When it comes to digital transformation in the mortgage industry, these are the aficionados. Check out these experts’ upcoming events, past speaking engagements, interviews, and articles included on this list if you’re interested in implementing technology at your organization. If you are interested in a conversation, connect with them on LinkedIn!
Director of Product at Qualia
Charlotte focuses on building and delivering first-class software products in legacy industries. During the TET Conference, Charlotte was a panelist with LemonBrew Head of Operations, Jeff Medley, and First American Director of Venture Investments, Paul Hurst. She made some insightful points about what lies ahead in real estate after the coronavirus, including the fact that in the mortgage industry, we have to educate our clients on the benefits of being web-based, and COVID-19 has amplified that message and propelled the adoption of technology. Read more about the panel.
Reporter for National Mortgage News at Arizent
Paul is an editorial reporter that covers economic, technological, political, and business aspects of the mortgage and housing industries. You can read his pieces at National Mortgage News, here. During Digital Mortgage 2020, he moderated four tech-forward panels that include the following topics:
- 2020: The year of unexpected disruption
- How can innovators, disruptors, and smaller lenders survive a crisis that favors scale?
- Status update: How is COVID-19 impacting the quest for the one-stop-shop in housing?
- 2022 forecast: What do lenders and servicers need to build today to meet the needs of tomorrow’s customer?
Founder and CEO at HousingWire Media
As the CEO of HousingWire Media, Clayton has been heavily involved with cutting edge technology in the real estate, financial services, and fintech arenas. During a recent interview in the Fuse Media podcast, he spoke on the Mortgage Technology Virtual Demo Day. During the Demo Day, HousingWire hosts 12 software companies that provide 15 to 20-minute demos of their products to an audience of mortgage lenders and real estate professionals who are hungry for new technology solutions to adapt to this new normal.
Executive Editor, Technology at American Banker
Penny is a journalist and editor who covers technology and financial services. You can read many of her articles about technology, cybersecurity, privacy, financial health, and related topics at the American Banker, and you can also listen to her podcast series, American Banker’s Penny Pod Podcast Series.
Chief Commercial Officer at Movement Mortgage
As a strategic and innovative leader at Movement Mortgage, Michelle was named one of HousingWire’s Women of Influence in 2018 and has spoken as a thought leader on panels in the industry. Her most recent panel was about building a marketing tech stack during HousingWire’s Engage Conference with Planet Home Lending CMO, Jim McDonald, and Capacity VP of Marketing, Justin Schmidt. Check out the expertise that Michelle added to the conversation.
Molly Dowdy and Jeri Yoshida
Cofounders at NEXT Mortgage Events
Molly and Jeri are the cofounders of the industry’s first and only mortgage technology summit for women executives. Each year, NEXT Mortgage Events brings together hundreds of C-suite and high ranking mortgage lending executives to exchange intel and learn what’s next in industry technology. You can learn more about their mission in this interview with Mortgage Cadence.
NEXT Mortgage Event’s upcoming #NEXTDC20 virtual event will provide mortgage tech providers with visibility from housing policy experts and influencers, large lenders, and potential partners. Sign up to attend.
VP of Operations for the Digital Lending and Origination at Fiserv
Craig has more than 35 years in the banking and mortgage industry but for the past 2 years, Craig has been responsible for Fiserv’s mortgage loan origination solution. Craig has worked with the industry’s heavy-hitter organizations and spoke about the importance of reinventing your tech stack for the post-COVID housing market along with Capacity’s CEO, David Karandish, during Digital Mortgage 2020.
Senior Vice President, National Production Operations Manager at PrimeLending
Kimberly focuses on the daily development, implementation, and communication of the loan fulfillment process and technology systems to meet production, quality, compliance, and customer service goals. She was recognized by HousingWire in 2018 and was a panelist in the session, Women in Mortgage Tech: Things I wish I knew at the start of my career, during Digital Mortgage 2020.
COO at Envoy Mortgage
Since joining Envoy, Kim has made it her mission to inspire and enhance processes with operations and the customer experience in mind. Last year, Kim was recognized as a 2019 Woman of Influence by HousingWire and has been interviewed by Housingwire about leadership in the midst of coronavirus. In the interview, she shared her belief that technology is the only cost-effective and efficient way to ensure you can meet the ever-changing mortgage landscape without extreme cost and pain to your people. Read the full article here.
Global Mortgage Practice Head at Tata Consultancy Services
Karthik has learned how to navigate the ever-changing mortgage environment over the past 16 years. He recently shared five tech trends changing lending at the 11th Annual Australian Mortgage Innovation Summit in Sydney. He has also been involved in several panel discussions on topics revolving around how leaders in lending are driving results through new technology and how social distancing is paving the way for digital proximity. Check out his thoughts on leaders in lending, then sign up to watch the full webinar on digital proximity.
SVP, Chief Information Officer at Ellie Mae
Linh took over the leadership of Ellie Mae’s IT function as vice president of information technology in October 2018 and has since led her team to increased delivery and service expectations. This year, she has been recognized as a HousingWire Rising Star for her efforts in the mortgage industry and her tech-forward approach.
COO at Planet Home Lending
Suzy has decades of leadership and management experience in mortgage banking, which makes her a vet when it comes to building and operating a mortgage operations platform. One of her biggest responsibilities includes the massive volume of new regulations. To combat the heavy burden, Suzy is dedicated to learning anything and everything that might bring new efficiencies—especially technology. She has since implemented tech at Planet Home Lending that she discovered at a Next Mortgage Event. Check out a few of the tools in this article.
President and CEO at Dytrix
Regina is an expert dedicated to helping lenders and closing agents leverage technology to manage and mitigate the risk of wire and identity fraud. Regina has been recognized throughout the financial services industry for her comprehensive knowledge of risk management, compliance, operations management, underwriting, securities, production, marketing, and finance. This year, she was named a 2020 HousingWire Woman of Interest and she was named one of Mortgage Banking’s Most Powerful Women in 2019 by National Mortgage Professional Magazine.
President and CEO at West Community Credit Union (WCCU)
Jason has decades of experience when it comes to helping members with their financial needs, including mortgage loans. In the recent webinar at CCW Digital, Jason shares how WCCU has used chatbots and automation to drive immediate ROI. Jason also is an advocate for using AI in customer service operations to increase ROI.
Vice President, Products and Training at PRMG
Lara has been with PRMG for nine years and has made it her responsibility to ensure loan product guidelines that incorporate agency and investor requirements are accurate and up-to-date. Her experience makes her perfect for directly overseeing PRMG University, where she provides industry and company training for internal and external staff.
EVP, COO at loanDepot
Tammy has three decades of experience overseeing the industry’s ongoing tech integrations with large organizations in the mortgage industry. She currently is responsible for the growth and refinement of loan production processes including underwriting, processing, funding and closing, and quality assurance protocols. Tammy has spoken in many industry conversations regarding tech. Along with Karthik from Tata Consultancy Services, Tammy has shared her expertise on how social distancing is paving the way for digital proximity in the HousingWire webinar. And she spoke about the importance of agility in an uncertain time during Digital Mortgage 2020.
CIO of Home Lending Technology at Wells Fargo
Matt is a forward-thinking transformational leader and innovator with more than 25 years of experience in the Financial Services Industry and beyond. He has successfully led digital transformations for banks and mortgage companies interested in modernizing monolithic applications. Matt has been featured in many industry publications and he spoke about the importance of reinventing your tech stack for the post-COVID housing market along with our CEO, David Karandish, during Digital Mortgage 2020.
Cofounder at Vendor Surf
Scott created Vendor Surf to advance premium vendors across the mortgage and credit union ecosystems and guide buyers in their quest to choose wisely and efficiently. With a lengthy list of partnerships in the mortgage industry, Scott is knowledgeable on the new and most effective tech vendors in the space. He has shared his thought leadership with Capacity in the article, Our New Normal—Working Remote; Technology to Make it Permanent. He also was a panelist in the HousingWire webinar about how leaders in lending are driving results with new technology.
COO at The Mortgage Collaborative
Rich serves as the point person who executes on The Mortgage Collaborative business strategy related to member recruitment, member support, and strategic alliances. However, he is also known for his podcast, Last Week in Mortgage Today, where he discusses the current climate and events in the mortgage industry, including the newest and most effective technology.