Nestor Villanueva, AVP of Mortgage Lending at Northwest Federal CU. Highlights include: accepting changed market conditions; building relationships is key; value equation; tangible & intangible values and take action and have a long-term view. Nestor...
Dale Syta, Managing Director, Bellco Home Loans. Highlights include: getting the right people on the bus; back to basics; can’t have placeholders; who knows you and sourcing business has changed. Dale has been in the mortgage...
Bill Bodnar, Chief Revenue Officer at Tabrasa, LLC and Chief Market Analyst at Mortgage Market Guide. Highlights include: Loss of “hustle”; AI discussion; advisor of financial market information and the outlook for 2024. Tabrasa, LLC...
Jennifer Fortier, Principal, at STRATMOR Group. Highlights include: “shiny object” syndrome; drivers & outcomes; rush to buy technology products; automation is key and mock up new workflow. Prior to consulting, she was SVP of an...
Nicole Poole, VP Residential Lending at The Police Credit Union, discusses Getting the Green Light for Sales Investment. Highlights include: being relevant is critical; rebuilding the shop; sell equals members’ solutions; engage employees in slower...
Michael Yates, SVP, Mortgage Sales Director at Mercantile Bank of Michigan. Highlights include: keeping focus on the NOW; structure equals discipline; importance of being coachable; creating your own success and LO’s business model. Michael has...
David Burruss is MSR Sales Director at Mortgage Capital Trading (MCT). Highlights include: current MSR trends; assumptions matter to regulators; three guardrails; rise of smaller transactions and the Wall Street buyer. David is a top...
Terry Lancaster is author of How to Sell More Cars. One of Terry’s key points is that social media is not an advertising platform but it is actually a communication and connectivity platform like the telephone. ...
John Seroka, President, Seroka Brand Development. Highlights include: trust factor is key; segment emails by needs and pain points; consistent uncanned approach; use of data to segment and do more with less in today’s marketplace. ...
Stephanie McGuire, SVP of Lending at AmeriCU. Highlights include: right staff is key; test and verify; investment in your people makes the biggest difference; having partners who align is critical and turn and pull-through is a...