Texas Mortgage Bankers Association - TMBA

Leadership Institute
TMBA Leadership Institute Certified Mortgage Leader Program [Application]

The Leadership Institute’s Certified Mortgage Leader program has been developed by TMBA industry leaders in partnership with the Naveen Jindal School of Management at the University of Texas Dallas.

Whether you already have that coveted corner office or currently reside in cubicle city, this program can give you the skills needed to move to the next leadership level. TMBA and The University of Texas Dallas Naveen Jindal School of Management have teamed up to create this program designed to hone your skills as a confident leader.

There are four modules to the program, with Module One taking place on the campus of the Naveen Jindal School of Management at the University of Texas, Dallas, in Richardson, Texas. Additional modules will be conducted during TMBA events throughout the year, including the Southern Secondary Conference, Advocacy Day and Annual Convention.


Module One will take place September 27-28, 2021 on the campus of the Naveen Jindal School of Management at the University of Texas, Dallas in Richardson, Texas. The curriculum will be the UT Dallas School of Management's two-day Leadership Institute program. Teams will be assigned at this time and those teams will be together throughout the program.  Teams will also be assigned a project that they will work on throughout the program and presented at the 106th Annual Convention in 2022. 

Module Two will take place at the 2021 Fall Mortgage Symposium (dates TBD),  location TBD. Teams will be given time to work on their projects and then students will attend the Mortgage Symposium.will take place at the 2021 Fall Mortgage Symposium (dates and location TBD) Teams will be given time to work on their projects and then students will attend the Mortgage Symposium.

Module Three takes place in Houston, Texas in February 2022 at the Southern Secondary Conference. Students will participate in a TMBA governance workshop and will be invited to attend the TMBA Winter Board meeting. Students will also learn about the legislative and regulatory process and TMBA advocacy efforts. Then students will attend the Secondary Conference.

Module Four takes place at TMBA’s 106th Annual Convention (date and location TBD). Team presentations will be given to a panel of judges. Following a vote by the panel the winning team will be announced. Winning team members will be recognized at the Tuesday business meeting and lunch, and receive an invitation to the Summer board meeting (at their expense for registration, lodging and travel).

WHO SHOULD APPLY [Application]

Participants in this class will:

· Learn leadership behaviors and teamwork skills
· Learn about legislative, advocacy and regulatory processes
· Learn about board governance and ethics
· Have the opportunity to develop a project with a group
· Have the opportunity to attend and participate in three of the largest mortgage banking conferences in Texas

Class of 2020 Testimonials:  

HOW TO APPLY [Application]

If you are interested in applying contact the TMBA office. You can download and complete the Certified Mortgage Leader application and return to the TMBA office no later than September 1, 2021.


TMBA / Certified Mortgage Leader
1701 Directors Boulevard, Suite 240
Austin, Texas 78744





Module 1:  September 27-28, 2021

Module 2: Mortgage Symposium Fall 2021; Plano

Module 3: Southern Secondary Conference: February 2022; Houston

Module 4:  106th Annual Convention: April-May, 2022



Ryan Black
Black, Mann & Graham
Houston, TX

Brandi M. Chambers *
Benchmark Mortgage
Plano, TX

Robert Coke, AMP
Dallas, TX

Amber Costner
PPDocs, Inc.
Arlington, TX

Erin Dee
LoanPeople, LLC
Austin, TX

Catherine D. Doolittle-Moye
Mr. Cooper
Dallas, TX

Catherine Fisher
Certainty Home Loans
Carrollton, TX

Peter Idziak
Polunsky Beitel Green, LLP
Dallas, TX

Matthew Kiker *
Network Funding, LP
Houston, TX

Stacey Maisano *
Polunsky Beitel Green, LLP
Conroe, TX

Troy Mannella
Security National Mortgage Company
Austin, TX

* 2020 Class Project Winning Team


Kevin McDaniel
Mr. Cooper
Coppell, TX

Brandon M. McGee
Fannie Mae
Plano, TX

Amanda E. Mika
Arch Mortgage Insurance
Universal City, TX

Jodie Morgan, CMB, AMP *
Wells Fargo Home Mortgage
Flower Mound, TX

Dustin Pfluger
Austin, TX

Steve D. Remington
Benchmark Mortgage
Plano, TX

Laura Ross
Certainty Home Loans
Plano, TX

Joanna Shelton *
Republic State Mortgage Company
Houston, TX

Kristina Stewart
AmeriHome Mortgage Company, LLC
Irving, TX

Kathie Thomas, CFE
LCTS - Lenders Compliance Training Solutions
Austin, Tx

Dionne Ward
Cornerstone Home Lending
Houston, TX

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