Dave’s presentation will address: How to create a written plan and goals to capture purchase business? Engage in a roll up -up-your-sleeves session that providing strategies for success and plug and play marketing and sales ideas that can augment your purchase originations.

Here are just a few of the issues we’ll tackle

Legal Regulatory Update and Review…

• The New QM rule and what it means for credit unions
• Managing loan officers, ensuring your hiring and compensation strategies are in compliance
• The New Consolidated TILA and RESPA Disclosures
• The new spin on Fair Lending requirements
• The latest servicing requirements and the nuances in the various exemptions

Developing Best Practices IN SPITE of all the Regulatory Challenges

We’re bringing together mortgage department leaders who will show you how they have taken all the regulatory lemons and made lemonade. We’ll go past just understanding the regulations and talk about…

• The all=important implementation strategies,
• Process improvements designed to keep you compliant
• Production efficiencies and much more.

Using Irresistible Marketing Ideas to Problem-Solve for Realtors

Join, Dave Porter, a nationally recognized speaker and trainer as he shows us how to capture Realtor business and keep-their business. Dave’s presentation will address:

How to create a written plan and goals to capture purchase business? Engage in a roll up -up-your-sleeves session that providing strategies for success and plug and play marketing and sales ideas that can augment your purchase origination’s including:

• Identifying and solving the problems that face your Realtors partners to prepare for the eventually transformation from a Refinance dominated market to Purchase Money loans.

Her passion is ramping up and growing credit union lending programs from the ground up with a common sense approach.  She believes in serving members to support their financial freedom and success.  Janice is an advocate for lending the credit union way which includes promoting and developing team empowerment, service, sacrifice, empathy and doing the right thing while focusing on building strong relationships.

Janice serves on the SWACU Sales and Service Committee, the SWACU FOCUS and ALCO Committees.  Her past professional achievements include President of the Texas Credit Union Real Estate Network, Chairman’s Achievement Award, and ACUMA Membership Award.

Sykes serves on the Rensselaer County Housing Resources (RCHR) board, PHH Mortgage advisory board, CUNA Mutual Group Mortgage Insurance (CMGMI) Insight Panel and is an active member of ACUMA (American Credit Union Mortgage Association). She also chartered a local chapter of the Capital Region Credit Union Real Estate Network (CUREN).  Sykes holds an accounting degree from Hudson Valley Community College, Troy, N.Y. and has received multiple certifications from the American Institution of Banking, based in Albany N.Y.

Prior to joining Wright-Patt, Jennifer managed regulatory compliance projects as AVP of the Regulatory Compliance Department at National City Mortgage.  She served on the Compliance Advisory Group and was a member of the Housing Policy Council.

Jennifer also spent several years in the real estate title industry, and provided continuing education to mortgage and real estate professionals in multiple states.

Jennifer is the author of state-accredited educational materials for mortgage professionals, and has been a frequent guest speaker at credit union and banking industry forums.

Mr Northway joined McLagan in 2004 and has executed consulting engagements focusing on executive and staff compensation programs for major U.S. and foreign institutions located in the U.S., Canada and the Middle East. His engagements include: Arvest Bank, BNP Paribas, Capital One, CB Richard Ellis, Citigroup, Cushman & Wakefield, Fannie Mae, Deutsche Bank, GE Real Estate, Jones Lange LaSalle, JPMorgan Chase, Lehman Brothers, Lincoln Financial Group, MCAP, MetLife Inc., Morgan Stanley, M3 Capital Partners, PNC Bank, Prudential Financial Real Estate, Principal Financial Group Global Real Estate, PHH Mortgage, Redwood Trust, SunTrust Bank, Walker & Dunlop and Wells Fargo.

Mr. Northway is a member of the Mortgage Bankers Association and has spoken at multiple Mortgage Bankers Association, NAREIM Human Resources Council, and American Credit Union Mortgage Association Annual Convention. He has published articles related to incentive plan design, regulatory issues and compensation trends in Mortgage Banking Magazine and ACUMA Pipeline newsletter.

Mr. Northway received a B.A. in History from the State University of New York at Albany. Prior to joining McLagan, Rob worked at Towers Perrin, Hewitt Associates Inc, and Principal Financial Group. He is located inthe Stamford, CT office.

Adriana M. Luchechko is the President of The Quality Control Center

Adriana has more than 29 years experience working within the Credit Union industry, 25 of those years specializing in residential mortgage lending. Areas of expertise include secondary market, regulatory compliance, and best practices. She, concurrently, has an extensive background in leadership, training, corporate reorganization, performance management, efficiency improvement, process streamlining, and change management.

Adriana has worked as a consultant for the federal regulatory agency National Credit Union Administration (NCUA) in assessing and restructuring failed, failing, and troubled credit unions as they relate to their residential mortgage lending portfolio risks. Over the course of her Credit Union and Mortgage Lending career, Adriana has held Executive Management roles, including positions of Chief Executive Officer, Chief Lending Office, Executive Vice President, Director of Operations, and Director of Policy and Procedure Development where she played an instrumental role in leading the day-to-day operations at various Mortgage Lending institutions. Adriana’s academic background includes a Master of Business Administration (MBA) degree in Marketing and Bachelor of Science degree in Business Management from Pace University in New York City. 686

In her role as the Director of Industry Analysis at Callahan, Lydia leads the company’s ongoing research activities related to all areas of credit union financial performance. Lydia also conducts research related to credit union non-interest income sources and tracks the affect of new legislation and regulation upon those revenue streams. Her particular focus within Callahan’s Analytics department includes the oversight and development of Callahan’s financial analysis software products, including the integration of bank data into the tools. Additionally, Lydia manages the front-end research and publication of the Callahan/SCS Retail Investment Services Study, an industry-leading report on the productivity and financial performance of member investment services at credit unions. She holds a B.A. in American Studies from Wellesley College in Wellesley, Massachusetts, with a major in Political Science and minor in Economics.

Topic: 2012- Strategies to Gain Market Share in your Community and Nationwide

Join Francis Phillips, one of America’s leading sales building speakers, as he shares his personal experiences in growing personal market share in the Santa Fe, NM area where he personally reached 18% purchase, city market share, Fall- 2006. Since then Francis has served as the National Director of Development for Brightgreen Home Loans ( formerly 1st Metropolitan Mortgage- Nation’s Second Largest Mortgage Broker), NC and National Director of Branch Development for Residential Home Funding of NJ who was recently listed as one of the Top Ten Mortgage Bankers in the State of NJ for 2012. While serving his national roles, Francis continued to rank in the top 1% nationwide in individual loan sales volume with his developed, personal, loan brand in Santa Fe, NM. His branch has been featured in Southwest Airlines Magazine and Forbes.

For additional information, please click the link below:

Francis Consultant-Speaking Flyer