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The Level Up Loan Officer Podcast

The Level Up Loan Officer Podcast

By: Cornerstone Capital Bank
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Discover transformative conversations and powerful insights to elevate your mindset, business, and life. Join hosts Kelly & Jay on a journey of growth and inspiration—let’s level up together!Copyright 2025 Cornerstone Capital Bank Career Success Economics Personal Development Personal Success Politics & Government
Episodes
  • Relentless Pursuit of Excellence: How Finding Your “Why” Will Change Your Life
    Sep 1 2025

    Excellence isn't a destination; it's a way of life. Excellence fuels professional growth and personal development. Jay shares how his father's legacy and the mantra of RPE (relentless pursuit of excellence) shaped his career and purpose. Discover the power of finding your "why" and how it fuels resilience, growth, and service to others. This heartfelt conversation will challenge you to honor your legacy and pursue excellence in everything you do.

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    11 mins
  • Your Game Plan to Stand Out & Succeed: Mastering High-Trust Client Conversations
    Aug 18 2025

    Discover the secret weapon top performers use to dominate the market! In an ever-evolving market, staying relevant means maintaining relationships and going beyond surface-level conversations. Kelly and Jay share how you can elevate your mind and mortgage strategies with high-trust conversations to build client relationships. Learn how to leverage tools like Mortgage Coach, empower your clients to make informed decisions, and position yourself as a trusted advisor. If you’re ready to stand out by offering value-driven, holistic solutions, this episode is your game plan for success!

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    19 mins
  • Owning Your Mistakes & The Power of Trust
    Aug 4 2025

    What if your biggest mistake could become your greatest success story?

    Owning your mistakes and offering genuine apologies are crucial for building trust with clients in the mortgage industry. Mistakes happen—but how you handle them can make all the difference.

    Kelly and Jay share how to turn setbacks into opportunities and how to apologize to clients after making mistakes. Build stronger client relationships and create lasting connections with these strategies.

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    17 mins
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