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CONNECT by California MBA
By The California MBABusiness
CONNECT by California MBA episodes
- Connect with David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc. | Episode 131Welcome 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 David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc.Topics of Discussion:1:31 - You’ve been a guest on Connect before, but I always like to get started with a little personal background, how did you get into the mortgage industry?5:49 - Interest rates are up and we’re just kicking off 2023. What asset classes do you see fairing better than others in the next 12 months?10:05 - Your company has a number of people that have been with you for years. What is the secret to your strong corporate culture?12:16 - David you were one of the first people I met at the California MBA all those years ago. I know you are an incredible networker. What advice can you share with newer entrants in the market about how to build that strong professional network?15:23 - Curtis-Rosenthal is the ONLY company that has sponsored the Western States CREF Conference every year since its inception. Why is that event a priority for the company?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 Michael Berman, Founder & CEO, Ncontracts | Episode 130Welcome 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 Berman, Founder & CEO, NcontractsTopics of Discussion:1:35 - Tell us a little about your background and starting nContracts.3:11 - What advice would give to a young entrepreneur?5:52 - What is your philosophy on corporate culture?7:54 - Fair lending compliance and risk management are huge issues. What are your clients sharing with you as far as their biggest concerns in these areas?11:14 - What is on the horizon for Ncontracts in 2023?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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 Chris Vinson, CEO, Windsor Mortgage | Episode 129Welcome 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 Chris Vinson, CEO, Windsor Mortgage.Topics of Discussion:1:55 - Chris, thank you for joining us, tell us a little about your background and how you got in the industry?7:08 - You’ve had a long history in the mortgage industry, 2022 is definitely a tough year for originators. How can a company be competitive in a purchase market like this?8:58 - How does Windsor Mortgage set themselves apart from competitors?11:42 - In your eyes what are 3 things LO’s should be doing today?17:07 - 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 in the coming year?20:00 - What are you most excited about in mortgage in 2023?23:11 - Chris I see that you offer “Coaching with Chris” to help mortgage professionals enhance their skills. We offer a fantastic Future Leaders Program through Pepperdine University as we also believe in investing in young mortgage professionals. Can you share with us why mentorship is so important?24:48 - Windsor just became a member of the California MBA and we’re grateful for your support through membership. Can you share with us why it's important to support the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!26 min
- Connect with Jason Cave, Head, Fintech Strategy, FHFA | Episode 128Welcome 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 Jason Cave, Head, Fintech Strategy, FHFATopics of Discussion:2:15 - Thank you for joining us, tell us a little about your background4:03 - assumed the role of Head, Fintech Strategy at FHFA. What are your primary goals in this role for 2023?7:01 - What factors are impacting or streamlining adoption of technology for lenders?10:43 - What role should fintechs play in assisting with the modernization of our industry?12:46 - I’m excited to be welcoming you to our Mortgage Innovators Conference 2023 next June. Can you share with us why you feel its important to participate in or VIP Mortgage Innovation Roundtable at this event?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!16 min
- Connect with Nicole Booth, Chief Marketing Officer at QC Ally | Episode 127Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Nicole Booth, QC AllyTopics of Discussion:2:11 - Nicole, many of our members know you from building and leading government and public affairs teams for corporate and startups. Why did you decide to move to the marketing and business side, and how has that transition gone?3:34 - Our members might know QC Ally by their former name, Incocheck. Can you provide some information on why the company decided to rebrand?4:34 - With the industry looking to increase access to homeownership, what should lenders be thinking about to ensure they are maintaining a healthy risk management process?7:05 - You mentioned the idea of "Enterprise Loan Quality". Can you expand on what you mean by that?7:48 - With so much growth at QC Ally over the past few months as you already mentioned, what does 2023 have in store for the company?9:27 - Nicole, I have been so grateful for your support for the California MBA through each company you’ve been a part of since we met! Can you share why its important to support the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!To donate to CAMPAC visit https://form.jotform.com/21272678350405413 min
- Connect with Hassan Rashid, Chief Revenue Officer, Tavant | Episode 126Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Hassan Rashid, Chief Revenue Officer, Tavant joins us for our 126th episode.Topics of Discussion:1:47 - Hassan, thank you for joining us, tell us a little about your background and how you got in the industry?4:49 - Tough year for mortgage lenders this year, what are your clients sharing with you about their top priorities for 2022 and looking at the start of 2023?8:05 - How is automation impacting the mortgage industry today?12:36 - Tell us about Touchless Lending?15:52 - You’ve been an innovator in the mortgage space for many years, what can the mortgage industry learn from other industry’s about tech adoption?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!24 min
- Connect with Mikhail Cook, EVP, Strategic Sales, Sagent | Episode 125Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Mikhail Cook, EVP, Strategic Sales, Sagent joins us for our 125th episode.Topics of Discussion:1:37 - Mikhail, thank you for joining us, tell us a little about your background and how you got in the industry?3:19 - With rising interest rates, regulators are expecting an uptick in foreclosure activity. How is Sagent working with customers to navigate this cycle?4:33 - What processes and digital tools have you seen the industry embrace and gravitate toward in a late stage-pandemic environment?5:10 - I've read that modernizing servicing is sometimes considered "the last frontier of the fintech era". Why is that and how do you tackle such a challenge at Sagent?5:48 - Why is it important to keep the consumer at the center of the servicing process?6:36 - Even if provided with the best self-serve options, some consumers seek human advice when managing their loans. How do you weigh technology and human support when speaking with your customers?7:41 - What makes this market cycle different from previous ones, and how do you work to support customers through the current market uncertainty?8:54 - Sagent is a proud member of the California MBA and we greatly appreciate your continued support. What can you share with listeners about why you support our association?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!11 min
- Connect with Dan Catinella, Chief Lending Officer, Total Expert | Episode 124Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Dan Catinella, Chief Lending Officer, Total Expert joins us for our 124th episode.Topics of Discussion:1:39 - Dan, thank you for joining us, tell us a little about your background and how you got in the industry?6:16 - You have the unique distinction in your career of being on the technology solution side of the industry but have also been a mortgage banker. How does that give you an advantage in this market?9:35 - 2022 has certainly been a tough year for mortgage lenders this year, what are your clients sharing with you about their top priorities for wrapping 2022 and looking forward to 2023?14:13 - How is Total Expert setting themselves apart from competitors to help their clients navigate this market?16:46 - You’ve been an innovator in the mortgage space for many years, what can the mortgage industry learn from other industries about tech adoption?19:44 - You have been a big supporter of this association and one of the hosts of the launch of our Mortgage Innovators podcast (thank you!). What can you share with listeners about why it is important to support the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!24 min
- Connect with Robert Moore, President, Inventiv Technologies | Episode 123Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Robert Moore, President, Inventiv Technologies joins us for our 123rd episode.Topics of Discussion:1:34 - Robert, thank you for joining us, tell us a little about your background and how you got in the industry?4:30 - 2022 has certainly been a tough year for mortgage lenders this year, what are your clients sharing with you about their top priorities for wrapping 2022 and looking forward to 2023?7:37 - You have the unique distinction in your career of being on the technology solution side of the industry but have also been a mortgage banker. How does that give you an advantage in this market?10:02 - You’ve been an innovator in the mortgage space for many years, what can the mortgage industry learn from other industry’s about tech adoption?12:59 - You and Inventiv have been big supporters of the Mortgage Innovators Conference, and are sponsoring again in 2023 (thank you!). What can you share with listeners about why this event is a priority for your company?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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!16 min
- Connect with Tom MacManus, President & CEO, Money360 | Episode 122Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Tom MacManus, President & CEO, Money360 joins us for our 122nd episode.Topics of Discussion:I always like to get started with a little personal background, how did you get into the mortgage industry?You joined Money360 a couple of years ago, what drew you to the company?2022 is a tough market for all real estate finance. What asset classes do you see fairing better than others in the next 12 months?What are the current trends you are seeing in the market, particularly in regard to lending?How has bridge lending, specifically, come into play in this current environment?What experience does Money360 have in navigating uncertain markets with its clients?You have been a big believer in mentorship and giving back to this industry. Can you share with us the people who’ve been mentors in your career?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To 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.
California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities.