This Quickbite will cover ideas for credit unions to gain market share in Purchase Money Home Loans. We will discuss marketing tips and campaigns, the importance of the loan officer’s role and how it is different than in a refinance market, and cover ideas for gaining realtor referrals.
Speaker: Wallace Jones has over 25 years in the mortgage business working as a mortgage loan officer, a construction loan officer, an appraiser for residential mortgages, and serving as a branch manager. Wallace joined CU Members Mortgage as a loan officer in March of 1996 and became National Training Manager in 2002, a position he currently holds. In addition to overseeing the training department he also oversees internet origination platforms for both the Direct and Correspondent Divisions of CU Members Mortgage. He has written several articles for Credit Union periodicals and is often asked to speak at CUREN and credit union league functions.