2019 Schedule

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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

  • Closing Super Session: RMQA19 Wrap-up (Closed to Media)

    Location: Chicago 6,
    Ballroom - Level 4


    Speaker(s)

    Bob Simpson, President, Archimediation, LLC

    Tara Pettersen, Senior Vice President, Risk Management, CMG Financial

    Suzanne Shuck, Executive Vice President and Chief Risk Officer, Freedom Mortgage Corporation

    David O'Malley, Director of Loan Quality Solutions, LoanLogics

    General Session

    End RMQA19 with our Closing “Super Session” designed for an open discussion of the top industry issues highlighted at this year’s conference. Solidify what you have learned by taking part in our interactive audience polling and leave with tools to help your organization remain competitive and successful.

    Speaker(s)

    Bob Simpson, President, Archimediation, LLC

    Tara Pettersen, Senior Vice President, Risk Management, CMG Financial

    Tara Pettersen is the Senior Vice President of Risk Management for CMG Mortgage, Inc. dba CMG Financial.  In this role she oversees Compliance, Licensing, Fraud, Vendor Management, Quality Control, External Audit, and  functionally oversees Internal Audit. Tara works closely with Correspondent, Wholesale, Retail, and Executive Management to ensure compliance and mitigate risk.

    Suzanne Shuck, Executive Vice President and Chief Risk Officer, Freedom Mortgage Corporation

    Susie Shuck has 29 years in the mortgage banking industry, with expertise in the areas of risk management, quality, corporate operations, and internal audit in both publicly traded and privately owned organizations.  Ms. Shuck has been in charge of the Risk Management Division for Freedom Mortgage Corporation for the last thirteen years, previously working in a similar capacity for Irwin Mortgage, which was acquired by Freedom. Ms. Shuck has dedicated her career to promoting best practices in all aspects of mortgage banking and corporate operations, specializing in regulatory, operational, and credit risk, including quality control and ensuring effective, compliant, and sound control environments. She holds both a B.S. and MBA in Business Administration, majoring Finance. She is a graduate of both MBA’s School of Mortgage Banking and Future Leaders Program, & was nominated as one of Housing Wires’ 2016 Women of Influence.  Ms. Shuck has previously attained professional certifications as Certified Internal Audit (CIA), Certificate Risk Professional (CRP), and Certified Bank Auditor (CBA).




    David O'Malley, Director of Loan Quality Solutions, LoanLogics

    David J. O’Malley is a recognized expert in quality control technology and services and holds the position of Director of Quality Solutions for LoanLogics. In his role, he helps guide the company’s quality control product roadmap and works closely with mortgage lenders to apply automated data validation prior to loan review and best practice audit workflows to their quality management procedures.

    With over 25 years in the financial services industry, his experience includes the establishment of two quality assurance outsourcing operations and co-founding a company that produced one of the first commercially sold quality assurance systems in the country.

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