Southern Secondary Market Conference

SPEAKERS:


Natalie Arshakian

Directory, LockCentral, Mortgage Capital Trading (MCT) Inc.

Natalie is a leading mortgage hedge advisory and secondary marketing software firm catering to lending entities and investors.  Prior to that, she was an Operations Supervisor of the Alternative Investments Division at the largest independent broker-dealer in the United States, LPL Financial, where she was hired after graduating from UCLA with a BA in Political Science.  Currently, Natalie is a leader to 45 lock desk analysts in MCT’s Lock Desk Division processing upwards of $7 Billion in residential mortgages distributed among 62 national clients. With 15 years of experience in financial services and mortgage, Natalie has been developing expertise in the areas of mortgage loan locking, pricing, data analysis, pipeline building, internal process creation, risk management, auditing, and mortgage technology.  She regularly works within the major Loan Origination Software’s and Product and Pricing Engines and frequently consults with clients to advise on industry best practices and how to increase efficiency on the Lock Desk.

Natalie will speak during the "Lock Desk and Pricing Best Practices" roundtable discussion.


Katherine Campbell

Chief Digital Officer, Assurance Financial

Katherine Campbell is an analytics driven executive with expertise in Web conversion, UI, and technical integration with over 18 years of digital experience in financial services. Selecting, adopting, and integrating 14 new technologies in the last 18 months in addition to launching a new brand, Campbell is on track with the industry to offer an end-to-end digital mortgage solution. She is frequently featured on webinars for digital trends and was named a HousingWire 2020 Tech Trendsetter.

Katherine will speak during "The Future of Tech" session.


Rob Chrisman

Chrisman, LLC

Most know Rob from the mortgage commentary he sends out six days a week. But he began his career in mortgage banking - primarily capital markets - 35 years ago in 1985 with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He was an account manager and partner at Tuttle & Co. until 1996, when he moved to Scotland with his family for 9 months.

He returned to the United States in mid-1997 and ran Secondary for Standard Financial, a sub-prime lender in northern California. In late 1997 Rob was hired by CrossLand Mortgage to start, and be the president of, a sub-prime company named OnCall Mortgage (a division of CrossLand). OnCall Mortgage was in existence until Wells Fargo purchased First Security Bank (the owner of CrossLand) at the end of 2000.

Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing. In early 2003 and re-joined Tuttle Risk Management Services, Inc. TRMS (now Compass) provides mortgage pipeline risk management for mortgage companies and thrifts that seek to originate and sell loans into the secondary mortgage market. In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender you all know, leaving there in late 2008 to focus on not only publishing a widely read daily market commentary on current mortgage events but also on his family.

He is on the board of directors of Inheritance Funding Corporation, a financial services company which advances capital to heirs, of Doorway Home Loans, of AXIS Appraisal Management, and of the California MBA. He is also a member of the Secure Settlements Advisory Board, an associate of the STRATMOR Group, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.

Rob will speak during the "Servicing Panel".


Brad Connolly

FNMA

Brad will speak during the "Broker Dealer Panel"


Joe DeDominicis

CFO, Nations Reliable Mortgage

Joe began his mortgage banking career over 25 years ago and has held senior leadership roles with First Franklin, Clayton Holdings, FirstCity, SN Servicing, National City and Vantium Capital. Joe brings a unique combination of skills and experience, combining accounting and finance, risk management, operations, and portfolio management. He is a member of the National Mortgage Bankers Association and lives in the Houston area with his wife and three daughters. Joe completed his bachelor’s degree in accounting at the University of Maryland at College Park and is a licensed CPA (inactive).

Joe will speak during "The Future of Tech" session.


Erin Dee

Chief Operating Officer, Founding Partner, LoanPeople LLC

For 19 years, Erin has worked in mortgage lending in a wide range of capacities, which include: underwriting, compliance, secondary marketing, LOS administration, training and operations management.  Erin participates in industry advocacy groups and is honored to serve on the Texas Mortgage Bankers Association board of directors.    Erin earned her B.S. in Finance with University Honors from the University of Central Florida, and her M.B.A.  in Finance from Nova Southeastern University. 

Erin will speak during the "Lessons Learned During the March Market Volatility" session.


Jim Glennon

Director of Secondary Services, Optimal Blue Secondary Services

Jim began his career in the mortgage industry as a lock desk clerk, going on to build successful capital markets divisions including lock desks and hedging platforms for two large mortgage banks as well as serving as a VP-level leader within both organizations. Jim joined Optimal Blue is 2012, where he now manages trading and account management for the Secondary Services division.

Jim will speak during the "Alternative Hedge Instruments" session.


Shelly Griffin

Regional Sales Manager, Correspondent Lending, FGMC Correspondent

Shelly is an industry leading sales executive with vast mortgage experiencing covering processing, underwriting, training and secondary marketing.  With a passion for training and development, she transitioned her love of learning to a top performing sales career specializing in non-agency lending for both delegated and non-delegated channels.   In the last 7 years she has helped top independent mortgage bankers successfully roll out Non QM products to their organizations including supporting their executive, underwriting and sales teams.

Shelly will speak during the "Alternative Products Panel" session.


Kathy Guitierrez

Texas Department of Housing and Community Affairs

Kathy will speak during the "Alternative Products Panel" session.


Ted Hensley

TOMO

Ted will speak during "The Future of Tech" session.


Nathan Lee

Partner in Charge, Technology Solutions, Richey May

Nathan has been with Richey May since 2004, having served in a variety of capacities during his tenure at the firm, including leading the firm’s mortgage banking practice as well as its overall growth strategy. He currently leads the firm’s business advisory and technology consulting practice. He also maintains an active role in the mortgage industry and is a regular contributor to the firm’s mortgage banking technical literature and industry-specific strategic initiatives.

Since assuming leadership of the firm’s technology consulting practice, the firm has expanded its offerings to include intelligent automation consulting and development, including robotic process automation; as well as business intelligence and data analytics, and cybersecurity consulting and engineering services.

An innovator and builder at heart, Nathan works closely with clients and the professionals at Richey May to understand client needs and to help them leverage new technologies as they prepare for a digital future.

Nathan will speak during "The Future of Tech" session.


Ian Lyngen

Managing Director, Head of US Rates Strategy, BMO Capital Markets, Fixed Income Strategy Team

Ians primary focus is the U.S. Treasury market with specific interests in monetary policy and economic and technical analysis. He was recently ranked first in the 2019 Institutional Investor Survey’s for US Rates Strategy, Fixed Income Strategy, and Technical Analysis. Ian also ranked first in 2018 Institutional Investor Survey’s for US Rates Strategy and Technical Analysis.

Ian joined BMO Capital Markets from CRT Capital Group. At CRT Capital, he was part of an award-winning strategy duo, ranking first in the Institutional Investor Survey’s U.S. Government Bond Strategy category for 11 consecutive years, first in the fixed-income Technical Analysis category for five consecutive years, and runner-up in the general Fixed-Income Strategy category for seven consecutive years. Prior to CRT Capital, Ian served as Senior Interest Rate Strategist at RBS Greenwich Capital.

Ian earned an MBA from Yale School of Management and a Bachelor of Science in Finance from the University of Minnesota. He is a Chartered Financial Analyst and member of the New York Society of Security Analysts.

Ian will speak during the "Economic Outlook" session.


Nick Mazzeo

Vice President, Multi Bank Securities, Inc.

Nick will speak during the "Broker/Dealer Panel" session.


Jeff McCarty

Senior Product Manager, Optimal Blue Secondary Services

Jeff holds a Master’s degree in Economics from Oregon State University and is a CFA charter holder. Jeff began his career as an analyst for a leading secondary service provider before joining Optimal Blue in 2013, where he now manages all product development and integrations for our Secondary Services division. He has recently been leading the efforts around integrating the Resitrader solution into the Secondary Services platform.


Dan McGrew

President, CEO, Elite Advisors, Inc.

Dan McGrew has 30+ years of Software Consulting experience and has spent the last seven years focused on eClosing.  He currently serves as the President and CEO of Elite Digital Advisors, Inc.  which was formed for the sole purpose of helping lenders navigate their digital transformation journey.  Dan is an objective trusted advisor for lenders who are interested in improving workflow, efficiency, better borrower experiences, and ultimately how to utilize technology to improve processes and margins.  He has helped lenders of all sizes transition from a traditional paper closing process to eClosing.  In addition, he has significant experience guiding originators through all necessary steps to produce eNotes.  

Prior to Elite Digital Advisors, Dan served as COO and Head of sales at Pavaso for five years.  He helped grow lender customer base over 10,000%.

Prior to Pavaso Dan was a business owner and President of two different consulting firms specializing in helping organizations choose the right software provider and mentor those customers through change management.  He works closely with management and operations to ensure successful implementations occur as well as internal adoption of the software implemented. 

Dan will speak during "The Future of Tech" session.


Andrew Rhodes

Mortgage Capital Trading, (MCT)

Andrew will speak during the "Alternative Hedge Instruments" session.


Elizabeth Robertson

Director of Strategic Products, Gateway Mortgage Group

Elizabeth has over 20 years of experience working with state and local housing finance agencies.

Elizabeth will speak during the 'Alternative Products Panel" session.


Eric Sandler

CEO, Zoral

Eric has 30 years of experience and patents spanning all areas of finance, risk management, fintech products management, and information technology performing roles of a senior and middle management, head of risk management, data science management, technology and data architecture.  He has extensive knowledge of digital transformation and innovation management in banking, finance, risk management and commercial software development, digital products management, quality assurance and project management methodologies, advanced database architectural concepts, database and operating systems internals, cloud computing, vectorized compiler design techniques, OCR and advanced AI/ML techniques as well as a broad and deep knowledge of cognitive RPA, big data, real-time decisioning, hyper-automation, business intelligence tools, and analytical data warehousing environments. Mr. Sandler has deep expertise in finance and accounting focusing on all aspects of risk management, fintech, and smart automation levering artificial intelligence.

Eric will speak during "The Future of Tech" session.


Melanie Simmer

Sales Solutions Specialist, Optimal Blue

Melanie has more than 15 years of industry experience leading capital markets, post-closing, servicing and product development with both independent mortgage banks and mortgage lenders. Her wide range of responsibilities have included the implementation of a centralized lock desk and transitioning companies from best efforts to mandatory execution, as well as the guidance and institution of internal policies to significantly improve revenue and ease operational workload. Being an Optimal Blue client for several years, Melanie gained extensive knowledge of the platform and configuration best practices as she trained and managed an entire team of loan officers. In 2017, she transitioned the focus of her career to FinTech, joining the Optimal Blue team as a Sales Solutions Specialist. In this role, Melanie shares her vast product knowledge of the Optimal Blue PPE, consumer features, data and analytics, and investor services to aide financial institutions as they explore how Optimal Blue can optimize their operations and maximize revenue.

Melanie will speak during the "Lock Desk and Pricing Best Practices" roundtable discussion.


Doug Sokolik

Co-Head of MBS and Structured Product Sales and Trading, Bank of Oklahoma

Doug and Kurt Visokey joined BOKF in June of 2016 and have been building out a full service platform to serve both originator and institutional clients. Doug manages the mortgage origination effort where the team has developed a unique coverage model designed to help clients achieve best execution. Prior to joining BOKF, Doug was Managing Director and Head of Origination Sales at Amherst Pierpont Securities where he expanded their origination base over ten fold. Before his time at Amherst Pierpont, Doug managed the origination sales desk at RBS Greenwich Capital where he expanded their client base to include small and midsized mortgage lenders.  

Doug will speak during the "Broker/Dealer Panel" session.


Andrew Stringer

Director of Capital Markets, First Bank

Andrew has 17 years of mortgage banking experience, working in the fields of Capital Markets/Secondary Marketing, Operations, and Loan Origination. Andrew has developed hedging practices for three different banks, having been privileged to head Capital Markets for two of them.  His responsibilities include rate sheet modeling, margin and pricing strategy, hedge and risk mitigation, trading and securitization, loan sales, product development, and performance tracking and reporting. He graduated from The University of Texas at Dallas, earned the rank of Eagle Scout, and has played the guitar since he was 9 years old.

Andrew will speak during the "Alternative Hedge Instruments" session.


Nadja Vital

Affordable Lending Regional Manager of the Southeast, Freddie Mac

Nadja leads her team in the Single-Family Affordable Lending and Access to Credit division. The Affordable Lending and Access to Credit team is committed to ensuring that Freddie Mac has the offerings to support responsible lending and provide sustainable homeownership, and to improve access to credit for all borrowers. 

Ms. Vital supports the sales and lending partners to develop and execute Seller plans for meeting affordable lending, community outreach and CRA goals. She analyzes market data to identify trends/opportunities and develops strategic direction from market information.

A veteran of more than 20 years in the mortgage industry, she joined Freddie Mac in 2015 and has held leadership positions in production and sourcing areas, including multicultural and low- to moderate-income segments.

Freddie Mac provides liquidity, stability and affordability to the nation’s residential mortgage markets. Freddie Mac supports communities by providing mortgage capital to lenders. Today, Freddie Mac is making home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing.

 

Nadja will speak during the "Alternative Products Panel" session.


Paul Yarbrough

Director, Client Success Group, Mortgage Capital Trading (MCT), Inc.

Paul oversees new client on-boarding, manages the company’s secondary marketing technology and implements necessary solution training.

Yarbrough has 13 years of experience operating in the secondary marketing divisions at Evolve Bank and Trust, Willow Bend Mortgage, Nationstar, Service First Mortgage and Realty Mortgage. Further, Yarbrough has detailed knowledge concerning how to leverage secondary marketing technology to proficiently run capital markets functions. “Paul will play an important role in implementing and training lenders on our secondary marketing technology platform MCTlive!, as well as ancillary solutions,” says Curtis Richins, president of MCT.

Mr. Yarbrough has a BA in Finance from West Texas A&M with a minor in Economics.

Paul will speak during the "Broker/Dealer Panel".


 

 

 

SPONSORS

GOLD SPONSORS

SILVER SPONSORS

PlainsCapital Bank

BRONZE SPONSORS

Black, Mann & Graham, LLP
Essent Guaranty
Genworth Mortgage Insurance
NexBank
Polunsky Beitel Green, LLP
Robertson Anschutz Vetters, LLC