2019 Schedule

Check out our final schedule from MBA's Risk Management, QA and Fraud Prevention Forum 2019 to get a sense of what to expect in 2020!

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Tuesday, September 17, 2019

  • Risk Management & Analytics Track: Vendor Management in the Digital Mortgage Era

    Location: Chicago 6,
    Ballroom - Level 4


    Speaker(s)

    Alex Wood, CISO, Pulte Mortgage LLC

    Erin Harris, Manager, Mortgage Quality Management & Research, LLC

    Regina M. Lowrie, CMB, President & CEO, DYTRIX, Inc.

    Katie Klauss, Senior Vice President, Operations, Moria Development, Inc. dba Peoples Mortgage Company

    Breakout Session,

    Risk Management & Analytics Track

    As lenders take more of their processes digital, the nature of counterparty risk shifts, requiring an adjustment in vendor management strategy. Experts outline areas in which lenders face greater counterparty risk in a digital mortgage environment, provide an overview of the regulatory guidance currently available to lenders in regards to vendor management and offer suggestions for how lenders can adjust their strategies to account for changing areas of counterparty risk.

    Speaker(s)

    Alex Wood, CISO, Pulte Mortgage LLC

    Erin Harris, Manager, Mortgage Quality Management & Research, LLC

    Regina M. Lowrie, CMB, President & CEO, DYTRIX, Inc.

    Regina M. Lowrie is President and CEO of DYTRIX, Inc., and RML Investments Inc., d/b/a RML Advisors.  Both companies are headquartered in Blue Bell, Pennsylvania. 

    Dytrix is a financial technology company that enables secure financial transactions for institutions through the Dytrix Platform which includes wire/ACH transfer validation and closing agent management.

    RML Advisors serves the financial services community as an independent advisor and consultant. 

    Prior to founding Dytrix and RML Advisors, Ms. Lowrie was President of Vision Mortgage Capital, a division of Continental Bank, and Senior Vice President of Continental Bank.  Previous to Vision Mortgage Capital, Ms. Lowrie was Founder/Chief Executive Officer of Gateway Funding Diversified Mortgage Services 1994-2006, a $3.2 Billion Mortgage Banker. 

    Ms. Lowrie is currently on the Board of Directors of Cherry Hill Mortgage Investment Corporation as an Independent Director; Compensation Committee Chairman and Audit Committee Member; Board of Directors of The Union League of Philadelphia; and, on the Advisory Board of Get Credit Healthy.  Regina served for 13 years on Montgomery County Community College Board of Trustees, Foundation Board and Treasurer and 10 years on Gwynedd-Mercy University Board of Trustees; Finance and Audit Committee Member.

    Ms. Lowrie was the first woman Chairman of the national Mortgage Bankers Association (“MBA”) in 2005 and continues to serve on many committees.  Regina has also testified before Congress on public policy to include GSE Reform and has served as an expert witness for the financial services industry.  She attended the University of North Carolina Kenan-Flager Business School and is a Certified Mortgage Banker.

    Katie Klauss, Senior Vice President, Operations, Moria Development, Inc. dba Peoples Mortgage Company

    Katie is the Senior Vice President of Operations with Moria Development Inc, dba Peoples Mortgage Company.  Katie has been with Peoples Mortgage for 18 years, holding various positions throughout her tenure.  She is currently responsible for day to day operations with a focus on how to leverage new technology to create more efficient process flows.   Prior to her role in Operations, Katie was the Chief Compliance Officer.  During that time she worked to implement a robust Compliance Management System that included vendor management oversight.  

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