Not only was she responsible for advising brokers of the value-added programs, but she also delivered essential training on internal systems and policies to newcomers, ensuring that each broker understood and embraced the company’s mission. As the company expanded its services, Patricia was instrumental in managing presentations given to brokers, liaising with business partners to ensure each session was relevant, clear, and impactful. She also provided support to the regional compliance agent during necessary times, ensuring that business continued without a hitch, safeguarding the company’s regulatory integrity.
This chapter in Patricia’s professional life exemplifies not just her knowledge in the mortgage industry but her ability to connect people, manage complex workflows, and drive forward-thinking strategies in a rapidly changing business environment.