Growth Steps of a Mortgage Banker
A mortgage broker may want to become a mortgage banker.
Dr. Schell and the MBS team created a resource that might help you assess your capability to be a Mortgage Bank CEO and provide a Roadmap for your future Success as a mortgage banker.
We identified 10 stages of Mortgage Banking each of which is complicated and challenging to achieve and may present regulatory land mines. The following link outlines the 10 stages of a Mortgage Banker and begins to provide some of the essential data required to successfully achieve the Broker to Banker transition.
For the PowerPoint, click HERE
Dr. Schell and his team at MBS offer services in the following areas:
Growth Strategy – Dr. Schell can help you plan and execute a growth strategy.
Executive coaching - Leadership is a learned skill. Dr. Schell can teach you to be an amazing leader, an effective manager, and an inspiring coach that can foster a vibrant culture.
Accounting & Technology Services – Dr. Andy Schell, CPA, leads the accounting services team to become your outsourced accounting department along with MBS’ CIO, Theresa Marie to support your IT infrastructure needs.
Dr. Andy Schell, DBA (Ph.D.), MSML, MBA, CPA/CFF, CMB
Dr. Schell is CEO, Managing Partner, and Co-Founder of Mortgage Banking Solutions and MBS Financial Services ("MBS"), based in Austin, Texas. Dr. Schell is known for his ability to turn "vision into reality" and "chaos into order" as he finds creative solutions to the challenges his clients face addressing Revenue Stability, Technology Enhancement, Financial Management, and Workflow Efficiency. He has 4 decades of experience as a leader / manager / coach directing the activity of both small and large groups of employees including mortgage lending activity at Bank of America. His leadership knowledge extends from his hands-on experience and his academic training in his MBA, his master's degree in leadership, and his doctoral work to examine employee dynamics given leader stimulus.
To find out more information on MBS Services, please click HERE
Find more information at
DoctorSchell@MBS-Team.com ; (512) 501-2812;
Doctor Schell the Profit Doctor