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We can't wait to be in person again in Orlando! To see what we did last time we met in person at Servicing Solutions 2020, you can download the schedule here

Looking to meet our attendees where they are and create a home base for your company at Servicing Solutions? Meeting space may be available for rental in the Hyatt Regency Orlando. Learn more and submit a meeting space request.  Alternatively, hospitality suites on a hotel guestroom floor may be available for reservation. Learn more and submit a suite request. Email Rosalyn Milliken if you have questions.

Note: Schedule subject to change.

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Thursday, February 24, 2022

  • General Session: Market Outlook


    Speaker(s)

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

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

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    Learn what economic and market forces are impacting the servicing business now and how that could impact your business objectives and performance goals. Get an analysis of servicer profitability, expense and productivity, plus the latest results on delinquencies, forbearances and loan workout performance.

    Speaker(s)

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

    Joel Kan serves as Associate Vice President of Economic and Industry Forecasting for the Mortgage Bankers Association. In this role, he is responsible for the production of MBA's macroeconomic and housing market forecasts, along with other related analytics. He also oversees the production of MBA's industry surveys, including the Weekly Mortgage Applications Survey, Builder Applications Survey, and Mortgage Credit Availability Index, three of the association's high profile surveys. Mr. Kan is a regular speaker and presenter of MBA’s market outlook at both MBA and external events, and writes commentary regarding economic statistics and industry data.  He has also been quoted in industry and national media outlets.  Prior to joining the MBA, he worked in Ernst & Young’s Quantitative Economics and Statistics (QUEST) group.

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

    Marina Walsh, CMB, is Vice President of Industry analysis in MBA's Research and Economics Department, specializing in industry performance benchmarking for residential lenders and servicers. Currently, she leads the management and direction for the Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program, the Weekly Forbearance and Call Volume Survey and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the National Delinquency Survey. In addition, Walsh conducts specialty workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for conferences.

  • BUSINESS OPERATIONS TRACK: Keeping Up Connection and Culture in a Remote Workforce


    Speaker(s)

    Dana Dillard, Principal, Housing Finance Strategies, LLC

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    The servicing industry has quickly and successfully transformed into a remote and hybrid workforce in response to the pandemic. Leaders must continue to build team culture and a remote mindset at the same time. Hear from peers with success stories in onboarding and training new employees remotely, using technology to help stay connected, integrating workers with different needs and work styles, and more. Gain insight on inclusive leadership and leave with 10 tips to up your culture game in a remote environment.

    Speaker(s)

    Dana Dillard, Principal, Housing Finance Strategies, LLC

    Dana Dillard is a mortgage industry veteran with over 25 years’ experience in bank and non-bank servicing. As leader of Housing Finance Strategies’ diversity and inclusion practice, she calls upon her own experience building award-winning D&I programs to help mortgage companies develop initiatives that support employee recruitment, satisfaction and innovation and meet the expectations of regulators, procurement officers and investors.

    After starting her career as a call-center agent at Lomas Mortgage in the 1980s, Dillard carried a customer-service mentality to leadership roles with Bank of America (NYSE: BAC), EMC Mortgage and GMAC ResCap. She most recently served as EVP of corporate social responsibility at Mr. Cooper (NASDAQ: COOP), where she oversaw industry/government relations, nonprofit engagement, community outreach and diversity and inclusion for one of the largest home-loan servicers in the United States.

    A highlight of Dillard’s career was leading outreach efforts at HOPE NOW during the peak of the financial crisis. During this time, she traveled across the country speaking with hundreds of struggling families.

    Dillard is a Dallas native and serves on the board of the Baylor Scott & White Irving Foundation. She holds bachelor’s degrees in journalism and business from Southern Methodist University.

  • POLICY & COMPLIANCE TRACK: Servicing Exams and the CARES Act


    Speaker(s)

    Monique Riccobelli, Commercial and Consumer Loan Servicing Director, The Huntington National Bank

    Mitch Kider, Managing Partner, Weiner Brodsky Kider PC

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    Servicers should be prepared for CFPB exams that focus on the CARES Act and related issues. Servicers must comply with various requirements and expectations, including contacting borrowers before the end of forbearance, diligently obtaining documents for post-forbearance options, accurately reporting credit information, and updating policies and procedures accordingly. The panel will discuss the impact of these and related issues on CFPB servicing exams.

    Speaker(s)

    Monique Riccobelli, Commercial and Consumer Loan Servicing Director, The Huntington National Bank

    Mitch Kider, Managing Partner, Weiner Brodsky Kider PC

    Mitchel H. Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. Mitch represents banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters. He defends clients in investigations and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Justice, Department of Veterans Affairs, Federal Trade Commission, Fannie Mae, Freddie Mac, Ginnie Mae, and various state and local regulatory authorities and Attorneys General offices.

  • INNOVATION & TECHNOLOGY TRACK: Modernizing Servicing with Software and Blockchain


    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

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    Mortgage tech has made great strides in origination, and now it’s time to finish the job of modernizing the $11 trillion servicing space, where lifetime customer relationships are managed and grown. This session is a playbook for how to make servicing the nerve center for customer retention, engagement, and cross-sell, while also making MSRs more portable and profitable. To do this requires both software modernization AND core infrastructure changes that blockchain is finally making a reality. Learn the 3 fastest ways to modernize your consumer servicing experience in 2022, and how s
    blockchain works within your existing tech stack, and which matter most for servicing.

    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales and strategy consultancy to banks, lenders, and fintechs, and a consumer finance media brand. He advises top innovators in lending, banking, and housing on their most important and complex issues. With over 25 years in executive sales and marketing roles for companies like UBS, Wells Fargo, loanDepot, and LendUS -- as well as today's fintech disruptors -- Julian’s accessible analytical style distills the noisy consumer finance and real estate space into clear insights that banking, housing, and fintech leaders can relate to.

  • POLICY & COMPLIANCE TRACK: Servicing Loans Post-Moratorium


    Speaker(s)

    Lisa Lee Esq., Shareholder, KML Law Group, P.C.

    Lance Olsen, Managing Partner Pacific Northwest, McCarthy & Holthus, LLP

    Sally Garrison, Managing Member, The Mortgage Law Firm

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    This session focuses on default servicing issues observed in the first six months following the end of the extended foreclosure moratoria. Topics include compliance with new and emerging federal regulation including the changes to Regulation X; compliance with state law restrictions imposed during and after the moratoriums; judicial response to the resumption of foreclosure and the standards of evidence imposed to prosecute cases going forward; and much more.

    Speaker(s)

    Lisa Lee Esq., Shareholder, KML Law Group, P.C.

    Lance Olsen, Managing Partner Pacific Northwest, McCarthy & Holthus, LLP

    Lance Olsen joined McCarthy and Holthus in 2015 as the Managing Partner for the Northwest offices. Lance brings more than 25 years of experience representing the interests of institutional and individual creditors in all manner of default and litigation related matters. Lance graduated magna cum laude with a degree in Economics from Western Washington University and earned his law degree from Seattle University, also magna cum laude. Admitted to practice in Washington, Oregon and Idaho, Lance is AV rated, has been recognized by a variety of publications for outstanding legal work, has served in leadership positions for numerous professional organizations, and is a frequent lecturer on topics ranging from bankruptcy to best practices in the area of default servicing.

    Sally Garrison, Managing Member, The Mortgage Law Firm

    Sally Garrison is the Managing Member of The Mortgage Law Firm in Oklahoma. She received a B.A. in Economics, Environmental Science, and Political Science, from Claremont McKenna College in 1995. She received her J.D. from the University of Oklahoma, College of Law, in 2000. During her studies at the University of Oklahoma (OU), she also attended the Oxford Summer Program at Queen’s College, focusing on the European Union and Intellectual Property. Before beginning her work in real estate litigation, Sally taught as an adjunct professor at the University of Oklahoma College of Law in the areas of Intellectual Property, Copyright, Contracts, and Law in Cyberspace. She assisted in the research and editing of Copyright in a Global Information Economy, ISBN 0-7355-2430-0; Toward an International Fair Use Doctrine, Columbia Journal of Transnational Law, 2000, Volume 39, No. 1; and Givers, Takers and Other Kinds of Users: A Fair Use Doctrine for Cyberspace, Florida Law Review, January 2001, Volume 53, No. 1. From 2001 to 2008, Sally worked as in-house counsel for OU, representing various departments and organizations including Student Affairs, OU Police Department, Sam Nobel Museum, Alumni Affairs, Development, Housing and Food Services, and the University Outreach, among numerous others. Her work includes motion practice, non-jury and jury trial work, and appellate practice. In addition to firm work, she has consulted with local law firms to provide system, efficiency, and managerial advice. She is a graduate of the Stagen Leadership Academy Integral Leadership Program, and was awarded the “black belt” for her work in communication, influence, and motivation. She serves on the board of directors for the USFN and for Savannah’s Station Therapeutic Riding Program, an organization that provides horse-riding therapy for children with special needs (savannahstation.org).

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    Join us for an afternoon of informative content specially curated for servicers and property preservation professionals. This two-part series covers today’s most pressing issues and allows for peer interaction. Hosted by Safeguard.

  • PROPERTY PRESERVATION TRACK


    Speaker(s)

    Nanci Weissgold, Co-Chair, Financial Services & Products Group and Co-Leader, Consumer Financial Services Team, Alston & Bird, LLP

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    Join us for an afternoon of informative content specially curated for servicers and property preservation professionals. This two-part series covers today’s most pressing issues and allows for peer interaction. Hosted by Safeguard.

    Speaker(s)

    Nanci Weissgold, Co-Chair, Financial Services & Products Group and Co-Leader, Consumer Financial Services Team, Alston & Bird, LLP

    Nanci Weissgold co-chairs Alston & Bird's Financial Services & Products Group and co-leads the Consumer Financial Services Team. She maintains a national regulatory compliance practice representing consumer financial products and services providers on federal, state, and agency requirements, including valuation and mortgage lending and servicing. Her pragmatism preparing for, and responding to, CFPB, FHA, state, and other administrative actions is highly valued by her clients. Nanci is an American College of Consumer Financial Services Lawyers Fellow and nationally ranked by Chambers USA in Financial Services Regulation: Consumer Finance (Compliance).

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    Join your peers for an update on Successors in Interest and the additional challenges presented by COVID. Facilitated by subject matter experts, come ready to ask questions, share insights and make new connections to help you meet the requirements ahead.

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    For the first time in almost 50 years, the NFIP’s premium rating structure has been updated. Risk Rating 2.0 incorporates modern insurance industry technologies to price flood insurance for each home individually rather than by flood zone. It will provide more accurate rates as property-specific characteristics, such as a building’s unique elevation, distance to water and cost to rebuild will be factored in as well as other flood risk factors. While most policyholders will see rate decreases, some will see significant increases when rates for existing policies go into effect on April 1st. Join us to learn more about what Risk Rating 2.0 is and how to help prepare your customers for the changes.

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