My Cliff Notes Work Update
Geeze... its' been 8 months since my last update to this blog. To the casual reader, it might appear as if I finished my 2nd broker training class and then disappeared from the planet. I'm happy to announce, that is not the case, and I have just had other things that took my eye off of my blog maintenance responsibilities.
So, here is a brief overview of some milestones that were met:
MARCH - Started and completed State of Oregon Entry Level online course; 20 hours.
APRIL - Passed the proctored Oregon MLEB exam. Now certified as loan originator in Oregon for 2 years. Successfully closed a challenging loan for a client in Utah.
MAY thru AUGUST - Helped design and implement a direct marketing program for the company. Coordinated production of material with third-party marketing company, and was quite pleased with the product. On the other hand, the results were much less than expected. However, the mortgage industry has been in a slump for the first half of 2006, so we just tightened the belt and worked smarter - eliminating unnecessary overhead expenditures. Beginning to put more of a marketing strategy in place.
SEPTEMBER - Relocated our office to a much nicer location. New digs provides a real shot-in-the-arm as a moral booster, and purges us of the ghosts that had haunted the company a year ago. While still working our client database, I was also responsible for updating all of our State of California corporate, broker information, as well as records with the other states we work in, and the lenders with which we are approved. At the same time of the move, we switched our DSL provider, had to have the new facility wired for telecommunication and network, and move our servers and computers minimizing downtime. The ONLY glitch was that AT&T was unable to provide us with the DSL line in time, so we had to operate without email or internet access for a week. (Found out that it IS possible to live your life without internet or email.)
OCTOBER - The phones are ringing. People are returning calls, and seem to be taking refinancing seriously. Probably helped by some mortgage rates and indexes starting to flatten and drop.
So, here is a brief overview of some milestones that were met:
MARCH - Started and completed State of Oregon Entry Level online course; 20 hours.
APRIL - Passed the proctored Oregon MLEB exam. Now certified as loan originator in Oregon for 2 years. Successfully closed a challenging loan for a client in Utah.
MAY thru AUGUST - Helped design and implement a direct marketing program for the company. Coordinated production of material with third-party marketing company, and was quite pleased with the product. On the other hand, the results were much less than expected. However, the mortgage industry has been in a slump for the first half of 2006, so we just tightened the belt and worked smarter - eliminating unnecessary overhead expenditures. Beginning to put more of a marketing strategy in place.
SEPTEMBER - Relocated our office to a much nicer location. New digs provides a real shot-in-the-arm as a moral booster, and purges us of the ghosts that had haunted the company a year ago. While still working our client database, I was also responsible for updating all of our State of California corporate, broker information, as well as records with the other states we work in, and the lenders with which we are approved. At the same time of the move, we switched our DSL provider, had to have the new facility wired for telecommunication and network, and move our servers and computers minimizing downtime. The ONLY glitch was that AT&T was unable to provide us with the DSL line in time, so we had to operate without email or internet access for a week. (Found out that it IS possible to live your life without internet or email.)
OCTOBER - The phones are ringing. People are returning calls, and seem to be taking refinancing seriously. Probably helped by some mortgage rates and indexes starting to flatten and drop.
2 Comments:
So you're a mortgage broker? In Oregon? Interesting. I'm working as a technology consultant for an IT company. I'm in Las Vegas. I almost moved to Portland a couple years ago, but I got a job offer I couldn't pass up.
@nathan: Actually still living in So Cal, but licenesed in Oregon. However, since this was posted, I've altered my focus and am easing out of the mortgage business... Glad to see you are enjoying life in "Sin City".
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