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Note: Schedule subject to change. All sessions are in Eastern Time.

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Tuesday, September 28, 2021

  • Engagement Session: Getting the Most out of Quality Control Sponsored by Indecomm


    Speaker(s)

    Rachael Harris, VP, Product Management, Indecomm Global Services

    Brian Margulies, Director of Operations, Indecomm Global Services

    Debra Day, SVP, Director of Mortgage Compliance & QC, United Community Bank

    Jeff LeZotte, Vice President of Quality Control, Flagstar Bank, FSB

    David Caudill, Quality Control Manager, Hamilton Home Loans

    Judy Blank, Chief Compliance Officer, Apex Home Loans Inc.

    Turn on your camera and join peers in Zoom for an interactive session covering making the most of your quality control program. Don't miss your chance to network with peers and earn 1 CPE credit.

    Attendees will learn:

    Putting Things into Place: How to implement operating procedures to manage risk.
    Hidden Costs: The budget impacts of risk management
    Inspecting What You Expect: How to audit your own processes
    Lessons from the Field: Identifying technology resources & other best practices

    Sponsored by Indecomm

    Speaker(s)

    Rachael Harris, VP, Product Management, Indecomm Global Services

    Rachael is Vice President of Product Management for Indecomm Global Services. With over 20 years of experience in the mortgage industry, she has worked extensively within operations including underwriting management. Prior to joining Indecomm, Rachael was the Operations Manager for a privately held mortgage banker. She now funnels her mortgage industry experience into real-world product solutions with Indecomm’s software business, including IncomeGenius® and AuditGenius™. Rachael has an economics degree from the University of Tennessee and resides in Houston.

    Brian Margulies, Director of Operations, Indecomm Global Services

    Brian is Director of Operations for Indecomm Global Services. With over 25 years of experience in the mortgage industry, he has a diverse background ranging from origination and sales, management, compliance, operations, credit risk, client relations, and product development. In his role at Indecomm, Brian manages and oversees all aspects of the Lending Services Group (LSG) Operations, responsible for service delivery, financials, people and process.  Prior to joining Indecomm, Brian led the client relations division at Altisource, served as Vice President of Residential Mortgage Lending for Citizens Bank & Trust, and was President and Founder of First Capital Lending. Brian resides in Charlotte, NC.

    Debra Day, SVP, Director of Mortgage Compliance & QC, United Community Bank

    Jeff LeZotte, Vice President of Quality Control, Flagstar Bank, FSB

    Jeff LeZotte is the Vice President of Quality Control.  Jeff’s oversight includes Pre-Funding and Post Closing quality. Jeff has 24 years in the mortgage banking industry performing and managing areas in operations and credit, post-closing, and quality control. Prior to joining Flagstar Bank, Jeff  held various positions for companies including CitiMortgage, FMF Capital and Countrywide Mortgage.

    David Caudill, Quality Control Manager, Hamilton Home Loans

    Judy Blank, Chief Compliance Officer, Apex Home Loans Inc.

    This September marks Judy Blank’s 31st year in the mortgage industry and her 9th year with Apex. She began her career as a “Quality Control Clerk”, moved on to manage the QC process for a Philadelphia lender, spent 18 years in charge of Product and Program Development for four lenders, and has happily spent the last 9 years at Apex overseeing the compliance functions that allows her to be involved in QC, compliance, and general operational issues.