The Loan Officer's Guide to Company Transitions | Ep. 528
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Show Notes
D.O. interviews Julia Brown about navigating mergers and acquisitions in the mortgage industry, addressing three key questions that mortgage professionals often face:
- What do you do when your company is purchased by another organization?
- What happens when two companies (including yours) announce a merger?
- What should you look out for when anticipating a job change?
Julia Brown, founder of Teloscope Advisory, brings her expertise in guiding mortgage professionals through organizational transitions. Originally from Detroit and now based in Columbus, Ohio, Julia has extensive experience helping loan officers navigate the complexities of company changes.
She offers strategic advice on interpreting merger announcements effectively, including what questions to ask and how to position yourself advantageously during periods of change. For those contemplating job changes, she emphasizes the importance of due diligence and evaluating company culture.