MBA Annual

Session Detail

Refine By

Session Type

Start Date

Schedule subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.

1 results
Download Agenda Editable Agenda View Full Agenda

Monday, October 28, 2019

  • MARKET OPPORTUNITIES TRACK: Hit the High Notes: Staying Profitable

    Location: Level 4,
    Room 18A


    Marina Walsh, Vice President, Industry Analysis, Mortgage Bankers Association

    Seth Sprague, CMB, Principal, STRATMOR Group

    Suzy Lindblom, Chief Operating Officer, Planet Home Lending

    Rick Bechtel, Executive Vice President and Head of U.S. Residential Lending, TD Bank

    Allison Johnston, Chief Operating Officer, Success Mortgage Partners

    Breakout Session,

    Market Opportunities Track

    How can lenders harness origination gains, contain costs and optimize resources to ensure long-term financial viability? This session brings together experts who offer solutions, including operating strategies, technology improvements, workflow efficiencies, and approaches to managing personnel, particularly sales staff.


    Marina Walsh, Vice President, Industry Analysis, Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences.  Walsh was named to HousingWire's "2016 Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate.  Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ.

    Seth Sprague, CMB, Principal, STRATMOR Group

    Seth Sprague joined STRATMOR Group as a Principal early in 2019 with more than 20 years of mortgage banking and servicing valuation experience. Seth specializes in mortgage servicing rights (MSRs), servicing, cash flows, liquidity and mortgage profitability strategies.  Prior to joining STRATMOR, Seth served as EVP of Trading & Analytics at PHOENIX, an advisory firm for MSR and whole loan trading, mortgage services and analytics. His primary responsibilities at Phoenix included managing bulk and flow MSR transactions and strategic valuation solutions to meet the needs of PHOENIX clients. Additionally, Seth served as Senior Vice President—Servicing Asset Manager at SunTrust Mortgage for more than 10 years, where he led the servicing rights valuation team.  In 2018, Seth was selected as Secretary of the MBA’s Certified Mortgage Banker (CMB) Society and serves on several committees with the Mortgage Bankers Association (MBA) including the Financial Management Steering Committee, MBA’s Servicing Council for the 21st Century, MBA’s BASEL III and the Servicing Compensation Working Group. Seth is a frequent speaker at various MBA and other industry conferences, often speaking on liquidity and the overall challenges present in the mortgage industry. An instructor with the MBA’s School of Mortgage Banking (SOMB) program since 2007, Seth teaches “Servicing/MSR Day” and is an instructor for the MBA School of Mortgage Servicing. In 2019, Seth taught “The Secondary Market” for NAMMBA (The National Association of Minority Mortgage Bankers of America).

    Suzy Lindblom, Chief Operating Officer, Planet Home Lending

    Planet Home Lending, LLC Chief Operating Officer Suzy Lindblom is known for her ability to develop process efficiencies and identify areas for potential cost savings while keeping customer service levels and loan quality high.  Before joining Planet Home Lending, Lindblom helped grow some of the best-known brands in the mortgage industry, including Stearns Lending, where she was managing director, national fulfillment and operations, leading a multi-billion, multichannel business. During her four decades in the business, she also worked at MetLife Bank, Bank of America, CitiMortgage, GMAC Mortgage Corp. and Countrywide Home Loans.  Recognized by the mortgage industry for her efforts and accomplishments, Lindblom serves on the Board of Directors of NEXT, and has won numerous awards including Progress in Lending 2019 Most Powerful Women in FinTech, HousingWire’s 2019 and 2015 Women of Influence, MPA’s 2017 Elite Women, and was named to the National Diversity Council’s Southern California 2016 Most Powerful & Influential Women list.

    Rick Bechtel, Executive Vice President and Head of U.S. Residential Lending, TD Bank

    Rick Bechtel is Executive Vice President, Head of U.S. Residential Lending for TD Bank. Based in Mount Laurel, NJ, Rick has footprint-wide accountability for all aspects of the Mortgage and Home Equity businesses, including strategy, product and technology development, portfolio and P&L management, capital and secondary markets, Customer experience, and leadership of national sales across the Retail, Correspondent and Consumer Direct channels.  Rick is responsible for driving growth and development of a best-in-class technology platform designed to support all of TD's businesses and channels to drive speed, efficiency and service, while maintaining the bank's risk appetite and unique focus on the Customer.  With 30 years of banking and management experience, Rick is a versatile leader in the residential lending industry with expertise in sales, operations, capital markets, compliance, marketing, technology and product development. He most recently served as Managing Director, Head of Mortgage Banking at CIBC US, a leading Canadian-based global financial institution, where he led the business to win the inaugural Mortgage Bankers Association Diversity & Inclusion Award.  An accomplished executive, Rick has also built and led preeminent sales teams at both Wells Fargo and Chase, with demonstrated success in profitably scaling the business, while capturing significant cross-sell and market share. Rick's strong passion for the Customer, combined with his keen understanding of Store networks, brand, model and culture, position him to drive the growth and profitability of the TD Residential Lending businesses.  He is a well-regarded industry leader, currently serving on the Mortgage Bankers Association Diversity & Inclusion Committee, Ellie Mae's Executive Advisory Board and speaking regularly at national conferences on subjects ranging from M&A and sales strategy to organizational diversity.

    Allison Johnston, Chief Operating Officer, Success Mortgage Partners

    With over 27 years of experience in the mortgage industry, Allison Johnston, Chief Operating Officer of Success Mortgage Partners, understands the industry inside and out, and what it takes to grow a successful company.  Her knowledge of the industry was learned while obtaining her bachelor’s in business management and through hands on experience in management roles throughout mortgage operations. Currently serving as the MIAB as Vice President, former MMLA as State Board President, and current MMLA Ambassador and Membership Committee chair, and TMC Board Member, Johnston is able to bring a fresh perspective and understanding to all facets of the industry.  Since Johnston’s arrival at SMP in 2013, SMP has doubled in size and the company celebrates a 95% retention rate in both sales and operations. Johnston holds an MLO license in each one of the 28 states that Success Mortgage Partners is licensed in.  Next month, Allison is to teach and facilitate her first class through the MBA.

Thanks to Our 2019 Sponsors