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Home > Industry Resources > Resource Centers
MBA’s Mortgage Operations Conference 2011
Sept. 11-13 2011
New Orleans, LA
Monday, September 12, 8:30 a.m.–9:45 a.m.
MBA Chief Economist and Senior Vice President, Research and Business Development, Jay Brinkmann, Ph.D., talks about the status of the economy and the direction of the mortgage industry. Attend this session to hear a regional and national breakdown of the mortgage markets and ways to position yourself for the future. After the presentation, Brinkmann will take your questions.
Welcome:
Paul DeGruccio
Operations Manager
CitiMortgage, Inc.
Speaker:
Jay Brinkmann, Ph.D.
Chief Economist and Senior Vice President
Research and Education
Mortgage Bankers Association
Presentation - Brinkmann
Monday, September 12, 10:00 a.m.–11:15 a.m.
The mortgage industry is taking a big step forward in improving loan quality and enhancing transparency through the Uniform Mortgage Data Program. In this session, experts highlight what the UMDP and associated data standardization means for all industry players.
Speakers:
Angela Benton
Vice President of Single Family and Credit Loss Management Operations
Fannie Mae
Samuel Oliver
Vice President Single Family Business Transformation
Freddie Mac
Monday, September 12, 10:00 a.m.–11:15 a.m.
In light of the recent Consent Orders and the imminent announcement regarding the Consumer Financial Protection Bureau, one thing is certain: today’s mortgage industry will be drastically different tomorrow. This expert panel discusses the following aspects of communication and change management:
• An overview of key strategies
• Steps to consider when implementing change
• Case studies and best practices
• A legal outlook
• Tools that support communication and change
Moderator:
Cheryl DeRoche Johnson, CMB
Vice President, Director of Loan Origination Solutions
Lender Processing Services, Inc.
Speakers:
Chris Christensen
Attorney
PeirsonPatterson, LLP
Celia Coulter
Senior Vice President, Mortgage Operations
Union Bank
Garth Graham
President
Financial Literacy Solutions
Monday, September 12, 10:00 a.m.–11:15 a.m.
Join our panel of experts for a demonstration of how key performance indicators (KPI) with technology monitor operational and sales performance, gain efficiencies and reward employees for achieving these pre-set goals. Reporting and performance are monitored in real-time. This can be a valuable tool for use in achieving peak performance.
Moderator:
Sue Sroka
Vice President Client Services
Ellie Mae
Panel Presentation
Speakers:
Barbara R. Auer
Senior Vice President and Director of Risk Management
Monarch Mortgage
Donna Broaddus
Assistant Vice President-Closing/Post Closing Ops
Platinum Home Mortgage Corporation
Monday, September 12, 11:45 a.m.–1:00 p.m.
MISMO standards are rapidly being adopted across residential mortgage finance. The Uniform Mortgage Data Program (UMDP), based on MISMO standards, is changing the way information is exchanged with Fannie Mae and Freddie Mac, with Ginnie Mae soon to follow. MBA is actively encouraging regulators to adopt MISMO for new regulatory reporting requirements. Join this panel to learn about recent changes to MISMO standards, the UMDP and how you can utilize MISMO to improve efficiency in your operations.
Speakers:
Panel Presentation
Christos Bettios
Chief Information Officer
First American
Charles Epperson
Chief Technology Officer
SigniaDocs
Monday, September 12, 11:45 a.m.–1:00 p.m.
In this business the one consistent thing is change. This panel provides the latest information on the pending compliance changes that impact SAFE Licensing, and addresses issues surrounding overtime and the Outside Sales Exemption, training requirements for loan officers and what to expect in an audit.
Speakers:
Richard J. Andreano, Jr., Esq.
Partner
Patton Boggs, LLP
Presentation - Andreano
Ken Markison
Associate Vice President and Regulatory Counsel
Mortgage Bankers Association
Vickie Slater
Senior Director, Policy & Operations
Conference of State Bank Supervisors
Monday, September 12, 11:45 a.m.–1:00 p.m.
Based on the recent Consent Orders agreed upon by 10 major banks, it appears that regulators are serious about banks’ oversight of their vendors. According to the Federal Reserve’s explicit 2008 Guidance for Managing Third-Party Risk, effective vendor relationship management begins even before the first service is provided, and includes many components. Attend this session to hear the latest updates on what you need in a comprehensive vendor management program.
Moderator:
David Green
President
The StoneHill Group, Inc.
Speakers:
Patricia Anthony
Vice President, Credit Risk Manager
Crescent Mortgage Company
Presentation - Anthony
Gene Collett, CRCM
Assistant Regional Director
ICS Compliance
Presentation - Collett
Kurt Lofrano
Vice President, Credit Risk Management
Wells Fargo Home Mortgage
Presentation - Lofrano
Monday, September 12, 2:30 p.m.-3:45 p.m.
Join panelists as they provide the latest updates on what’s taking place in the world of MERS and how decisions by local jurisdictions can impact your business, as well as proposed solutions to challenges lenders face on a daily basis. Included in the update is a brief update on MISMO, PRIA and how eCommerce and technology changes are improving your organization’s operations.
Moderator:
Paul DeGruccio
Operations Manager
CitiMortgage, Inc.
Speakers:
Douglas Danko
Vice President, Customer Group
MERSCORP, Inc.
Keith Taylor
Product Performance Director
MERSCORP, Inc.
Monday, September 12, 2:30 p.m.-3:45 p.m.
Repurchase requests continue to be a challenge to our industry and many companies struggle with what to do when faced with these requests. This session covers the steps to building a defense team, identifies the required resources for most favorable outcomes and outlines current trends and triggers.
Moderator:
Michael Forester
Managing Director
CrossCheck Compliance LLC
Panel Presentation
Speakers:
Jason Goldstein
Senior Counsel
BuchalterNemer, A Professional Corporation
Justin Vedder
Senior Vice President
Arthur J. Gallagher Risk Management Services
Monday, September 12, 2:30 p.m.-3:45 p.m.
Panelists discuss the latest information on productivity expectations and performance metrics, identify key employee incentives and compare the best options for your business when considering outsourcing and / or off-shoring. Also, get the most up-to-date information on what’s taking place in the labor markets and hiring trends.
Speakers:
Panel Presentation
Jon Cleaver
Vice President-Mortgage Services
Wipro Gallagher Solutions, Inc.
Stephen Hewins
Executive Vice President, Origination and Conduit Services
LenderLive Network, Inc.
Monday, September 12, 4:15 p.m.–5:30 p.m.
One of the keys to a successful mortgage operation is having a solid QC plan in place. Attend this session to learn what FHA, Fannie Mae and Freddie Mac expectations are, as well as some of the common issues raised in pre- and post-close QC audits. Explore examples of ways companies have changed their mortgage operations to reduce loan defects and risks.
Moderator:
Geoffrey A. Oliver, CMB
Chief Executive Officer, Managing Partner
Hilltop Advisors, LLC
Speakers:
Duane Gilkison
Credit Risk Analyst
Fannie Mae
Philip Walker
Manager, Quality Control
Freddie Mac
Monday, September 12, 4:15 p.m.–5:30 p.m.
Discover the common operational factors that cause rate-lock extensions or secondary marketing haircuts. Learn what operational changes can improve borrower pull-through and discuss ways that lenders have mapped and monitored loan application process flows to reduce loan leakage and achieve the full value for their production.
Speakers:
Joe Garrett
Principal
Garrett, Watts & Company
William E. Wetsel, Jr.
Director Operations Performance
USAA Federal Savings Bank
Monday, September 12, 4:15 p.m.–5:30 p.m.
Hear from seasoned industry executives how sales staff can expedite (or hinder) the processing, underwriting and closing of a loan. Discover incentives for loan officers, brokers and correspondents to abide by loan file requirements and eliminate extra loan file touches, and learn about technology enhancements and management tools that can improve sales and fulfillment communications.
Speakers:
Panel Presentation
John Page
Franklin American Mortgage Company
Tyler Sherman
Chief Executive Officer
Motivity Solutions, Inc
Tuesday, September 13, 9:00 a.m. – 10:15 a.m.
Post-closing document management has taken on new importance for our industry in light of the “robo-signing” scandal and subsequent attorneys general investigations. This panel looks at:
• The potential scale of missing document problems
• Best practices throughout the life cycle of a loan
• New services available to retrieve trailing documents
• Ways to legally demonstrate ownership
• How the new servicer consent agreement will most likely change the way documents are handled and recorded.
Moderator:
Sherry Doza
Strategic Accounts Manager
Document Solutions
CoreLogic
Panel Presentation
Speakers:
Renato Bautista
Servicing Manager and Project Manager
Document Control
PHH Mortgage
Wayne Kelley
Group Vice President
SunTrust Mortgage, Inc.
Tuesday, September 13, 9:00 a.m. – 10:15 a.m.
Quality loan processing has returned to its rightful place of importance in the loan cycle. In this session, experts discuss the many ways lenders process a mortgage loan, what makes them efficient and the factors that go into deciding the right loan process for each organization.
Speakers:
Panel Presentation
Alice Alvey, CMB,
President
Mortgage U, Inc.
David Lykken
Managing Partner and Owner
Mortgage Banking Solutions
Tuesday, September 13, 9:00 a.m. – 10:15 a.m.
In addition to the quality of observable loan or borrower characteristics, including FICO and LTV, and macro-economic factors such as unemployment and home price changes, our research suggests that underwriting quality is itself a unique factor that influences the credit risk of mortgage loans. That is, identical loans underwritten in different environments exhibit substantially different default behavior, even after controlling for macro-economic factors. This was particularly the case in the Subprime space. We introduce a quantitative ex-ante measure of underwriting quality and discuss its relative impact on losses in the backdrop of the macroeconomic environment. We also discuss how knowledge of differing loan-specific underwriting qualities can be used in stress-testing.
Speaker:
Ashish Das
Managing Director
Head of Research at Moody’s Research Labs
Tuesday, September 13, 10:45 a.m. –Noon
As part of the Dodd-Frank Act, regulators established requirements for securitizers to retain a portion of the credit risk of securitized assets. The regulations include a “Qualified Residential Mortgage” definition that exempts some loans from the risk retention requirements, and a “Qualified Mortgage” definition that exempts others. We invite you to hear from a panel of experts what these changes can mean for your company.
Speakers:
Richard J. Andreano, Jr., Esq.
Partner
Patton Boggs, LLP
Presentation - Andreano
Ken Markison
Associate Vice President and Regulatory Counsel
Mortgage Bankers Association
Tuesday, September 13, 1:15 p.m.-2:30 p.m.
Join representatives from Fannie Mae, Freddie Mac and Ginnie Mae as they provide updates on various program activities, policy changes and guidance, as well as specific custody requirements, that impact your mortgage operations. Updates include highlights of the past year and an overview of up-to-date changes to requirements that may impact both issuers and custodians.
Moderator:
Vonda J. Rankin
Client Service Consultant
Wells Fargo Bank, N.A.
Speakers:
Angela Benton
Vice President of Single-Family and Credit Loss Management Operations
Fannie Mae
Michael Drayne
Director, Single Family Division
Ginnie Mae
Charles W. Pearson
Vice President, Single-Family Operations
Freddie Mac
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