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CONNECT by California MBA
By The California MBABusiness
CONNECT by California MBA episodes
- Insellerate Takeover with Josh Friend and Jon Irvine | Connect Episode 121Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our podcast sponsor, Insellerate, TAKES OVER episode 121. Watch or listen to Josh Friend - CEO, Insellerate and Jon Irvine - Chief Production Officer, Change Home Mortgage.Topics of Discussion:- What are some of the unique products in today’s market?- What can loan officers do to be successful in this market?- Providing homeownership opportunities to the underserved marketThank 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!17 min
- Connect with Jennifer Schachterle, Director of Warehouse Lending, Western Alliance Bank | Ep. 120Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 120th episode features Jennifer Schachterle, Director of Warehouse Lending, Western Alliance BankTopics of Discussion:1:35- I always like to get started with a little personal background, how did you get into the mortgage industry?2:50- 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?5:23 - What are your customers sharing are their top priorities for the balance of 2022?7:38 - Technology is such a critical component of lending these days. What can you share with our listeners about www.MortgageInnovators.com?10:10 - You are a mentor for our Future Leaders Program that we offer in partnership with Pepperdine University. Did you have a mentor that was instrumental in your career?13:14- You of course are a member of our leadership and serve on our Board of Directors. What can you tell our listeners about the importance of supporting 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!17 min
- Connect with Ned Payant, President, American Pacific Mortgage | Episode 119Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 119th episode features Ned Payant, President, American Pacific Mortgage.Topics of Discussion:1:35 - I always like to get started with a little personal background, how did you get into the mortgage industry?4:53 - 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?8:42 - How does APM set themselves apart from competitors?13:26 - American Pacific Mortgage has a very specific corporate culture/motto. What can you share with our listeners about how that culture was developed?16:56 - Being a leader in a hot market is much different than being a leader in a challenging one. What are some leadership values that can help companies navigate tough times?22:28 - Increasing diversity in the mortgage market is a high priority for the California MBA. What are APMs priorities/best practices around DE&I?26:01 - American Pacific Mortgage has been a long-time supporter of the California MBA. What can you tell our listeners about the importance of supporting 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!30 min
- Connect with Paul Gigliotti, COO Pinnacle Home Loans and Founder, Axis Lending Academy | Episode 118Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 118th episode features Paul Gigliotti, COO Pinnacle Home Loans and Founder, Axis Lending Academy.Topics of Discussion:1:50 - How did you get into the mortgage industry?3:32- We are in the middle of a tough cycle for the residential mortgage industry. How can a company be competitive in a purchase market like this?9:17 - What can you share with our listeners about www.MortgageInnovators.com?13:26- What do you think are the biggest factors in making the Mortgage Innovators Conference such a big hit?16:05 - What can you share about Axis Lending Academy and what are your 2023 priorities?21:21 - Can you share with our listeners the importance of supporting an organization like 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 Andrew Mekjavich Principal at Gantry | Episode 117Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 117th episode features Andrew Mekjavich Principal at GantryTopics of Discussion:1:36 - I always like to get started with a little personal background, how did you get into the mortgage industry?4:29 - You participated in our Future Leaders program years ago, can you share with listeners your thoughts on the importance of mentorship?7:22 - The real estate finance industry is always looking to increase diversity. How is Gantry attracting young or diverse mortgage professionals to this industry?9:53 - You’re involved with a few charities, can you tell me why these organizations are important to you?12:12 - 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?13:48- How does Gantry differentiate themselves from competitors?16:10 - The use of technology in the CRE space seems to be really taking off. What are your thoughts on how the industry is adapting to more technology?18:59 - You are a member of the Board of Directors for the California MBA, can you talk about why it’s important for the CRE industry 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!22 min
- Connect with Cody Charfauros, Principal/Managing Director, Slatt Capital | Episode 116Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 116th episode features Cody Charfauros, Principal/Managing Director, Slatt CapitalTopics of Discussion:1:32 - I always like to get started with a little personal background, how did you get into the mortgage industry?2:36 - The real estate finance industry is always looking to increase diversity. How is Slatt Capital attracting young or diverse mortgage professionals to this industry?4:42 - 2022 is a tough market for all real estate finance. What asset classes do you see fairing better than others?7:12- How will Slatt differentiate itself from competitors?8:18 - The use of technology in the CRE space seems to be really taking off. What are your thoughts on how the industry is adapting to more technology?11:18 - You will be on stage at our Western States CREF Conference next week interviewing Nolan Bushnell, the founder of Atari. Can you give us a sneak peak of what you might be discussing?13:37 - You are a member of the Board of Directors for the California MBA, can you talk about why it’s important for the CRE industry 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!17 min
- Connect with Bobby Khorshidi, President & CEO, Archway Capital | Episode 115Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 115th episode features Bobby Khorshidi, President & CEO, Archway CapitalTopics of Discussion:1:42 - I always like to get started with a little personal background, how did you get into the mortgage industry?6:08 - What asset classes do you see faring better than others in the next 12 months? How will Archway differentiate themselves from competitors?10:21 - What are some of the unique deals you’re looking at this year?11:45 - What can you tell us about how the current capital market has impacted Archway’s business?12:45 - I see you’re on the Board for the UCLA Mattel Children's Hospital – tell us a little about that charity and why you’re involved?16:12 - You are one of our speakers on the Structured Finance panel at this years Western States CREF Conference – back at Aria this year in Las Vegas, next month. Can you give our listeners some highlights of what you’ll cover on that panel?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!20 min
- Connect with Dan Phelan, CMB, CEO, Pacific Southwest Realty Services (PSRS) | Episode 114Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 114th episode features Dan Phelan, CMB, CEO, Pacific Southwest Realty Services (PSRS)Topics of Discussion:1:53 - I always like to get started with a little personal background, how did you get into the mortgage industry?5:28 - Can you share with listeners a little history of the association?10:42 - You have several professional designations: CMB, CRI, CCMS. Why was it important for you to obtain those designations?15:44 - The real estate finance industry is always looking to increase diversity. How is PSRS attracting young or diverse mortgage professionals to this industry?26:12 - 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?32:47 - How will PSRS differentiate themselves from competitors?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!37 min
- Connect with Gary Bechtel, CEO, Red Oak Capital Holdings | Episode 113Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 113th episode features Gary Bechtel, CEO, Red Oak Capital HoldingsTopics of Discussion:01:23 - I always like to get started with a little personal background, how did you get into the mortgage industry?03:12 - You joined Red Oak a couple of years ago, what drew you to the company?0:727 - 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?10:53- How will Red Oak differentiate themselves from competitors?14:40 - There has been a huge influx of technology solutions on the residential side of the industry. Can you talk a little about the adoption of technology in the commercial space?18:38- 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?21:01 - You are Chair of the 2022 Western States CREF Conference – back at Aria this year in Las Vegas, next month. Can you give our listeners some highlights of what they can expect?23:28 - You are also a member of our Executive Board at the California MBA. Can you talk about why you volunteer your time with us and 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!28 min
- Connect with Madison Simm, President of Mortgage Finance, Texas Capital Bank | Episode 112Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 112th episode features Madison Simm, President of Mortgage Finance, Texas Capital BankTopics of Discussion:1:26 - Share with our listeners about your background and your role at Texas Capital Bank.3:06 - Given the current market, what are some of the conversations you’re having with clients?7:30 - Can you share some of the notable and recent program enhancements for the Mortgage Finance business at Texas Capital Bank?11:15- How does Mortgage Finance fit into the bank’s overarching strategy to become the flagship financial services firm headquartered in Texas?15:29 - What is something you consider especially unique to the bank’s Mortgage Finance business?17:27 - What is next for the Mortgage Finance team at Texas Capital Bank?22:21 - We’re excited you are participating on our Mergers & Acquisitions Panel this week at the Western Secondary Market Conference. Can you give us a preview of some the highlights you’ll address?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
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.