We change behavior
to increase productivity and reduce risk
in the mortgage industry.

We listen and we coach leaders
for continuous, long-term success.

We serve your on-site and remote team members.

Our analysis digs deeply into all factors
that impact employees’ performance.

We listen and we coach leaders
for continuous, long-term success.

We serve your on-site and remote team members.

Our analysis digs deeply into all factors
that impact employees’ performance.

“Better Employee Performance. Better Team Results.”

How Do You Close This Gap?

Current Results

 

How your
people perform.

Desired Results

 

How they need
to perform.

How Do You Close This Gap?

Current Results

 

How your
people perform.

Desired Results

 

How they need
to perform.

Dedicated to improving on-site and remote team performance in the mortgage industry:

Production

Capital Markets

Servicing

Bob Mansur, Managing Partner
Certified Mortgage Banker
Mortgage Bankers Association

We put the puzzle of better employee and team performance together by analyzing, recommending, and implementing all the pieces that improve the way your people operate.

Are You Asking Your Team To…

Generate more loans

Cut processing time

Onboard new employee

Raise loan quality

Enhance customer service

Complete escrow transactions more accurately

Meet dynamic compliance and investor requirements

Underwrite to changing guidelines

Reduce delinquency

Improve communication

Decrease expenses

Learn more quickly

Add new or revised products

Align compensation with results

Set clearer performance standards

Meet dynamic compliance and investor requirements

Use new or different technologies

What You Can Expect

More loans

Lower delinquency

Greater productivity

Reduced costs

Increased revenue

Improved processes

Trained staff

Less turnover

You know your team can be more productive. But you’re not sure why they aren’t or what to do about it. You’ve learned that training, by itself, isn’t doing it for you. Credit Employee Performance Solutions (CEPS) addresses all the factors affecting the ways your in-office or work-from-home (WFH) employees perform by:

  • Analyzing the gap between where their performance actually stands and where it should be.
  •  

  • Recommending solutions to close that gap with effective adjustments.
  •  
     

  • Guiding leadership to install changes that deliver the results you – and your people – truly need.

“The true measure of the value of any business leader and manager is performance.” – Brian Tracy

Some Of The Challenges Our Clients Face

 

They’re spending more than $4100* to onboard each new employee who must then climb the long learning curve to productive performance.

Performance measurement in areas other than sales is frequently unavailable, so business decisions are made without valuable data.

Under current – and possibly permanent – conditions, performance improvement solutions must be implemented remotely with a lack of familiarity for the process.

Corporate training departments are overwhelmed with expectations for tools and methods to accommodate increasing rates of change.

Limited leadership knowledge or perspective on how to change human performance, particularly true at lower levels of management.

The average cost of losing an employee who voluntarily leaves the company is more than $15,000**.

 

Society for Human Resource Management, 2016 *            Work Institute, 2019 Retention Report **

We Analyze

 

Individual and group behaviors

Your work environment

Reports and documents

Knowledge and skills

…and more of what you have.

We Recommend

 

Workflow and procedures

Training and coaching

Better communication

Revised job structures

…and more of what you need.

We Implement

 

Clear and relevant expectations

Accountability systems

Selection processes

Coaching practices

…and more of what must change.

Remote Employees?

You’ve always been asked to measure productivity, ensure effective communication, build your culture, and collaboratively modernize. Now, how will you do that with a virtual workforce? You’ve probably accepted that some of your people will never return to your offices. Credit Employee Performance Solutions can guide you through the challenges of leading your business into this new reality.

“I can confidently say Bob’s engagement and actions contributed greatly to better employee performance for the entire division.”

Earl Dunham
Vice President, Corporate Initiatives & Planning
Gateway First Bank

“Bob’s attention to detail and passion to help people to achieve their professional goals is authentic and unapologetic.”

Quinten Simmons-Johnson
Vice President, Talent Development
MUFG Bank

Reach Out To Us!

 

1:1 Strategy Call
20 minutes
This is a short, complimentary call to discuss how we might work together. Complete the form or contact us at:

317-517-1892

317-517-1892