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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.

#nmp #mortgageprofessional
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Julian Hebron, The Basis Point

Mortgage Leadership Outlook SeriesMar 15, 2021

00:00
46:20
Karl Jacob, LoanSnap

Karl Jacob, LoanSnap

In this episode, we’ll discuss why Karl went from big tech to the mortgage industry, what was the opportunity he saw with blockchain and mortgages, the process of crypto lending, the future role of MLOs.

Feb 07, 202219:41
Steven Grossman, NJ Lenders

Steven Grossman, NJ Lenders

In this episode, we discussed what it takes to help a good MLO become a mega originator. How Steven is preparing his MLOs for 2022 and what NJ Lenders does to optimize operations and their tech stack to empower the mega originator.

Dec 08, 202144:29
Garth Graham, STRATMOR Group

Garth Graham, STRATMOR Group

The #MortgageLeadershipOutlook Series is dedicated to fostering a better mortgage community, bolstering careers, and keeping up to date on changes in the industry.

Excited to announce that Garth Graham, Senior Partner at STRATMOR GROUP, will be our guest on this week's Mortgage Leadership Outlook As you might know, Garth is a consultant to many of the best mortgage firms, who is a former lender himself. In fact, his firm was the first company to originate a mortgage online.

In this episode, we’ll discuss the two Ps on every lender's mind (Profitability and more Purchase business), mortgage tech, and M & A activity and insights.

Dec 02, 202140:14
Christopher Gallo, NJ Lenders Corp

Christopher Gallo, NJ Lenders Corp

Excited to announce that Christopher Gallo, a Mortgage Loan Originator at NJ Lenders Corp, was our guest on the Mortgage Leadership Outlook.  Chris is the 3rd largest originator by volume. He originated over 3,500 loans over the last 12 months with around 900 of the loans being purchase transactions.  In this episode, we discussed how he went from being a good producer to a mega-producer, what are his daily habits and what's Chris' plan as we shift to a purchase-focused business. You will not want to miss this one!

Nov 18, 202132:28
Bryan Bergjans, Caliber Home Loans

Bryan Bergjans, Caliber Home Loans

In this episode, Bryan J. Bergjans SVP, National Director of Military & Veteran Lending, and MLO host Andrew Berman discussed how Bryan got into the mortgage business, why mortgage professionals should be involved in military lending, what’s great about the VA program, they also discuss tips for originators that are looking to get started in the military lending space.

Bryan is not only an SVP for one of the largest lenders, but he's also on active duty serving as Operations Officer (S3) for Navy Cargo Handling Battalion 11.e 

Nov 11, 202130:52
Thuan Nguyen, Loan Factory

Thuan Nguyen, Loan Factory

In this episode, we discussed:

• How did Thuan first get started in the mortgage industry?

• The difference between an assembly line mortgage process and a traditional mortgage process.

• What Thuan loves about the mortgage broker model.

• What does it take to close over 8000 loans in terms of staff and tech stack

• Does being a broker removes a lot of the risk when it comes to margin compression?

• Buy vs build on mortgage tech?

• Using educational talk shows to connect with more borrowers.

• When interest rates eventually rise and refinance business dries up, how can originators generate more business?

Oct 28, 202141:41
Kimberly Nichols, PennyMac Loan Services, LLC

Kimberly Nichols, PennyMac Loan Services, LLC

We are excited to announce that Kimberly Nichols, Senior Managing Director at PennyMac Loan Services, LLC was our guest on this Mortgage Leadership Outlook. Kim is a three-decade mortgage executive who's currently heading up wholesale at PennyMac.
In this episode, we discussed:
1. How did Kim first get involved in the mortgage industry?
2. Who were some of her mentors?
3. What's needed to bring more females into the top executive roles in our industry?
4. What are the biggest threats facing our industry?
5. What's Kim excited about for the future of our industry?

Oct 21, 202137:10
Bruno Pasceri, Incenter LLC

Bruno Pasceri, Incenter LLC

Before becoming President of Incenter, Bruno previously learned what lenders need to be successful servicing as the president and CEO of Finance of America Mortgage LLC. In this episode, we’ll discuss the importance of having a strong company culture, how to scale that family-like work environment and what are the biggest friction points in the mortgage process and how can we remove them, what is needed to move lenders to close in less than 10 days? 

Oct 17, 202135:55
Broker Edition: Jeffrey Desrosiers, The Mortgage Corner of New England
Sep 22, 202128:52
Broker Edition: Chadwick Wade, Cornerstone Mortgage Group LLC.

Broker Edition: Chadwick Wade, Cornerstone Mortgage Group LLC.

In this episode, we talk about Chad's introduction into the mortgage business, how he makes his employees know they're a part of a bigger picture their passion for doing the right thing along with their family-oriented culture. We will also learn why Chad feels the mortgage broker business model is the best way to serve his raving fan clients and referral partners. Sponsored By: PennyMac Broker Direct

Sep 16, 202137:34
Broker Edition: Christian Griffin, Maverick Mortgage

Broker Edition: Christian Griffin, Maverick Mortgage

In this episode, host Andrew Berman discusses what led Christian Griffin to the decision to enter the business in 2013, the systems and staff he needs to have in place to crank out 400 loans (mostly purchase) a year, and why he feels he's able to best serve his borrowers as a mortgage broker.

Sponsored By: PennyMac Broker Direct

Sep 01, 202130:57
Broker Edition: Jacob Deegan, Simplify Home Loans

Broker Edition: Jacob Deegan, Simplify Home Loans

In this episode, we discuss what lead Jacob Deegan into the mortgage industry at such a young age, why his practice is focused on helping veterans and their families, why he feels he can best serve veterans as a mortgage broker.  

Sponsored By: PennyMac Broker Direct

Aug 26, 202135:07
Aneeza Haleem, Planet Home Lending

Aneeza Haleem, Planet Home Lending

Planet Home Lending's Aneeza Haleem, VP of technology, chats about her start in the industry, what she learned from working at IndyMac and Cognizant, obstacles she faced in her career and more during a special Tech Stack Heroes edition of MLO from NMPTV and BeSmartee.

Jun 28, 202138:09
Ashwin Dayal, LoanMonkey

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.

Jun 21, 202147:41
Sue Woodard, Total Expert

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, 202128:34
Felisha Junge, GreenState Credit Union

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, 202127:50
Tyna-Minet Anderson, Mortgage Educators & Compliance

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, 202141:00
Robert Pieklo, Equity Home Mortgage

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.

Apr 26, 202155:42
Michael Brenning, AmeriSave

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.

Apr 19, 202155:28
Dave Savage, Mortgage Coach

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.

Apr 12, 202141:51
Kristin Messerli, Experience.com

Kristin Messerli, Experience.com

Kristin Messerli, vice president of mortgage sales for Experience.com 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.

Mar 29, 202138:17
John Keratsis, Deephaven Mortgage

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.

Mar 22, 202132:45
Julian Hebron, The Basis Point

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.

Mar 15, 202146:20
Kathryn Pedersen, Fidelity Mortgage

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.

Mar 08, 202132:38
John Lynch, PCMA Private Client Lending

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.

Mar 01, 202128:58
Delfino Aguilar, Kind Lending LLC

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.

Feb 22, 202135:08
William B. Fisher, Mega Capital Funding

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.

Feb 15, 202130:17
Eric Mitchell, Gold Star Mortgage Financial Group

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.

Feb 08, 202149:45
Phil Treadwell, Mortgage Marketing Expert Podcast

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.

Feb 01, 202143:49
Keith Lind, Acra Lending

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.

Jan 25, 202134:03
Leora Ruzin, CMB, Equity Prime Mortgage

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.

Jan 13, 202138:50
Denise Tragale, Stearns Lending
Dec 21, 202029:39