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Achieving Rapid Growth During Challenging Times E1

October 21, 2024 by Karen

Achieving-Rapid-Growth-During-Challenging-Times-feature
Phoenix Business Radio
Achieving Rapid Growth During Challenging Times E1
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Achieving Rapid Growth During Challenging Times E1

In this episode of The Confidence Curve, hosts Ashley and Rick Bowers welcome Jenn Folk, of TriPointe Connect, who shares her 20-year journey in the mortgage industry and the importance of communication and trust in building a collaborative company culture. Jenn discusses the challenges of scaling a business, particularly during high-stakes moments, and emphasizes the significance of strong relationships in her leadership approach. The conversation also covers workplace flexibility post-pandemic and Jenn’s focus on nurturing leadership skills within her team, promoting lateral growth opportunities, and creating an environment where mistakes are viewed as chances for growth.

Every leader is facing challenges due to various things – economy, back to office, rapid growth. This episode covers it all.

TriPointe-Connect-logo

Tri Pointe Connect® – Our mortgage company is designed to provide a simple and clear path to home ownership by offering a full range of competitive home financing options to Tri Pointe home buyers.

Jenn-FolkJennifer Folk has spent more than two decades working in various successive roles in residential mortgage lending and has a wide range of experience in multiple channels of mortgage including wholesale, retail, reverse mortgage, and homebuilder business.

Her strategic, forward-thinking approach has been valuable in redesigning workflows, leveraging automation and technology to create operational efficiency and scalability, and in reducing loan manufacturing costs. Jennifer was recognized in the mortgage industry as a 2019 Women With Vision award winner.

Jennifer is a proven leader whose passion is focused on building high-performing teams designed to deliver exceptional customer service while fulfilling the borrower’s ultimate dream of homeownership.

Connect with Jenn on LinkedIn.

About The Confidence Curve

The Confidence Curve is a podcast that explores the dynamic journeys of successful professionals who have scaled organizations and left lasting legacies. Hosted by Ashley and Rick Bowers, each episode delves into the challenges, victories, and lessons learned.

The-Confidence-Curve-1500x1500

Through engaging conversations with leaders across industries, this podcast offers listeners valuable insights, practical advice, and inspiration to confidently navigate their paths—whether in business, leadership, or personal growth. Join us as we uncover strategies that build successful careers and impactful legacies.

About Our Hosts

Rick-BowersRick Bowers, a native of Iowa and shaped by Midwest values, epitomizes the essence of hard work, determination, and delivering exceptional outcomes. Growing up in an environment that instilled the virtues of getting up early and putting in the effort, he fully comprehends what it takes for individuals and organizations to ascend to greatness and reach their Apex.

Throughout his career, Rick has dedicated himself to unraveling the intricacies of understanding each individual’s unique strengths and leveraging them to meet the needs and aspirations of the companies they serve. His journey began at Arizona State University, where he embarked on a path with TTI Success Insights, an organization specializing in assessments and talent development. Rick’s commitment and contributions propelled him through various roles within the company, ultimately culminating in his appointment as its president, overseeing consultants worldwide.

Inspired by his passion for personal and professional development, Rick actively engages in the industry. He is a valued member of multiple prestigious boards, including two advisory boards at HR.com and the Hartman Institute. In addition, Rick proudly holds a council position on the National Alumni Association at his alma mater, Arizona State University. Furthermore, he has had the privilege of presenting his esteemed Leadership Engagement workshop to numerous ASU Alumni Leadership Institute classes. Through these influential roles, Rick serves as a trusted ambassador and advisor, utilizing his expertise to propel the growth and success of these esteemed institutions and his clients.

In 2022, Rick established Apex GTS Advisors by drawing upon his wealth of experience assisting consultants and organizations. With a firm belief in helping organizations discover and ascend to their Apex, he guides organizations through growth, transformation, and unparalleled success. By crafting tailored strategies and solutions, Rick empowers organizations to unlock their full potential, exceed their goals, and create a lasting impact.

While Rick dedicates himself to his work, he also understands the importance of playing hard. He cherishes the time spent with his wife and two sons. Embracing his love for the water, Rick finds solace and excitement in boating, water-skiing, wakeboarding, and wake-surfing.
Additionally, he seeks thrills on the slopes while skiing and snowmobiling.

Connect with Rick on LinkedIn and X.

Ashley-BowersAshley Bowers is a distinguished expert with over 25 years of experience in talent management, operational excellence, and organizational growth. Her career began in organizational development and talent assessments, where she devised a strategic planning process to unify organizations towards achieving peak results.

Ashley’s expertise encompasses strategic planning, mergers & acquisitions, organizational structure & culture, change management, hyper-growth operational planning, and executive coaching & development. Her remarkable track record includes integrating acquisitions, preparing companies for IPOs, and developing proprietary strategies like the “Messy Strategy” for business advancement.

Ashley champions a culture of transparency and accountability, emphasizing the critical role of people in business success.

About Our Sponsor

Apex GTS Advisors is recognized as a beacon of strategic guidance and operational finesse in organizational development. Owing to decades of collective experience, the team at ApexGTS has established a sterling reputation for excellence in talent management, operational strategy, and driving sustained growth. The firm is convinced that every organization is unique and deserves a bespoke approach tailored to its distinct challenges and opportunities.

ApexGTS Advisors empowers leaders to navigate the complexities of organizational dynamics with clarity and purpose by employing a blend of objective analysis and innovative thinking. By offering fresh perspectives and unveiling untapped potential, the firm illuminates a clear path forward, guiding clients toward their apex of achievement. With ApexGTS as a trusted ally, organizations embark on a transformative journey, poised to unlock their full potential and thrive.

Follow Apex GTS on LinkedIn and Instagram.

Apex-GTS-logo

Tagged With: homebuilder, mortgage lender, Mortgage Loan, New Home Purchase

Jeff Tucker, Studio Bank

May 1, 2023 by John Ray

Studio Bank
North Fulton Studio
Jeff Tucker, Studio Bank
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Studio BankJeff Tucker, Studio Bank (Time Well Spent with Julie Hullett, Episode 17)

Jeff Tucker, Senior Vice President at Studio Bank, talked with host Julie Hullett about how and why this unique bank was founded for creators.  Jeff also discussed the events the bank conducts, Jeff’s journey to banking, his take on the real estate market, and much more.

Following the interview, Julie shared a Quick Tip about clearing digital clutter.

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Studio Bank

Studio Bank is a boutique bank located in The Gulch. A studio is a place where creators do their thing.

And they are the bank for Nashville’s creators. Whether you’re designing a company or creating a better life for your family, crafting a song or writing code, orchestrating social change or enhancing the quality of care, they want to collaborate with you.

They say welcome to the doers, change-makers, leaders… and even the brilliant misfits. A New Model for Banking. Membership-based, Tech-savvy, Hospitality-inspired… and pioneered right here in Nashville.

Website | LinkedIn | Facebook | Instagram

Jeff Tucker, Senior Vice President and Mortage Banker, Studio Bank

Jeff Tucker, Senior Vice President and Mortage Banker, Studio Bank

Jeff is a senior vice president and residential mortgage lending officer at Studio Bank, Nashville’s boutique bank serving Davidson, Williamson, and surrounding counties.

Jeff is a Certified Mortgage Banker; Accredited Mortgage Professional; Graduate of Mortgage Bankers Association School of Mortgage Banking; past President of Nashville Mortgage Bankers Association (2012) and President of Tennessee Mortgage Bankers Association (2019).

 

LinkedIn

 

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website| LinkedIn | Instagram. Sign up to receive her newsletter.

Tagged With: Creatives, creators, Jeff Tucker, Julie Hullett, Julie Hullett Concierge LLC, makers, mortgage lender, Studio Bank, Time Well Spent, Time Well Spent with Julie Hullet

Chelsea Barraco with Summit Funding, Carla Magee with MHG and Jake D’Angelo with Delex Realty

December 23, 2021 by Karen

Chelsea-Barraco-with-Summit-Funding-Carla-Magee-with-MHG-and-Jake-DAngelo-with-Delex-Realty
Phoenix Business Radio
Chelsea Barraco with Summit Funding, Carla Magee with MHG and Jake D'Angelo with Delex Realty
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Chelsea Barraco with Summit Funding, Carla Magee with MHG and Jake D’Angelo with Delex Realty

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Summit Funding, Inc. is more than just a mortgage company. We are a group of individuals with a common goal to be our best and encourage all others around us to do the same. Armed with our yes you can mindset, we empower our partners, clients, and employees to achieve new heights both in our industry and beyond.

We’re on a mission to provide a better experience for those looking to achieve their homeownership goals, from purchasing, refinancing, and everything in between. At Summit, the customer genuinely comes first. Each of our home loan experts dedicates themselves to this mission by providing quality mortgage services, developing deeper personal relationships, and attaining real results. We know we are part of something greater than ourselves and that’s what makes Summit Funding unique in a crowded marketplace.

A solid company needs a strong foundation. Since 1995, our founder and CEO, Todd Scrima has built Summit Funding up to a Top 35 Mortgage Lender nationwide. A part of this success has come from an executive team comprised of seasoned industry professionals. They support our mission every day to guarantee the success of our team.

Chelsea-Barraco-Phoenix-Business-RadioXChelsea Barraco is still a relatively new transplant to Arizona from New York State. Prior to mortgage lending Chelsea was a real estate agent in New York and Arizona- working with investors, flippers, and home buyers as well as navigating difficult short sales, foreclosures, and the sale of multi family properties.

Chelsea had a realization in 2021 that there was a need for a more hands-on, client-focused mortgage lender from her experience as a realtor and made the decision to step into that role. Her passion for education and attitude of service makes for a better experience for home buyers navigating a purchase in difficult market conditions like we are experiencing now.

Outside of mortgage lending Chelsea is very active in several, local non for profit organizations in the valley, as charity has always been her primary focus. Chelsea participates in equine therapy classes for adults and children with physical and cognitive disabilities, cares for abused and neglected horses at a sanctuary, and delivers meals to homebound people with cancer.

Connect with Chelsea on LinkedIn. MHG-logo

MHG Commercial is the commercial division for My Home Group real estate. We saw a need for our residential agent partners to have a resource they could trust to send their clients to.

Our team collectively brings nearly 100 years of experience in real estate and many other business experiences to sell and lease $47 Million in commercial sales and pay $198,000 in partner referrals.

Carla-Magee-Phoenix-Business-RadioXCarla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and a flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment specialist, helping investors make sound decisions for their financial goals.

Connect with Carla on Facebook and Instagram.

Delex Realty is a low fee brokerage with 5 locations valley wide. Their motto is “make agents more money. With great broker support and low fees, it’s a great place to grow your business.

Jake-DAngelo-Phoenix-Business-RadioXAfter 20 years in the Pacific Northwest, Jake D’Angelo had enough of the rain! Spending most of his life outside of Portland, Oregon Jake grew to love the summer season. Unfortunately, for the rest of the year he knew he was missing something (sunshine 😊). Having lived in Arizona for a few years during his youth, Jake always had a fascination and a love of the desert, so it was only a matter of time that he made my way back.

After high school, Jake recognized that a 4 year college was not in the cards. It was at this same time in his life that he decided to become a Volunteer Firefighter with the city of Dundee, OR. Jake went on to obtain his NFPA Firefighter 1 and EMT-Basic certifications, as well as spending time in the roles of President and Vice president of the Volunteer Association. This time spent in fire service really shaped his love for helping people and after his first home purchase, Jake decided he wanted to get into Real Estate.

Since moving to Arizona and becoming a full time Real Estate Agent, Jake went on to join the National Association of REALTORS®, Arizona Association of REALTORS® and the West and Southeast Valley REALTORS®

Jake believes in relationships over transactions strives to make strong relationships with whomever he assists be it a first-time home buyer, relocation, veteran, or person looking to downsize. Jake also collaborates with a great group of Lenders to find the best possible loan options for the client.

If you hang around Jake’s Facebook page long enough you will realize 2 things. 1) He’s a bit of a goof ball. 2) he loves dogs! Jake donates a portion of his commission on each sale to local animal rescues here in the Valley.

Connect with Jake on Facebook and Instagram.

Tagged With: Arizona investment specialist, Arizona multifamily, buy a home, buy Arizona homes, commercial realtor, get a mortgage, get prequalified for a home, Investment property in Arizona, loan officer, mortgage lender, real estate agent in Arizona, real estate in Arizona, sell Arizona homes

Which Is Better, An Online Mortgage Lender or A Local Lender? “From The Heart and Sold Real Estate Show” with April Rooks and Cindy Vandiver

March 10, 2021 by Rose

From The Heart And Sold Real Estate Show
From The Heart And Sold Real Estate Show
Which Is Better, An Online Mortgage Lender or A Local Lender? “From The Heart and Sold Real Estate Show” with April Rooks and Cindy Vandiver
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Home mortgage interest rates are still low. Homebuyers and those looking to refinance are shopping for the best deal possible.

So, during today’s “From The Heart and Sold Real Estate Show” April Rooks and Cindy Vandiver will be discussing the pros and cons of using an online lender vs a local lender.

Nearly half of the homebuyers out there do not shop around for the right lender or rates. And, it’s costing them.

The internet has brought about a whole new world of mortgage financing options.

And, as it is with everything else in the world — advertising is everything.

So, how do you know that you’re making the right choices for yourself and your finances? And, that you’re actually going to get what was advertised?

“If it seems too good to be true, it probably is!”

Onlne advertisers talk about:

1. Better rates
2. Convenience
3. Overnight Approval

And because consumers live in a space of instant gratification, we really do want and expect to have everything right now, at our fingertips!

Online can be a HUGE time saver. And it does come with its drawbacks.

  • You can call or text a local lender. If you’re working with an online lender, you need to expect that there will be delays in response time and truly personalized service.
  • You can walk into your local lender’s office. You can’t do that with an online lender.
  • If you need help, your local lender is a huge asset to you. You just won’t be able to get personal guidance and access to community relationships from an online lender.
  • Many times rates are better with a local lender than with an online lender. They usually are more firm and locked in, too!

From the Heart Moment

Conditioned Air Systems recently installed an HVAC unit in the home of a local family that had no heat for the winter. They were struggling and simply couldn’t afford to get the work done. The relief and gratitude the family experienced were so touching.

We’ve all struggled at some point in our lives. And to have someone do something so special is miraculous. And we really want to acknowledge and thank our community for doing so much for so many.

 

Contact April Rooks:
aprilrooksrealty@gmail.com
678 851 4992

Connect With April and Cindy:

@realtoraprilrooks
https://www.facebook.com/aprilrooksrealty/

@cindyvandiver1
https://www.facebook.com/CindyVandiverMortgageBanker/

Disclaimer: This podcast features Mortgage Banker, Cindy Vandiver, NMLS 164102, at Stockton Mortgage, NMLS 8259, Equal Housing Lender. Views and opinions expressed are those of Ms. Vandiver and do not necessarily reflect those of Stockton Mortgage. Ms. Vandiver’s information should not be considered to be legal or tax advice.

Tagged With: April Rooks, Cindy Vandiver, mortgage lender, North GA, online mortgage lender, traditional mortgage lender

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