Presents:
(insert name)
For the role of:
Mortgage Wholesale/Correspondent Leader
Presented by: Joe Lickteig
@The Crossings Group Inc.
Interview Notes/Resume:
Professional References:
Criteria for Change:
page 2-5
page 5
page 6
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 1
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
Please fill out the following information accurately and in advance of our first meeting. All
information must be accurate as we will be presenting some or all of this information to our clients.
Personal Info:
Home Address:
Office Address:
Office Email:
Home Email:
Home Phone:
Mobile phone:
Office/Desk phone:
Career Summary:
IN one to two paragraphs, can you please summarize your career and the steps you’ve taken to reach your most
current exposure and responsibilities:
Personal Biography:
(Please share only information you are comfortable sharing)
Resume:
Please cut and paste here.
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 2
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
Previous 2 roles prior to current job:
Company name:
Job Title:
Start date:
End date:
Co description: wholesale/correspondent/niche/a paper etc:
Reason for Leaving:
Average Volume/Units managed:
Team size:
Compensation
Cities/markets covered:
Customer base (brokers? Banks? Other?)
Company name:
Job Title:
Start date:
End date:
Co description: wholesale/correspondent/niche/a paper etc:
Reason for Leaving:
Average Volume/Units managed:
Team size:
Compensation:
Cities/markets covered:
Customer base (brokers? Banks? Other?)
CURRENT JOB:
Company name:
Job Title:
Start date:
End date:
Co type: wholesale/correspondent/niche/a paper etc:
Reason for Leaving/Motivation for change:
Main Job duties Section: (please place % of time allocated to each duty)
#1:
#2:
#3:
Geographic Territory covered:
Direct Reporting Structure: (who reports to you)
Team Size/total headcount (break down between operations and sales and other)
Sales Force Design: (internal/external):
Niche: (who did you sell to (brokers, lenders, banks, builders etc) Operations design (centralized/decentralized):
Personal Production: do you still act as an AE? If so, personal volume:
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 3
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
Investors you current work with/sell to:
Tell me about your non-competes:
PRODUCTION SECTION:
YTD 2007 closed volume in $’s
2006 Volume in $’s:
2005 Volume in $s:
2004 Volume in $s:
Units:
Units:
Units:
Units:
% of wholesale closings
% of correspondent (closed deals) closings
Break down of volume mix:
A paper %
Alt A paper %
Sub prime %
FHA %
VA %
Other %
Average loan amounts:
Average Profit per loan monthly/annually:
Current Pipeline:
Total in Pipe (volume/units) =
Break down of volume mix:
A paper %
Alt A paper %
Sub prime %
Gov’t %
Other %
Average loan amounts:
Average Profit per loan monthly/annually:
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 4
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
TEAM PROFILE SECTION:
Please provide mini profiles of Account Executives or Sales Managers that have the highest potential of following you:
AE #1:
Career history (2 sentences)
Current closed volume ytd:
Last 12 month closed volume:
Reason they’d move:
Product mix they sell:
Customer base (who do they sell to)
AE #2:
Career history (2 sentences)
Current closed volume ytd:
Last 12 month closed volume:
Reason they’d move:
Product mix they sell:
Customer base (who do they sell to)
AE #3:
Career history (2 sentences)
Current closed volume ytd:
Last 12 month closed volume:
Reason they’d move:
Product mix they sell:
Customer base (who do they sell to)
(insert more here, eg – sales managers and their teams)
Operations: please describe operations personnel that have a high potential of following
you:
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 5
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
Salary Section:
Current Base:
Override on team:
MBO’s:
Bonus (profit or other):
Other income:
Please fax current ytd paystub and most recent w2’s to: 303-948-5457 (Joe Lickteig’s office)
W2 History:
Ytd 2007 income:
2006:
2005:
2004:
2003:
PROFESSIONAL REFERENCES:
Please list your former bosses in the roles above, and indicate whether we can connect with them AFTER your
interview with The Crossings Group Inc. We will not call/contact references without your consent.
#1 - Name:
Title:
Company that both of you were employed by:
Phone number:
Relationship to you:
#2 - Name:
Title:
Company that both of you were employed by:
Phone number:
Relationship to you:
#3 - Name:
Title:
Company that both of you were employed by:
Phone number:
Relationship to you:
#4 - Name:
Title:
Company that both of you were employed by:
Phone number:
Relationship to you:
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 6
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.
PART THREE: Candidate Buying Decisions
Please answer the following questions in context of an acceptable employment offer. What are the elements of a job
offer that would convince you to change jobs?
1: Titles/Functions you’ll consider:
Title/function #1:
Title/function #2:
Title/function #3:
2: Industry Preferences
Wholesale or Retail:
Paper (i.e.: Subprime vs A paper?)
Start Up Branch/Existing Branch?:
Large Nationally Ranked /Small privately held:
Banker/Lender:
Critical Products you need to learn about:
Pricing questions/needs:
3: Operations control/location:
4: Commute/Travel constraints:
5: Acceptable Offer Terms:
Total targeted annual compensation:
Base Salary:
Basis Pts Override:
Profit %:
Other compensation needs:
Expectation on buy-out or short term guarantee:
6: Other interviews/companies you are exploring:
7: Companies you respect/would like to learn more about:
8: Timeline for a change/quickest start date:
9: Openings discussed:
10: Motivation for change/likelihood of a move:
By sending this information back to The Crossings Group Inc, you are verifying that it is correct and
can be presented to our clients.
The Crossings Group Inc. 303-346-5139 www.thecrossingsgroup.com
page 7
This candidate presentation is confidential. Copies of this information are not to be distributed unless with consent by both the candidate and The Crossings Group Inc.