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Lisa Schreiber
Chief Strategy Officer
NetMore America
Lisa Schreiber is the Chief Strategy Officer of NetMore America, where she is responsible for defining and implementing the Company's vision and strategy to build NetMore into the next generation mortgage banker. Lisa current focus is on building out NetMore's platform to include the highest utilization of current web based technologies, a communication strategy that will be focused on both internal and external customers and defining performance measurements that will enable NetMore to become a profitable and sustainable leader in the industry.
Featured Speakers
Rick Allen
Senior Vice President of Operations
Integra Software Systems
Rick Allen is a cofounder of INTEGRA Software Systems (and with Jerry Pratt the co-author of the initial Destiny loan origination software), Mr. Allen manages INTEGRA’s Operations which includes Client Services, Implementation, Support, Research and Development, Quality and Assurance, Information Technology, and Documentation.
Tim M. Anderson
President
SigniaDocs
Mr. Anderson bring over 30 years of mortgage banking technology experience to SigniaDocs. His knowledge and expertise is invaluable in leading our business development initiatives for eMortgages and Signia's overall vision of the paperless real estate transaction.
John Calk
President and Chief Operating Officer
Chicago Bancorp
John Calk was awarded a full United States Congressional scholarship to attend Indiana University. Upon graduation with a BS in Finance, he was appointed as a second lieutenant and served as an armor platoon leader until recruited to join GE Capital Corporation (one of the largest financial services companies in the world).
Brenda B. Clem
Secondary Marketing Loan Delivery Manager
Fifth Third Bank
Brenda B. Clem is the Manager of Secondary Marketing Loan Delivery for Fifth Third Bank, located in Cincinnati, Ohio. She is responsible for the timely delivery of pooled loans to Freddie Mac, Fannie Mae, Government Agencies and Private Investors.
Scott Cooley
President
Cooley Consulting
Scott Cooley is an independent consultant with a client roster that includes many of the mortgage industry’s leading companies. He is an expert in a wide range of topics surrounding mortgage origination technology, from point of sale solutions to eMortgages and on through post-closing automation.
Jonathan Corr
Chief Strategy Officer
Ellie Mae
Jonathan Corr is Chief Strategy Officer at Ellie Mae, an award-winning provider of innovative software and services for the mortgage industry. He is an expert in loan origination technologies, paperless mortgages and marketing automation solutions.
Chuck Cross
VP Mortgage Regulatory Policy
Conference of State Bank Supervisors (CSBS)
Mr. Cross is VP for Mortgage Regulatory Policy for the Conference of State Bank Supervisors (CSBS). His area of emphasis is in the development of examination protocols and support for coordinated multi-state supervision. Chuck is the former Director of the Washington state Department of Financial Institutions, Division of Consumer Services. In that capacity he supervised approximately 50 attorneys, examiners and professional staff in the licensing, examination and enforcement of over 20,000 non-depository financial institutions and individuals, including mortgage companies, finance companies, and other consumer financial institutions.
Mark P. Dangelo
Managing Principal
Innovative Relevance
Mark Dangelo is the Managing Principal and creator of Innovative Relevance organization (www.Innovative-Relevance.com), books, and intellectual capital. He is also the founder of CxO's for USA (www.CxO4USA.org) a new group dedicated to the revitalization and re-education of the American workforces within the mortgage and financial services industries. Within the mortgage and FSI markets, Mr. Dangelo's experience and qualifications have been created from a hands-on, pragmatic foundation of business and technology assignments and clients.
Judith L. Fehlner
VP / Chief Credit Officer / National Underwriting Manager
Franklin American Mortgage Company
At FAMC Judy is directly responsible for providing overall direction on corporate credit risk as well as monitoring actual risk results against established parameters. Additional functions include developing and maintaining external relationships with agency, private investors and Mortgage Insurance companies, as well as, internal relationships with Underwriting, Production, Compliance and Quality Control.
Brian Fitzpatrick
EVP
Lydian Data Services
Brian Fitzpatrick is President of Lydian Technology Group, a provider of business infrastructure and integration technology for the mortgage industry, where he oversees and directs all aspects of the company’s day-to-day operations. He is also the Executive Vice President of Product Management and Marketing for Lydian Data Services, a provider of mortgage process outsourcing services and mortgage transaction management solutions, where he is focused on expanding the company’s reach among the mid-level and enterprise market. Lydian Technology Group has raised industry-wide awareness of service-oriented architectures, revolutionized how investors fund loans, and has established the importance of company-wide integration of systems, processes and users.
Harry Gardner
President, MISMO
Mortgage Bankers Association
Harry Gardner is the Vice President of Industry Technology for the Mortgage Bankers Association, and is also the President of MISMO, Inc. (www.mismo.org).
Roger Gudobba
Chief Strategy Officer
Compliance Systems Inc.
Roger Gudobba is the chief strategy officer at Compliance Systems, which can be found on the Web at www.compliancesystems.com. He currently is a member of the MBA’s Residential Technology Providers Forum. Mr. Gudobba was a member of the MBA ResTech committee in 2002 and a member of the MISMO Governance Committee from 2000-2008. He has devoted his 20-plus years in the mortgage industry to improving the loan process. Mr. Gudobba led the effort of creating electronic laser form images and actively participated in the development of XML data standards.
Steven Horne
Founder and President
Wingspan Portfolio Advisors, LLC
Steven Horne is in charge of all the day to day operations of Wingspan Portfolio Advisors, LLC, based in Carrollton, Texas, in suburban Dallas. He is a career-long expert in creating and executing strategies to mitigate losses in real estate portfolios of all types, with a specialized concentration in servicing's most difficult area, defaulted and seriously delinquent loans.
Daniel H. Jacobs
Chief Executive Officer
1st Metropolitan Mortgage
Daniel H. Jacobs is the chief executive officer for 1st Metropolitan Mortgage, a national mortgage brokerage firm based in Charlotte, N.C. with more than 250 branches. Jacobs is responsible for directing daily operations and developing new business visions and strategies for future growth. With an extensive background in the mortgage industry, Jacobs is multifaceted with experience in originations, operations management and business development. Jacob's is responsible for the expansion and growth of 1st Metropolitan's presence nationwide. He is responsible for continually raising standards for the company and has therefore established an extensive, training program designed to give new branch managers a strong foundation to ensure success. He believes that mortgage companies should provide their production staffs with the latest technology and marketing tools in order to make the entire company successful. In addition, he believes that a company should create an infrastructure that is a balance of quality and quantity and that will attract the best employees.
Robin Lamb, CMT, AMP
Vice President, Correspondent eBusiness
Wells Fargo Funding
Robin Lamb is the Vice President of Correspondent eBusiness at Wells Fargo Funding. Mr. Lamb first began her mortgage banking career 16 years ago with America's Mortgage Group who was acquired by Prudential Home Mortgage and then merged with Norwest Mortgage in 1998 keeping the Wells Fargo name. Ms. Lamb has worked in all facets of Correspondent Operations from receiving and loan review to funding. She also worked in Wholesale Operations managing Compliance, Fraud detection and the Call Center. In 2005, Ms. Lamb began working towards streamlining the mortgage delivery process by primarily focusing on data, imaging, eSign and eMortgage solutions.
Jay Meadows
Co-Owner, CEO, President
Rapid Reporting Verification Company
Jay Meadows is co-owner, chief executive officer (CEO) and president of Ft. Worth, Texas-based Rapid Reporting Verification Company. He founded the company in 1998 with executive vice president and chief operations officer (COO) Ray Petta, and oversees all aspects of the business, including product development, operations, support and sales of their products to combat fraud in the mortgage industry.
Fred Melgaard
Executive Vice President
DRI Management Systems
A nineteen year industry veteran, Fred Melgaard is an expert in loss mitigation, default management, loan servicing, foreclosure, REO management and property disposition. He has extensive experience with mortgage technology systems pertaining to servicing.
Lou Pizante
CEO
Mavent
As Chief Executive Officer, Lou Pizante oversees Mavent’s day-to-day operations and is responsible for the establishment of new client and strategic alliance relationships.
Scott M. Stern
Founder, President & CEO
Lenders One Mortgage Cooperative
Founded Lenders One to initiate the cooperative business model within the mortgage industry. As of August 2008, Lenders One is the largest alliance of independent mortgage bankers in the United States with 125 member companies and over 1000 total retail locations in all 50 states.
Greg Smith
Vice President and General Manager
Xerox Mortgage Services
Greg Smith is vice president and general manager of Xerox Mortgage Services Inc. Prior to Xerox, Mr. Smith co-founded and served as CEO of Advectis Inc., the exclusive provider of the BlitzDocs Collaboration Suite, one of the mortgage industry’s most widely-used solutions for electronic document collaboration.
Annette Tirabasso
Principal
Deloitte Consulting LLP
Annette is a Partner in Deloitte Consulting's Strategy and Operations practice where she serves as the Service Operations Effectiveness (SOE) Service Offering leader which focuses on optimizing costs and improving service quality within in service organizations. She has almost 20 years of experience assisting organizations in major enterprise-wide change and transformation programs which have included optimizing costs and improving service delivery and quality in addition to merger integration and systems implementations.
Dan Thoms
Senior Vice President
AllRegs
Dan Thoms is senior vice president of sales and strategic initiatives for AllRegs, the leading online publisher of reference information for the residential mortgage lending industry. In this position, he manages and oversees strategic corporate initiatives, the sales division and the new education division known as AllRegs Academy.
Ravi Varma
Co-Founder and CEO
LendingSpace
Ravi Varma is the co-founder and CEO of LendingSpace, a leading provider of state-of-the-art technology solutions and services for the mortgage lending industry. Varma's expertise in mortgage lending and mortgage technology includes extensive experience with loan origination and imaging technology, business process reengineering, systems integration, and automation.
John Walsh
President
MDA DataQuick
John Walsh is president of San Diego-based MDA DataQuick, a MDA Lending Solutions company and leading provider of real estate information solutions. In this role, Walsh is tasked with managing and growing the day-to-day operations of the company, which monitors real estate activity nationwide and provides information to consumers, educational institutions, public agencies, lending institutions, title companies and industry analysts.
David Zugheri
Co-Founder/COO
Envoy Mortgage
In 1997, David J. Zugheri co-founded Envoy Mortgage, formerly First Houston Mortgage, a Houston-based national mortgage banking firm currently licensed in 20 states that offers retail residential lending services, from the initial application to closing and shipping.