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Tammy McNeany

Tammy McNeany: Curating Client Relationships Towards Long- term Success

Focused on growing her business and creating excellent experiences for her customers, Tammy McNeany, Senior Mortgage Loan at Wintrust Mortgage, is an expert in job sourcing her business, supporting her clients, and responding to enterprise objectives.

The goal of Wintrust Mortgage, which has been in operation since 1981, is to help Americans realize their dream of owning a home. Since then, Wintrust Mortgage has survived the constantly shifting real estate market and is a component of the well-capitalized, multi- billion-dollar asset bank holding company Wintrust Financial Corporation. It ranks among the most prominent mortgage bankers in the nation thanks to our capacity to lend in all 50 states.

Wintrust Mortgage is committed to offering consumers a comprehensive selection of mortgage products. It is a full-service, nationally-chartered lender with locations spread out across the nation. It is positioned to address the needs of the constantly changing mortgage industry in addition to offering the fundamental Conventional FHA/VA Programs and Jumbo Loans.

Wintrust Mortgage aims to be a calm, clear and experienced guide for its clients through the mortgage process.

In an exclusive interview with Insights Success, Tammy McNeany shares her journey, the successes and challenges that she overcame, and the impact she strives to leave on all her clients.

Below are the highlights of the interview:

Tammy, please briefly describe for our audience your professional journey up until now. 

I began my banking career right out of high school and had a wonderful mentor that

challenged me. During a refi boom it led me to Mortgage Origination. It’s been well over 30 years and has been a fulfilling, ever-changing, frustrating and stressful, at times, career. I wouldn’t change it for the world!

What challenges did you face along the way?

When I began, there weren’t many woman mortgage loan originators. Early on, I became the sale manager for the region. I was the only woman Sales Manager in the State for the lender at the time. It is so great to see how it has evolved.

What significant impact have you brought to the mortgage industry?

I believe I have compassion for my clients and try to always do what is right for them. It has been so rewarding to have repeat clients and have them refer their families to me.

Tell us about Wintrust Mortgage and its foundation pillar.

The culture here is top-notch! I made a move here 10 years ago and while there is stress and anxiety at times, we are all a family with the sole purpose of doing what is right for our

clients. I have seen many other lenders have a culture of “the client is lucky to do business with us.” Here, we are the ones that are fortunate to help our clients.

How does Wintrust Mortgage promote workforce flexibility, and what is your role in it?

Each loan officer is empowered and encouraged to have a work/life balance.

What is your take on technology’s importance, and how are you leveraging it?

Things have changed dramatically. When I started you wouldn’t have a credit report for a week and there weren’t credit scores. Today’s technology helps us be nimble and more accessible to our clients.

What will be the next significant change in the mortgage industry, and how are you preparing for it?

Technology is still rapidly changing. It’s important to be up to date, accessible and open to the evolving process.

What are your goals in the upcoming future?

Continue to be caring, communicative and understanding of each client’s individual situation. While technology has evolved, I still believe strongly that building the relationships with the clients and not just being transactional is the long-term key to success.

What advice would you like to give the next generation of aspiring business leaders?

No matter what, treat others the way you want to be treated and success will follow.