Analyzing opportunities: A 26-point checklist for success for mortgage professionals

Upon joining Supreme Lending as Chief Marketing and Growth Officer, Sarah Middleton not only brought a strong leadership background but also a 26-point assessment checklist she uses for every opportunity. In a recent appearance on the Power House podcast, Sarah shared how this detailed framework guided her in a major career decision and how it can assist loan officers, branch leaders, and industry experts in evaluating essential factors for long-term success. Whether contemplating a new role, assessing a current company, or aiming to enhance focus, this checklist is a valuable resource.

– Leadership: Active engagement of the CEO in daily business operations.
– Genuine desire to assist others without seeking recognition.
– Importance of maintaining quality relationships with spouse/partner/friends.
– Openness to feedback from teammates to correct course when needed.
– Emphasis on a culture of excellence rather than mediocrity.
– Financial responsibility and efficiency in operations.
– Preference for a flat organizational structure over unnecessary corporate layers.
– Emphasis on product knowledge and strategy for success.
– Efficient onboarding of new products to stay competitive.
– Smart servicing strategies for market success.
– Use of technology for efficiency and cost-effectiveness.
– Operations efficiency, quick decision-making, and support for loan officers.
– Branch support as a crucial element for success.
– Focus on compliance, risk management, and financial stability.

In conclusion, Sarah’s checklist covers various critical aspects to consider when evaluating career opportunities or assessing organizational fit.