CONNECT by California MBA

CONNECT by California MBA

By The California MBABusiness
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CONNECT by California MBA episodes

  • Connect with Jehan Patterson, Counsel, Debevoise & Plimpton | Episode 174
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Jehan Patterson, Counsel, Debevoise & Plimpton
    Topics of Discussion:
    1:44 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into legal representation for financial services.
    5:35 - You have recently joined the Board of Directors of the DC Bar Foundation - how did you react when you got that news? Tell us a little bit about the Foundation
    6:39 - You were an Enforcement Attorney at the CFPB, what were some of the top compliance areas that seemed to trend the most?
    9:01 - What are the legal trends that mortgage lenders should be paying attention to right now?
    12:08 - You will be speaking at our Legal Issues & Regulatory Compliance conference that’s coming up December 11 – 12 in Irvine. Can you give us a sneak peek at what you’ll be covering?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    15 min
  • Connect with Jeff Flory, CMB, AMP, CEO, QCAlly | Episode 173
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Jeff Flory, CMB, AMP, CEO, QCAlly
    Topics of Discussion:
    1:26 - Jeff, I always like to start by finding out how people got into this industry, so tell us your story.
    4:14 - Congratulations on your professional designations – both CMB and AMP, that’s impressive. What can you share with our listeners about what you experienced while going through those programs?
    8:39 - We’ve known each other since you were at First American and I’ve always valued working with you. What are some of the top QC issues lenders should be focusing on right now?
    12:09 - Another congratulations on becoming the CEO of QCAlly! What’s in store for the company in 2024?
    16:24 - Jeff, you’ve been a fantastic and active member of the California MBA. I especially appreciate your role in our legislative efforts over the years and encouraging others to pay attention to what’s happening from a legislative perspective. Can you share why you are a supporter of the California MBA?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    21 min
  • Connect with Anoush Garakani, Partner, Alston & Bird | Episode 172
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Anoush Garakani, Partner, Alston & Bird
    Topics of Discussion:
    1:40 - I always like to get started with our journeys to the mortgage industry.  Tell us how you got into legal representation for financial services.
    5:59 - You were recognized in 2021 and 2022 edition of “The Best Lawyers in America” on the “Ones to Watch” list for your work in Corporate Governance and Compliance Law.  What did that recognition mean to you?
    7:01 - 2023 is certainly the toughest market we’ve seen in years.  What do you advise lenders as the most important thing to monitor from a compliance perspective right now?
    10:19 - Can you give us a little insight as to what you might be covering at our annual Legal Issues & Regulatory Compliance Conference?
    13:45 - You’ve been a big supporter of the California MBA, can you share with us why you’re such a big supporter?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    17 min
  • Connect with Michael Pearson, SVP Business Development, A&D Mortgage | Episode 170
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Michael Pearson, SVP Business Development, A&D Mortgage
    Topics of Discussion:
    1:26 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business.
    2:39 - 2023 is definitely a tough year for originators. How can a company be competitive in a purchase market like this?
    How does A&D set themselves apart from competitors?
    4:30 - What are some of the opportunities in today’s market for the non-QM lending space?
    6:40 - How do you work with brokers to help combat any current fears that clients may have about whether this is the right time to buy a home?
    8:26 - You’ve had a long career in financial services, what advice would you give a young mortgage professional just starting out?
    10:12 - A&D Mortgage is a big supporter of the California MBA, for which I’m always grateful. Can you share with us why the company supports us?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    13 min
  • Connect with Melissa Grindel, EVP/Head of Compliance, ActiveComply | Episode 169
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Melissa Grindel, EVP/Head of Compliance, ActiveComply
    Topics of Discussion:
    1:44 - I always like to get started with our journeys to the mortgage industry.  Tell us how you got into compliance in the mortgage industry
    3:48 - With so much pressure on loan officers this year, I’m sure they’re getting “creative” with their marketing!  What are the top issues lenders should be monitoring as far as social media compliance with their LOs?
    6:10 - How does ActiveComply help LOs make the most of their social media campaigns while staying compliant?
    8:31 - 2023 has certainly been a challenging year, but ActiveComply is still growing!  How do you find the right fit for your corporate culture?
    10:42 - With the market downturn this year, have you seen more lenders look to consultants to help support their compliance teams to stay ahead of the ever-changing rules across the country?
    12:42 - 2024 is fast approaching, can you share with us what’s next for ActiveComply?
    14:14 - ActiveComply had been a big supporter of the California MBA, for which I’m always grateful.  Can you share with us why you’re such a big supporter?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    17 min
  • Connect with Josh Friend, CEO & Founder, Insellerate | Episode 168
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Josh Friend, CEO & Founder, Insellerate
    Topics of Discussion:
    1:24 - Josh, welcome back to Connect! The MBA Annual Convention is this week in Philadelphia – what are you most excited about experiencing while you’re there?
    2:31 - You recently presented to our Executive Forum on the topic of Artificial Intelligence and you pretty much blew everyone’s mind! What are the top things lenders should be paying attention to in this area?
    5:14 - This is definitely a market where LOs are competing for business and looking for ways to stand out to borrowers. How is Insellerate making it easy for originators to gain market share?
    9:37 - Josh, you’re an incredible entrepreneur, and I thank you for having your son in our Future Leaders Program this year! What advice would you give to a young mortgage professional just starting out?
    13:22 - Insellerate has been a President’s Council sponsor for the California MBA for several years and we’re extremely grateful for that support. Thank you for being a guest on Connect!
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    15 min
  • Connect Episode 167 | Affordable Housing Session LIVE at 2023 Western Secondary Market Conference
    Discover the fascinating dialogue between some of the most influential players in the mortgage industry as they explore the progress of affordable housing and what further steps must be taken in the future. This was all captured live at the 2023 Western Secondary Market Conference, brought to you by the California MBA.
    Get an inside look at this premier event and find out more about the 2024 conference details by visiting westernsecondary.com now!
    53 min
  • Connect with Dawar Alimi Founder/CEO, Lender Price | Episode 165
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Dawar Alimi Founder/CEO, Lender Price
    Topics of Discussion:
    2:07 - How has a PPE influenced the way mortgage lenders approach pricing and product eligibility in today’s market?
    4:26 - Could you share your insights on how you perceive the influence of AI on the mortgage industry?
    6:39 - How do you view the interplay between AI advancements, regulatory frameworks, and compliance requirements, effect on the mortgage industry?
    7:54 - How is Lender Price utilizing AI within the mortgage industry, and to what extent do you expect other industry players to adopt similar AI implementations in the near future?
    9:31 - Do you believe that AI has the potential to replace human roles within the mortgage industry?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    14 min
  • Connect with Robin Wright, Managing Partner, Wright Finlay & Zak, LLP
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Robin Wright, Managing Partner, Wright Finlay & Zak, LLP
    Topics of Discussion:
    1:39 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into legal representation for financial services.
    3:47 - I was very pleased to learn that you have been chosen as one of the five finalists to win a 2023 Women in Housing Leadership Award in the category of Diverse Ownership at the 20th Annual Five Star Conference in Dallas in September! Congratulations – how did you react when you got that news?
    5:58 - As you know, the California MBA has an active Diversity, Equity & Inclusion Committee. Your firm is also active in several national associations promoting diversity. How has your involvement on those issues benefited your firm?
    9:25 - What are the legal trends that mortgage lenders should be paying attention to right now?
    13:17 - You’ve been a big supporter of the California MBA, for which I’m always grateful. Can you share with us why you’re such a big supporter?
    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!
    15 min

About CONNECT by California MBA

From the publisher's feed

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry.