Tax Reporting Subcommittee

MBA has six residential committees that report to the Residential Board of Governors (RESBOG), and there are four subcommittees established by RESBOG with chairs that report to the full committee chair.

The Tax Subcommittee represents the interests of mortgage banking companies on issues related to tax policy. Primarily, it defends the interests of the mortgage banking industry from changes to policy through legislation or regulation.

MBA Staff Representative:
Fran Mordi
(202) 557-2860
[email protected]

Join the Committee

If you would like to get more involved in MBA, consider volunteering for this or one of MBA's other residential committees. Any employee of an MBA residential member company or a select or premier level associate member company may join one or more of these committees.

Get Started: Login to see a full list of committees and councils that you are eligible to join, as well as groups you have already joined. Scroll through the list of your options and click "Join" next to this committee to be added to the roster.

More About Residential Committees

What do the residential committees do? Actually, they perform a number of functions. In conference calls, emails and in-person meetings, they advance MBA's national/federal advocacy agenda by providing a forum for the analysis of legislative, regulatory or industry issues. They also serve as a means to inform Association staff of any emerging real estate finance issues. They are one of the primary means through which Association policy is developed. The committees are also communications tools for professionals within the industry. Lastly, the residential committees are also a method by which future MBA leaders are identified and developed.

Tax Reporting Subcommittee Members

  • Natalie Hennessy
    Senior Vice President
    Citibank, NA
    Long Island City, NY
  • Liliana Barajas
    MBA Staff
    Executive Assistant
    Mortgage Bankers Association
    Washington, DC
  • Alison Barger
    Director of Servicing
    Atlantic Bay Mortgage Group, LLC
    Virginia Beach, VA
  • Nate Berg
    Vice President, Tax Manager
    Two Harbors Investment Corporation
    Minnetonka, MN
  • Richard Blass
    Executive Vice President & Chief Financial Officer
    Reliance First Capital, LLC
    Melville, NY
  • Susan Boltacz
    Senior Vice President
    Atlanta, GA
  • Mark Bourg
    Group Vice President-Corporate Tax
    Greensboro, NC
  • Carmelo D. Bramante
    Manager, Real Estate Lending, Regulatory Compliance & Public Policy
    Navy Federal Credit Union
    Vienna, VA
  • Joyce Bruley
    Supervisor Mortgage Origination
    Navy Federal Credit Union
    Vienna, VA
  • Alisha Burge
    Byte Manager
    First Federal Bank a Subsidiary of Southeastern Financial, Inc.
    Tuscaloosa, AL
  • James F. Carlisle, Jr.
    Senior Vice President
    Bank of America
    Washington, DC
  • Lina Centeno
    VP, Servicing Initiatives
    PennyMac Financial Services, Inc.
    Westlake Village, CA
  • Tim M. Clayton
    VP, Assistant General Counsel
    Columbus, OH
  • Robert Colton
    Policy & Legislative Analyst, Government Relations
    Zillow Home Loans
    Seattle, WA
  • Villa Copeland

    Miami, FL
  • Tara Coston
    Transition Production Manager
    Hometown Lenders, Inc.
    Huntsville, AL
  • Michelle Crossland-Enriquez
    Project Director - Business Solutions
    Citibank, NA
    O Fallon, MO
  • Chuck Dimiceli
    The Money Source Inc.
    Melville, NY
  • Terry W. Edwards
    Tax Manager, Information Reporting Consulting
    Wells Fargo Home Mortgage
    Winston Salem, NC
  • Sorphea Faris
    Fairway Independent Mortgage Corporation
    Madison, WI
  • Robert Filiberto
    Managing Director
    HomeBridge Financial Services, Inc.
    Kennesaw, GA
  • Bathsheba Francis
    Mortgage Loan Originator
    Liberty Bank & Trust
    Atlanta, GA
  • Eric Garrison

    Greensboro, NC
  • Thomas Eric Garrison
    First VP and Senior Counsel
    Greensboro, NC
  • Sharon Geib, CRU
    Cadence Bank, NA
    The Woodlands, TX
  • Aide Gonzalez
    LHM Financial Corporation
    Scottsdale, AZ
  • Denise Grab
    Director of Business Developement
    First Integrity Mortgage Services, Inc.
    Saint Louis, MO
  • John Hair
    Public Policy Manager

    Seattle, WA
  • Hilary Halpern
    Rocket Mortgage, LLC
    Detroit, MI
  • Tim Holden
    Executive Director - GSE & Strategic Relationships
    Fort Lauderdale, FL
  • Sharon K. Horne
    Citi Corporate Tax Department
    Citibank, NA
    Tampa, FL
  • Blake Johnson
    Senior Vice President, Head of Tax
    Two Harbors Investment Corporation
    Minnetonka, MN
  • April Jordan
    MidFirst Bank
    Tulsa, OK
  • Jeanie Keener
    Black Knight
    Jacksonville, FL
  • Alicia M. Kennedy, CMS
    Product Manager
    Black Knight
    Jacksonville, FL
  • Keith King
    Operational Risk Consultant
    Wells Fargo Bank, N.A.
    Carlsbad, CA
  • Amelia Knudson, CMS
    VP of Loan Administration
    Primary Residential Mortgage, Inc.
    Centennial City, AZ
  • Matthew Knych
    General Counsel and Chief Compliance Officer
    Shamrock Home Loans
    East Providence, RI
  • Oystein Konsmo
    Chief Financial Officer

    Tucson, AZ
  • Nick Kosmas
    Financial Reporting Team Leader
    Rocket Mortgage, LLC
    Detroit, MI
  • Jason W. Lane
    Senior Vice President
    MidFirst Bank
    Oklahoma City, OK
  • Marci McCall
    SVP, Platform Production Manager II
    Bank of America
    Charlotte, NC
  • Fran Mordi, AMP
    MBA Staff Representative
    Vice President, Financial Management, Tax and Accounting Policy
    Mortgage Bankers Association
    Washington, DC
  • Susan Nakano
    Discover Bank
    Riverwoods, IL
  • Rajesh Pai
    Nestfuel Finance LLC
    Palo Alto, CA
  • Brandon Peterson
    Corporate Controller
    Academy Mortgage Corporation
    Draper, UT
  • Carlos Pizarro, AMP
    Pizarro Mortgage
    Corona, CA
  • Deborah Reavis, AMP
    Senior Manager, Escrow Administration
    Gateway First Bank
    Jenks, OK
  • Kalen Richey, CPA, AMP
    Richey May
    Englewood, CO
  • Charlene Roche
    Associate Banker
    Rocket Mortgage, LLC
    Detroit, MI
  • Maria Rodriguez
    Morgan Stanley
    New York, NY
  • Deborah Rogan
    EVP & COO
    Cleveland, OH
  • Alicia Payne Roundy
    Associate Vice President of Digital Marketing Strategies
    Mortgage Bankers Association
    Washington, DC
  • Brett Scribner
    Senior Vice President, Tax
    Mr. Cooper
    Coppell, TX
  • Adriana Shoemaker
    AVP, Accounting & Finance Manager, Secondary Marketing
    Jacksonville, FL
  • Tomas Simon
    SVP, Tax Advisor, Global Tax Policy
    Bank of America
    Charlotte, NC
  • Corey T. Smythe
    Post-Closing & Administrative Support Manager
    Equity Resources, Inc.
    Newark, OH
  • Phil Stooksbury
    Chief Financial Officer
    American Pacific Mortgage Corporation
    Roseville, CA
  • John Straccamore
    Corporate Controller

    Atlanta, GA
  • La' Travious Strong, AMP
    Mortgage Processor
    Success Mortgage Partners, Inc.
    Plymouth, MI
  • Tim Sullivan
    Business Leader IRS Reporting
    Jersey City, NJ
  • Melissa Terry, CMS
    Director of Servicing
    Ark Mortgage, Inc.
    Spring Valley, NY
  • Kerlouche J. Thomas
    Marketing Coordinator
    United Nations Federal Credit Union
    Long Island City, NY
  • Robert L. Truitt, III
    Chief Financial Officer
    Stockton Mortgage Corporation
    Frankfort, KY
  • Vicki Vidal
    Senior Vice President, Solutions Management, Servicing Technologies
    Black Knight
    Jacksonville, FL
  • Bill Walter
    SVP & Assistant CFO
    Reliance First Capital, LLC
    Melville, NY
  • Dan Watson
    Senior Finance Director
    Taylor Morrison Home Funding
    Maitland, FL
  • David Wise, CMS
    Business Strategy Manager
    Black Knight
    Jacksonville, FL
  • Brandon Young
    VP - Controller
    The Money Source Inc.
    Melville, NY