Episode Details

This week’s episode of Your Broker Admin asks what makes a great Loan Officer, with Senior Loan Officer Sonal Rajani from Jabsons Finance joining me in the YBA chat room to share what she’s learned along the way.

With eight years in the industry, several industry awards and recognition as a high performer, Sonal brings plenty of experience to the conversation.

🧠 Bonus History Bite:

September 16 brings together two very different moments in American history, separated by exactly 300 years.

🎙️ What Makes a Great Loan Officer?

Sonal’s journey is anything but conventional. From fashion design and organising destination weddings in India to becoming an award-winning Senior Loan Officer in Australia.

We talk about that journey, with Sonal sharing the habits and skills that have shaped her approach, along with what she’s learned along the way about becoming a great Loan Officer.

And just maybe, Dad got his way after all?

🎯 Reviews Wrap-Up

Week Ending 11 September 2026

It’s back to business as usual this week with:

• Interest savings across the book

• A client conversation with a strong Broker advocate

Sometimes the value of a review goes beyond the immediate outcome. This week provided a nice reminder that the service doesn’t finish at settlement.

The Big Picture

Being a great Loan Officer is about more than managing the process. It’s about taking ownership, treating clients like they’re your own and making sure nothing slips through the cracks.

Ready to Listen?

Whether you’re an experienced Loan Officer or relatively new to the Broker Admin role, Sonal shares plenty from her own experience, including some valuable nuggets for those still finding their feet in the role.

If you want to hear what an award-winning Loan Officer has learned along the way, this episode is worth a listen.

🔗 Contact the Show

Got something to add?

You can now send questions, loan review scenarios, topic ideas, or guest suggestions via the Contact the Show page.

👉 https://subscribepage.io/PMmHTL

I read every submission, and where it makes sense, I’ll either reply directly or bring it onto a future episode.

If you’re getting value from the podcast, a follow on Spotify or a review on Apple Podcasts or Podchaser helps other brokers and admin teams find the show.