Kim Kriel- Mortgage Mastery: Client Relations & Team Management

Epic Spotlight Podcast

Kim Kriel has been in the mortgage industry in a variety of sales and operational roles for over 20 years. She began her mortgage career as a Loan Officer in Arizona working primarily in new construction lending. She transitioned over to Wholesale Operations and ultimately became an Account Executive. She is currently an Account Executive at TPO Go. Kim has been nationally ranked by Scotsman Guide as a top producing Account Executive. She finds it rewarding introducing new programs to her broker partners and helping them obtain the best financing options for their borrowers. Prior to her career in the mortgage industry, Kim was a high school economics teacher and cross-country coach in New York. Kim believes setting personal and professional goals along with being disciplined are the keys to success. Kim and her husband are outdoor enthusiasts who enjoy hiking national parks, playing golf and traveling.

In this episode Dante and Kim discuss:

• Building Lasting Client Relationships
• Achieving Sales Goals Through Teamwork
• Challenges Facing the Mortgage Industry
• Navigating the Mortgage Industry Involves Managing Remote Work and Building Team Trust
• Mentorship and Adaptability: Keys to Success

Key Takeaways:

• Discover the importance of working with a knowledgeable real estate agent and lender when buying a home and learn how to build and maintain client relationships by addressing their unique needs and preferences
• Explore strategies for servicing mortgage clients nationally and adapting to post-pandemic changes
• Gain insights on setting and achieving sales goals through leveraging strengths and involving the team
• Recognize the challenges faced by the mortgage industry in attracting talent and staying relevant
• Understand the impact of business fluctuations on staffing and the need for adaptability in the mortgage market

“ So, kind of just figuring out what makes your customers tick and what their business needs are and how I'm able to make their life easier, make their job easier and make it more profitable for them, I think that's how I've continued to develop and maintain the relationships that I've had over the last 20 years.”

- Kim Kriel

Connect with Kim Kriel:

Website: https://www.tpogo.com/

LinkedIn: https://www.linkedin.com/in/kim-kriel-17a5a820/

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight

Email: [e-mail]

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.