MBA Annual 2019 Experience It Live

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Monday, October 28, 2019

  • INNOVATION AND TECH TRACK: Rolling Down the Digital Highway

    Location: Level 4,
    Room 17


    Speaker(s)

    Teresa Blake, Managing Director, KPMG LLP

    Erik L. Schmitt, Product Executive, Chase

    Steve Smith, Chairman, Chief Executive Officer and Co-.Founder, Finicity

    Nancy Alley, Vice President, Strategic Planning, Simplifile

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    Breakout Session,

    Innovation and Tech Track

    Take a trip down the digital highway in this session that examines the status of digital mortgage at each step of the mortgage process – customer acquisition, document collection, underwriting, closing and post-closing.  Experts provide a road map to where we are, where we are going, and where roadblocks exist.

    Speaker(s)

    Teresa Blake, Managing Director, KPMG LLP

    Erik L. Schmitt, Product Executive, Chase

    Steve Smith, Chairman, Chief Executive Officer and Co-.Founder, Finicity

    Financial services entrepreneur Steve Smith is the Chairman, CEO and Co-founder of Finicity, an industry innovation platform providing consumer-permissioned financial data and insights. Steve has built a strong reputation with customers and partners for developing creative strategies and disruptive technologies that deliver market efficiencies, provide better experiences and enable new business models. He has been the creative force behind many of Finicity’s offerings for financial data APIs, credit decisioning tools and financial wellness solutions.  In building Finicity, Steve has leveraged executive leadership experiences from public and private organizations, spanning large enterprises to small start-ups. Highlights include senior executive responsibilities for the world’s largest supplier of data communications products for mobile computers, where he is credited as a pioneer in mobile data communications, and turning around a large industrial manufacturer to become a leader in its market.  Steve is a member of the MISMO board of directors and was a 2018 Housingwire Vanguard winner.

    Nancy Alley, Vice President, Strategic Planning, Simplifile

    Nancy brings more than 28 years of financial services and mortgage industry experience to her role as the Vice President of Strategic Planning at Simplifile. She has dedicated her career to driving innovation and leveraging technology in the mortgage industry. Nancy served as a Board of Director of the Mortgage Industry Standards Maintenance Organization (MISMO) from 2016 through 2018, driving adoption of industry standards. Nancy is particularly passionate about “e” adoption, demonstrated by her role of the MISMO eMortgage workgroup from 2014-2016.  As a noted industry thought leader, Nancy has received numerous industry awards. Recently, Nancy was named to Mortgage Professional America’s 2018 Hot 100, recognized by National Mortgage Professional Magazine on its 2018 list of Mortgage Banking’s Most Powerful Women, awarded a “Tech All-Star” by the Mortgage Bankers Association in 2017, and recognized as a “Woman of Influence” by HousingWire Magazine in 2016.

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    As Chief Operating Officer, Tammy Richards is responsible for the growth and refinement of loanDepot’s loan production processes including underwriting, processing, funding and closing, as well as quality assurance protocols.  An industry veteran with significant experience in operations, she and her team are continuously seeking opportunities to simplify and improve our consumer-facing loan processes.  Most recently, Tammy and her team unveiled the industry’s first end-to-end digital loan, mello smartloan™. The product of significant investments of time and technology, this industry breakthrough will forever change how customers engage in the mortgage loan process.  Tammy has held senior leadership roles at Wells Fargo, Bank of America and Caliber Home Loans, overseeing the industry’s ongoing tech integration.

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