5 • 743 Ratings
🗓️ 17 November 2025
⏱️ 36 minutes
🧾️ Download transcript
Episode 598
For more information about Carl's upcoming accountability group, visit AllianceNextLevel.com.
To map out the exact plan top producers use to grow their business, visit GetMoreLoans.com.
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.
In this episode, Carl sits down with Rebecca Bernard, the executive assistant behind one of the most productive mortgage branches in the nation, closing nearly $400 million a year. Rebecca shares how she supports branch manager Jim Reed both personally and professionally, taking everything off his plate that does not generate revenue so he can focus entirely on growth.
You will hear how Rebecca manages finances, schedules, communication, tech issues, branch operations, event planning, coaching logistics, and even borrower intake in her earlier role, freeing up massive time for the entire branch. She explains what traits to look for when hiring your first assistant, why green and eager often beats experience, and how the right support person becomes a true profit center instead of an expense.
Carl and Rebecca break down why top earners almost always have this level of help, how assistants keep loan officers focused on prospecting instead of distractions, and why the most successful leaders build their team before they think they qualify. If you have ever wondered when it is time to hire help or how much it could change your life, this episode lays it out clearly and simply.
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| 0:00.0 | So, Miss Becca, tell us what you do. |
| 0:11.0 | Yeah, so I am an executive assistant for Jim Reed. |
| 0:18.0 | And then I kind of wear many hats. So I help with Jim's personal stuff. So I do his personal |
| 0:25.8 | budget for him. I pay his bills. I help. Wait, wait, wait. Okay, wait. Hang on a second. Here. |
| 0:32.6 | So, so so and for our listeners, I have no idea how these questions are going to get answered. |
| 0:38.3 | So Jimmy and I have been sharing a lot of ideas back and forth. |
| 0:41.9 | And for those they don't know, Jimmy's a branch manager, very, very, very successful branch. |
| 0:49.0 | His branch will close, what, like $350, $400 million, something like that for the year yeah that sounds right yeah so so |
| 0:56.5 | so large very successful branch and i've been intrigued because anytime i interact with jimmy |
| 1:02.9 | uh like doing podcast strategizing um i i went to his event, right? |
| 1:11.6 | And I notice there's one thing that's constant and that you're there. |
| 1:16.6 | And like you're at the meetings. |
| 1:21.6 | Him and I do a meeting or meeting with a loan officer looking to help |
| 1:25.6 | let loan officer ramp know ramp up their |
| 1:28.5 | production uh get rid of the friction that's holding them back you know and you're on these meetings |
| 1:33.8 | so we finished a meeting yesterday and we came up with some we did some brainstorming and about |
| 1:41.2 | 10 minutes later i get this email from you. |
| 1:45.8 | And it's like, all right, Carl, you're supposed to do A, B, and C. |
| 1:49.1 | Jimmy's doing X, Y, and Z. |
| 1:53.1 | Hey, Rebecca, I'm doing K-L-M-N-O-P. |
| 1:58.1 | And I was just, that was an awesome email because in my head in my head I'm sitting there thinking |
| 2:08.1 | okay I need to do this and that and this and that and then a squirrel ran across my desk and I go |
... |
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