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LPC11
MBA’s Loan Production Conference
May 1-4, 2011
New York, New York
Monday, May 2 8:30 a.m.–10:00 a.m.
Hear from top executives from Fannie Mae, Freddie Mac and the Federal Home Loan Bank System as they discuss how the changing business landscape is affecting your business and the industry. Learn what steps are being taken to re-energize the mortgage market and how changing borrower demographics, new products, lower origination volumes and new technologies are altering the roles of these secondary market leaders as you explore the growing opportunities in today’s marketplace.
Moderator
Dave Stevens
President and Chief Executive Officer
Mortgage Bankers Association
Speakers
Paul E. Mullings
Senior Vice President, Single Family Sourcing
Freddie Mac
Kevin Neylan
Senior Vice President, Strategy and Business Development
Federal Home Loan Bank of New York
Zach Oppenheimer
Executive Vice President, Single Family Business
Fannie Mae
Theodore W. Tozer
President
Ginnie Mae
Monday, May 2 10:30 a.m.–11:45 a.m.
As production shifts to purchase money, sales management teams and their producers will be faced with maximizing their sales effectiveness. This session discusses the sales practices of top producers who become the number one lender with referral sources and their customers. The session reveals the latest research on lead management techniques, including what works and what doesn’t regarding social media and how to incorporate marketing best practices.
Moderator
Patricia M. Sherlock
President
QFS Sales Solutions
Presentation - Sherlock
Speakers
Brian Koss
Executive Vice President
Mortgage Network
Presentation - Koss
Annette L. Melcher
Director, Product and Business Development
Mortgage Guaranty Insurance Corporation
Presentation - Melcher
Joe Stanganelli
Retail Market Manager
PNC Mortgage
Presentation - Stanganelli
Monday, May 2 10:30 a.m.–11:45 a.m.
The Dodd-Frank Act has far-reaching implications for a vast range of financial institutions. For lenders, this law will change the very operational processes needed to originate and close loans. Lenders must change the way they view compliance and credit risk decisions, adjust their appraisal management systems and revise the impact of costs and fees. This panel of lenders and industry experts outlines strategies for making the operational changes lenders need to comply with — and thrive under — the new law.
Moderator
Paul Schaus
Analyst
CCG Catalyst
Panel Presentation
Speakers
John Clerkin
MatchBox
Jeff Dickstein
Chief Appraiser
Pro Teck Valuation Services
Richard P. Kuegler
Vice President
DataQuick
Monday, May 2 1:45 p.m.–3:00 p.m.
Government programs have a number of specialty products that allow you to serve more borrowers in a restrictive market. This session gives lenders a detailed update on various loan programs offered by the FHA, VA and USDA’s Rural Housing Service and what program changes to expect in the upcoming year.
Moderator
Joyce F. Walsh
Senior Vice President, Investor Relations
Bank of America
Speakers
Thomas Buffton
Loan Guaranty Officer
Department Of Veterans Affairs
Presentation - Buffton
Engram Lloyd
Director, Philadelphia Homeownership Center
U.S. Department of Housing and Urban Development
Presentation - Lloyd
Joaquin Tremols
Acting Director
USDA Rural Development
Monday, May 2 1:45 p.m.–3:00 p.m.
Listen to a panel of industry veterans discuss successful relationship-building between QA and production. Learn what winning organizations are doing to promote quality originations and how QA teams are leading the charge. Turn your entire organization into a team that tolerates nothing less than the highest quality and is geared towards monitoring to prevent fraud. Hear how successful production relationships are established from top to bottom as well as out to correspondents and wholesale loan originators by partnering and which programs work to build the bridges. Understand how to enhance your organization’s communication with regular QA updates and promote quality production through recognizing production associates with high-quality ratings or by spotting and reporting potential fraud.
Speakers
Lisa Binkley
Solutions Director
Equifax
Kimberly Ellison
Senior Industry Relations Manager
Fannie Mae
Monday, May 2 3:30 p.m.–4:45 p.m.
The days of waiting for the phone to ring are long gone and lenders, loan officers and brokers are compelled to get down to serious business. Join our panelists in an exploration of how originators can increase production and gain market share by building on their current business processes and origination techniques. Learn how to access your strengths and weaknesses and how to maximize the opportunities that are available in your market.
Moderator
G. Todd White, CMB
Senior Vice President, Loan Production Manager
Arvest Mortgage Company
Presentation - White
Speakers
David R. Fournier
Chief Executive Officer
Mortgage Success Source
Presentation - Fournier
Amy Swaney, CMB
Arizona Regional Manager
Citywide Home Loans, A Utah Corporation
Presentation - Swaney
James M. Wyble
Senior Vice President Wholesale
Wells Fargo Home Mortgage
Presentation - Wyble
Monday, May 2 3:30 p.m.–4:45 p.m.
This session is intended to address a host of emerging changes and proposed rules that directly impact mortgage originations. Some of the subjects covered are RESPA, FCRA, FACTA and ways to prevent mortgage fraud. The final complement of subjects will be set as the conference approaches. This panel engages “hot” issues not addressed in other sessions.
Moderator
Ken Markison
Regulatory Counsel
Mortgage Bankers Association
Panel Presentation
Speakers
William Dyson
Director of Industry and Government Relations
CitiMortgage, Inc.
Kris Kully
Of Counsel
K&L Gates
Tuesday, May 3 9:00 a.m.–10:00 a.m.
MBA Chief Economist and Senior Vice President, Research and Economics, Jay Brinkmann, Ph.D., and Vice President, Research and Economics, Michael Fratantoni, Ph.D., talk about the status of the economy and the direction of the mortgage industry. Attend this session to hear a regional and national breakdown of mortgage markets and ways to position yourself for the future. After completion of their presentation, Brinkmann and Fratantoni take your questions.
Speakers
Jay Brinkmann
Chief Economist and Senior Vice President, Research and Economics
Mortgage Bankers Association
Michael Fratantoni
Vice President, Research
Mortgage Bankers Association
Tuesday, May 3 10:30 a.m.–11:45 a.m.
First-time homebuyers and low- to moderate-income families are having a more difficult time achieving the “American Dream” of homeownership. Increased down payment obligations, more stringent credit requirements, rising interest rates and higher fees are a few of the hurdles that these homebuyers need to consider as they plan for what may be the biggest investment of their lives. Join affordable housing experts to discuss the best way to access the affordable housing market, what resources and programs are available to assist borrowers and the future outlook for this emerging segment.
Moderator
Dottie Sheppick
Neighborhood Lending Affordable Housing Executive
Bank of America Home Loans
Presentation - Sheppick
Speakers
Cindy Bradley, CMB, CML
Loan Operations Manager
Colorado Housing and Finance Authority
Presentation - Bradley
Patricia A. Hasson
President
Consumer Credit Counseling Service
Presentation - Hasson
Engram Lloyd
Director, Philadelphia Homeownership Center
U.S. Department of Housing and Urban Development
Presentation - Lloyd
Tuesday, May 3 10:30 a.m.–11:45 a.m.
Executive leadership is responsible for establishing a company’s culture, strategic vision, associate professional standards and performance expectations. This buck simply can’t be passed. The mortgage industry is in the process of regaining the public’s trust. Every company is being forced to re-organize and re-examine all operating assumptions, fixed expenses, organizational structures and compensation models. In short, we all have the opportunity to rebuild, reinvent and upgrade our standards. So why not reset our standards higher than any industry in America? This wide-ranging, interactive session examines past industry mistakes, new growth opportunities and strategies for establishing the highest possible standards of professionalism and performance.
Moderator
Casey Cunningham
President
XINNIX, Inc.
Speakers
Sterling Edmunds, Jr., CMB, AMP
National Sales and Production Manager
SunTrust Mortgage, Inc.
Chris Foote
Vice President of Sales
Residential Mortgage Services
Scott Leishman
President and Chief Executive Officer
Republic Mortgage Home Loans, LLC
Tuesday, May 3 2:00 p.m.–3:15 p.m.
Join panelists for an update on new licensing requirements and how they affect mortgage loan originators and officers at banks and non-banks, as well as third party vendors, such as independent contractor processors and underwriters. Discuss all components of SAFE licensing, including education and testing requirements, background checks and best practices in complying with requirements.
Speakers
Timothy J. Doyle
Vice President, Policy and Operations
Conference Of State Bank Supervisors
Sue Toth
Administrator
Licensing Services Bureau
New Jersey Department of Banking and Insurance
Tuesday, May 3 2:00 p.m.–3:15 p.m.
One of the bright spots in mortgage lending in recent months has been in the jumbo market as lenders have seen significant movement in this area. This panel explores what’s taking place in the jumbo and Alt-A segments and takes a closer look at the future outlook, current developments, how jumbo lenders are positioning themselves, ever-changing underwriting standards, the potential impact of Basel III / FASB and much more.
Moderator
Michael McQuiggan
Chief Executive Officer
Tri-Emerald Financial Group
Speakers
David Akre
Chief Operating Officer
Aventur Mortgage
Presentation - Akre
Randy Robertson
Managing Director
BlackRock Financial Management Inc.
Presentation - Robertson
Tuesday, May 3 3:30 p.m.–4:45 p.m.
Mortgage bankers must make strategic business decisions in a constantly shifting environment. A tight credit market, increased regulatory oversight and business pressures to improve production have brought about greater involvement by the federal government through FHA, VA, Fannie Mae, Freddie Mac, Ginnie Mae and RHS. Hear from top executives as they discuss changes taking place in these organizations and ways you and your company can create partnerships to work with these organizations.
Moderator
Stephen A. O'Connor
Senior Vice President of Public Policy and Industry Relations
Mortgage Bankers Association
Panel Presentation
Speakers
Vicki Bott
Deputy Assistant Secretary for Single Family Housing
Federal Housing Administration
John S. Forlines
Vice President, Single Family Chief Risk Officer
Fannie Mae
Stephen L. Ledbetter, CFA
Senior Vice President
Ginnie Mae
Patricia McClung
Vice President, Offerings Management
Freddie Mac
Wednesday, May 4 9:30 a.m.–11:00 a.m.
In recognition of the continuing changes taking place in the industry, this session is designed to address the latest issues and challenges as they unfold. Issues to be discussed include, but are not limited to, QRM / risk retention, prepay speeds / extension of risk in a rising rate environment, the impact of a potential decline in loan limits, foreign demand for U.S. mortgage assets, covered bonds and many more. This panel also covers any subjects which are not addressed by other sessions and its topics are subject to change as new developments occur.
Moderator
Steve O'Connor
Senior Vice President, Public Policy and Industry Relations
Mortgage Bankers Association
Speaker(s)
Jeff Foster
Senior Policy Advisor, Capital Markets
U.S. Department of the Treasury
Additional Speakers TBA
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