Salespeople has earned a reputation as one of the best workshops on the market for credit union loan officers. Need CRM? Learn More.
Half-Day Workshop or Ongoing Coaching with your sales support team.
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