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  • September Breakfast Meeting

September Breakfast Meeting

  • 11 Sep 2015
  • 8:30 AM (PDT)
  • Three Flames Restaurant, Banquet Room 1547 Meridian Ave, San Jose, CA 95125 (408) 269-3133

Registration

Monthly Breakfast Meeting

Early Bird Pricing With Pre-Registration



TRID IS ALMOST UPON US . . . 

TAKE THIS OPPORTUNITY TO LEARN FROM THE LENDERS WHO WILL BE CLOSING YOUR LOANS.

LENDER’S SPEAK OUT!!

DON’T MISS THIS OPPORTUNITY TO LEARN THE CHANGES THAT WILL EFFECT YOUR CLOSINGS!






Terri Buckman has extensive experience in retail mortgage banking and wholesale account management, team building and recruiting. Focusing on developing and maintaining deep relationships with loan originators in retail mortgage banking and with mortgage brokers in wholesale lending in California.

Expertise and proven performance in: 

  • Sales Leadership
  • Enhancing Sales Performance
  • Increasing Loan Production
  • Recruiting Individual Account Executives
  • Recruiting Retail Loan Originators
  • Coaching Retail Loan Originators & Retail Branch Managers
  • Coaching Wholesale Account Executives
  • Mortgage Industry Technical Training (Mortgage Products & Compliance)
  • Mortgage Industry Sales Training
  • Public Speaking on Mortgage Industry Topics
  • Writing and Blogging on Mortgage Industry Topics
  • Developing and delivering persuasive high impact presentations







Leo brings 22 years of mortgage experience to the market. He currently is the Northern California sales manager for Plaza Home Mortgage, managing a team of 17 Account Executives from Monterey to Redding. He started out as a retail loan officer and in 1997 transitioned into wholesale as an Account Executive. His retail background has enabled him to have a better understanding of an originators perspective. This insight and experience has enabled him to assist his broker partners in closing over $4 Billion in production in his wholesale career.

Leo is consistently on top of the changes in the mortgage industry. In 2005 he joined the California Association of Mortgage Professionals. To further his involvement in 2007 he was voted in as a board member for the Greater Sacramento Chapter and is currently serving as chapter president.

Leo stays active in the mortgage community by speaking and educating brokers at the different association meetings through northern California. He is a Certified Mortgage Planning Specialist through CMPS and is also a graduate of Strategic Equity University.

Our monthly breakfast meetings are a great way to network with your peers, learn new things, find ways to succeed in an informal setting. Whether you are a Broker, Owner, Loan Officer, Retail Bank Loan Agent, you'll benefit from attending these meetings.

 

This is the place to get involved and  informed! Members and Prospective Members are welcome!   Come join us!


Breakfast will be served!    

    

Members $10 & Prospective Members $15

Pay at the door. Members $15 Prospective Members $20
 Registration is required. 

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