Fintech Hunting

We have a very special guest for you today.  In this episode we discuss cyber security in financial services, current threats, what real estate agents and lenders can do to protect themselves, the importance of planning, on-going training and so much more with the amazingly Tobi Libbra Director of Cyber Security Awareness IL Group.  She has a wealth of real estate and mortgage finance experience and is a cyber security expert.

Tobi Libbra, cyRM is the Regional Vice President of Business Development and Director of Cyber Security Insurance & Awareness for IL Group. Tobi also serves as an Associate Broker for IL Group Real Estate. Tobi holds certification in Cyber Insurance & Risk Management along with a Real Estate Broker’s license in multiple states for over 17 years, owning her own Real Estate Brokerage for 13 of those years. Tobi is one of the few people to have management roles in both sides of the industry working closing with Realtors and Originators along with mortgage industry executives and operations in protecting both their companies and portfolios.

We have a very special guest for you today on this episode of the Fintech Hunting Podcast where we discuss  her background and expertise in mortgage lending, some of the main challenges lenders are facing today, what is technologies role in addressing those challenges, keys to greater user and borrower adoption, successful technology implementations, why she chose BlackFin and so much more.

Please help me welcome special guest Cecilia Janson Partner & Chief Delivery Officer at BlackFin Group.  She has a wealth of mortgage industry experience and expertise in mortgage operations and development.  She is lean Six Sigma Black Belt, Certified Corporate Trainer and Certified Mortgage Banker.  

We have an amazing guest for you today on this episode of the Fintech Hunting Podcast where we discuss digital mortgages, MSR's, Technologies impact on the mortgage industry, the importance of customer loyalty, coaching and mentoring and so much more with the phenomenal Ruth Lee, CMB and Founder of Big Think.

She is a seasoned mortgage executive with 24+ years of sales leadership and lending experience in the mortgage services sector. Recognized for demonstrating a natural aptitude for refining operations, as well as for client relations and building channels, has a verifiable history of contributing directly to company growth and expansion throughout her career.  Highly sought after speaker and author.

Professional focal points include retail, wholesale, correspondent investing, warehouse lending, servicing, market analysis, technology solutions, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, public speaking, direct leadership, project management, and resource management to support efficiency and maximum returns.

We have an incredible guest for you today on this episode of the Fintech Hunting Podcast where we discuss how this individual transitioned from Life Insurance to the mortgage industry, what it means to be a brand ambassador, what makes EPM special and unique, how he leveraged technology during the pandemic to build and foster relationships, what the model for going back into the office looks like, the advantages and challenges of doing so, how to build a great corporate culture and so much more with the amazing Frank Ferrans Brand Ambassador at Equity Prime Mortgage LLC, (EPM).

Frank is an experienced Sales Recruiter with a demonstrated history of working in the financial services industry. Skilled in Sales, U.S. VA Loans, Mortgage Underwriting, Refinance, and U.S. Department of Agriculture (USDA). Strong sales professional with an Associate's degree focused in Business/Managerial Economics from Queensborough Community College who has a wealth of knowledge and experience in the mortgage industry.

We have an amazing guest for you today, a Results-driven executive with over four decades of leadership and management experience in Mortgage Banking with companies like Bank of America, CitiMortgage, Countrywide, Nationastar Mortgage, MetLife, Streans Lending, Planet Home Loans and now Kind Lending.

She is an industry heavy hitter-  she has been named a Housing Wire Vanguard, a NEXT Powerhouse Award recipient, a Women of Influence, named one of The Most Powerful Women in Fintech, an MPA Elite Women award winner,  a Most Powerful and Influential Women and Women of Influence

The amazing Suzy Lindblom, Chief Operating Officer at Kind Lending.  In this episode we discuss:

·  With decades of experience in the mortgage industry how has mortgage lending changed and evolved?

·  What has technology’s role been in that evolution?

·  What are some of the biggest challenges facing lenders today?

·  How do you find the right balance between people resources and technology?

·  What are things lenders can be doing to lower the cost of originating a loan?

·  What do you see in store for the industry for the remainder of 2021 and the beginning of 2022?

·  What is your view on the importance of coaching and mentorship and the impact it has had on your career?

·  Tell Why did you select Kind Lending?

·  What is your vision for Kind Lending moving forward?

Don't miss this timely and insightful episode of the Fintech Hunting Podcast where we discuss her start in financial services, the power of Fintech, how COVID accelerated adoption of digital mortgage technology, what lenders need to do to enhance the borrower experience, the "Amazon Effect", industry trends, different valuation models, an upcoming webinar and so much more with the amazing Sara Nakae, VP of Sales & Business Development at FirstClose.

Sara has over 16 years of experience in FinTech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award-winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing FinTech and its impact on lenders businesses.  Sara has deep industry knowledge in the financial digital space.

Recently, Nakae launched and brought to market FirstClose Digital Lending Platform (DLP) which is a home equity point-of-sale tool and application management system fully integrated FirstClose ONE.  Specific to home equity lending, lenders can drive prospective borrowers to the application portal where the borrower is able to obtain instant information regarding the equity in their home anytime, anywhere. In addition to providing real-time equity results, DLP can complete a full home equity application and obtain a credit decision in real time directly from the FirstClose ONE platform.

This is one episode that you do not want to miss.  We have an actual rocket scientist join the Fintech Hunting Podcast who has a wealth of financial services expertise discuss pain points in the mortgage industry, how to leverage technology to drive down the cost of manufacturing a loan, data quality & integrity, expert learning, how the combination of those actually improve borrower satisfaction scores and so much more with the extremely insightful Tom Showalter, Founder & CEO Candor Technologies.

His focus has been on the financial services space with a special focus on credit card and mortgage industries, both in the primary and the secondary markets.  

Don't Miss this powerful and insightful episode of the Fintech Hunting Podcast where we discuss Non-agency lending, current conditions in the mortgage marketplace, what is LoanNEX, why non-agency is so important in today's market, predictions for the rest of 2021 and so much more with the incredible Eloise Schmitz, Co-founder & CEO of LoanNEX.

Eloise Schmitz is the CEO and Co-Founder of LoanNEX, a B2B mortgage technology platform connecting residential mortgage originators and investors. Schmitz is an accomplished senior executive with experience in finance, strategy, and corporate finance. Eloise has over 23 years of experience in corporate finance including 11 years in corporate banking and 12 years with Charter Communications (a Fortune 500 company) where she served CFO. Prior to Charter, Eloise had a successful banking career in corporate and commercial banking with Mercantile Bank (now US Bank) and First Union in Charlotte (now Wells Fargo).

JUST RELEASED- You don't want to miss this dynamic and insightful episode of the Fintech Hunting podcast where we discuss the changing mortgage environment, the need for loan officers to pivot, the importance of coaching, how everyone can benefit from coaching, a mortgage industry event that you don't want to miss (even exclusive discount codes for listeners of the Fintech Hunting Podcast) and so much more with the amazing Christine Beckwith, President & COO at 20/20 Vision for Success Coaching.

Christine is an Award Winning Mortgage Industry Executive Sales Leader. 'NAWRB “Best Woman Owned Business in Banking”, “Most Powerful Women in Banking 2019”. "Most Connected Mortgage Pro" 2018 & 2019- NMP Magazine. News Anchor, Mortgage News Network. Best Selling Author. Sought after public speaker. Writer & Public Columnist. President, COO & Master Coach of 20/20 Vision for Success Coaching. Mother. and Happy human.

NEW EPISODE-  Join us for the new and insightful episode of the Fintech Hunting podcast where we discuss the financial services industry, current state of the mortgage market, Fintech in the form of AI, RPA, BI, technologies role in reducing the cost to originate, the importance of leveraging a tech partner, what to look for in that partner and where the industry is headed with special guest Matt Slonaker CEO M. Allen & Sales Advisor at Awesome Technologies Inc.

Matt is an accomplished Sales and Finance Leader with over 20 years of executive level success. Offers unmatched tactical planning skills in a diverse variety of environments, which include: start-ups, turnarounds, and well-established businesses. Expert communicator and pacesetter, drives sales revenue growth during challenging business environments. Attracts and develops top-tier talent. Builds personal relationships with clients and co-workers, which is the springboard for motivating high-performance and success. Executive experience in managing revenue growth, business operations and business intelligence/information management systems. Husband of 27+ years to Christine and a father to Sailor Ashley who is attending University of Colorado Boulder.