Kim Coleman, Associate General Counsel at Primary Residential Mortgage talks about The Value of In-house Counsel and How to Evaluate Outside Counsel. Kim has been an attorney for over 10 years and you will enjoy her...
Ryan Todd, EVP Capital Markets at Integrity Home Mortgage talks about Building your own Bot. Highlights include: what is a bot; what tasks are perfect for bots; what activities should humans be working on; how...
Matt Koch, SVP Area Manager at Ruoff Mortgage discusses Transitioning from a Bank to an Independent Mortgage Banker. Highlights include: rising importance of technology/fintech; data integrity is critical; getting to borrowers first; streamline the lending process...
Ellie Fordyce, Chief People Officer at Westerra CU talks about Implementing Cultural Change in an Organization. Highlights include: defining culture; it’s a complex process; employee engagement is a must; research is important and it’s necessary...
Elizabeth Million, SVP, Mortgage Lending at Elevations CU, discusses the Keys to Having Two-Thirds of Your LOs Ranked in the Scotsman Guide (Top Originators). Highlights include: the importance of a sales accountability model; remove roadblocks; individual sales...
Ali Nassirian, Director, Home Loans at Golden 1 CU talks on The Race for Talent: Recruiting Differently. Highlights include: scaling for growth; team recruiting starts with a plan; career path is key and the importance of relationship recruiting. Ali...
Mike Squire, SVP, Chief Lending Officer at Kinecta Federal CU talks about Managing Volume & Margin in Volatile Times. Highlights include: the importance of collaboration with internal experts; being agile and course correcting; how to...
Phil Laren, Principal at Actogram Financial, discusses Financing Delinquent Loans in Today’s Market. Highlights include: death of refi market; rise of Fintech; cure loans advantage; Wall Street competition and delinquency arbitrage. Phil has been in...
Pete Roeske, EVP, Retail Lending at AmeriHome Mortgage talks on Starting Retail in Today’s Market. Highlights include: win with consultative approach; the need for more joint ventures; the importance of culture match; data base of...