Spring Conference & Expo: Independent Mortgage Banks, Secondary Markets, Servicing and Technology

Schedule

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

Flexibility is key! Attend what you want, when you can. Stream it live or catch up on-demand after the conference - MBA LIVE offers all access to accommodate your busy schedule.

See what MBA LIVE is all about!


Build a program that meets your needs. Check out the schedule to find details on the following targeted tracks:

Download Agenda Editable Agenda

Tuesday, April 20, 2021

  • Visit the Exhibitors

    Location: THE HUB

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, and more.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Enter the lounge to attend a scheduled meeting, request a meeting, or chat live with a variety of meeting hosts. Hosts include Altisource, PHH Mortgage, VantageScore Solutions, and more!

  • Visit the Sponsors

    Location: Sponsor Gallery

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Join us in thanking the sponsors of the Spring Conference & Expo. We are grateful for their generous support.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Log in and explore the portal. Visit with exhibitors and sponsors or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    MBA's Opens Doors foundation has been instrumental in keeping over 6,800 families with critically ill or injured kids in their homes for over 10 years. Help us make it possible for these families to focus on the medical and emotional needs of a critically ill child by donating to our Home Grant Program today: https://give.mbaopensdoors.org/give/177793/#!/donation/checkout

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Mitch Kider of Weiner Brodsky Kider PC tells a heartwarming, personal story of the power of homeownership.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    See what MBA staff have been reading during the pandemic.

  • Demo: VantageScore

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Credit invisibles no longer! Find out how VantageScore can score more people without sacrificing lending standards. Set-up a meeting with our representatives at the VantageScore Meeting Lounge to learn how we can expand your universe of borrowers.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    With an always-on, mobile ready application, pre-approvals and automatic early disclosures, Fusion Mortgagebot does the heavy lifting through seamless integrations that move borrowers from a robust point of sale solution through a cloud-based and compliant loan origination platform.

  • Opening General Session: U.S. Politics & Economic Policy with Gary Cohn

    Location: Main Stage


    Speaker(s)

    Gary D. Cohn, Vice Chairman of IBM, Former Director of National Economic Council, Former President and COO, Goldman Sachs

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Finance industry legend Gary Cohn draws on his experience as the Vice Chairman of IBM, former director of the NEC and former President and COO of Goldman Sachs to provide candid analysis on the direction of U.S. business and the global economy. In a fascinating interview with MBA’s Chairman, Susan Stewart, Cohn offers insight into issues including monetary and fiscal policy, trade and taxes, based on his vast knowledge of the global financial system, economic policy, and the inner-workings of the U.S. administration.

    Speaker(s)

    Gary D. Cohn, Vice Chairman of IBM, Former Director of National Economic Council, Former President and COO, Goldman Sachs

    Gary D. Cohn is Vice Chairman of IBM, working in partnership with IBM’s Executive Leadership Team on a wide range of business initiatives and external engagement, in areas including business development, client services, public advocacy and client relationship management. Mr. Cohn is also Co-Chairman, with Clifton S. Robbins, of Cohn Robbins Holding Corp., a special-purpose acquisition company (SPAC) and a board member of Gro Intelligence. Mr. Cohn served as Assistant to the President for Economic Policy and Director of the National Economic Council from January 2017 until April 2018. As President Donald Trump’s chief economic advisor, Mr. Cohn managed the administration’s economic policy agenda and led the successful effort to grow the U.S. economy, create jobs and increase wages through tax and regulatory reform. Before serving in the White House, Mr. Cohn was President and Chief Operating Officer of The Goldman Sachs Group, Inc. from 2006-2016. He joined Goldman Sachs in 1990 and held a number of other leadership positions including the Global Co-Head of the Equities and Fixed Income, Currency and Commodities Division. He was a member of the firm’s Board of Directors and Chairman of the Firmwide Client and Business Standards Committee. Mr. Cohn began his career at U.S. Steel before moving to New York to trade on the New York Commodities Exchange from 1982-1990. Mr. Cohn invests across the cybersecurity, block chain infrastructure, regulatory technology and medical technology sectors. He serves on the corporate boards of Abyrx, Gro Intelligence, Indago, Nanopay and Starling and is the Chairman of the Board of Pallas Advisors. Additionally, Mr. Cohn serves on advisory boards for Hoyos Integrity and Spring Labs. He is a member of the Systemic Resolution Advisory Committee (SRAC) of the Federal Deposit Insurance Corporation (FDIC). Mr. Cohn has long been dedicated to advancing healthcare and education. He is a member of the Board of Trustees of NYU Langone Health and serves as Chairman of the Advisory Board for the NYU Langone Orthopedic Hospital. He is also on the Board of Overseers of the NYU Tandon School of Engineering. In 2019 Mr. Cohn was a Visiting Fellow at the Harvard Kennedy School’s Institute of Politics. Mr. Cohn lives in New York with his wife and three daughters. He grew up in Shaker Heights, Ohio, and received his undergraduate degree from American University in 1982.

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Retired Navy Four-Star Admiral, William H. McRaven is best known for changing the world when he commanded the daring operation that brought down Osama bin Laden. Drawing on his distinguished 37 years of service as a Navy SEAL, Admiral McRaven shares his own unique style of leadership. We are honored that to have Admiral McRaven join MBA's Chairman, Susan Stewart, for this special interview that will inspire your own life and work.

  • General Session: Washington Update

    Location: Main Stage


    Speaker(s)

    Robert (Bob) Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association

    The Honorable Marcia Fudge, Secretary, U.S. Department of Housing and Urban Development

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    MBA’s President and CEO Bob Broeksmit shares an update on MBA’s work in Washington on behalf of members, followed by remarks by HUD Secretary Marcia Fudge.

    Speaker(s)

    Robert (Bob) Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association

    Robert (Bob) Broeksmit is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management.  He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.  Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry.  As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.  Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years.  He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion.  He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.  Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors.  Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    The Honorable Marcia Fudge, Secretary, U.S. Department of Housing and Urban Development

    Secretary Marcia L. Fudge is the 18th Secretary of the U.S. Department of Housing and Urban Development. Throughout her career, Secretary Fudge has worked to help low-income families, seniors, and communities across the country. Secretary Fudge served as U.S. Representative for the 11th Congressional District of Ohio from 2008 to March 9, 2021. She was a member of several Congressional Caucuses and past Chair of the Congressional Black Caucus. As a Member of Congress, Secretary Fudge earned a reputation of tackling the unique challenges of her district by working with her Congressional delegation and across political ideologies. In 1999, Secretary Fudge was elected the first female and first African American mayor of Warrensville Heights, Ohio, a position she held for two terms. As mayor of Warrensville Heights, Ohio, she adopted one of the first vacant and abandoned property ordinances in the state. She worked with local officials to develop a taskforce to protect against predatory lending and she secured the inclusion of property maintenance grants in the Warrensville Revitalization Action Plan. Additionally, she brought new residential development to the city and addressed the city’s growing foreclosure crisis through the formation of a local partnership that helped residents maintain the financial security needed to buy or keep a home. As mayor, Secretary Fudge has seen firsthand the need for economic development and affordable housing. She prioritized improving the City’s tax base and expanded opportunities for affordable housing. Secretary Fudge believes our housing issues do not fit into a one-size-fits-all approach. We need policies and programs that can adapt to meet a community’s unique housing challenges. She is committed to making the dream of homeownership - and the security and wealth creation that comes with it - a reality for more Americans. Under Secretary Fudge’s leadership, the Department of Housing and Urban Development will work to eradicate the growing homelessness issue, put an end to discriminatory practices in the housing market, and ensure that our fair housing rules are doing what they are supposed to do: opening the door for families who have been systematically locked out for generations to buy homes and have a fair shot at achieving the American dream. Secretary Fudge’s career in public service began in the Cuyahoga County Prosecutor’s Office, rising to the rank of Director of Budget and Finance. She earned her bachelor’s degree in business from The Ohio State University and law degree from the Cleveland State University Cleveland-Marshall School of Law. She is a Past National President of Delta Sigma Theta Sorority, Inc., and a member of its Greater Cleveland Alumnae Chapter.

  • General Session: Discussion with FHFA Director Calabria

    Location: Main Stage


    Speaker(s)

    Kristy Fercho, 2021 MBA Chairman-Elect; Executive Vice President & Head of Home Lending, Wells Fargo Home Mortgage

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    FHFA’s Director Mark Calabria talks with MBA’s Vice Chair about the agency’s latest work and upcoming priorities, including pandemic-related policy changes, forbearance-related issues, and affordable housing

    Speaker(s)

    Kristy Fercho, 2021 MBA Chairman-Elect; Executive Vice President & Head of Home Lending, Wells Fargo Home Mortgage

    Kristy Fercho is Chairman-Elect of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation's leading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country.  In her role, Fercho leads a team of more than 25,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and related business, risk management, and supporting functions.  Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources.  Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society.  Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition.  Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

    Mark Calabria, nominated by President Trump in January 2019, was confirmed by the U.S. Senate and sworn in as Director of FHFA in April 2019.  Prior to joining FHFA, Calabria was Chief Economist for Vice President Mike Pence, handling all economic policy issues with a focus on taxes, trade, manufacturing, financial services, and labor and housing. Immediately prior to his service with Vice President Pence, he spent eight years as Director of Financial Regulation Studies at the Cato Institute, where he helped to establish Cato's Center for Monetary and Financial Alternatives.  Calabria also previously served as a senior aide on the United States Senate Committee on Banking, Housing, and Urban Affairs to both Chairman Phil Gramm and Chairman Richard Shelby. He has also served as Deputy Assistant Secretary for Regulatory Affairs at the U.S. Department of Housing and Urban Development. He has held a variety of positions at Harvard University's Joint Center for Housing Studies, the National Association of Home Builders, and the National Association of Realtors. He has been a Research Associate at the U.S. Census Bureau's Center for Economic Studies. He holds a doctorate in economics from George Mason University.  During his Senate service, Calabria drafted significant portions of the Housing and Economic Recovery Act of 2008, which created a new regulatory framework for the housing government-sponsored enterprises, Fannie Mae and Freddie Mac, and the Federal Home Loan Banks. He was the primary drafter of the Shelby‐Dodd Flood Insurance Reform bill, which formed the basis for the Biggert‐Waters Flood Insurance Reform Act of 2012.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Admiral McRaven talks about his two books: SPEC OPS: Case Studies in Special Operations Warfare and Make Your Bed: Little Things That Can Change Your Life and Maybe the World.

  • General Session: Housing Affordability and Racial Equity

    Location: Main Stage


    Speaker(s)

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Dr. Andre Perry, Senior Fellow, Metropolitan Policy Program, Brookings Institution

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    A nationally known commentator, Dr. Andre Perry studies race and structural inequality, including its impact on economic inclusion and housing. In an interview with MBA’s Chairman Susan Stewart, Perry discusses his findings and provides insight on a path forward. Dr. Perry’s work aligns with many of MBA’s goals under its affordable housing initiative, known as CONVERGENCE.

    Speaker(s)

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Dr. Andre Perry, Senior Fellow, Metropolitan Policy Program, Brookings Institution

    Andre M. Perry is a senior fellow in the Metropolitan Policy Program at Brookings, a scholar-in-residence at American University, and a columnist for the Hechinger Report. He is the author of the book Know Your Price: Valuing Black Lives and Property in America’s Black Cities, which is currently available wherever books are sold. A nationally known and respected commentator on race, structural inequality, and education, Perry is a regular contributor to MSNBC and has been published by The New York Times, The Nation, The Washington Post, TheRoot.com and CNN.com. Perry’s scholarship has been featured on HBO, ABC, CNN, PBS, National Public Radio, NBC and in the Wall Street Journal. His research focuses on race and structural inequality, education, and economic inclusion. Perry’s recent scholarship at Brookings has analyzed Blackmajority cities and institutions in America, focusing on valuable assets worthy of increased investment. Since the COVID-19 pandemic began, Perry has documented the underlying causes for the outsized number of coronavirus-related deaths in Black communities. His Brookings research has illuminated how certain forms of social distancing historically accelerated economic and social disparities between Black people and the rest of the country. Perry also mapped racial inequities in housing, income, and health to underscore how policy discrimination makes Black Americans more vulnerable to COVID-19. His research has spotlighted the struggles of Black businesses—including artists and
    art institutions, restaurants, and barbershops and beauty salons—as they await federal relief from COVID-19’s economic impact. In education, he explained how college campus closings put housing-insecure students at risk during the pandemic. He's also written on the unrealized value of teachers’ work that’s been made apparent by COVID-19, and has commented on the potential loss of Black teachers as a result of an impending recession. Prior to his work at Brookings, Perry has been a founding dean, professor, awardwinning journalist, and activist in the field of education. In 2015, Perry served on Louisiana Governor-elect John Bel Edwards’ K-12 education transition committee, as well as on New Orleans Mayor-elect Mitch Landrieu’s transition team as its co-chair for
    education in 2010. In 2013, Perry founded the College of Urban Education at Davenport University in Grand Rapids, Mich. Preceding his stint in Michigan, he was an associate professor of educational leadership at the University of New Orleans and served as CEO of the Capital One-University of New Orleans Charter Network. Perry’s academic writings have concentrated on race, structural inequality, and urban schools. Perry co-authored the Brookings Institution report “The Devaluation of Assets in Black Neighborhoods” and has presented its findings across the country, including to the U.S. House Financial Services Committee. For the tenth anniversary of Hurricane Katrina, Perry co-authored “School by School: The Transformation of New Orleans Public Education” in Resilience and Opportunity: Lessons from the U.S. Gulf Coast after Katrina and Rita, published by Brookings Institution Press. Perry also co-authored "The Transformation of New Orleans Public Schools: Addressing System-Level Problems Without a System," published by the Data Center of New Orleans. He also co-authored a chapter in Between Public and Private: Politics, Governance, and the New Portfolio Models for Urban School Reform published by Harvard Education Press. Along with the Joint Center for Political and Economic Studies, Perry co-authored the report “Place Matters for Health in Orleans Parish: Ensuring Opportunities for Good Health for All.”

  • Engagement Session: Bridging the Digital Divide - People, Process & Technology (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Garth Graham, STRATMOR Group

    Jonas Moe, SVP of Marketing and Market Strategy, ICE Mortgage Technology

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    The pandemic and market conditions have completely changed the way lenders operate and service their customers. Join this interactive engagement session, sponsored by ICE Mortgage Technology, to learn where lenders are, or should be, investing in people, process and technology in 2021 and beyond.

    Speaker(s)

    Garth Graham, STRATMOR Group

    Jonas Moe, SVP of Marketing and Market Strategy, ICE Mortgage Technology

    Jonas is Senior Vice President of Marketing and Market Strategy, responsible for communications, events, demand generation, branding, creative, and market strategy. Jonas joined Ellie Mae, now a part of ICE Mortgage Technology, in 2001 and has served as the Senior Vice President of Market Strategy and the head of Product during which, among other contributions, he developed Ellie Mae’s Encompass Electronic Document Management and Encompass Web Center online client portal solutions, as well the Encompass Client Resource Center. Jonas holds a BS in restoration ecology from UC Davis.

  • Engagement Session: Business after COVID-19 – The Great Unknown (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Michael Waldron, General Counsel and Chief Compliance Officer, Community Loan Servicing, LLC

    Steven Bailey, Senior Managing Director and Chief Mortgage Operations Officer, PennyMac Financial Services, Inc.

    Ed Delgado, Managing Director

    Marcel Bryar, Managing Director, Mortgage Policy Advisors, LLC

    Joanne Gaskin AMP, Vice President, FICO

    Wes Iseley, Senior Managing Director, Carrington Mortgage Services, LLC

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    How many of the 2.6M homeowners under temporary forbearance, will emerge intact and capable of resuming regular mortgage payments? How many will need some form of assistance and how many will advance to foreclosure or bankruptcy? Join this interactive engagement session, sponsored by FICO and speak to leading subject matter experts in the area of mortgage servicing as they discuss new methods of tracking consumer behavior and what the future holds for mortgage banks and non-banks as we look beyond the pandemic and into the great unknown.

    Speaker(s)

    Michael Waldron, General Counsel and Chief Compliance Officer, Community Loan Servicing, LLC

    Michael S. Waldron is the General Counsel and Chief Compliance Officer of Community Loan Servicing where he is responsible for the Compliance and Oversight Department’s management, leadership and direction as well as the company’s overall legal and compliance strategy. Prior to joining Community, Michael was Practice Leader of Ballard Spahr’s nationally recognized Mortgage Banking Group. With over 20 years servicing the industry in a wide variety of legal and compliance-related functions, Michael is known for his ability to navigate the regulatory landscape and build relationships that add value to those with whom he works. Michael received his law degree from Catholic University in Washington, DC, and his undergraduate degree in Government and Law and English from Lafayette College in Easton, PA.

    Steven Bailey, Senior Managing Director and Chief Mortgage Operations Officer, PennyMac Financial Services, Inc.

    Ed Delgado, Managing Director

    Marcel Bryar, Managing Director, Mortgage Policy Advisors, LLC

    Joanne Gaskin AMP, Vice President, FICO

    Wes Iseley, Senior Managing Director, Carrington Mortgage Services, LLC

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Dr. Andre Perry, Senior Fellow - Metropolitan Policy Program at the Brookings Institution gives insight into making the housing market more equitable in his timely book Know Your Price: Valuing Black Lives and Property in America’s Black Cities.

  • Demo: Vuram

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Vuram’s Delinquency Management "proof of concept" application, built on the Appian low-code automation platform, utilizes intelligent automation to streamline and simplify how mortgage delinquency is managed

  • Demo: Nomis Solutions, Inc.

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Nomis Mortgage provides real-time market and competitive intelligence for lenders to make data-driven decisions in margin management and pricing strategy by analyzing more than 40 million records a day from over 350 lenders. Turn noise into meaningful data points for better pricing and profitability management.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    LoanLogics® IDEA™ OnDemand is a turnkey, cloud-native document processing digital assistant that automates document classification and data extraction in seconds.  With this highly secure technology, use confidence scoring to govern the data and docs important to your business, easily upload documents, manage any exceptions, and export files.

  • Demo: Stewart

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Check out Stewart’s VALIDITY homeowner-led real estate inspection app, simple to use with an interface accessible from any device. Followed by, NotaryCam - eClosing and Remote Online Notarization Platform, offering a nationwide network of trained eNotaries available 24/7/365.

  • Demo: Sagent CARE

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    This demo highlights Sagent's platform called CARE, which stands for customer attention, retention, and engagement. It shows how consumer-first servicing modernization cares for borrowers during good times and hardships.



  • MBA on the Move - Stretch

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Take 10 and stretch for better health and well-being! MBA's wellness coach walks you through simple stretches you can do right from your office for better mobility.

  • Secondary & Capital Markets Track: The Rise of ESG: What it Means for your Company

    Location: Breakouts


    Speaker(s)

    Deborah Jones, CMB, Senior Vice President and Director of Mortgage Capital Markets, Citizens Bank

    Roger Ashworth, Director and Head, Non-Agency MBS Strategy, Citi Research

    Mark Hanson, Senior Vice President, Securitization, Freddie Mac

    Gray MacNair, Vice President and Co-Lead of Single-Family, Capital Markets, Fannie Mae

    Keith Stephan, Managing Director and Treasurer for Consumer & Community Banking, JPMorgan Chase

    Secondary & Capital Markets

    Read more Read less

    Environmental, social, and governance factors (ESG) are top of mind for C-suite executives in sectors across the economy. Investors, customers, and counterparties want to know how companies are addressing risks from climate change, promoting diversity in leadership, engaging in environmentally sustainable practices, advancing social justice, and giving back to communities. Leaders at the intersection of housing and ESG analysis help navigate what we all need to do - today and in the future.

    Speaker(s)

    Deborah Jones, CMB, Senior Vice President and Director of Mortgage Capital Markets, Citizens Bank

    Deb Jones, CMB, is Director of Mortgage Capital Markets for Citizens Bank.  She oversees teams that manage pipeline hedging and delivery, pricing, investor relations, product development, and credit administration. In her 30+ year career, Deb held various roles, including, trading, deal structuring and asset sales at the RTC and Wall Street.  She also served broader roles, including a Chief Administration Officer role and an entrepreneurial role as co-founder and principal in a mortgage consulting firm.  Debbie participates in industry activities and trade associations.  She currently serves as Vice Chair of MBA Capital Markets Committee.  She is an avid equestrian and owns a small horse farm in Virginia Richmond and is co-founder in her sister’s organic spirits company. 

    Roger Ashworth, Director and Head, Non-Agency MBS Strategy, Citi Research

    Roger Ashworth is a Director and Head of Citi Research's Non-Agency MBS Strategy team. His team is responsible for relative value, prepayment and credit analysis within the non-agency mortgage market. Prior to joining Citi, Roger was in a similar role at Amherst Securities Group, and he was a non-agency MBS trader at Merrill Lynch prior to that. Roger received a BS degree in engineering from the US Naval Academy and an MBA degree from Georgetown University.

    Mark Hanson, Senior Vice President, Securitization, Freddie Mac

    Mark Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance.  He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors.  Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space.  In early 2020 Hanson was asked to stand up Freddie Mac’s Sustainability Office.  That team now coordinates across Freddie Mac to produce ESG reporting, product and strategy development and growing awareness around social justice and climate risk.  Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage and asset-backed positions for institutional clients. Since 1986, Hanson has held a number of positions, including a vice president of research for Donaldson, Lufkin & Jenrette, and director of research for Freddie Mac's Securities Sales & Trading Group, and a security analyst for Metropolitan Life Insurance Company.  Hanson has a B.S. from Allegheny College and an MBA from the University of Rochester.

    Gray MacNair, Vice President and Co-Lead of Single-Family, Capital Markets, Fannie Mae

    Gray MacNair is Vice President and Co-lead of Fannie Mae’s Single Family - Capital Markets. MacNair manages the Conduit, which provides liquidity to lenders through whole loan and MBS purchases.  The Conduit includes: (i) Fannie Mae’s Early Funding platform, which allows approved lenders to sell loans and pools to Fannie Mae on an accelerated basis, and (ii) Fannie Mae’s Capital Markets Solutions team. MacNair also oversees Fannie Mae’s Securitization policy team, which ensures proper administration of matters related to the strategic and business value of Fannie Mae securities.  In addition, MacNair manages the Investor Engagement & Advocacy team, which develops strategies on how to promote Fannie Mae’s offerings while regularly engaging and educating our investor customers.  MacNair also oversees the Capital Markets Front Office team. Prior to her current role at Fannie Mae, MacNair was a Director on Fannie Mae’s Capital Markets Pricing and Sales Desk, which provides liquidity to lenders via credit pricing management, whole loan sales, and MBS trading.  Previously, MacNair worked at Deutsche Bank in Global Equities in New York as an Institutional Sales Representative. MacNair received her Bachelor of Science in Business Administration from the University of North Carolina, Chapel Hill.

    Keith Stephan, Managing Director and Treasurer for Consumer & Community Banking, JPMorgan Chase

    Keith Stephan is the Treasurer for Consumer & Community Banking, responsible to manage balance sheet, capital, liquidity and interest rate risk.  In addition Keith oversees the CCB Business Modeling team, in support of marketing, finance, and deposit modeling. He has held a number of roles in Treasury & CIO, most recently as the head Funds Transfer Pricing (FTP) and Intercompany Liquidity Management at JPMorgan Chase.  He has been a part of JPMC for twenty-two years, and previously held positions in technology, middle office operations, and market risk management. Keith obtained an undergraduate degree in Business Administration from the University of Vermont.  He lives Westport, Connecticut with his wife and two boys.  In his spare time, he enjoys coaching young athletes in alpine ski racing at the Bromley Outing Club in Peru, VT.  In his truly spare time, he enjoys skiing a few runs alone early in the morning.

  • Engagement Session: MBA Opens Doors - Celebrating 10 Years of Keeping Families in their Homes (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Deborah Dubois, President of MBA Opens Doors Foundation, Mortgage Bankers Association

    Eddy Perez CMB, CEO, EPM

    Debra W. Still, CMB, 2013 MBA Chairman, Chairman, MBA Opens Doors Foundation, President and Chief Executive Officer, Pulte Financial Services

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Join us for an MBA Opens Doors engagement session and help us celebrate our 10th year of keeping families with critically ill or injured kids in their homes. Our home Grant Program makes it possible for families to focus on the medical and emotional needs of a critically ill child and not on a home in jeopardy. Hear from ODF Chairman, Debra Still; ODF President, Deb Dubois and other leaders as we celebrate the Foundation’s success in helping more than 6,800 families by its 10th anniversary and what the next ten years will hold.

    Speaker(s)

    Deborah Dubois, President of MBA Opens Doors Foundation, Mortgage Bankers Association

    Eddy Perez CMB, CEO, EPM

    Eddy Perez, CMB, is President and CEO of Equity Prime Mortgage based in Atlanta, Georgia where he oversees overall operations, sales, revenue, marketing, compliance and technology. As co-founder of Equity Prime Mortgage, recognized as part of the Inc. 5000, he has excelled within the mortgage industry being named one of the nation’s top mortgage bankers, recognized in National Mortgage Professionals Magazine’s “40 Most Influential Mortgage Professionals under 40.” Throughout his distinguished career he has held multiple executive-level positions. Prior to co-founding Equity Prime Mortgage, in 2008, he operated the top producing office for Global Mortgage, Inc. He holds the prestigious Certified Mortgage Banker (CMB) designation which he earned in October 2014.

    Debra W. Still, CMB, 2013 MBA Chairman, Chairman, MBA Opens Doors Foundation, President and Chief Executive Officer, Pulte Financial Services

    Debra W. Still, CMB, is President and Chief Executive Officer of Pulte Financial Services, which includes Pulte Mortgage LLC, PGP Title and PCIC Insurance and employs over 900 individuals throughout the U.S.  Still is also President and CEO of Pulte Mortgage, a nationwide lender headquartered in Englewood, Colorado, which has helped more than 400,000 homebuyers finance their new home purchases since 1972.  Pulte Financial Services is a part of PulteGroup, America’s largest homebuilder with operations in 31 states and the District of Columbia.   Still has more than three decades of experience in the mortgage industry.  She joined Pulte Mortgage in 1983, as Vice President/Branch Manager of the Maryland Division and subsequently held that position with the Dallas/Fort Worth Division.   In June 1997, she was promoted to Executive Vice President, Production, and in October of that year was appointed to the Pulte Mortgage Board of Directors and named Corporate Secretary.  Still became Chief Operating Officer in 1999, and in August 2004, was appointed President and Chief Executive Officer.  She was named President and Chief Executive Officer of Pulte Financial Services in 2010.  Still served as the 2013 Chairman of the Mortgage Bankers Association and is currently a member of the association's Board of Directors, Chair of the Affordable Housing Subgroup and a member of MBA’s Consumer Affairs Advisory Council.  Still was awarded MBA’s Andrew D. Woodward Distinguished Service Award in 2014.  As an active MBA member for more than a decade, Still has also served as Chair of MBA's Residential Board of Governors (RESBOG,) Chairman of MBA’s Diversity and Inclusion Committee, Chairman of the Council for Residential Mortgage Servicing for the 21st Century and was Chair of the MBA Forward Task Force.  She has also served on MBA's Strategic Planning Committee, MBA's Loan Origination Task Force, and Secondary and Capital Markets Committee.  Still has testified before Congress multiple times.  Still is presently the Chairman of MBA’s Opens Doors Foundation.  In 2011 and 2013, Still was featured in “Influential Women of the Housing Economy” by HousingWire Magazine and in 2011 was named one of “The Top Ten Women in Mortgage and Housing” by The Five Star Institute.  In March 2018 Still was appointed to Chimera’s Board of Directors. Chimera Investment Corporation is a publicly traded real estate investment trust that is primarily engaged in real estate finance.

  • Engagement Session: Sports Talk featuring Herman Edwards (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Herman Edwards, Head Coach, Arizona State University; Former Head Coach of KC Chiefs and NY Jets, and Former ESPN Analyst

    Matthew Moosariparambil CPA, Director, Guidehouse

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Join this live session with Arizona State University football coach, former head coach for the New York Jets and Kansas City Chiefs, and former ESPN NFL analyst, Herman Edwards. Edwards shares his stories and insights about America’s most popular sport and takes time to answer your questions during the chat.

    Speaker(s)

    Herman Edwards, Head Coach, Arizona State University; Former Head Coach of KC Chiefs and NY Jets, and Former ESPN Analyst

    Herman Edwards is the head football coach at Arizona State University. The Sun Devils 2020 season was limited to only four games due to the pandemic. However, under Edwards’ leadership, the 2019 season was highlighted by the defeat of three top 25 teams including a dramatic win over then #6 nationally ranked Oregon on national television which earned the Sun Devils their second consecutive bowl game under Edwards. Also at ASU, Edwards is a Professor of Practice in the Walter Cronkite School of Journalism and Mass Communication where he guest lectures and holds periodic discussions around sports and media. Edwards is a Former ESPN NFL analyst who contributed to a variety of shows across the network including NFL Live, SportsCenter and First Take among others.  Edwards is also a former NFL head coach for the New York Jets and Kansas City Chiefs where he led both teams to the postseason in his inaugural season. Edwards played Nine-years as NFL defensive back with the Philadelphia Eagles. While with the Eagles, he never missed a game in nine seasons, started in Super Bowl XV and his 33 career interceptions remain tied for second-most in franchise history. A consummate team member, always charity-minded and an ambassador for the game of football, past recognitions of Edwards efforts have included being named the Walter Camp Foundation Man of the Year; Team ESPN Commentator of the Year and recognized by Shell Oil Company with the Shell Legacy Award.

    Matthew Moosariparambil CPA, Director, Guidehouse

    Matthew Moosariparambil is a director in Guidehouse’s Banking, Insurance & Capital Markets practice. Matt specializes in supporting clients with regulatory compliance issues, operational reviews, operational enhancements, current state risk assessments, counter-party due diligence and accounting issues within the financial services industry. While at Guidehouse, Matt has been tasked with leading teams to solve complex issues for financial services clients of various size, ranging from smaller regional depository institutions to top tier national and global financial institutions. Additionally, Matt is an established leader who implements a strong project management program to ensure engagement objectives are delivered on time and within budget.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Log in and explore the portal. Visit with exhibitors and sponsors, or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

Wednesday, April 21, 2021

  • Visit the Exhibitors

    Location: THE HUB

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, and more.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Enter the lounge to attend a scheduled meeting, request a meeting, or chat live with a variety of meeting hosts. Hosts include Altisource, PHH Mortgage, VantageScore Solutions, and more!

  • Visit the Sponsors

    Location: Sponsor Gallery

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Join us in thanking the sponsors of the Spring Conference & Expo. We are grateful for their generous support.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Visit with our exhibitors, enjoy a session you missed earlier on demand, or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Powered by unparalleled data and artificial intelligence, the Radian Home Price Index, provided by our Red Bell Real Estate, LLC subsidiary, offers a level of detail and insight that is unmatched in the industry. From an accurate and up-to-date value of nearly every home across the U.S., Red Bell’s indices recognize that housing stock and quality are always changing and that to understand markets, you need to see the whole picture.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    MISMO provides a standard language for exchanging mortgage industry information. Hear what MISMO means to industry leaders and visit our booth in THE HUB to learn how to get involved.

  • Secondary & Capital Markets Track: Ginnie Mae Program and Policy Updates

    Location: Breakouts


    Speaker(s)

    Sasha Hewlett, Director, Secondary & Capital Markets, Mortgage Bankers Association

    Greg Young, Director, Counterparty Risk Analysis Division, Ginnie Mae

    Lynne Chandler, Digital Program Director, Ginnie Mae

    Rene Mondonedo, Director, Monitoring & Asset Management, Ginnie Mae

    Secondary & Capital Markets

    Read more Read less

    Over the past decade, Ginnie Mae’s outstanding MBS has more than doubled – now totaling over $2 trillion. In the wake of this growth, Ginnie Mae has embarked on a series of steps to facilitate the use of digital collateral and revamp counterparty risk management – while also addressing pandemic-related challenges over the past year. Leaders from Ginnie Mae will discuss where these efforts stand, how they have evolved, what to expect next, and what it all means for your company’s operations.

    Speaker(s)

    Sasha Hewlett, Director, Secondary & Capital Markets, Mortgage Bankers Association

    Sasha Hewlett is Director of Secondary & Capital Markets on the Residential Policy Team at MBA. In this role she works with various market participants, agencies, organizations to address secondary policy issues and advocate for MBA members.  She is also the lead staff member for the Secondary and Capital Markets Committee.  Prior to joining MBA, she spent a majority of the last 12 years in various roles at Freddie Mac and Fannie Mae. Sasha is a Graduate of Virginia Tech and lives in Washington, DC.

    Greg Young, Director, Counterparty Risk Analysis Division, Ginnie Mae

    Greg joined Ginnie Mae in 2019 as the Director of Counterparty Risk.  Prior to joining Ginnie Mae, Greg had a 24-year career in risk management at Goldman Sachs, including five years as the Chief Risk Officer of the Goldman Sachs Bank USA. Greg’s other roles included head of credit in Asia and global head of counterparty credit risk for hedge funds. Greg holds a Bachelor of Science from the United States Military Academy at West Point and an MBA from the Kellogg Graduate School of Management.

     

    Lynne Chandler, Digital Program Director, Ginnie Mae

    Lynne Chandler represents Ginnie Mae as the Digital Program Director and previously in the Office of General Counsel.  She has over 15 years of experience in mortgage securitization and government regulatory compliance. Lynne has spearheaded the legal development of Ginnie Mae’s Digital Mortgage Program and assisted in drafting digital policies in Ginnie Mae’s eGuide.  She has presented frequently on topics surrounding Digital Mortgage and Document Custody. 

    Rene Mondonedo, Director, Monitoring & Asset Management, Ginnie Mae

    Rene Mondonedo joined Ginnie Mae in May 2012.  He was previously at Fannie Mae and Freddie Mac in the Single Family and Multi-Family Servicing space.  Rene has spent over 35 years in the mortgage industry starting out in human resources and eventually overseeing general servicing functions that include performing loans operations, MSR transfers, operational oversight and compliance, default reporting, conducting on-site operational reviews and establishing performance scorecards. His current responsibilities include monitoring all Issuers, Sub-Servicers and Document Custodians in the Single Family, Multi-Family, HMBS and Manufactured Housing space to ensure compliance with Ginnie Mae’s MBS program.  Additionally, Rene oversees the servicing portfolios of those issuers defaulted by Ginnie Mae by its Master Sub-Servicers.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    ACES Flexible Audit Technology™ gives you the ability to easily manage and customize ACES to meet your business needs without having to rely on IT or a vendor. Whether you are looking to replace multiple spreadsheets, inflexible systems, or an inefficient outsourcing provider, with ACES, you’ll execute audits more efficiently, your teams will be more productive, and you’ll make better informed decisions across lines of business.

  • General Session: Post-Pandemic Technology: What’s the Future of Work? (Includes Tech Awards)

    Location: Main Stage


    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Artificial Intelligence, the Internet of Things, delivery drones: the tech of our world is changing faster and faster. The onset of the pandemic made us more reliant on communication technology than ever before, giving a whole new meaning to the term “telework.” What will the post-pandemic office be like and what is the future if we return to the office? Will there be less of a need for office space and more companies subsidizing technology for their employees in their homes, and what will that technology look like? In this fast-paced, informative and funny snapshot of the new post-pandemic office world, New York Time Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host, David Pogue brings us up to speed on what technology has helped us save, gain, what we have lost, and how it may shift our beliefs into something we’ve never seen before in the office environment. This session also includes the awarding of the 2021 MBA Tech All-Star Awards and recognition of 2020 MISMO awards.

    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

    The go-to expert on disruptive tech in a fast-changing world, David Pogue is a New York Times best-selling author, beloved CBS Sunday Morning correspondent, NOVA host on PBS, and New York Times columnist. Whether he’s covering AI, the Internet of Things, autonomous vehicles, the latest consumer tech, a post-robot world, or preparing for climate change, David is a master communicator who brings even the most non-technical audiences up to speed. His highly entertaining keynotes prove that science and technology blend brilliantly with storytelling, humor, and, frequently, music and song. David Pogue provides invaluable insights on how technology impacts our work, businesses, health, society and connections with each other— now and into the future.  A long-time columnist for the New York Times and Scientific American, and a five-time Emmy winner for his stories on CBS Sunday Morning, David Pogue has been at the forefront of new and emerging tech trends for decades. He currently writes the “Crowdwise” feature for the Times’ “Smarter Living” section, reviews tech in New York magazine’s “Strategist” section, and has hosted 18 specials on NOVA. David is one of the world’s best-selling “how-to” authors, with more than 120 titles and 3 million copies in print. These include seven books in the For Dummies series, his New York Times best-selling Pogue’s Basics series of essential tips and shortcuts, and the Missing Manual series of computer books. In his upcoming book, How to Prepare for Climate Change provides highly practical advice on preparing for an era of extreme weather events and other climate-caused chaos.  With broad appeal to general, business, healthcare, and tech audiences alike, David Pogue brings expansive knowledge, engaging wit, and an occasional song to center stage. Audiences leave as informed as they are entertained, with an enlightened perspective of the state of technology today — and how it’s shaping everyone’s tomorrow.

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Join us on the HUB Stage for a discussion with David Pogue on his Basics book series: Essential Tips and Shortcuts for Simplifying the Technology in Your Life and Pogue's Basics: Life.

  • General Session: Tech Solutions Showcase

    Location: Main Stage


    Speaker(s)

    Rusty Emory, Vice-Chair, MISMO Residental Governance Committee, Vice President, Investor Delivery, PrimeLending

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    MBA’s Tech Showcase offers access to the innovative products serving the specific technological needs of the residential mortgage industry. This year’s Tech Showcase offers 12 six-minute demos on the Main Stage, presented in the following order:

    Black Knight’s Rapid Analytics Platform ℠
    Black Knight’s Rapid Analytics Platform℠ (RAP℠) is a unique, cloud-based virtual data marketplace and decision-science platform that allows users to directly access diverse data assets and analytics within a single solution. Used by mortgage, real estate and capital markets professionals, RAP provides an unlimited number of applications, including portfolio retention analytics, equity analysis and valuation, prepayment and default analytics, pre- and post-bid due diligence, benchmarking, and more. RAP helps organizations gain valuable insights to drive business growth, effectively manage risk, and respond quickly to the dynamics of an evolving market.

    SureFire CRM by Top of Mind Networks
    Surefire CRM places customers top of mind with their customer database through the development and automation of personalized, one-to-one marketing campaigns to prospects, in-process loan customers and past clients, helping thousands of mortgage professionals win new business and earn repeat customers.


    Qualia
    Qualia’s closing platform allows lenders to seamlessly work with their title and escrow companies to improve workflow efficiency, increases data security, and reduce liability. Lenders can collaborate with their title company partners without leaving their LOS to complete every step of the closing quickly and securely.

    Finicity VOIE
    As a key component of Finicity’s Mortgage Verification Service, the GSE-accepted Verification of Income and Employment solution enhances the mortgage experience for both borrower and lender by shaving days off the origination process, increasing accuracy with real-time data, improving ROI, and empowering consumers to benefit from their financial data.

    ServiceLink - EXOS Inspect
    EXOS Inspect allows borrowers or approved property contacts to conduct self-service virtual inspections using smartphones or tablets. Through the use of geo-fenced and time-stamped video, EXOS Inspect helps streamline a variety of lending and servicing processes by providing an inside look at the home. The entire process takes just minutes and allows lenders and servicers to make more informed decisions.

    AccountChek® 3n1 by FormFree
    As the pioneer of the mortgage industry’s first truly automated verification of assets (VOA) solution, FormFree has enhanced income and employment verification. With AccountChek® 3n1, FormFree enables lenders to deliver a world-class borrower experience and directly addresses key industry pain points by electronically furnishing lenders with high-fidelity income and employment data.

    Origence
    The Origence Mortgage Origination Platform provides lenders power, simplicity, and configurability by bringing together the mortgage technology stack: POS + LOS + CRM for a single unified digital mortgage origination platform. ORIGENCE – the ultimate mortgage origination experience.

    Encompass eClose by ICE Mortgage Technology
    ICE Mortgage Technology is changing how mortgages are digitally closed. Experience a true end-to-end eClosing solution providing a single source with the industry's leading LOS.

    Notarize
    Notarize is a digital trust provider - a platform that integrates technology with live human interaction to establish identities. Notarize offers digital identity proofing and authentication services, including a market-leading notary public platform to allow any person or organization to get their documents notarized online, 24/7.

    Optimal Blue End to End Solution
    Black Knight’s end-to-end secondary marketing platform seamlessly supports every economic driver lenders face throughout this stage of the loan lifecycle – including customer engagement and origination, pipeline risk management, whole loan trading, securitization, and preservation of servicing portfolio value. Focused on maximizing revenue and recognizing efficiencies, Black Knight’s industry-leading technology helps lenders of all sizes reach their financial goals today and ascend to greater heights tomorrow.

    Auction.com Remote Bid™
    Award-winning Remote Bid™, a feature found only on the Auction.com mobile app, revolutionizes property sales by letting investors bid directly on select foreclosure properties from anywhere. Investors can participate in multiple foreclosure auctions at the same time, watching, joining, and tracking bids concurrently in real time, all without attending the auction venue.

    Altisource
    Altisource’s innovative SaaS vendor oversight platform, Vendorly®, is designed to help financial institutions manage their vendors and meet their evolving vendor oversight obligations. A complete solution that helps meet regulatory requirements, the platform can help to streamline vendor due diligence, document maintenance, monitoring and audits.


    Speaker(s)

    Rusty Emory, Vice-Chair, MISMO Residental Governance Committee, Vice President, Investor Delivery, PrimeLending

    Rusty Emory’s extensive career spans over 30 years in the financial services and mortgage industries, covering everything from customer service to investor reporting, and every product from HFA Bond loans to Option ARMS. During the past 20 years, Mr. Emory has focused on technology, emphasizing system implementation, system administration, and data integrity. Mr. Emory currently manages PrimeLending’s investor delivery area focusing on data and image delivery.   He currently serves MISMO  as Vice-Chair of the Residential Governance Committee and Vice-Chair of the Business Glossary Community of Practice, playing a key role in expanding MISMO products and increasing participation and interest from the mortgage industry at large.  A native of Dallas, Texas, he is a graduate of the University of North Texas, with additional graduate studies at the University of Dallas’ Graduate School of Management in Irving, Texas, and is an avid Dallas Cowboys fan.

  • Engagement Session: Meet the New MBA Mortgage Technology Vendor Working Group (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Richard Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Nicole Booth, Executive Vice President, Public Policy, Notarize

    Piper Beveridge, Vice President, Strategic Relations, ICE Mortgage Technology

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    MBA’s Mortgage Technology Vendor Working Group provides an open, inclusive and collaborative forum for innovative product vendors to discuss topics of mutual interest. All are welcome to join this interactive session to discuss timely topics such as data protection. Come in to actively join the discussion or just learn what the tech vendor group is all about!

    Speaker(s)

    Richard Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Rick Hill serves as Vice President of Industry Technology at the Mortgage Bankers Association (MBA). In this role, he is responsible for providing leadership to MBA and its membership relating to operational and technology topics faced by the industry, including through the Mortgage Industry Standards Maintenance Organization (MISMO), which he oversees. He is also responsible for developing the content for MBA's Technology Conference and leading all of MBA's technology forums and working groups - both residential and commercial/multifamily - as well as managing technology related content for MBA Education.

    Nicole Booth, Executive Vice President, Public Policy, Notarize

    Nicole Booth serves as Executive Vice President of Public Affairs at Notarize. Nicole leads the organization’s efforts to build and maintain trust and support among external audiences, including government affairs, industry relations and community engagement. She joined Notarize in August 2020. Prior to Notarize, Nicole was a vice president in Government Affairs at Quicken Loans and Rock Family of Companies and a member of the K&L Gates Public Policy and Law Practice in Washington, D.C. Nicole also spent time on Capitol Hill working on legislative issues in the personal office of former Ways and Means Committee Chairman Dave Camp and former New Hampshire Congressman Jeb Bradley. Nicole was awarded the Five Star Institute Rising Business Leader Award.

    Piper Beveridge, Vice President, Strategic Relations, ICE Mortgage Technology

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Visit with the tech providers you just saw in the Tech Showcase or other exhibitors, enjoy a session you missed earlier on demand, attend an Engagement Session or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Marcia M. Davies, mPower Founder and Chief Operating Officer, MBA interviews Christy Moss, CMB, Director of Partner Relations, FormFree.

  • mPower: Communication Lessons Learned During the Pandemic

    Location: Main Stage


    Speaker(s)

    Ruth Sherman, Executive Speech Coach and Celebrity Media Trainer

    Marcia M. Davies, mPower Founder and Chief Operating Officer, Mortgage Bankers Association

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Markets and companies have confidence in leaders who communicate clearly and exude charisma. The pandemic has made virtual communication the default, and has led to new challenges and discomfort for both genders. It’s natural to retreat to old habits that don't serve women leaders well.

    Like pre-pandemic, women must exhibit powerful presence and command attention whatever the virtual situation – board meetings, presentations, or 1:1 – not only by what they say, but how they look, sound, and move. In this dynamic presentation, CEO & Celebrity communications consultant, speaker, and author Ruth Sherman teaches us to show up confidently on-camera and become recognized as a force; engage virtual audiences with strategic use of storytelling and other techniques; positively and irrevocably influence stakeholders of all kinds; and manage the exhaustion that accompanies all-day video-conferencing with some simple tweaks. Opening remarks by mPower founder, Marcia Davies.

    Speaker(s)

    Ruth Sherman, Executive Speech Coach and Celebrity Media Trainer

    Ruth Sherman, M.A., works with global CEOs, public figures, and international celebrities looking to have a greater impact in their personal, public communications.  Five of her clients have won Oscars and one the Pulitzer Prize.  A leading authority on political communication,  she is widely quoted in the press including the New York Times, Washington  Post, and TIME, among many others, contending the best communicator and connector wins. Ruth has written two books, the most recent of which is SPEAKRETS®: The 30 Best, Most Effective, Most Overlooked Marketing & Personal Branding  Essentials. A highly sought after speaker, she has been engaged to share her insights by organizations as varied as Google, Microsoft, and NBC/Universal. As the mother of two daughters, her passion is ensuring women ascend to the top ranks of business and take their rightful place in the halls of power.

    Marcia M. Davies, mPower Founder and Chief Operating Officer, Mortgage Bankers Association

    Marcia Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA).  As COO, Marcia is responsible for ensuring cross-organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of key organizational priorities. She is also the lead strategist for MBA's external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Information Technology and Office Services divisions. She also provides management oversight to and is a Board member of MBA's Opens Doors Foundation.  Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy.  Marcia is the founder of mPower - MBA Promoting Opportunities for Women to Extend their Reach - MBA's networking platform for women in the real estate finance industry. Under her leadership, mPower has grown into an engaged community of more than 19,000, providing best-in-class conference and webinar programming, networking events, and online opportunities to stay engaged. Through mPower, more women are positioned to achieve leadership positions and are well represented in all segments of the industry.  Marcia is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). She is also a member of Women in Housing Finance and the International Women's Leadership Association. Most recently, Marcia received the silver Stevie Awards for Women in Business 2018 Maverick of the Year. She has also the recipient of Five Star's Laurie A. Maggiano Legacy award, the NAWRB 2018 Industry Revolutionary Award, and the CIFS Diversity & Inclusion 2018 Trailblazer Award. In 2015, Marcia was honored by HousingWire as one of its 2015 Women of Influence.  Marcia is a graduate of the Katharine Gibbs School in Montclair, N.J.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Join mPower speaker, Ruth Sherman on the HUB Stage for a discussion of her books: Get Them to See it Your Way, Right Away and Speakrets.

  • Secondary & Capital Markets Track: Moving from the Cash Window to MBS Swaps

    Location: Breakouts


    Speaker(s)

    Seth Sprague, CMB, Principal, STRATMOR Group

    Philip Rasori, Chief Operating Officer, Mortgage Capital Trading, Inc.

    Julie Messina, CMB, Vice President and Secondary Marketing Manager, LHM Financial Corporation dba CNN Mortgage

    Mike Riley, Leader, Hedge Advisory Team, SitusAMC

    Secondary & Capital Markets

    Read more Read less

    For GSE approved lenders a key decision point is to deliver loans to Fannie Mae or Freddie Mac, through the cash window or through MBS swaps. With the recent changes to the agreements governing GSE conservatorship, lenders are limited to $1.5 billion in annual cash window sales to each GSE beginning next year. For many companies, this will require a shift to greater use of MBS swaps. In this session, capital markets experts provide the new requirements and discuss the steps to take to be ready.

    Speaker(s)

    Seth Sprague, CMB, Principal, STRATMOR Group

    Seth Sprague joined STRATMOR Group as a Principal early in 2019 with more than 20 years of mortgage banking and servicing valuation experience. Seth specializes in mortgage servicing rights (MSRs), servicing, cash flows, liquidity and mortgage profitability strategies.  Prior to joining STRATMOR, Seth served as EVP of Trading & Analytics at PHOENIX, an advisory firm for MSR and whole loan trading, mortgage services and analytics. His primary responsibilities at Phoenix included managing bulk and flow MSR transactions and strategic valuation solutions to meet the needs of PHOENIX clients. Additionally, Seth served as Senior Vice President—Servicing Asset Manager at SunTrust Mortgage for more than 10 years, where he led the servicing rights valuation team.  In 2020/2021, Seth will serve as Chair as the MBA’s Certified Mortgage Banker (CMB) Society and serves on several committees with the Mortgage Bankers Association (MBA) including the Financial Management Steering Committee, MBA’s Servicing Council for the 21st Century, MBA’s BASEL III and the Servicing Compensation Working Group. Seth is a frequent speaker at various MBA and other industry conferences, often speaking on liquidity and the overall challenges present in the mortgage industry. An instructor with the MBA’s School of Mortgage Banking (SOMB) program since 2007, Seth teaches “Servicing/MSR Day” and is an instructor for the MBA School of Mortgage Servicing. Seth also teaches “The Secondary Market” for NAMMBA (The National Association of Minority Mortgage Bankers of America).

    Philip Rasori, Chief Operating Officer, Mortgage Capital Trading, Inc.

    Mr. Rasori is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT’s HALO Program today. He has also pioneered several metrics that have become standard industry parlance, including “beta pull-through” factors. In addition to banking clients, Mr. Rasori has consulted with GSE agencies and the US Government on hedging best practices for community banks. Mr. Rasori has functionally led MCT operations since 2005 and ascended to his current role as COO in 2007.

    Julie Messina, CMB, Vice President and Secondary Marketing Manager, LHM Financial Corporation dba CNN Mortgage

    Julie Messina is the Secondary Marketing Manager and Vice President at Scottsdale, AZ corporate office. She has over 40 years of industry experience in the pricing, sale, and delivery of mortgages to the Secondary Market. During the first ten years of her career, Julie worked in various Secondary Market and Investor Servicing roles for Banks and Savings Institutions. In 2006 Julie joined LHM Financial Corporation, and is now responsible for leading, managing, and directing its secondary market initiatives. She currently oversees the Hiring, Managing, and Professional Development of Secondary Marketing Department Staff, Product Development, Loan Sales, Hedging, Investor Relations, Pricing strategies, Buy-Sell strategy, and MSR evaluation, and Development and Growth of LHM Financials’ Loan Servicing Portfolio.

    Mike Riley, Leader, Hedge Advisory Team, SitusAMC

    Mike Riley leads the operations of SitusAMC’s Hedge Advisory team. In this capacity, he oversees a team of analysts and Investment Advisor Representatives focused on stochastic rate modeling and hedge analytics. He has 14 years of experience hedging MSRs, whole loans and rate locks. Mike earned a Master’s degree in Mathematics from Tufts University.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Differentiate your business when you can offer the only MI buydown tool available. Leverage all buyer, seller, builder and Realtor® concessions to create custom monthly MI premium payments, with no more money left on the table. 

  • Engagement Session: Climate Change: Executive Roundtable on the Risk Impact for Mortgage Servicing (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Howard Botts, Chief Scientist, CoreLogic

    Sapan Bafna AMP, Senior Leader, CondoSafe / Advanced Delivery Engines, CoreLogic

    Lane Cooper, Executive Director, Mindshare Capture Consulting

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Policy makers, regulators and companies are re-evaluating existing operational assumptions to determine if new decision-making processes are needed as volatility associated with climate change alters the nature of how risks to residential properties and servicing portfolios are assessed. Join scientific and business experts from CoreLogic and senior industry leaders with significant mortgage servicing portfolios for an interactive executive roundtable discussion on the short-, mid-, and long-term implications of climate change. Add your name and company to your Zoom profile, turn on your camera and mic and join in the conversation!

    Speaker(s)

    Howard Botts, Chief Scientist, CoreLogic

    With more than 30 years of experience in geographic information systems, Dr. Howard Botts leads CoreLogic’s
    team of GIS professionals in geospatial database development efforts to generate and maintain natural hazard solutions. The founder of geospatial information provider Proxix Solutions, Botts joined CoreLogic in 2007 when the company acquired Proxix. A professor emeritus of geography at the University of Wisconsin in Whitewater, Botts is a recognized expert in natural hazard risk solutions and regularly speaks on a variety of topics related to the field. His dedication and work help
    to answer some of the insurance industry’s questions about what has happened and what could happen in
    terms of our planet’s natural hazards.

    Sapan Bafna AMP, Senior Leader, CondoSafe / Advanced Delivery Engines, CoreLogic

    Sapan Bafna currently serves as senior leader, Advanced Delivery Engines at CoreLogic. His team, part of the Property Intelligence & Risk Management Solutions division, develops lean processes, data and agile technology to improve products at CoreLogic. He joined the company in 2004 to focus on various process engineering and business development roles. He joined the company in 2004 to focus on various process engineering and business development roles. Sapan’s areas of responsibility include opportunity identification, quick prototyping, solution development, operational execution, and MindBox – the workflow automation and artificial intelligence platform for Advanced Delivery Engines. Sapan is a graduate of DA University in India with a Bachelor’s degree in finance as well as a Master’s

    Lane Cooper, Executive Director, Mindshare Capture Consulting

    Lane Cooper is the Executive Director of Mindshare Capture Consulting. He has over 30 years of experience as a communications executive, consultant, researcher, editor and reporter analyzing the business and technology industry.

    Lane is the Editorial Director of BizTechReports, an independent reporting agency that covers the industry analyst community and a Contributing Editor to CIO.com, CSO.com, Network World and Computerworld. In this capacity, Lane meets with over 600 senior technology leaders -- including CIOs, CTOs, VPs and Directors -- every year moderating executive events that discuss emerging digital transformation developments.

  • Engagement Session: MBA Advocacy - Pizza and Political Update (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Bill Killmer, Mortgage Bankers Association

    Alden Knowlton, Mortgage Bankers Association

    Marti Mongiello

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Join us for a “Pizza & Politics” event with former White House Chef, Marti Mongiello, and find out what’s cooking in Congress! Attend our virtual, interactive pizza making class while merging history of our industry and with a dynamic policy and political update from subject matter experts on MBA’s Legislative & Political Affairs team. This fun and unique experience will be one you won’t want to miss!
    Recipes found at: www.the innofthepatriots.com/recipes.

    Speaker(s)

    Bill Killmer, Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of nearly twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry’s legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA’s outreach to Congress, as well as other key political advocacy efforts. Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Alden Knowlton, Mortgage Bankers Association

    Marti Mongiello

    Marti is a former White House Chef and General Manager of the Camp David Resort and Conference Center and retired from the US military with service on three continents of wars. He provides  luncheons and dinners for the Republican Party, Democratic Party, and all groups as a non-partisan and worked for the White House Military Office (WHMO) and with the White House Communications Agency (WHCA), Marine One, HMX-1, and Air Force One.

  • IMB Business Strategy & Operations,

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    Visit with our exhibitors, enjoy a session you missed earlier on demand, or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

Thursday, April 22, 2021

  • Visit the Exhibitors

    Location: THE HUB

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, and more.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

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    Enter the lounge to attend a scheduled meeting, request a meeting, or chat live with a variety of meeting hosts. Hosts include Altisource, PHH Mortgage, VantageScore Solutions, and more!

  • Visit the Sponsors

    Location: Sponsor Gallery

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Join us in thanking the sponsors of the Spring Conference & Expo. We are grateful for their generous support.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Visit with our exhibitors, enjoy a session you missed earlier on demand, or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

  • MBA on the Move - Stretch

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Take 10 and stretch for better health and well-being! MBA's wellness coach walks you through simple stretches you can do right from your office for better mobility

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. The platform turns customer insights into actions to increase loyalty and drive growth for mortgage lenders. 

  • Secondary & Capital Markets Track: Valuations and Liquidity in the MSR Market

    Location: Breakouts


    Speaker(s)

    Tom Piercy, President, National Enterprise Business Development, Incenter, LLC

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

    John Britti, Chief Investment Officer and Executive Vice President, Ocwen Financial Corporation

    John Sullivan, Executive Vice President, MorVest Capital, LLC

    Secondary & Capital Markets

    Read more Read less

    Following a year of declining interest rates and a massive refinancing wave, the first few months of 2021 have reversed course with rising interest rates and a slowdown in refinances. Meanwhile, servicing challenges remain as millions of borrowers extend forbearance or work through loss mitigation options. Where does that leave the MSR market? Experts share the latest on valuations, liquidity and market dynamics, as well as perspectives on what to expect in the months ahead.

    Speaker(s)

    Tom Piercy, President, National Enterprise Business Development, Incenter, LLC

    Tom leads Incenter Mortgage Advisors, the MSR component of Incenter's integrated mortgage services platform. He has dedicated his professional career to the secondary markets with a specialty in providing mark to market valuations and trading of mortgage servicing rights and whole loans. More than 30 years of active trading have earned Tom first-call status from literally hundreds of industry buyers and sellers seeking secondary market MSR expertise to support their risk and liquidity strategies. Tom also heads the team that introduces the Incenter mission to C-level mortgage executives. He earned his BS in Finance and Accounting from DePaul University.

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

    Alan P. Qureshi serves as Managing Partner of Blue Water Financial Technologies, with a primary focus on MSR hedge strategies, transaction management and FinTech Integration. With over 20 years of experience in the Capital Markets and Mortgage Industry, Alan oversees both the SEC Registered Investment Advisor and the FinTech subsidiaries of Blue Water. Prior to co-founding Blue Water with a like-minded team of innovators and capital markets experts in 2018, Alan served as the President of Incenter Portfolio Advisors, and as the Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. Earlier in his career, Alan also held MSR, analytic, hedging and trading appointments for JP Morgan, Merrill Lynch and Diamondback Capital.  Al graduated from the University of Toronto with a bachelors degree in Applied Science and Engineering. Al also obtained his Master of Business Administration from New York University’s Stern School with a specialization in Finance and Economics.

    John Britti, Chief Investment Officer and Executive Vice President, Ocwen Financial Corporation

    Mr. Britti joined Ocwen in 2011 and has previously served as Chief Financial Officer prior to becoming Chief Investment Officer in June 2014. Mr. Britti has served in interim roles as Chief Risk Officer and as Chief Executive officer.  Mr. Britti has over 30 years of mortgage and financial services experience.  Prior to joining Ocwen, Mr. Britti was Chief Operating Officer for mortgage insurer RMIC. Mr. Britti held two positions at Freddie Mac as a Vice President running Field Sales and Pricing & Structured Transactions.  Mr. Britti has also been a Vice President at Capital One running Thrift and Mortgage Operations.  Mr. Britti has investment experience raising a venture capital fund and working with buy-out firms.  After business school, Mr. Britti worked at McKinsey & Company in their financial services industry group.  Prior to business school, Mr. Britti was an analyst for the Central Intelligence Agency.  He holds a BA in Economics from the University of Maryland and a Masters of Business Administration from Dartmouth’s Amos Tuck School.

    John Sullivan, Executive Vice President, MorVest Capital, LLC

    John Sullivan is the Founding shareholder and Executive Vice President of both MorVest Capital and MorVest Analytics.  He has over 25 years of deep experience in MSR analytics, deal analysis and fund management. He created FAST, now part of MorVest, with 20 years of specialization in independent MSR valuation analysis and related analytics. John is widely regarded as an industry expert in MSR analytics and advisory. He is a licensed Texas CPA and a former CFO within the industry.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

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    The Mortgage Cadence Platform delivers the leading POS experience in a single, end-to-end loan origination platform. Learn how Borrowers & Loan Officers can harness the power of the platform anytime, anywhere, and with any device. 

  • General Session: Market Outlook

    Location: Main Stage


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

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

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

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Don’t miss our latest forecast on the various forces impacting our industry during these unprecedented times. MBA will provide perspective on the state of the economy, mortgage and housing markets, and company performance, and shed light on what we can expect for the rest of 2021 and beyond.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS.  Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.  He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary, and has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities.

    Joel Kan, Associate Vice President, 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, 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, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences.  In 2020, Walsh received the Certified Mortgage Banker (CMB) designation, awarded to seasoned professionals seeking the ultimate recognition for professionalism and experience in residential mortgage banking. In 2016, she was named to HousingWire's "Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate. Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

  • Demo: Southerland Global

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Conversational AI combines user centered design, AI, and 30 years of customer experience leadership, to offer clients enterprise grade chatbot solutions that scale. Conversational AI uses natural language processing (NLP) to allow for more natural voice and chat exchanges.

  • IMB Business Strategy & Operations,

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    DXC EarlyResolution is a cloud-based, industry-inspired lending default management solution that automates the entire mortgage origination process from initial contact through underwriting and settlement. 

  • Demo: Richey May RM Analyze

    Location: HUB Stage

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    RM Analyze is a complete business intelligence platform for lenders, created by mortgage banking and data experts, so lenders don’t need to train us on their business. We can connect to the data and systems that power every department, creating a complete picture of your company to empower your managers to take proactive action, find efficiencies, create change and drive growth. 

  • General Session: Conversation with the GSEs

    Location: Main Stage


    Speaker(s)

    Robert (Bob) Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association

    Malloy Evans, Senior Vice President and Single-Family Chief Credit Officer, Fannie Mae

    Kevin Palmer, Senior Vice President, Single-Family Portfolio Management, Freddie Mac

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    In a comprehensive discussion, MBA’s Bob Broeksmit and two GSE leaders discuss the highlights of the industry’s response to COVID , lessons learned and challenges ahead, including forbearance and loss mitigation, technology advancements, racial equity, housing affordability and more.

    Speaker(s)

    Robert (Bob) Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association

    Robert (Bob) Broeksmit is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management.  He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.  Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry.  As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.  Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years.  He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion.  He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.  Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors.  Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    Malloy Evans, Senior Vice President and Single-Family Chief Credit Officer, Fannie Mae

    Malloy Evans is the Senior Vice President and Chief Credit Officer for Fannie Mae’s Single-Family Business and is responsible for first-line credit risk management, from mortgage acquisition through disposition. This includes credit policy, counterparty, customer risk management, credit risk performance, collateral management, loan quality, and analytics.  In this role, he is accountable for setting selling and servicing risk policies and eligibility standards to ensure sustainable lending practices for the loans Fannie Mae acquires. He also manages the company’s customers according to these standards and practices and fosters a risk-based culture, both internally and externally.

    Kevin Palmer, Senior Vice President, Single-Family Portfolio Management, Freddie Mac

    Kevin Palmer is senior vice president for Single-Family Portfolio Management. In his role, Mr. Palmer has broad responsibility for the Single-Family portfolio, including Freddie Mac's guarantee book of business, pricing and analytics, servicing and REO. He also leads Single-Family Credit Risk Transfer (CRT), including Freddie Mac STACR® securitizations, ACIS® reinsurance, Whole Loan SecuritiesSM and front-end risk transfer offerings. Since 2001, he has served in a variety of other positions at Freddie Mac, including whole loan trading, managing the non-agency ABS portfolio and risk management.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Guardian’s MISMO Certified wire/title fraud prevention tool provides lenders with closing agent diligence, prevents cyber security loss and provides up to $5mm per transaction coverage against loss, allowing you to easily meet regulatory compliance diligence requirements, avoid wire/title fraud related losses and save processing time and money through automation

  • General Session: Perspectives from the C-suite

    Location: Main Stage


    Speaker(s)

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Stanley Middleman, Chief Executive Officer, Freedom Mortgage Corporation

    Paul Anastos, Chief Innovation Officer, Guaranteed Rate, Inc.

    Steven Plaisance, Interim President, Mortgage Banking, Gateway First Bank

    Christine (Chrissi) Rhea, President and Chief Executive Officer, Mortgage Investors Group

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    Get the latest perspectives from top executives from all aspects of real estate finance.

    Speaker(s)

    Susan Stewart, 2021 MBA Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Stanley Middleman, Chief Executive Officer, Freedom Mortgage Corporation

    Stanley C. Middleman is the founder and CEO of Freedom Mortgage Corporation, one of the largest and fastest-growing full-service mortgage companies in the country. He is a business strategist, investor, and philanthropist, with over 30 years of experience in the mortgage banking industry. Since 1990, he has grown the company into one of the nation’s largest U.S. originators and servicers and top VA and FHA (government-insured) lender, with over 13,000 employees and contractors nationwide. Stan was identified by South Jersey Business Magazine as a top CEO; named fifth highest-rated CEO by Glassdoor for leading his employees and the company during the COVID-19 pandemic; and honored with the Most Admired CEOs 2020 award by the Philadelphia Business Journal.

    Paul Anastos, Chief Innovation Officer, Guaranteed Rate, Inc.

    Paul has been on the forefront of innovation within the housing industry for over a decade, specializing in developing technology solutions and transforming businesses into industry powerhouses. Paul helps differentiate the top 5 retail mortgage lender from its competitors by enhancing the Company’s suite of proprietary technology and developing contemporary marketing solutions. In addition, Paul is the Strategic Advisor to the Board, Operations, for Gateless Inc., an independent company formed by Guaranteed Rate that serves as a laboratory of cutting-edge technology for the entire industry. He graduated from Bentley University.

    Steven Plaisance, Interim President, Mortgage Banking, Gateway First Bank

    As Gateway First Bank’s Interim* President of Mortgage Banking, Steven Plaisance will ultimately oversee all things mortgage, including retail, correspondent, operations, secondary and servicing. He will also be a key part of the Executive leadership team at Gateway and will help define and set the course for bank activities across all spectrums. *pending regulator approvalPrior to joining Gateway, Steven worked at Arvest Bank for nearly 32 years. He started as a bank teller and worked his way up through mortgage with extensive experience in secondary and capital markets. He would serve as President and CEO of Arvest Bank’s mortgage division including its subsidiary Arvest Central Mortgage Company from 2015 through February of 2021. Steven has been active in the industry for many years, serving on Fannie Mae and Freddie Mac advisory boards. He has been active in the Mortgage Bankers Association, going back to his graduation of the Future Leaders Program in 1998.  Steven currently serves as the 2021-22 Chairman of the MBA’s Mortgage Action Alliance.  He is also on the MBA Investment Committee and MBA Consumer Affairs Advisory Council. He served on RESBOG from 2019 through February 2021.

    Christine (Chrissi) Rhea, President and Chief Executive Officer, Mortgage Investors Group

    Christine C. Rhea is President and CEO of Mortgage Investors Group of Tennessee. Christine co-founded the company in 1989 with a clear focus on serving the customer and the community. Under her leadership Mortgage Investors Group has expanded from 7 employees to over 450 and MIG is now a leading independent mortgage lender in the southeast with 28 branches. At its core MIG focuses on purchase business and developing relationships with realtors, builders, borrowers and other industry partners, with a new focus on Digital Consumer Direct channel.  MIG has continued to be a top lender in Tennessee and has been ranked #1 Lender for Tennessee Housing Development Agency’s first time homebuyer program for the last 15 years and USDA #1 lender in the state for the last 6 years. Chrissi is a member of the MBA’s Board of Directors and MBA’s Residential Board of Governors.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

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    IntellaLend uses AI to automatically identify loan defects with: Automatic Document Classification, Data Extraction and Validation, Loan Program Rules and Conditions Analysis, KPI Tracking via Dashboards and Reports.

  • Secondary & Capital Markets Track: Pipeline Hedging: Preparing for the Unexpected

    Location: Breakouts


    Speaker(s)

    Dean Brown, Founder and Chief Executive Officer, Mortgage Capital Management, Inc.

    Douglas Krueger, Executive Vice President, Trading and Analytics, PHOENIX

    Brad Eskridge, Managing Director, Secondary Solutions Group, MIAC Analytics

    Sheli Flieger, Senior Vice President, Capital Markets and Post Closing, Norcom Mortgage

    Secondary & Capital Markets

    Read more Read less

    March 2020 not only brought the onset of the COVID-19 national emergency, but also illiquidity in fixed-income products, dramatic market invention by the Fed, volatility in MBS prices, and significant margin calls for many originators with hedged pipelines. One year later, it is time to take stock of what happened and understand the lessons learned. This session offers strategies for hedging pipelines while also remaining resilient against sharp market movements.

    Speaker(s)

    Dean Brown, Founder and Chief Executive Officer, Mortgage Capital Management, Inc.

    Dean Brown is the founder and CEO of Mortgage Capital Management, Inc. Since 1994, MCM has provided mortgage banking clients with services that maximize profitability, decrease earnings volatility, and optimize all aspects of their capital markets operations. He is one of the longest-running Hedge Advisory and Analytics experts in the industry.  Prior to MCM, Dean has held positions including SVP of Secondary Marketing for First Interstate Bank, Vice President of Secondary Marketing at The Hammond Company, and Assistant Vice President of Asset and Liability Management with Security Pacific Bank. He has a Bachelor of Arts degree from Claremont McKenna College and an MBA from the University of San Diego. He has also contributed numerous articles for various industry publications and frequently participates as a speaker during MBA and other events.

    Douglas Krueger, Executive Vice President, Trading and Analytics, PHOENIX

    Doug Kruger, CFA, has served as our Executive Vice President of Trading and Analytics, is a crucial voice to the company since he joined our team in May 2019. As part of our growing PHOENIX representation throughout the states, Doug is based out of Dallas, Texas. He is a well-known seasoned veteran from his prior capital markets and secondary marketing roles, leading the teams at Mr. Cooper, Citi Mortgage, and Principal Residential, dating back to 1991. The spectrum of engagements suitable includes loan pricing, margin management, hedging, best execution, pooling and delivery, and everything in-between.

    Brad Eskridge, Managing Director, Secondary Solutions Group, MIAC Analytics

    Brad Eskridge joined MIAC in July 2011 as Vice President, Secondary Solutions Group.  With over 19 years of secondary marketing experience, Mr. Eskridge provides MIAC with an exceptional level of mortgage banking expertise.  His experience includes roles with small and large independent mortgage bankers as well as a small community bank. His broad range of past experiences has helped MIAC clients achieve their goals more effectively and more efficiently.  Currently Mr. Eskridge is the Managing Director of MIAC’s Secondary Solutions Group. Based out of Charlotte, NC, his primary responsibilities include managing the trade desk, overseeing development projects, and sales support.

    Sheli Flieger, Senior Vice President, Capital Markets and Post Closing, Norcom Mortgage

    Sheli Flieger joined Norcom Mortgage in 2008 and serves as Senior Vice President leading Capital Markets and Post Closing.  Sheli oversees all capital market activities including pricing, hedging, and secondary market execution.  In addition, she is responsible for product development functions, manages investor relationships with GSE’s, government agencies and investors.  Prior to Norcom, Sheli’s experience is in commercial and residential real estate.  She is a member of the MBA’s Secondary and Capital Markets Committee and an avid supporter of the MBa’ mPower community.  Sheli currently serves on the board of Norcom Cares, the charitable foundation of Norcom Mortgage.

  • IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Visit with our exhibitors, enjoy a session you missed earlier on demand, attend an Engagement Session or use this time to set up your own one-on-one meetings with other attendees. It’s your time to use your way.

  • Engagement Session: MBA mPact Industry Forum (Closed to Media)

    Location: Engagement & Networking Suite


    Speaker(s)

    Candace Russell, Vice President, Post Sale, Carrington Mortgage Services, LLC

    Sasha Hewlett, Director, Secondary & Capital Markets, Mortgage Bankers Association

    Krystal Thomas AMP, Sr. Specialist for Industry Relations & Member Engagement, Mortgage Bankers Association

    Ty Cieloha, Account Director, Qualia

    James Paolino, CEO, LodeStar Software Solutions

    IMB Business Strategy & Operations,

    Secondary & Capital Markets,

    Tech Solutions,

    Servicing Solutions

    Read more Read less

    Join MBA’s young professionals network, mPact, for this unique event where mPact leaders discuss trends and issues in mortgage lending, secondary & capital markets, and emerging technologies. Come ready to turn on your camera, network with peers in small breakout sessions, and learn ways to better improve your business and expand your career!

    mPact members receive the discounted MBA LIVE Spring21 regisration rate of $195.

    Speaker(s)

    Candace Russell, Vice President, Post Sale, Carrington Mortgage Services, LLC

    Candace Russell is Vice President of Post Sale at Carrington Mortgage Services. She leads CMS’s efforts managing default inventory as well as reducing enterprise risk factors. With a proven record of effectively managing property preservation, conveyance, eviction, title, and risk management. Her experience in the mortgage industry is broad: covering originations, performing loans, loss mitigation, foreclosure, claims and risk management. Candace is currently the Chair for the MBA’s Loan Administration Committee. As a passion project she runs a women and minority leadership group, UR:Represented. When time allows she enjoys roller derby and attempting to play the banjo.

    Sasha Hewlett, Director, Secondary & Capital Markets, Mortgage Bankers Association

    Sasha Hewlett is Director of Secondary & Capital Markets on the Residential Policy Team at MBA. In this role she works with various market participants, agencies, organizations to address secondary policy issues and advocate for MBA members.  She is also the lead staff member for the Secondary and Capital Markets Committee.  Prior to joining MBA, she spent a majority of the last 12 years in various roles at Freddie Mac and Fannie Mae. Sasha is a Graduate of Virginia Tech and lives in Washington, DC.

    Krystal Thomas AMP, Sr. Specialist for Industry Relations & Member Engagement, Mortgage Bankers Association

    Krystal Thomas is the Government Program Specialist in MBA’s Residential Policy and Member Engagement department. In her role, Krystal manages MBA’s State Relation Initiative (SRI) which seeks to align the interest of the national MBA and state associations around the country in three critical areas: advocacy, industry communications and business development. Additionally, Krystal supports MBA’s member engagement initiatives, such as the Wholesale Lenders Executive Forum, Diversity and Inclusion, and co-leads mPact, MBA’s platform for young professionals to build a strong network, deepen industry connections, and directly influence the future of our industry.

    Ty Cieloha, Account Director, Qualia

    James Paolino, CEO, LodeStar Software Solutions

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