Deric Barnett—PlainsCapital Bank
Barbara Corcoran—“Shark” on ABC’s “Shark Tank”
Scott Gillen, CMB, AMP—Sr. Vice President, Industry Relations, Stewart Title
John Gordon—Best-Selling Author
Julie Gross—EVP, Chief Training Officer and Culture Keeper, Certainty Home Loans
Robb Hagberg—FHLMC
Jennifer B. Horne—Vice President, Fannie Mae
Nisa Howard—PrimeLending
Raven Johnson—Project Manager, Legacy Mutual
Todd Krell—Managing Director, CrossCheck Compliance
Stacy Lasseter─Capital Title
Jennifer Link─Caliber
Colin McCormick─ Innovation Executive, Chase
Dan McGrew—Chief Operating Officer,Pavaso
J. David Motley, CMB─Chairman, Mortgage Bankers Association and President, Colonial Savings, F.A.
Kevin Murphy─COO, Nations Reliable
John Paasonen─Maxwell CEO
Barbara Van Poole─Chairman, Van Poole Properties
Joey Putnam─Senior Vice President of Learning & Development, TMS
Rebecca Ranucci─Roostify
Dawn Robinson─Senior Vice President, PrimeLending
Jennifer Seward─Texas Capital Bank
Bryan Traeger
Julie Voss─Operations Manager, Premier Nationwide Lending
Brendon Weiss─Chief Operating Officer, MERSCORP Holdings, Inc.
Jared Wilson─Service First Mortgage
Barbara Corcoran“Shark” on ABC’s “Shark Tank”
Barbara Corcoran’s credits include straight D’s in high school and college and 20 jobs by the time she turned 23. It was her next job that would make her one of the most successful entrepreneurs in the country: She borrowed $1,000 and quit her job as a waitress to start a tiny real estate company in New York City.
Over the next 25 years Barbara would parlay that $1,000 loan into a $5 billion real estate business building the largest and best known brand in the business. In 2008, Barbara was asked by Mark Burnett to be an investor on his new show “Shark Tank” which is now in its 8th season and the number one show on Friday Night! Barbara has invested in 25 plus entrepreneurs over the last 8 years and loves helping each and every one succeed!
Corcoran is the author of the best seller Shark Tales, how I turned $1000 into a billion dollar business! Her newest book, SHARK TALES, takes you behind the scenes of her life and business and her ‘seen on TV’ venture capitalism. Barbara is famously brash and blunt, bold and courageous, and a brilliant identifier of opportunity and talent (often invisible to others). Corcoran is a motivational and inspirational speaker and is a frequent Shark Tank contributor on Good Morning America on ABC as well as a frequent contributor to every major network. Barbara’s new syndicate, Barbara corcoran venture partners allows would-be angels to invest alongside her on Angel list.
Scott Gillen, CMB, AMPSr. Vice President, Industry Relations, Enterprise Revenue Group
Scott Gillen is Sr. Vice President, Industry Relations at Stewart Title. In his eleven year tenure with Stewart, Scott manages key lender relationships and has been critical to development of Stewart’s overall lender strategy through various market cycles, overseeing client relationships including Stewart’s GSE relationships.
Scott’s tenure in the mortgage business started in 1982, holding various positions in mortgage servicing and origination operations roles. Prior to joining Stewart, Scott served as Director of Sales and Marketing for Mortgage Resource Network. There his responsibilities included the ongoing management and oversight of MRN's sales and marketing efforts. Additionally, Scott served as a senior executive at Harbor Financial Mortgage Corporation, a Houston based independent mortgage banker. Scott has also worked for several years as a private consultant, where he oversaw the liquidation of several large prime and subprime lenders and also assisted in several due diligence and audit projects.
He is an active member in industry trade associations, serving on various MBA and TMBA committees, several tenures on the board of the Texas Mortgage Bankers Association and is the incoming President Elect of the Houston Mortgage Bankers Association. He also currently serves on the Housing Policy Council Executive Committee, an integral lobbying arm of the Financial Services Round Table. He received his Bachelor of Arts degree from the University of Texas, is a graduate of the Mortgage Bankers Associations School of Mortgage Banking and Future Leaders programs. He received the Certified Mortgage Banker (CMB) designation from the Mortgage Bankers Association in 1997 as well as the Larry Temple Distinguished Service Award from the Texas Mortgage Bankers Association.
Jon GordonBest-Selling Author and Keynote Speaker
Jon Gordon – Best-Selling Author and Keynote Speaker Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous Fortune 500 companies, professional and college sports teams, school districts, hospitals, and non-profits. He is the author of 15 books including 5 best-sellers: The Energy Bus, The Carpenter, Training Camp, You Win in the Locker Room First and The Power of Positive Leadership. Jon and his tips have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, The Atlanta Falcons, Campbell Soup, Dell, Publix, Southwest Airlines, LA Clippers, Miami Heat, Pittsburgh Pirates, BB&T Bank, Clemson Football, Northwestern Mutual, Bayer, West Point Academy and more. Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams.
Julie Gross EVPChief Training Officer and Culture Keeper─Certainty Home Loans
Julie’s passion for the mortgage banking industry is evident from the minute you meet her. With over forty years of mortgage banking experience, Julie can speak confidently about all aspects of our business. As a “day one” employee, Julie helped to build Certainty Home Loans and in her 18 years with the company, has worn many hats. She has a diverse knowledge of both operations and production. With a very genuine desire to help loan officers succeed, she uses a hands on, old school “from the heart” approach while training. Julie created Certainty Home Loans University several years ago and has graduated several “platoons” of young mortgage bankers to pay it forward in our industry. In 2011 the company created The Julie Gross Culture Award honoring Julie’s legacy in helping to build and keep the culture strong. Each year Julie presents this award to an employee who exemplifies the true culture of the company.
Jennifer B. HorneVice President─Fannie Mae
Jennifer B. Horne is Fannie Mae’s Vice President – Anti-Fraud / Anti-Money Laundering. She reports to the Senior Vice President and Chief Compliance Officer. Jen is responsible for overseeing Fannie Mae’s mortgage fraud, enterprise anti-fraud, and anti-money laundering programs. In that role, she leads the investigation of potential mortgage fraud in the company’s book of business and leads reporting on investigation results and remediation for any fraud found. Jen oversees fraud risk inventories of business unit processes and reviews of their anti-fraud controls. She also leads the company-wide AML risk assessment and investigations of suspicious activity.
Before assuming her current position in December 2015, she held various positons within Fannie Mae related to fraud risk management and regulatory compliance. Before joining Fannie Mae in 2005, Jen held roles at FTI Consulting, KPMG LLP, and Arthur Andersen LLP. In these capacities she advised clients on matters related to litigation, forensic services, and business dispute resolution.
Jen holds a bachelor of science in business administration, with a concentration in finance, from the University of Richmond Robins School of Business. She is a certified fraud examiner and a certified anti-money laundering specialist.
Todd KrellManaging Director─CrossCheck Compliance
Todd is a managing director with responsibility for CrossCheck’s Consumer Loan Review and Litigation Support practices. Todd is a senior mortgage executive with over twenty years of mortgage lending experience. He has operational experience as both a portfolio investor and mortgage banker. The Consumer Loan Review practice led by Todd performs pre-funding and post-closing quality assurance, operational audits of origination and quality control departments, and repurchase, fraud, and servicing reviews. The Litigation Support practice provides expert services including file review, reports, and testimony in relation to mortgage-backed securities, servicing, and repurchase matters.
Prior to joining CrossCheck in 2008, Todd was a senior vice president for Heartland Bank where he was responsible for underwriting and quality control. Before that, as a regional underwriting manager for HSBC Mortgage Services, he supervised the monthly credit, compliance, fraud, and collateral accounting for as much as $1 billion in monthly volume.
Todd has presented extensively at Mortgage Bankers Association (MBA) conferences and for various state mortgage banking associations on such topics as appraisal review, managing risk in mortgage lending, and quality control. He is also a published author on the subject of quality control.
Stacy A. Keller-LasseterBranch Manager/Escrow Officer
With more than 15 years in the business, Stacy began her title insurance career as a receptionist at the young age of 19. She exhibited such a natural talent for the process that she quickly advanced to escrow assistant and then on to escrow officer within five years.
Having handled a broad range of transactions from Residential, Luxury, Commercial, and Builders to Refinances, Stacy’s clients certainly recognize the considerable knowledge and expertise that she has acquired over her career, but they are most impressed by the exceptionally high level of personalized concierge service that she provides to them during the course of each transaction. Her goal is to connect with them in such an integral way that she becomes a member of their team, and they come to view her as their personal assistant as she guides them through to the closing. Stacy’s passion for the industry, love for her customers, and dedicated customer service has earned her numerous accolades and several Million Dollar Premium Producer and National Circle of Excellence awards.
Stacy was born in San Antonio and moved to the Fair Oaks Ranch/Boerne area where she grew up. She loves it so much that she has lived there every since. Stacy has a growing family that now includes two year-old twins who keep her busy and whom she adores. With a love for music, Stacy attends as many live concerts as she can. She is also a big Spurs fan, so if they are in town you can count on her to be there to cheer them on!
Dan McGrewChief Operating Officer─Pavaso
As Chief Operations Officer, Dan provides leadership and vision focusing on developing strategies to cultivate and drive new business. He motivates and manages a high performing sales team, driving the company to achieve and surpass sales initiatives and business goals. He has over 30 years of sales experience and over 25 specifically in sales management.
Dan is a veteran of business development including significant experience with startups, building company infrastructure, developing sales teams, and growing revenue. He helped start two companies, which under his leadership, achieved sales growth from zero to over $10 million and $30 million in sales.
J. David Motley, CMBChairman─Mortgage Bankers Association and President─Colonial Savings, F.A.
David has been an active member of MBA for more than two decades and has served in a variety of roles during that time including:
Recognized for his service to the industry, David is a recipient of MBA’s Andrew D. Woodard
Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the
Texas MBA (TMBA) since 1995, serving in several capacities as Secretary/Treasurer for the Board of
Directors, Convention Chairman, and Board member from 1999 to 2005. In 2015 and 2016, David
served as a member of the Community Bank Advisory Counsel for the Consumer Finance Protection
Bureau.
David has a B.A. degree in Economics from the University of Texas at Austin, is a graduate of the School of Mortgage Banking, and holds a Certified Mortgage Banker designation.
Joey Putnam
Senior Vice President of Learning & Development, TMS
Joey Putnam is Senior Vice President of Learning & Development at TMS, bringing more than 20 years of experience in the mortgage industry to the position. In this role, Joey is charged with equipping the TMS team with the training and information they need to fuel the company’s rapid growth. Thanks to his wide range of experience that spans from a Big 4 bank to a small fintech lender, Joey has been able to refine and cultivate the training that’s needed to build teams and create solutions that support sustainable organizational growth. Throughout his career, Joey has held positions in learning, sales, technology, change management, and communication.
Dawn RobinsonSenior Vice President, PrimeLending
Dawn joined PrimeLending in 1999, and has consistently used her leadership skills and innovative thinking to bring exceptional financial growth and brand awareness to PrimeLending. Dawn has contributed in various roles at Prime from Loan Officer to SVP of Secondary Marketing where she provided leadership in capital markets, hedging, warehouse lending, investor relations and product development. In 2006, she moved back into the sales side and is currently SVP, Southwest Regional Manager over Texas, NM and AZ. Dawn has provided leadership to over $3 Billion in annual volume all while being a top performer financially.
Dawn was recognized as one of the “2013 Most Influential Mortgage Executives” by Mortgage Executive Magazine and has repeated that honor each year ever since. Dawn’s hard work and dedication has earned her many accolades; she has been the recipient of the James M. Wooten Scholarship for participation in the MBA's Future Leaders Program, being named Most Inspiring Women in Mortgage by Mortgage Professional of America in 2016 and she made the National Mortgage Professional magazine's "40 Under Forty" list in 2010.
With a passion for people and community service, Dawn is happily married and proud mother of 2 young children and loves to serve her community through church involvement and her work with the Children’s Advocacy Center. When asked what drives her passion for leadership and community involvement, Dawn often refers to the Zig Ziglar quote, “You can have everything in life you want, if you will just help other people get what they want.” Dawn graduated from Texas A&M University with a BBA in Finance and from Southern Methodist University with a MBA in Entrepreneurship & Finance.
Barbara Van PooleChairman, Van Poole Properties
Barb is the founder and Chairman of Van Poole Properties. The nature of her business is founded on exceptional service for her clients and building rewarding careers for her team. She truly believes "if you love what you do and who you work with, you're going to be successful and have a fabulous time in the process!" Barb's background includes 2006 - 2017 D Magazine "Best Realtor" designation, certification as a Broker, Certified Residential Specialist (CRS), Accredited Buyer Representative (ABR) and Graduate Realtor Institute (GRI). Barb earned a degree and did post-graduate studies in Marketing and Interior Design at the University of Texas where she also taught in the College of Business Administration, developed Commercial Real Estate, and was a Marketing and Design Consultant.
Julie VossOperations Manager, Premier Nationwide Lending
Julie Voss is the Operations Manager of Premier Nationwide Lending where she directs the company’s daily operations including loan production, secondary marketing, and underwriting. Voss has nearly 20 years of mortgage expertise in a variety of roles. She began her decades-long mortgage career after graduating with a degree in finance from Tarleton State University and has held many positions in mortgage operations including loan registration, processing, closing/funding, wholesale CSR, sales assistant and eventually retail management. With her strong knowledge of agency and investor guidelines, Julie has made significant leadership contributions and has been instrumental in Premier’s success due to her accessibility and availability to the sales team as she assists with making loans happen for multitudes of borrowers.
Julie’s philosophy related to work and achieving success is to work hard and treat everyone in your path with dignity and respect. “When in a leadership role, mentoring before managing allows others to bring out the best in themselves,” she shares.
In her spare time, Julie enjoys boating, camping, sporting activities and spending time with family, friends, her husband of 15 years and their two children.
Brendon WeissChief Operating Officer─MERSCORP Holdings, Inc
Brendon Weiss is Chief Operating Officer of MERSCORP Holdings, Inc. In this role, Brendon oversees the Customer Group, the Member Services Organization, Marketing and Media, and the eCommerce and Industry Initiatives group while also identifying new business opportunities.
Prior to joining MERSCORP Holdings, Inc. in November 2016, Brendon was Co-Head of Government Affairs at Intercontinental Exchange (ICE), a leading provider of financial market infrastructure.
Joining ICE as part of the 2013 acquisition of the New York Stock Exchange (NYSE), Brendon led many of the policy and industry initiatives important to ICE and the NYSE. He also chaired an industry committee created to improve the market structure for smaller public companies, managed the NYSE Institutional Traders Advisory Committee, and was a speaker at industry conferences.
Before NYSE, Brendon worked for Porterfield, Fettig & Sears, LLC, the Securities & Exchange Commission (SEC), and the U.S. House of Representatives. Since joining MERSCORP Holdings, Brendon has spoken at mortgage industry conferences about the importance of digital mortgages and electronic notes and has renewed MERS’ position as a thought leader in this space. He was also instrumental in launching MERS’ first new product in over 10 years – its Legal Entity Identifier Registration and Renewal Services for HMDA filers. Brendon is a member of the Mortgage Action Alliance and a MORPAC supporter.
He received a Bachelor’s degree from Northern Michigan University and an MBA from the University of Maryland’s Robert H. Smith School of Business.
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DIAMOND SPONSORS |
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PLATINUM SPONSORS |
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GOLD SPONSORS |
| Arch Mortgage Insurance |
| Black Knight |
| Black, Mann & Graham, LLP |
| Cenlar FSB |
| Chase |
| Colonial National Mortgage, F.A. |
| Comerica Bank - Warehouse Lending |
| NexBank SSB |
| Stewart Lender Services |
| SWBC Mortgage Corporation |
| SILVER SPONSORS |
| Altavera Mortgage Services, a Computershare Company |
| AmCap Mortgage |
| Benchmark Mortgage |
| Certainty Home Loans |
| Essent Guaranty, Inc. |
| LenderLive |
| Moss Adams, LLP |
| Mr. Cooper Correspondent |
| Radian Guaranty |
| Redwood Trust |
| Republic State Mortgage Company |
| Robertson Anschutz Vetters |
| Security Service Federal Credit Union |
| Wells Fargo Home Mortgage |
| BRONZE SPONSORS |
| Austin Capital Bank |
| Caliber Home Loans |
| First Continental Mortgage |
| First United Bank Mortgage |
| Flagstar Bank |
| Franklin American Mortgage Company, Inc. |
| Genworth Mortgage Insurance |
| Guild Mortgage |
| Mortgage Guaranty Insurance Corporation |
| National MI |
| Nations Reliable Lending, LLC |
| New American Funding |
| Pacific Union Financial, LLC |
| PlainsCapital Bank |
| Plaza Home Mortgage, Inc. |
| Richey May & Co., LLP |
| Rocky Mountain Mortgage Company |
| RUTH RUHL, PC - Attorney At Law |
| Sente Mortgage |
| Simmons Bank |
| GENERAL SPONSOR |
| AMBA |
| Fidelity National Financial, Inc. |
| HNB Mortgage |
| MERSCORP Holdings, Inc. |
| Network Funding LP |
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| 1st Reverse Mortgage |
| 360 Mortgage Group |
| ACES Risk Management (ARMCO) |
| Angel Oak Mortgage Solutions |
| Appraisal Nation |
| Bank 2 |
| BB&T |
| Byte Software |
| Calyx Software |
| Capsilon |
| Certified Credit Reporting |
| CoreLogic| Mercury Network |
| Cornerstone Home Lending, Inc. |
| CourthouseDirect.com |
| Credit Plus |
| CSC |
| Data Facts Inc |
| DocProbe |
| Dovenmuhele Mortgage |
| Ellie Mae |
| Fannie Mae |
| Goosehead Insurance |
| Greenbox Loans, Inc |
| Gregg & Valby, LLP |
| IBC Equity |
| IDS Inc. |
| Land Gorilla |
| Lenders Allies, LLC |
| Maxwell |
| Mid America Mortgage |
| Money House |
| Mortgage Peer Network |
| MRG Document Technologies |
| Notarize |
| NotaryCam |
| Open Doors Foundation |
| Optimal Blue |
| Pavaso |
| PitchPoint Solutions |
| PRMG |
| Quest Soft |
| Residential Home Funding |
| Retirement Funding Solutions |
| Sarma |
| Silver Hill Funding, LLC |
| Simple Nexus |
| Springhouse |
| Texas Capital Bank |
| TDHCA |
| TDSML |
| Top Of Mind |
| Total Expert, Inc |
| Trelix |
| Valuation Partners |
| Velocity Mortgage Capital |
| Venture Solutions |
| Western Technology Group (WTG) |
| ZOCCAM |