Sunday, November 29, 2020

People in the News

By MBA Insights Staff
January 14, 2019


EddyPerezMBA Appoints Eddy Perez, CMB, Chair of MORPAC; Jeffrey Taylor Chairman of MAA
The Mortgage Bankers Association announced Eduardo "Eddy" Perez, CMB, President of Equity Prime Mortgage LLC, has been appointed chairman of the Mortgage Bankers Association Political Action Committee (MORPAC) for the 2019-2020 election cycle.

MBA also announced Jeffrey "Jeff" C. Taylor, Co-Founder and Managing Director of Digital Risk LLC, has been appointed chairman of the Mortgage Action Alliance (MAA) for the 2019-2020 election cycle.

Perez and Taylor were appointed by Chris George, MBA 2019 Chairman and Founder, President and CEO of CMG Financial; and Brian Stoffers, CMB, MBA 2019 Chairman-Elect and Global President of Debt & Structured Finance, with CBRE. Perez will succeed Rick Arvielo, CEO of New American Funding, who served as MORPAC Chairman for the 2017-2018 election cycle.

"MORPAC could not be better positioned with Eddy as the new Chairman," George said. "His work ethic, commitment to the industry, and strong understanding of fundraising will ensure MORPAC is successful over this next election cycle. I also want to thank Rick Arvielo for his service as MORPAC Chairman and acknowledge that MORPAC set another program record, raising over $2.1 million in the 2018 election cycle. Without Rick's leadership, MORPAC would not have been able to reach this important milestone."

Perez is Co-Founder of Equity Prime Mortgage, and is a seasoned professional with experience holding multiple executive level positions. He has personally closed more than 3,000 loans since entering into the mortgage business. As President, his responsibilities include overseeing sales, the company's growing diversity initiative, capital markets, finance and marketing. He currently sits on the MBA Board of Directors, MBA Residential Board of Governors (RESBOG), and the Mortgage Action Alliance Steering Committee. He has been deeply involved in MBA's Future Leaders program and makes it his duty to involve his peers and colleagues in MBA's overall advocacy efforts.

JeffreyTaylorTaylor will succeed Gene Lugat, Executive Vice President with PrimeLending, who served as MAA Chairman for the 2017-2018 election cycle.

"MBA is fortunate that Jeff has agreed to give his time and energy to help expand MAA's grassroots operation," George said. "Jeff is a seasoned professional whose knowledge of our industry and advocacy will serve MBA and MAA well during his tenure. I also want to thank Gene Lugat for his service as MAA Chairman. Under his leadership, MAA expanded its membership by over 76% to 27,000 active members nationwide, and MBA's grassroots operation has become a powerhouse advocating on the major issues affecting the real estate finance industry."

Since 2005, Mr. Taylor has been Co-Founder and Managing Director of Digital Risk, the nation's largest provider of mortgage risk, compliance and transaction management solutions. In that capacity, he oversees the company's major strategic initiatives, and under his leadership, Digital Risk has grown from a start-up venture to one with more than 2,000 U.S.-based employees. He currently sits on the MBA Board of Directors.

BillPackerMBA Names Bill Packer Chair of RESTECH
The Mortgage Bankers Association announced Bill Packer, Executive Vice President and Chief Operating Officer at American Financial Resources Inc., Parsippany, N.J., as new chairman of its Residential Technology Forum (RESTECH).

Packer has served in a variety of leadership roles in his nearly 30 years in the financial services industry, including management positions in sales, operations, project management, ecommerce, retail banking and consumer and mortgage lending. Prior to joining AFR, he served as Senior Vice President and Application Programming Executive in Bank of America's Home Loans technology organization, where he supported both the first mortgage and home equity lines of business. He was also a senior faculty member at Keller University from 2001 to 2005 and has served on boards for a variety of nonprofit organizations.

"Technology and innovation continues to transform every facet of the residential mortgage landscape, and through RESTECH, MBA is committed to bringing industry leaders and tech experts together to address the challenges and opportunities facing our members, investors and consumers," said Mike Fratantoni, MBA Senior Vice President and Chief Economist. "Bill's successful leadership and breadth of knowledge in the financial services industry will serve him well as chair of RESTECH. We appreciate his time and commitment in helping us offer a platform for members to solve problems and enhance the mortgage experience."

RESTECH helps MBA members address technology issues facing the residential mortgage industry and provides a forum for members to identify and implement solutions. For more information or to join RESTECH, contact

WayneSpencerCalyx Software's Wayne Spencer Earns Certified MISMO Standards Professional Designation
Calyx Software, Dallas, announced Wayne Spencer, the company's Product Manager for Interface Development, received the Certified MISMO Standards Professional (CMSP®) designation at the MISMO Winter Summit. He is one of only 35 individuals to ever earn the CMSP designation.

Developed by the Mortgage Industry Standards Maintenance Organization, the CMSP program provides industry professionals with a designation of excellence denoting advanced knowledge of MISMO standards and best practices. CMSP is the only MISMO certification program available for individuals within the mortgage industry.

To receive this designation, Spencer completed an extensive educational process to ensure he had the requisite ability to support, design and implement MISMO-based projects.

RicardoAnzalduaFreddie Mac Appoints Ricardo A. Anzaldua as General Counsel; William McDavid Retires; Aleem Gillani Elected to Board of Directors  
Freddie Mac, McLean, Va., appointed Executive Vice President Ricardo A. Anzaldua as general counsel and corporate secretary, succeeding William H. McDavid, who retired.

Anzaldua joined Freddie Mac in May as executive vice president and senior legal advisor. Prior to joining Freddie Mac, he was executive vice president and general counsel of MetLife Inc., from 2012 until 2017. From 2007 to 2012, he held senior positions in the legal department of the Hartford Financial Services Group. He began his legal career at the law firm Cleary, Gottlieb, Steen & Hamilton LLP, where he became a partner in 1999.

Freddie Mac also announced election of Aleem Gillani to the company's Board of Directors.

Gillani, served as SunTrust's corporate treasurer before assuming his role as CFO. Prior to joining SunTrust in 2007, he held other senior risk management roles, including as chief market risk officer for The PNC Financial Services Group, Inc. and BankBoston Corp.

AshleyLundquistCloudvirga Hires Ashley Lundquist as VP of Talent; Dan Sogorka as Chief Revenue Officer; Kelly Kucera as SVP of Marketing
Cloudvirga, Irvine, Calif., appointed Ashley Lundquist as vice president of talent. She will oversee the firm's initiatives to attract, develop and retain top technology talent.

Lundquist brings more than a decade of expertise in talent acquisition and employer brand development with multi-billion-dollar home-design platform Houzz and e-commerce platform Drip.

DanSogorkaCloudvirga also appointed Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka will focus on the company's revenue growth and oversee the firm's sales and marketing strategy with assistance from Kucera.

Sogorka brings two decades of experience as a business unit leader and senior sales executive at private and publicly traded firms specializing in mortgage and real estate technology. Prior to joining Cloudvirga, He was president of EXOS Technologies for Fortune 500 title insurance giant Fidelity National Financial. Before that, he was president of RealEC Technologies for mortgage data and solutions KellyKuceraprovider Black Knight. He is a previous winner of the Mortgage Bankers Association's Tech All-Star award and October Research's Innovator of the Year award.

Kucera has over 20 years of experience in senior-level marketing, sales and product management roles for global firms in the B2B cloud technology sector. Before joining Cloudvirga, she was head of commercial and global marketing with Arcules. Prior to that, he oversaw global industry and commercial marketing in her role as head of marketing with global product content cloud platform 1WorldSync.

MattWeilgusMatt Weilgus Joins Mag Mile Capital as VP of Originations/General Counsel
Mag Mile Capital, Chicago, hired Matt Weilgus as Vice President of Originations and General Counsel. He will join the company's New York City office and be responsible for originating and structuring debt and equity transactions as well as assisting the firm's executives with all legal matters.

Prior to joining Mag Mile Capital, Weilgus served as General Counsel for Sanders Equities, a company managing a privately held portfolio of commercial real estate in the New York metropolitan area. In addition, Matt's background spans approximately 13 years of in-house counsel and law firm roles where he counseled a wide variety of commercial real estate clients, including owners/developers, lenders and tenants, while executing financings, acquisitions, dispositions and leases across all asset classes.

CliffHillLenderClose Adds Five Associates to Sales, Engineering Teams
LenderClose, Des Moines, Iowa, hired five associates to its growing team. Cliff Hill joins as senior engineer alongside four new sales development representatives, Tor Gach, Christen Jones, Sean Kastli and Benjamin Proffitt.

TorGachHill has more than 15 years of software development experience. He comes to LenderClose from Benefits in a Card, where he served as director of information technology and led production, testing and development of the company's flagship product, Benefits Wizard.

Gach joins LenderClose from Express Logistics, where he served as inside sales representative. His business development and strategic planning experience includes lead generation and account management positions at several client-centric companies throughout the U.S.

ChristenJonesPrior to joining LenderClose, Jones was a logistics account executive for Total Quality Logistics in Troy, Mich., where she further developed the company's sales pipeline and nurtured relationships with existing customers. She also worked as inbound sales specialist II for Wells Fargo Home Mortgage.

SeanKastliKastli comes to LenderClose from Image Sport Inc., where he served as a leader in the sales team for more than 20 years. He was instrumental to developing client relationships across 24 U.S. states, as well as building, supervising and incentivizing the company's sales team.

Proffitt has extensive experience in credit union leadership. Over the past 17 years, he held four different positions within Community Choice Credit Union. Proffitt started as a member service representative in 2001, transitioned into the lending department as a loan processor, joined the business development and marketing team where he helped establish new Selected Employee BenProffittGroup memberships for the credit union and became a digital consumer loan officer.

John Bianchi Joins loanDepot as EVP National Sales
John Bianchi, a 30-year veteran of the mortgage business, has been named executive vice president for national sales at loanDepot. He will work with the executive team to cultivate and enhance market presence, develop differentiated products and services and create market penetration strategies designed to fuel individual producer as well as channel and company growth.

Prior to joining loanDepot, Bianchi served as executive vice president of national retail lending for Caliber Home Loans and held sales leadership positions with Bank of America and Countrywide Home Loans.

DennisForgetIndiSoft Hires Dennis Forget to Lead Business Development
IndiSoft, Columbia, Md., tapped Dennis Forget as Vice President of Business Development. He is responsible for IndiSoft's efforts to further develop its market presence with small- and mid-sized lenders with a particular emphasis on credit unions.

Forget has more than 25 years of experience in various management and leadership roles in operations, technology and business strategy. He joins IndiSoft from First Tech FCU where he was Vice President of Consumer Lending. He also held executive leadership positions with Vitek Mortgage Group, Wipro Gallagher Solutions, Bank of America, Washington Mutual and Fleet Bank. 

DrewHFF Hires Drew Heitstuman as Seattle Director
Holliday Fenoglio Fowler L.P. hired Drew Heitstuman as a director focused on debt and equity placement transactions in its Seattle office.

Heitstuman joins HFF from Jones Lang Lasalle where he was an associate in its capital markets group. Prior to that, he worked as an analyst with Marcus & Millichap.

DavidParkerDavid Parker Joins LoanLogics as SVP of Product Management
LoanLogics, Trevose, Pa., hired David Parker as senior vice president of product management, responsible for defining and executing the vision and direction of the company's product portfolio. He will also be responsible for designing new products.

Parker has more than 30 years' experience with various mortgage and technology companies. He joins LoanLogics from DXC Technology, where he was general manager in banking and capital markets. He has held senior director positions with Fiserv, where he was a leader in digital mortgage strategy formulation, and CoreLogic, where he created portfolio and innovative products to drive growth strategies. He was also director of sales systems, strategy and innovation with Wells Fargo Home Mortgage and was founder and CEO of Praxis Technology Group.

Patrick Guillion joins ClearBlu as Senior Advisor
ClearBlu Capital Group, New Orleans, hired Patrick Guillion as Commercial Real Estate Advisor

Guillion brings more than 30 years in executive management throughout financial services. He previously served as Director of Mortgage-Backed Securities with Fannie Mae and led Emerging Market divisions with Wells Fargo, Bank of America and First Horizon Home Loans.

PeterTousignantPeter Tousignant Joins Fantini & Gorga as Senior Director
Fantini & Gorga, Boston, hired Peter Tousignant as Senior Director, responsible for originating, structuring, and closing transactions across numerous property types.

Tousignant's experience includes both conventional financing and tax credit products for acquisition, construction and refinance of commercial and multifamily properties.

JasonShapiroThe LOGS Network Hires Jason Shapiro as Chief Revenue Officer
The LOGS Network, Bannockburn, Ill., hired Jason Shapiro as Chief Revenue Officer, responsible for management and oversight of the national sales, marketing and business development efforts for all company law firms, title companies and affiliated entities.

Most recently, Shapiro served as President of Title & Abstract and owner of ERA Rising Realty. He previously held senior positions in real estate investment and acquisitions with B2r Finance and Invitation Homes. He will be based in LOGS operations headquarters in Boca Raton, Fla.

TravisLaMarBlue Water Financial Technologies Hires Travis LaMar as Managing Director, Head of Capital Markets
Blue Water Financial Technologies LLC, Deephaven, Minn., hired Travis LaMar as Managing Director and Head of Capital Markets. He will focus on MSR brokerage, structuring for MSR and hedging.

LaMar brings 20 years of experience in mortgage secondary and capital markets. Prior to joining Blue Water, he ran Mortgage Secondary Markets for Bank of Oklahoma following his role as a Managing Director with Incenter, where he was responsible for all aspects of pricing, hedging and loan, MBS and MSR sales. Earlier in his career, LaMar held Senior Trading roles with US Bank and GMAC-RFC.

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