Applying just shy of 4 decades of mortgage lending experience at all levels, from loan originations to Senior Executive positions, our service is to provide you with strategies and leadership skills to achieve maximum results.
We offer industry expertise and will work closely together to meet your objectives, optimize strategies to guide you through all markets with a focus on profitability, growth and the future.
Mortgage Savvy Advisors offers a network of skilled and specialized professionals with the knowledge and experience to identify existing issues, provide solutions and guide you through each phase of the mortgage business. Whether it is Business Development, Recruiting and retention, IT, coaching, Compensation models or Operations, we can help solve problems and provide valuable insight so you can achieve success.
With an ever changing landscape in the mortgage and real estate industries, we will help you strategize (B2B) Business-to-Business and (B2C) Business-to-Consumer initiatives.
Jim Foley has been in the mortgage industry since 1985 and served as a Regional Senior Vice President at the Federal Savings Bank and East Divisional Vice President at Caliber Home Loans. Jim has been instrumental in creating and executing market penetration strategies designed to take Loan Officer’s production to the next level as well as significant company growth.
Responsible for overseeing Caliber’s East Division, Jim has produced impressive results with market strategies to promote growth and increase market share. Jim has proven leadership skills, the ability to problem-solve using a common-sense approach with highly effective communication skills while achieving maximum results.
Jim also served as the EVP/Regional Director of Sales (MD) and Officer at George Mason Mortgage spanning over 13 years. Jim aggressively recruited and hired Production, Management and Support Staff growing the Maryland Region from ground zero to seven (7) offices, closing in excess of $1.2 billion (3,635 units) in 2012 and $1,220,000 billion (3,874 units) in 2013. Jim developed and implemented strategic sales plans to meet corporate goals and objectives over-seeing Origination, Processing, Underwriting, Closing and Compliance personnel. He directly worked with Branch Managers and Loan Officers within the Region reviewing performance and production goals while maintaining an equitable profit margin, year after year. Jim also assisted in writing and implementing Policy & Procedures, researched and brought third party vendors to the Company such as RatePlug, Loyalty Express, Market Alert and Mortgage Coach, to help increase loan production.
"I had the pleasure of working with Jim at Caliber from 2016-2022 where he was instrumental in the growth of the East Region/Division along with enhancing the customer experience through his strong leadership and commitment to excellence. Jim was recognized for delivering growth and ranked #1 for profitability year-after-year."
"If you’re looking for a trusted leader and visionary to provide your mortgage-banking organization with effective advice and collaboration, look no further than Jim Foley. Aside from his proven track record, extensive experience, and exceptional professionalism, Jim’s strong moral compass and genuine commitment to achievement and excellence can be relied upon without fail. I congratulate you ahead of time for choosing Mortgage Savvy Advisors; getting Jim’s thoughts, perspective, and recommendations will be worth their weight in gold."
Meet in person, speak on the telephone or set up a video conference to access your needs and get to know each other
Prepare a needs analysis and strategic plan to move forward.
Execute a non-disclosure agreement.
Discuss and agree on the terms of our Agreement and execute a contract.
Meet with your team, department heads and leadership teams to perform our due diligence. Host multiple Q & A sessions to access and develop a plan moving forward.
Result driven to reflect improvement and success we will provide a written analysis and work with the Executive Leadership Team to engage in conversations, providing insight and strategies meeting the objectives.
