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
  • Alison Barger
    Vice President 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
    Managing Director
    CDB Consultancy LLC
    Washington, DC
  • 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
  • Frances Chen
    VP - Tax
    Mr. Cooper
    Coppell, TX
  • Erin Chiles
    Risk Manager
    Lake Michigan Credit Union
    Grand Rapids, MI
  • 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
  • Michelle Crossland-Enriquez
    Project Director - Business Solutions
    Citibank, NA
    O Fallon, MO
  • 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
  • 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
  • Keith King
    Operational Risk Consultant
    Wells Fargo Bank, N.A.
    Carlsbad, CA
  • Amelia Knudson, CMS
    VP of Default Servicing
    Primary Residential Mortgage, Inc.
    Centennial Park, AZ
  • 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
  • Yolanda Luna
    VP of Underwriting Solutions
    CrossCountry Mortgage
    Murphy, TX
  • Marci McCall
    SVP, Platform Production Manager II
    Bank of America
    Charlotte, NC
  • Blake McMurtrey
    Product Manager
    Sagent
    Golden, CO
  • 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
  • Fikisha Nelson
    Manager, Mortgage Servicing
    First Citizens Bank
    Columbia, SC
  • Jim Norman
    VP Credit and Verifications
    Covius
    Glendale, CO
  • Brandon Peterson
    Corporate Controller
    Academy Mortgage Corporation
    Draper, UT
  • Deborah Reavis, CMB, 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
  • Sal Rubino
    Tax Director
    CrossCountry Mortgage
    Cleveland, OH
  • Theresa Salvas
    Manager Loan Boarding & Escrow
    MassHousing
    Boston, MA
  • Brett Scribner
    Senior Vice President, Tax
    Mr. Cooper
    Coppell, TX
  • Adriana Shoemaker
    AVP, Accounting & Finance Manager, Secondary Marketing
    EverBank
    Jacksonville, FL
  • Tomas Simon
    SVP, Tax Advisor, Global Tax Policy
    Bank of America
    Charlotte, NC
  • 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
  • Bill Walter
    SVP & Assistant CFO
    Reliance First Capital, LLC
    Melville, NY
  • Dan Watson
    Senior Finance Director
    Taylor Morrison Home Funding
    Maitland, FL