The Level Up Loan Officer Podcast

Cornerstone Capital Bank
  • 5.0 (2)
  • CAREERS

Discover transformative conversations and powerful insights to elevate your mindset, business, and life. Join hosts Kelly & Jay on a journey of growth and inspiration—let’s level up together!

Episodes

  1. 1D AGO

    Why Leaders Who Ask for Feedback Get Better Results (And How to Do It)

    In this essential leadership episode of Level Up with Kelly and Jay, they dive deep into the often uncomfortable topic of feedback and how mastering it can transform your team dynamics. If you've ever struggled to get honest feedback from your team or wondered why your coaching isn't landing, this conversation will change how you lead. Jay reveals his systematic approach to leadership and shares why asking your team what they need from you is the secret to being heard when you need to give them feedback. Kelly and Jay unpack how to handle team members who say "everything's fine" when it's not, the biblical formula for handling conflict productively, and why most workplace problems spiral out of control (and how to stop it). Learn the art of "tell me more," how to sit with uncomfortable feedback without reacting, and why your team is a reflection of yourself. This episode is packed with practical frameworks for leaders at any level who want to build trust, improve communication, and create an environment where honest feedback flows both ways.

    10 min

  2. 3D AGO

    The 18-Second Rule That Changes How You Handle Conflict

    In this deeply personal episode of Level Up with Kelly and Jay, they tackle the messy reality of human connection: what happens when emotions cloud judgment, how to handle moments when you feel let down, and why the stories we tell ourselves can be toxic or transformative. Kelly shares her journey from dismissing compliments to learning how to receive praise with grace, while Jay reveals why his family never says "sorry" and instead asks for forgiveness (and why that two-way conversation changes everything). Learn about the 18-second chemical rush that drives emotional responses, why you need the courage to speak from your heart even in business settings, and how to stop making up stories when a text doesn't land right. From handling transparency moments to sitting with someone's pain, this episode is packed with practical wisdom on navigating relationships authentically. Whether you're struggling to accept compliments, need to apologize but fear rejection, or want to connect more deeply with your team and clients, this conversation will shift how you show up in every relationship.

    13 min

  3. JAN 14

    You Create Your Own Weather: The Mindset that Beats Burnout

    In this raw and inspiring episode of Level Up with Kelly and Jay, Jay opens up about how he's stayed resilient through years of market challenges while others have burned out around him. If you've ever felt exhausted, unmotivated, or questioned whether you can keep going in this industry, this conversation is for you. Jay shares the powerful lesson his dad learned from a college professor: "You create your own weather." Learn how to control your internal temperature regardless of external circumstances, why your identity can't be tied to production numbers, and the daily practices that keep you locked into your purpose when everything around you feels difficult. From affirmations and prayer to five-year planning and avoiding comparison traps, this episode is packed with practical tools to help you recalibrate, stay consistent, and build the legacy you want—not just the income you need. Plus, Jay reveals why he doesn't open certain emails and how modeling work ethic for his kids fuels his daily discipline.

    11 min

  4. JAN 13

    Stop Talking, Start Listening: How to Guide Clients in a Challenging Market

    In this episode of Level Up with Kelly and Jay, they break down why your scripted approach is costing you clients and reveal the conversational framework that builds trust and closes deals in challenging markets. Forget the scripts and loan officer monologues—Kelly and Jay share how to have real, high-trust conversations that uncover your clients' true motivations. From navigating buyer fatigue to combating misinformation about rates and timing, they show you how to help clients get past the noise and focus on their actual goals. Learn how to use tools like Mortgage Coach to educate (not just quote), when to bring in down payment assistance programs, and how to ask the one question that stops "I'll wait and save" objections in their tracks. Plus, hear a real success story of a client who was told to wait a year but closed right after Christmas instead.

    10 min

  5. 12/12/2025

    The Only Voice You Should NEVER Listen To with Erwin McManus

    In this episode, bestselling author and thought leader Erwin McManus joins hosts Kelly and Jay as their first guest on Level Up Loan Officer for an unforgettable conversation about human potential, mindset transformation, and the power of narrative. Erwin shares profound insights on why negative emotions stick while positive ones flee, how to navigate depression through managing expectations versus reality, and why taking personal responsibility is the key to change. He challenges us to stop listening to our negative self-talk and start talking back to those inner voices that hold us back. Whether you're a loan officer navigating client relationships or anyone seeking personal growth, this episode delivers actionable wisdom on understanding human frequencies, serving others authentically, and becoming the highest version of yourself.

    44 min

  6. 09/01/2025

    Relentless Pursuit of Excellence: How Finding Your “Why” Will Change Your Life

    Excellence isn't a destination; it's a way of life. Excellence fuels professional growth and personal development. Jay shares how his father's legacy and the mantra of RPE (relentless pursuit of excellence) shaped his career and purpose. Discover the power of finding your "why" and how it fuels resilience, growth, and service to others. This heartfelt conversation will challenge you to honor your legacy and pursue excellence in everything you do.

    11 min

  7. 08/18/2025

    Your Game Plan to Stand Out & Succeed: Mastering High-Trust Client Conversations

    Discover the secret weapon top performers use to dominate the market! In an ever-evolving market, staying relevant means maintaining relationships and going beyond surface-level conversations. Kelly and Jay share how you can elevate your mind and mortgage strategies with high-trust conversations to build client relationships. Learn how to leverage tools like Mortgage Coach, empower your clients to make informed decisions, and position yourself as a trusted advisor. If you’re ready to stand out by offering value-driven, holistic solutions, this episode is your game plan for success! Want more content like this? SUBSCRIBE to never miss an episode! 🔥 For daily motivation: Follow @LevelUpLoanOfficer on Instagram. 👇 SHARE this with a loan officer who needs to hear this! #LevelUpLOPodcast #ClientRelationships #MortgageStrategies #ProfessionalDevelopment

    19 min

  8. 08/04/2025

    Owning Your Mistakes & The Power of Trust

    What if your biggest mistake could become your greatest success story? Owning your mistakes and offering genuine apologies are crucial for building trust with clients in the mortgage industry. Mistakes happen—but how you handle them can make all the difference. Kelly and Jay share how to turn setbacks into opportunities and how to apologize to clients after making mistakes. Build stronger client relationships and create lasting connections with these strategies.

    17 min

  9. 07/17/2025

    Level Up Your Mindset

    Success starts with you. Learn practical strategies to develop the right mindset and take control of your life. Kelly and Jay uncover how intentional living can transform your personal and professional growth. If you're ready to master your mindset and learn how to reset when overwhelmed, this conversation is a must-listen! Discover how to embrace intentionality in daily life to build your habits and achieve success.

    23 min
  • 9 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Discover transformative conversations and powerful insights to elevate your mindset, business, and life. Join hosts Kelly & Jay on a journey of growth and inspiration—let’s level up together!

Information

  • Creator
    Cornerstone Capital Bank
  • Years Active
    2025 - 2026
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Cornerstone Capital Bank
  • Show Website
    The Level Up Loan Officer Podcast