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
Chair
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
Truist
Atlanta, GA -
Mark Bourg
Group Vice President-Corporate Tax
Truist
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
Chase
Columbus, OH -
Robert Colton
Policy & Legislative Analyst, Government Relations
Zillow Home Loans
Seattle, WA -
Villa Copeland
Associate
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
CFO
The Money Source Inc.
Melville, NY -
Terry W. Edwards
Tax Manager, Information Reporting Consulting
Wells Fargo Home Mortgage
Winston Salem, NC -
Sorphea Faris
Controller
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
Truist
Greensboro, NC -
Sharon Geib, CRU
President
Cadence Bank, NA
The Woodlands, TX -
Aide Gonzalez
Shipper
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
Chase
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
Co-Founder
Nestfuel Finance LLC
Palo Alto, CA -
Brandon Peterson
Corporate Controller
Academy Mortgage Corporation
Draper, UT -
Carlos Pizarro, AMP
President
Pizarro Mortgage
Corona, CA -
Deborah Reavis, AMP
Senior Manager, Escrow Administration
Gateway First Bank
Jenks, OK -
Kalen Richey, CPA, AMP
Director
Richey May
Englewood, CO -
Charlene Roche
Associate Banker
Rocket Mortgage, LLC
Detroit, MI -
Maria Rodriguez
AVP
Morgan Stanley
New York, NY -
Deborah Rogan
EVP & COO
BWE
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
TIAA BANK
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
Chase
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