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Mortgage Leadership Outlook Series

Mortgage Leadership Outlook Series

By National Mortgage Professional
The Mortgage Leadership Outlook Series by NMP brings you the insights, inspirations, and challenges overcome from some of top professionals in the mortgage industry. Learn how they made it to the upper echelon of their profession and how you can make it to the top as well.

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Ashwin Dayal, LoanMonkey
Host Andrew Berman of NMP is joined by Tim Nguyen of BeSmartee for the debut of the Tech Stack Heroes mini-series with Ashwin Dayal, President of LoanMonkey. We discuss Ashwin's career in the tech start-up space, what he learned about teams from his work sailing tall ships, what most mortgage companies don't get that could put their old business models.
June 21, 2021
Sue Woodard, Total Expert
On this episode of the Mortgage Leadership Outlook, Total Expert's chief customer officer, Sue Woodard and Andrew Berman explore her origin story, what she loved about the mortgage industry, How to "Spring" Out of a Slump, how to create forever borrowers, the biggest tech obstacles and opportunities facing mortgage lenders, how to thrive in margin compression and more.
May 31, 2021
Felisha Junge, GreenState Credit Union
Mortgage loan officer and mega-producer, Felisha Junge, GreenState Credit Union and host Andrew Berman chat about how she got into the business, the point in her career when her profession went from a job to her calling, what about her system allows her to crank out so many loans with only one assistant and still be at home for family time at 5 PM and more
May 24, 2021
Tyna-Minet Anderson, Mortgage Educators & Compliance
Host Andrew Berman and Tyna-Minet Anderson, vice president of Mortgage Educator and Compliance, take a deep dive into Anderson's early beginnings working with a security fraud law firm, specifically working with mortgage fraud cases; the Consumer Financial Protection Bureau's aggressive focus on the mortgage industry and the Build-A-Broker program that was created to help new brokers struggling with the pain points that come with opening up a new brokerage.
May 17, 2021
Robert Pieklo, Equity Home Mortgage
Robert Pieklo, CEO, Equity Home Mortgage and series' host Andrew Berman, discuss the value of a mortgage broker, his lessons from the last margin compression, the importance of borrower education, how to leverage the Clubhouse app and more.
April 26, 2021
Michael Brenning, AmeriSave
Michael Brenning, president, wholesale lending for AmeriSave Wholesale Mortgage Solutions joins series' host Andrew Berman as they explore Brenning's past successes, what 2020 was like for him and his team, the future of the mortgage broker, what brokers need to survive and thrive over the next few years and more.
April 19, 2021
Dave Savage, Mortgage Coach
Dave Savage, CEO of Mortgage Coach and series' host Andrew Berman explore the changing outlook for 2021 and beyond, how to beat big FinTech with independent FinTech tools, what borrowers need to feel confident about their decision to buy and more.
April 12, 2021
Kristin Messerli,
Kristin Messerli, vice president of mortgage sales for and series' host Andrew Berman, explore what independent mortgage companies can do to reach young buyers, how to embed inclusion and diversity in your organization (no matter the size), BrokersUnited and why have some of the biggest lenders and tech vendors in the mortgage industry teamed up to support mortgage brokers and help them grow.
March 29, 2021
John Keratsis, Deephaven Mortgage
John Keratsis, president and CEO of Deephaven Mortgage, joins series' host Andrew Berman, as they explore Keratsis' history as the founder of Boston National Title, what excited him about the opportunity in Non-QM, what led him to leave title and settlement services to enter the lending side of the business, the outlook for Non-QM and more.
March 22, 2021
Julian Hebron, The Basis Point
Julian Hebron, founder of The Basis Point, and series' host Andrew Berman, head of engagement and outreach for National Mortgage Professional Magazine, explore the UWM ultimatum, capital markets, what independent originators can learn from big brands, an economic outlook for 2021, opportunities for originators in 2021 and beyond and more.
March 15, 2021
Kathryn Pedersen, Fidelity Mortgage
Kathryn Pedersen, area sales manager for Fidelity Mortgage, a division of Bay Equity Home Loans and series' host Andrew Berman explore how she's using Clubhouse to foster collaborations, feedback and business relationships while producing record-breaking volume and more.
March 8, 2021
John Lynch, PCMA Private Client Lending
John Lynch, founder and CEO of PCMA Private Client Lending joins series' host Andrew Berman, head of engagement and outreach for National Mortgage Professional Magazine, while they explore how to work with high-net worth clients, create a business big retailer can't touch, why Lynch's employees only work 9-5, an overview of capital markets for the jumbo market and more.
March 1, 2021
Delfino Aguilar, Kind Lending LLC
Delfino Aguilar, senior vice president, wholesale production at Kind Lending and host of the Del Talks podcast, joins series' host Andrew Berman as they explore the wholesale lending business, what Aguilar likes most about the business, why he started his podcast and what it's like working for the mortgage industry legend Glenn Stearns.
February 22, 2021
William B. Fisher, Mega Capital Funding
Will Fisher, EVP of Non-QM for Mega Capital Funding, joins host Andrew Berman to talk about his career in the mortgage industry, the early days of Non-QM, the collapse of Non-QM during the height of the COVID-19 pandemic, its rebirth, future and more.
February 15, 2021
Eric Mitchell, Gold Star Mortgage Financial Group
Eric Mitchell, author of “The WHY of MONEY” and executive vice president – National Retail, Gold Star Mortgage Financial Group joins series' host Andrew Berman, head of engagement and outreach for National Mortgage Professional Magazine, as they explore Mitchell's transformation after he sold his company, went soul-seeking and wound up in Los Angeles. They also chatted about what motivates Mitchell, his five reasons that drive originators to go from good to great, the possibility of Fintech replacing originators and more.
February 8, 2021
Phil Treadwell, Mortgage Marketing Expert Podcast
In this episode of Mortgage Leadership Outlook, Phil Treadwell, founder and host of the Mortgage Marketing Expert Podcast, and series' host Andrew Berman chat about Clubhouse, a new app that is gaining traction in the mortgage industry; opportunities in voice marketing, secrets of successful podcasting, insights from his meeting with Gary Vaynerchuk a few years ago and more.
February 1, 2021
Keith Lind, Acra Lending
On this episode of the Mortgage Leadership Outlook, Acra Lending president Keith Lind joins Andrew Berman to chat about the future of the Non-QM industry, rebranding Citadel Servicing to Acra, his previous time at Bear Stearns and more.
January 25, 2021
Leora Ruzin, CMB, Equity Prime Mortgage
Leora Ruzin joins series host Andrew Berman to talk about her Army background, recent career focus in the wholesale channel, Mortgage Women Magazine, life-changing moves personally and professional, and more.
January 13, 2021
Denise Tragale, Stearns Lending
Denise Tragale and Andrew Berman chat about her wholesale focused career that has attracted some of the most talented account executives to work on her team, at some of the biggest brands in the mortgage business. She also shares how she helps them grow their business and the importance of work/life balance.  Watch Denise's interview on PowerWomnn
December 21, 2020