CONNECT by California MBA

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 Steve Kolker – EVP, National Correspondent Sales, AmeriHome Mortgage

Topics of Discussion:

1:49 - I always like to start by sharing how someone got into the mortgage business. Tell us how you got started?

4:58 - Being a leader during hot markets is much different than challenging markets, like we’re in today. What are some of the leadership values that can help companies in a year like this?

7:57 - You’ve had a long career in financial services, what advice would you give a young mortgage professional just starting out?

11:20 - You’re a member of the Mortgage Action Alliance (MAA) which is a grassroots advocacy tool used at the national level but one that we also use at the California MBA to get the word about important legislation we’re working on. Can you share why you feel that’s important to support the Mortgage Action Alliance (MAA)?

15:01 - You have spent a lot of time volunteering as a baseball coach for Little League. What drove you to stay involved?

17:25 - AmeriHome has been a longtime supporter of the California MBA, can you share with our listeners the importance of supporting our association?

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!

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 Carrie Nikols, CEO, The Nikols Company, Manager of The Nikols Mortgage Fund

Topics of Discussion:

1:45 - I always like to get started with a little personal background, how did you get into the commercial mortgage industry?

3:25 - Interest rates are up in 2023 after a few years of historically low rates. What asset classes do you see faring well over the next 12 months?

5:49 - The Nikols Company is a private fund. How does that structure allow for more flexibility or customization for your clients looking to fund projects?

8:15 - Carrie, you are most certainly a minority when it comes to the demographics of commercial real estate finance. What would you share with other women looking to enter this segment of the market?

10:26 - You’re heavily involved in some local charities. Tell us a little about those.

12:02 - The Nikols Company has been a long-time supporter of our association and sponsor at our Western States CREF Conference. What can you share with our listeners about the importance of supporting 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!

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 Nema Daghbandan, Partner, Geraci, LLP

Topics of Discussion:

1:36 - Nema, welcome! I always like to get started with our journeys to the mortgage industry. Tell us how you got into legal representation for financial services.

3:21 - The Geraci law firm is always very active with events to educate clients about legal trends. Would you say that’s what separates you from your competitors?

4:15 - You and several of your attorneys have been very active with us for many years; we are so grateful for the expertise that your firm brings to our legislative and legal agenda. What do you feel are the most important legal issues lender are facing in 2023?

7:56 - I see that your profile also includes you as CEO of Lightning Docs. Tell us a little about that company?

11:25 - Geraci LLP’s website states that it is the Nation’s leading private lending law firm, what exactly does the company do for private lenders and how are private lenders different from other lenders?

13:02 - 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!

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 Jeffrey Tesch, CEO, RCN Capital

Topics of Discussion:

1:56 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business.

7:02 - 2023 is such a challenging year for lenders, where are people seeing opportunities in the real estate market despite rate increases and ongoing turbulence?

10:38 - Being a leader during hot markets is much different than challenging markets, like we’re in today. What are some of the leadership values that can help companies navigate the tough times?

14:45 - How have investors been leveraging alternative lending products like non-QM loans and private money to be successful in today’s challenging market?

18:55 - You’ve had a long career in financial services, what advice would you give a young mortgage professional just starting out?

21:05 - 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!

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 Vince Furey, Senior Vice President of Mortgage, MeridianLink

Topics of Discussion:

1:37 - Tell us a little about your background and how you got started in the mortgage business

2:53 - I love stories about great entrepreneurs such as yourself and I see you were self-employed at one time. What advice would give to a young entrepreneur?

5:07 - 2023 is the most challenging year lenders have had for some time. How can automation done correctly help reduce costs and improve borrower experience?

8:30 - How does OpenClose (now MeridianLink) set themselves apart from their competitors?

12:44 - MeridianLink is a big supporter of the California MBA and we greatly appreciate that support! Why does the company choose to support an organization like ours?

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!

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 Kevin Peranio, Chief Lending Officer, PRMG

Topics of Discussion:

1:37 - I always like to start by sharing how someone got into the mortgage business.  Tell us where you started?

 

3:45 - Being a leader during hot markets is much different than challenging markets, like we’re in today.  What are some of the leadership values that can help companies in a year like this?

5:42 - You’ve had a long career in financial services, what advice would you give a young mortgage professional just starting out?

 

7:45 - You started in this industry when there was next to no technology.  Now we’re in an era where technology is key for the mortgage industry.  What areas of technology adoption will be the highest priority for your company this year?

 

10:13 - Kevin, you’ve been to every Mortgage Innovators Conference since our inception in 2019.  What can you share with listeners about the value of that event?

 

12:46 - You’re also a member of our Board of Directors and have encouraged many companies to become active with the California MBA.  Can you share with our listeners the importance of supporting our association?

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!

This week, Insellerate is taking the Connect podcast by storm! Tune in to hear Josh Friend, Founder and CEO of Insellerate, and Jon Irvine, Chief Production Officer at Change Home Mortgage, discuss the hottest topics in the mortgage industry, the current market conditions, and so much more. Don't miss out on this great opportunity to get the inside scoop on the industry.

https://insellerate.com/

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 Kevin Parra, CEO, Plaza Home Mortgage

Topics of Discussion:

1:41 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business.

3:24 - You’ve had a long history in the mortgage industry, 2023 is definitely a tough year for originators. How can a company be competitive in a purchase market like this?

How does Plaza set themselves apart from competitors?

6:05 - Being a leader during hot markets is much different than challenging markets, like we’re in today. What are some of the leadership values that can help companies navigate the tough times?

11:13 - Outside of the mortgage space, you’re a big extreme sports fanatic! Tell us about your latest adventure.

13:33 - Getting back to the industry, you’ve had a long career in the mortgage industry, what advice would you give a young mortgage professional just starting out?

16:20 - You’ve been a member of our Board of Directors, and currently Mike Fontaine sits on our Board – Plaza has always been such big supporter of the California MBA, for which we’re 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!

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 back Ben Miller, Co-Founder and CEO, SimpleNexus

Topics of Discussion:

1:47 - Tell us a little about your background and how you got started in the mortgage business

4:28 - I love stories about great entrepreneurs such as yourself. What advice would give to a young entrepreneur?

10:43 - You were named one of the 40 Most Influential Mortgage Professionals Under 40 Years Old by National Mortgage Professional Magazine in 2019. How did you react to that recognition?

11:48 - 2023 is the most challenging year lenders have had for some time. How can automation done correctly help reduce costs and improve borrower experience?

15:03 - How does SimpleNexus set themselves apart from their competitors?

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!

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 back Chuck Iverson, President, Mason-McDuffie Mortgage

Topics of Discussion:

1:48 - 2023 has proven to be a harder year than the mortgage industry has seen in some time, but Mason-McDuffie is growing! How difficult is growth to navigate in this market?

3:25 - Being a leader during hot markets is much different than challenging markets, like we’re in today. What are some of the leadership values that can help companies in a year like this?

7:20 - You’ve had a long career in financial services, what advice would you give a young mortgage professional just starting out?

9:17 - You started in this industry when there was next to no technology. Now we’re in an era where technology is key for the mortgage industry. What areas of technology adoption will be the highest priority for your company this year?

11:17 - Chuck, you served as Chair of the Inaugural Mortgage Innovators Conference in 2019. What can you share with listeners about the value of the Mortgage Innovators Conference 2023?

14:50 - You’re also a member of our Board of Directors and have encouraged many companies to become active with the California MBA. Can you share with our listeners the importance of supporting our association?

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!