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CONNECT by California MBA
By The California MBABusiness
CONNECT by California MBA episodes
- Connect Episode 50 | Peter Margolin, Commercial Loan Originator, Alliant Credit UnionWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 50th episode features Peter Margolin, Commercial Loan Originator, Alliant Credit UnionTopics of discussion:4:04 - What’s your background, and how did you get into the business and to Alliant?5:29 - Where is the market at right now – what’s the state of lending from your perspective?7:10 - Are we waiting more for government action (stimulus bill) or market activity (correction, rate changes) to spur the economy and the CRE sector?9:42 - How much longer do you see the (positive) trend continuing with multi-family?11:40 - What about retail? What does the sector look like post-pandemic?13:06 – How about office? Will large urban buildings continue to suffer as employees work from home?16:16 - What tips do you have for younger professionals who have recently entered the marketplace? How do you build a book of business in the midst of a pandemic?18:35 - What is one thing lenders should know that they don’t?20:05 - How crucial is it for industry pros to support advocacy groups like the California MBA, MBA, and CUNA?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 Episode 49 | Brad Zampa, EVP, CBRE Capital MarketsWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 49th episode features Brad Zampa, EVP, CBRE Capital Markets.Topics of discussion:3:47 – What’s your background, and how did you get into the CRE market, and specifically the debt/structured finance sector?9:56 – Big picture – what is the state of the CRE market right now, and where are the biggest pain points?13:48 – What about the biggest opportunities/bright spots in the market?16:03 – What about office space in particular – where do we go from here (post-pandemic)?22:25 – Are you starting to see development resume on some big projects, or are we still waiting for the shackles to come off, via the vaccine/lifting of government restrictions?24:07 – What’s the secret to navigating high-value, complicated deals in the midst of a once-in-a-lifetime headwind like the pandemic?28:43 – How important is it for industry players to support the advocacy work of organizations like the California MBA, MBA, and NAIOP?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!32 min
- Connect Episode 48 | Gary Bechtel, CEO, Red Oak CapitalWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 48th episode features Gary Bechtel, CEO, Red Oak Capital.Topics of discussion:4:44 - What’s your background and how did you wind up at Red Oak Capital?9:25 - What’s the current state of the CRE market right now, and what trends do you see dominating 2021?17:08 - What indices or market indicators do you keep a close eye on?20:00 - What will be the hottest product this year?21:00 - What about the hottest geographical region?23:51 – Why are you bullish on retail, and what pandemic-related trends are likely to endure beyond 2021?29:10 – Will government actions or market forces make a bigger impact on the health of the CRE scene this year?31:42 – As someone who’s built/helped build several successful companies, what advice would you have to someone jumping into the market?36:06 – How are keeping culture front and center during the pandemic? Any strategies or success stories?40:20 – Why is advocacy important, and why should CRE professionals in particular care about the advocacy work of groups like the California MBA, MBA, etc.?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!45 min
- Connect Episode 47 | Lori Brewer, CEO, LBA WareWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 47th episode features Lori Brewer, CEO, LBA Ware.Topics of discussion:2:18 - What’s your background and what led you to start LBA Ware?5:33 - CompenSafe’s position as the industry’s leading incentive compensation management platform has given you in-depth insight into industry comp trends. What are key comp trends you observed in 2020?9:24 - What are some best-practices for maximizing the impact of incentive compensation plans?11:59 - LBA Ware is perhaps best known for CompenSafe, but last year you launched LimeGear, a turnkey BI platform designed for mortgage lenders. What sets LimeGear apart in the BI space?14:46 - So much of the industry focus right now is on optimizing sales/managing pipelines to keep up with the refi boom and take advantage while it lasts. What are some tangible steps lenders can take to improve those areas?17:11 - How can firms like LBA Ware help companies maintain origination volume/sales in a remote/WFH environment?20:16 - Beyond quantity, how crucial is it to keep an eye on the quality of your pipeline?22:46 - As a woman-owned business, what are your thoughts on how the mortgage industry can help develop more diverse leaders?24:09 - Tell me about the “chucks” and how you’ve successfully created a unique culture at LBA Ware.26:51 - How crucial are the advocacy efforts of groups like the MBA/California MBA right now, and what would you say to a colleague considering membership?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 Episode 46 | Sales & Origination Strategies for 2021Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 46th episode features a mini-panel discussing Sales & Origination Strategies for 2021.Panelists:Casey Hughes-Wade, VP, Relationship Manager-Mortgage, SLK Global SolutionsErin Futterer, Regional Vice President, Stearns Lending, LLCJames McKibban, Branch Manager, New American Funding2:18 - What’s your journey in the industry?5:22 - Refi boom marches on as we start 2021 – what’s the biggest challenge for originators right now?11:12 - How can tech solutions help originators continue to push the envelope without getting buried and losing touch with borrowers?17:46 - What is the most important sales trend heading into this year?23:14 - How permanent do you think the virtual meeting thing is? Is this the future of sales?29:05 - What’s your favorite sales story – either a huge win or a crash landing that you learned from?35:52 - What is the smart originator doing right now to prepare for the eventual end of the refi gravy train?42:33 - What about younger originators just getting into the game, who haven’t been around for a purchase-focused cycle? How can they plan ahead if they don’t have a book of business built up yet?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!49 min
- Connect Episode 45 | Bill Tessar, President, Civic Financial ServicesWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 45th episode features Bill Tessar, President, Civic Financial Services. This episode covers a variety of topics including:4:56 - What’s your background? What led you to Civic and the private lending space?7:43 - So what is the state of private lending right now, considering the pandemic/economic challenges?14:17 - Tell me about the culture at Civic – what sets it apart?19:28 - What key strategies or tactics are private originators using to boost volume?22:21 - What advantages does private lending provide to borrowers in uncertain times like these?25:59 - What are the hottest products right now in private lending?27:41 - What happens with the refi boom ends – what are the keys to success for originators in that environment?31:05 - What about younger originators/brokers/correspondents entering the business – Why should they consider private lending instead of the more typical/traditional route (bank/IMB)?34:56 - How crucial are the advocacy efforts of groups like the MBA/California MBA right now, and what would you say to a colleague considering membership?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!39 min
- Connect Episode 44 - Erik Enright, COO/CTO Top of MindWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 44th episode features Erik Enright, COO/CTO Top of Minds. This episode covers a variety of topics including:5:11 - What's your background? How did your varied experience lead you to Top of Mind?6:23 - What has been the biggest challenge for you this year, leading operations and technology for the company?10:25 - What has been the biggest challenge for your clients this year?12:54 - How has Surefire helped lenders manage the unprecedented mortgage volumes of 2020?15:22 - Obviously, gathering leads is easier in a low rate refi boom, like we're in the middle of now, but what's the winning strategy for lenders when rates go up and the focus turns back to purchase business?17:21 - How can lenders break through the noise of social media and connect with potential borrowers?22:10 - Top of Mind has recently received recognition alongside such companies as IBM and PepsiCo for its creative marketing content. Tell us about how your content library sets you apart?28:00 - You haven't spent all your career in the mortgage industry - what can the industry do to better engage with thought leaders and folks outside the industry to bring in fresh ideas?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!31 min
- Connect Episode 43 - Margaret Chiavini, Caliber Home LoansWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 43rd episode features Margaret Chiavini, Regional Vice President, Correspondent Sales West, Caliber Home Loans This episode covers a variety of topics including:3:57 - Let’s start with your background – how did you get started in the business, and how did you end up at Caliber, in your current position?10:09 - What has been the biggest challenge for you this year?11:46 - What specific challenges do you think correspondent lenders have had this year, facing both the pandemic and the refi boom?15:23 - What does the near-term future look like (2021), particularly for the correspondent side of business?17:20 - What intrigues you about the tech side of the business, and what are you most excited to see from industry tech solutions providers in the future?19:49 - Where do you see that industry has made the most progress in the past few years when it comes to technology adoption/implementation?21:56 - As an investor, what are the biggest pain points for you and your correspondent customers right now?25:22 - Switching gears, advocacy from groups like the California MBA and the national MBA were crucial in 2020 – what would you say to a colleague that didn’t understand the importance of advocacy?28:16 – What is the Mortgage Innovators Conference all about?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!31 min
- Connect Episode 42 - Michael Flynn, Of Counsel, BuchalterWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 42nd episode features Michael Flynn, Of Counsel, Buchalter. This episode covers a variety of topics including:3:08 - What’s your background? What drew you into the legal field, and how did you end up at Buchalter?5:57 – What was a bigger challenge – your time during the financial crisis at HUD, or the following years in the industry?8:26 - What are you hearing from lender clients right now about the biggest challenge they anticipate in 2020?10:49 - It appears at this point that Joe Biden will be inaugurated on January 20 – how quickly do you think that mortgage bankers will see a different approach from either the CFPB or other regulators?15:04 - What should we be keeping an eye on coming out of the newly-minted CA Department of Financial Protection and Innovation?18:25 - Of the bills recently signed in to law by Gov. Newsom, what are some of the big impacts you foresee?24:56 - Where are we at with the residential eviction moratoria, and what are we likely to see next year?27:43 - What’s one thing lenders can do right now to protect their businesses and mitigate liability risk?29:53 - How crucial is the industry’s advocacy efforts right now, both in CA and DC?Join the conversation | Bank CRE Lending Report and CREF Ecosytem Outlook Conclave, happening December 8th —> https://lnkd.in/g8BxdrCThank 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!35 min
- Connect Episode 41 - Brent Chandler, Founder & CEO, FormFreeWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 41st episode features Brent Chandler, Founder & CEO, FormFree. This episode covers a variety of topics including:3:01 - What’s your background? How did you get started in the industry and what led you to found FormFree?5:09 – How can the industry help our veterans more, and keep them engaged and plugged in to the mortgage lending community?6:18 - Tell us about how 2020 has been for you and FormFree – what lessons have you learned and how have you navigated the ups-and-downs?8:24 - How have you maintained the culture at the company in the midst of so much work-from-home?10:44 - What are some of the changes from this year that you see as permanent, or what industry tech trends did the pandemic accelerate?13:25 - What are the biggest tech/UX gaps in the borrower journey right now, and what do lenders need to do to better serve customers?21:22 - What will we all be talking about at industry tech conferences in 5 years?30:04 - How important are industry advocacy efforts right now, from MBA at the federal level to California MBA here in our state?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!35 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.