He spent nearly 18 years bartending – and says it’s the exact same job as being a loan officer.

Eric Lombard joined Milestone Mortgage Solutions in late 2020 as a loan officer – with no mortgage background and one of eight kids’ worth of patience. We cover how his bartending background shaped his approach to client relationships, why he deliberately keeps his production balanced against his lifestyle instead of chasing volume, how Milestone’s culture felt like family from day one, and the New Bedford Country Club Fourball golf tournament that Craig and Eric both compete in each summer.

If you want a reminder that success in this business doesn’t have to mean burning yourself out, here you go.

Eric Lombard – Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/eric-lombard/

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Chapters:

00:00:00 From bartender to loan officer with no experience

00:05:17 Why bartending and mortgages are the same job

00:10:54 Growing inside a company from 8 people

00:15:03 Choosing work-life balance over volume

00:18:06 New Bedford Fourball golf tournament

00:23:32 The Fourball team auction works

00:31:43 Eric’s mom cried watching him win

00:38:52 Fourball qualifying and match play strategy