CONNECT by California MBA

CONNECT by California MBA

By The California MBABusiness
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CONNECT by California MBA episodes

  • Connect with John Walsh, CEO, LERETA | Episode 215
    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 John Walsh, CEO, LERETA
    Episode discussion timestamps:
    1:33 - I always like to get started with a little background, so tell us how you got into the mortgage business.
    2:24 - Rising taxes and interest rates have been in the news a lot, what impact is this having on LERETA clients and their customers?
    3:43 - Earlier this year we saw an interesting survey come out of LERETA about borrower’s knowledge and understanding of escrow, what prompted you to do this survey, and what did you learn?
    7:14 - I have seen LERETA over the years be very proactive about their preparation for Q4 tax processing, can you tell me more about the approach your team takes to make this as smooth as possible for your clients?
    9:35 - John, LERETA became a member of the California MBA this year and we greatly appreciate your support. Can you share with our listeners why the company supports the California MBA?
    To learn more about the California MBA, visit cmba.com
    12 min
  • Connect with Carol Ng, Managing Director, Derivative Logic | Episode 214
    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 Carol Ng, Managing Director, Derivative Logic
    Episode discussion timestamps:
     
    I always like to get started with our journeys to the mortgage industry.  Tell us how you got into this business.
    You have been with Derivative Logic since January 2023, tell us a little about the company and its services.
    We were thrilled to have you join us as a speaker at our 2024 Western States CREF Conference where you joined industry leaders discussing today’s market.  What are you advising as far as hedging strategies for hedging fixed rate and floating rate loans?
    How does Derivative Logic help lenders and borrowers in a market like this?
    In addition to having an impressive resume, I recently learned that you are also trained as a search and rescue volunteer!  What prompted you to pursue that?
    Derivative Logic has been a member of the California MBA for years and a big supporter of our annual Western States CREF Conference!  Can you share with us why the company supports our organization?
    To learn more about the California MBA, visit cmba.com
    14 min
  • Connect with Elizabeth Burnett, Managing Director, Loan Servicing, Slatt Capital | Episode 213
    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 Elizabeth Burnett, Managing Director, Loan Servicing, Slatt Capital
    Episode discussion timestamps:
    1:41 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business.
    3:25 - You have earned your CCMS (Commercial Certified Mortgage Servicer) designation through the national MBA and you’ve served as a course instructor and oral exam panel member for the designation classes. What can you share with listeners about the importance of professional designations?
    5:55 - You also earned the MBA Opens Doors Foundation Spirit Award this year, which recognizes people for their efforts to support that wonderful non-profit. Tell us about the MBA CCMS Philanthropic Committee. To learn more or donate visit: https://give.mbaopensdoors.org/campaign/ccms-philanthropic-committee/c487055
    8:57 - Shifting to today’s commercial real estate market, what are some of the challenges or trends loan servicers have seen?
    12:39 - Artificial Intelligence is a hot topic these days – do you see a role for AI in loan servicing?
    13:57 - How is California’s insurance crisis impacting commercial loan servicing?
    17:25 - Slatt Capital has been a member of the California MBA for years AND Barry Slatt was a Board member and helped launch the Western States CREF Conference! Can you share with us why Slatt Capital supports our organization?
    To learn more about the California MBA, visit cmba.com
    21 min
  • Connect with Adam Chaudhary, President, FundingShield | Episode 212
    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 Adam Chaudhary President, FundingShield
    Questions:
    How did you get into the mortgage industry?
    It seems like the more we do to protect ourselves and our companies from fraud, there is always a new scheme out there. Tell us about what FundingShield does to protect lenders.
    What are some of the key findings from your recent fraud report?
    Lenders are focused on efficiency, risk and cost reduction, how is FundingShield delivering on these metrics to drive ROIs for clients ?
    FundingShield has been a tremendous supporter of the California MBA over the years including your President’s Council sponsorship in 2024, thank you so much for your support. Can you share with our listeners why you choose to support the California MBA?
    Check out FundingShield’s latest fraud report here: https://www.fundingshield.com/fundingshield-q2-2024-fraud-analytics-with-commentary-from-fundingshields-ceo-ike-suri/
    To learn more about the California MBA, visit cmba.com
    17 min
  • Connect with Nicollette Chapman, SVP, Mortgage Division, Zonda | Episode 211
    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 Nicollette Chapman, SVP, Mortgage Division, Zonda.
    1:31 - I always like to get started with a little background, so tell us how you got into the mortgage business.
    4:07 - Zonda focuses on developing builder business for residential lenders, how’s the health of the new home sale market in CA and how does that compare nationwide?
    6:18 - What type of technology does Zonda use to provide services to the industry?
    8:11 - How do lenders get their foot in the door with homebuilders?
    10:25 - What are some of the best CA markets for new home sales and builder business?
    11:32 - Zonda recently joined the California MBA, thank you for your support. Can you share why Zonda decided to become a member?
    To learn more about the California MBA, visit cmba.com
    14 min
  • Connect with Skye Laudari, CEO, Crib Equity | Episode 210
    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 Skye Laudari, CEO, Crib Equity
    1:43 - Skye, welcome, I always like to get started with a little background on my guests.  Tell us how you got into the mortgage industry.
     
    4:36 - I am fascinated by the concept of Crib Equity.  Tell us about the company?
     
    8:37 - In a state like California, down payment assistant programs are so important to helping people achieve the American dream of homeownership.  Do you find that there is still a lack of understanding of all the programs that are available?
     
    11:01 - You’ve had a long career, what advice would you give someone just starting out in the mortgage industry?
     
    14:05 - Crib Equity has recently become a member of the California MBA, thank you for your support.  Can you share why the company chooses to support the California MBA?
    To learn more about the California MBA, visit cmba.com
    16 min
  • Connect with Greg Vacura, President, Agile Trading Technologies | Episode 208
    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 Greg Vacura, President, Agile Trading Technologies.
    1:36 - Greg, you’ve been a guest on Connect in the past, welcome back. How has the first half of 2024 gone for Agile?
    5:44 - What are the priority initiatives for Agile this year?
    9:46 - I see Agile is a sponsor of the CapitalW Collective, can you tell me how you became engaged with that organization?
    11:37 - I know that no one has a crystal ball, but what are your thoughts on the rate environment going into 2025?
    14:27 - Greg, Agile is a sponsor for our big CAMPAC Golf Tournament being held today, Monday, August 19th to kick off our Western Secondary Market Conference 2024! Can you share with our listeners why Agile chooses to support our organization?
    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!
    18 min
  • Connect with Serene Vernon and Greg Armstrong with LoanStream Mortgage | Episode 207
    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 Serene Vernon, President and Greg Armstrong, Chief Operating Officer, LoanStream Mortgage.
    1. I always like to get started with a little background, so tell us how you each got into the mortgage business.
    2. Recently LoanStream was recognized as a top Non-QM lender - what separates LoanStream from other Non-QM lenders?
    3. The market has been difficult for many lenders, as a wholesale lender you can see clients trying to navigate the market - how does LoanStream assist them in expanding their market?
    4. You’ve both had successful careers in the mortgage industry. What advice would you give someone who’s just starting out?
    5. LoanStream is a member of the California MBA and a sponsor for our upcoming Western Secondary Market Conference. Can you share with our listeners why the company supports 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!
    10 min
  • Connect with Kim Nichols, PennyMac and Nick Pabarcus, Logan Finance | Episode 206
    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 Kim Nichols, Chief TPO Production Officer, PennyMac and Nick Pabarcus, Sales Director, Logan Finance
    You two are Co-Chairs for this year’s big Western Secondary Market Conference happening at our new location, Terranea in Rancho Palos Verdes. What can you share with our listeners about the new venue?
    What are some of the agenda highlights attendees can look forward to this year?
    I think it’s important for the industry to understand that the proceeds from this and all our conferences are essentially invested right back into the industry in the form of advocacy. Do you find that many folks miss that connection?
    Not only are you both putting a tremendous amount of time and effort into our signature event for residential lenders, but you’re both also on our Board of Directors. Can you share with our listeners why it’s important to support 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!
    13 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.