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Management Essentials for the Mortgage Professional
Member Price: $2,200.00
Nonmember Price: $3,000.00
Product Code: E2171701G/REGIS
Date Held:
September 26-29, 2017

 Before 8/15/2017StandardAfter 8/15/2017

Description of Product
Date Held:
September 26-29 


Tuesday, September 26th - Friday, September 29th, 2017


9:00 AM - 5:00 PM EST.


Mortgage Bankers Association
1919 M Street NW
5th Floor
Washington, DC 20036

Hotel Registration Information:

  • All registrants are responsible for making their own hotel accommodations.
  • Please click here to see hotels in close proximity to the course location.


Companies who register two or more participants are eligible to receive a 15% discount. Please contact education@mba.org or call Member Services at (800)-793-6222 for this discount.


MBA Education's Management Essentials is designed to provide current and relevant content to strengthen the skills of both emerging and experienced managers in the mortgage finance industry. During this four-day program, participants with both Commercial/Multifamily and Residential lending backgrounds will experience an engaging mix of lecture, facilitated discussions, large and small group activities, and individual reflection. Participants can expect to share and learn from each other’s experience to gain new insights about their own management styles and of those that they manage.

Each of the five sessions covered in the four day program builds on lessons from the previous session, and will offer practical tools that can be applied immediately back on the job. The five sessions that will be taught are:

  • Day 1: Transitioning to Management (Morning) and Managing Time (Afternoon)
  • Day 2: Recruiting and Jump Starting Talent
  • Day 3: Getting the Best From Employees
  • Day 4: Coaching for Performance


Participants can expect to gain exposure to the following concepts:

  • What it means to be a manager vs. a leader
  • The four management styles
  • Ethics in the mortgage industry and how ethical situations arise every day
  • The Importance/Urgency Matrix to make time management decisions
  • Key phases of the recruitment process
  • Best practices in onboarding to set new hires up for success
  • Best practices in goal setting
  • Effective performance evaluation conversations
  • The CLEAR coaching model

Course Agenda:

Download the Management Essentials for the Mortgage Professional agenda to learn more about the program.

Who Should Attend?

Management Essentials is geared towards professionals in both the Commercial/Multifamily and Residential mortgage industry who are about to move or have recently moved into managerial roles.


Please Note:

MBA Diversity and Inclusion scholarship opportunities are available for this offering. Click HERE for more information.

Product Category:
Conferences and Workshops 
Contact Info:

For registration information, call (800)-793-6222 or email education@mba.org

Contact E-mail:
Management Essentials for the Mortgage Professional 

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