Keynote Speakers

Adam Grant

Adam Grant

Professor, The Wharton School of Business at the University of Pennsylvania
Author, Give and Take and Originals

Tuesday, March 7 @ 8am
Latour Ballroom

scroll or click Adam Grant Adam Grant is Wharton’s top-rated professor and a New York Times writer on work and psychology. He has been recognized as one of the world’s 25 most influential management thinkers, Fast Company’s 100 most creative people in business, the world’s 40 best business professors under 40, HR’s most influential international thinkers, and one of Malcolm Gladwell’s favorite thinkers. Previously, he was a record-setting advertising director, a junior Olympic springboard diver and a professional magician.

Adam is the author of two New York Times best-selling books translated into 35 languages. Originals explores how individuals champion new ideas and leaders fight groupthink; it is a #1 national bestseller and one of Amazon’s best books of February 2016. Give and Take examines why helping others drives our success, and was named one of the best books of 2013 by Amazon, Apple, the Financial Times and The Wall Street Journal—as well as one of Oprah’s riveting reads and Harvard Business Review’s ideas that shaped management.

He received a standing ovation for his 2016 TED talk on the surprising habits of original thinkers and was voted the audience’s favorite speaker at The Nantucket Project on the success of givers and takers. Adam’s speaking and consulting clients include Google, the NFL, Merck, Goldman Sachs, Pixar, Facebook, Johnson & Johnson, the United Nations, the U.S. Army and Navy, and the World Economic Forum, where he has been honored as a Young Global Leader. His New York Times articles “Raising a Moral Child” and “How to Raise a Creative Child” have each been shared over 300,000 times on social media.

Adam was profiled in The New York Times Magazine cover story “Is Giving the Secret to Getting Ahead?” He was tenured at Wharton while still in his twenties, and has received the Excellence in Teaching Award for every class that he has taught. He is the founder and host of the Authors@Wharton speaker series and co-director of Wharton People Analytics. He has designed experiential learning activities based on The Apprentice in which students have raised over $325,000 for the Make-A-Wish Foundation while developing leadership, influence, networking and collaboration skills. He serves on the Lean In board and authored a New York Times series on women and work with Sheryl Sandberg, including “Speaking While Female” and “Madam C.E.O., Get Me a Coffee.”

He earned his Ph.D. in organizational psychology from the University of Michigan, completing it in less than three years, and his B.A. from Harvard University, magna cum laude with highest honors and Phi Beta Kappa honors. He has more than 60 publications in leading management and psychology journals, and his pioneering studies have increased performance and reduced burnout among engineers and sales professionals, enhanced call center productivity, and motivated safety behaviors among doctors, nurses and lifeguards. Adam’s studies have been highlighted in best-selling books such as Quiet by Susan Cain, Drive and To Sell Is Human by Daniel Pink, Thrive by Arianna Huffington, A Path Appears by Nicholas Kristof and Sheryl WuDunn, and David and Goliath by Malcolm Gladwell.

Bill Cowher

Bill Cowher

Super Bowl-winning Head Coach & CBS NFL Analyst

Wednesday, March 8 @ 8am
Latour Ballroom

scroll or click Bill Cowher Whether it’s football, life, or a business, Bill Cowher believes that everyone should be instilled with three critical points. Everyone needs the right game plan, the right people and environment surrounding them, and the right approach to achieve all your goals. Cowher overcame adversity and many obstacles to win 161 games as he compiled the right game plan, molded the right players, surrounded himself with the right coaches, and had the attitude and mindset to envision victory every day he stepped on the field.

Coach Cowher was only the team's second head coach since 1969, after taking over for legendary head coach Chuck Noll on January 21, 1992, at the age of 34. In 1995, at age 38, he became the youngest head coach to lead his team to the Super Bowl when the Steelers played the Dallas Cowboys in Super Bowl XXX. He then led the Steelers to their first Super Bowl title in 26 years in 2005.

Cowher's Steelers teams earned 10 post-season berths, captured eight division titles, advanced to six AFC Championship games, made two Super Bowls appearances and won one Super Bowl title. He led the Steelers to post-season appearances in each of his first six seasons tying an NFL record originally set by Cleveland Browns legendary head coach Paul Brown. Cowher is one of only six coaches in NFL history to claim at least eight division titles. During his 15 seasons, the Steelers tied with New England for the league's most division titles and posted the NFL's best overall record in the regular season. In 2009, NFL.com named him the number 6 most motivational coach of all-time.

Cowher ended his coaching career with an overall record of 161-99-1 (.619) including a 149-90-1 (.623) mark in the regular-season. He was the longest-tenured head coach in the NFL before stepping down following the 2006 season after 15 years with the Steelers. His 15 seasons with Pittsburgh is the ninth longest tenure with one team in NFL history. He has been recognized time and time again for his achievements, including at the 29th Annual Great Sports Legends Dinner in 2014.

Cowher played five years as a linebacker and special teams standout for the Cleveland Browns (1980-82) and the Philadelphia Eagles (1983-84). He began his coaching career as a special teams coach in 1985 under Marty Schottenheimer and followed him to Kansas City as the eventual defensive coordinator before moving to Pittsburgh as head coach.

In 2007, Cowher joined CBS Sports to bring his experience, knowledge and passion for the game as an analyst for the Network’s NFL studio show, THE NFL TODAY. He was also a participant on the fast-paced reality show, Fast Cars and Super Stars, and made a cameo appearance in the box office smash hit “The Dark Knight Rises.”

One of five current or former NFL Head Coaches, Cowher was a part of the inaugural NFL-USO Coaches Tour in 2009. Cowher, whose father served in the Air Force from 1940-1945, was extremely excited and appreciative of the trip, which took the coaches to the Persian Gulf region for several days. The life-changing trip inspired Cowher to make the journey again in 2012. He now sits on the board of the Iraq and Afghanistan Veterans of America (IAVA), the largest nonprofit organization for Iraq and Afghanistan veterans.

A native of Pittsburgh, Pennsylvania, Cowher was born on May 8, 1957. He played linebacker for four years at North Carolina State University and graduated with a Bachelor of Science in Education in 1979. Cowher has three daughters and resides in Raleigh, N.C.

Jonathan Corr

Jonathan Corr

President & CEO
Ellie Mae

Tuesday, March 7 @ 8am
Latour Ballroom

scroll or click Jonathan Corr Jonathan Corr is the president and CEO at Ellie Mae, and also serves on the Board of Directors. Jonathan, a market-tested leader with over 20 years of business technology experience, previously held multiple positions at Ellie Mae including chief operating officer, executive vice president and chief strategy officer. Jonathan drove the concept of Encompass in 2002 leading to its development and release in 2004. Most recently, he received a patent for this innovation. His strategic vision and experience within the company in various roles and commitment to client success has helped thousands of mortgage lenders grow and prosper in an age of ever-increasing regulation and competition.

Jonas Moe

Jonas Moe

VP, Market Strategy
Ellie Mae

Wednesday, March 8 @ 8am
Latour Ballroom

scroll or click Jonas Moe Jonas Moe is VP of market strategy for Ellie Mae, and has focused on growing the company as a technology innovator and leader through the Encompass all-in-one mortgage loan processing solution. Over the course of a 13-year career, Jonas has spearheaded initiatives that have helped lenders gain efficiency and stay compliant. He’s been instrumental in making Encompass the leading mortgage origination software solution, and has also led the philanthropic efforts of Ellie Cares, which include fundraising, recruiting volunteers, and committing more than $1 million a year to various charities and community service organizations.

Cathleen Schreiner Gates

Cathleen Schreiner Gates

Master of Ceremonies
Ellie Mae

scroll or click Cathleen Schreiner Gates Cathleen has served as our executive vice president of sales & marketing since March 2015, overseeing all sales, marketing, client management, professional services and customer support and training. Previously, Cathleen served as our senior vice president of sales and client services from February 2012 to March 2015. From January 2010 to December 2011 Cathleen served as senior vice president of sales and client services for Bersin & Associates and from October 2008 to December 2010 she served as vice president of sales, business development and client success for Clickability, Inc. She has held various senior management positions with MarketTools, Inc. and Keynote Systems/Vividence, Inc. Cathleen holds an MBA in finance from the Rutgers Graduate School of Management and a BA in French literature from Douglass College-Rutgers University.

Session Speakers

Shawna Adams

Sr. Product Manager, Ellie Mae

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Track: Sales & Marketing
Session: Modern Point-of-Sale Insights

Shawna Adams is Sr. Product Manager for Ellie Mae’s Encompass Loan Officer Connect and Encompass NG products. She recently joined the product team from Ellie Mae’s Professional Services organization, where she helped define and evolve the organization and increased customer satisfaction by 20 basis points along with decreasing the average project duration by 40%. Shawna possesses deep expertise in building partner relationships with customers, conducting business analysis, and developing organizational models and structures through people, process, and technology transformations that lead to operational efficiencies, a loyal customer base, and increased revenues. She will be leveraging these talents along with her knowledge of our customers and the industry to help shape, define, and implement the next generation of Encompass.

Rachel Andrews

Processing Manager, Huron Valley Financial

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Rachel Andrews is the processing manager at Huron Valley Financial, Inc., in Ann Arbor, Michigan. She’s been in the mortgage industry for 18 years and loves what she does. Rachel began her career as a teller in a small community bank and then moved on to a title company, eventually landing at Huron Valley Financial, where she’s been for the last 9 years. In addition to managing Huron Valley Financial’s processing department and new loan set-up team, she also process loans. Her team includes 3 of the top producer’s at Huron Valley Financial.

Adam Ard

Implementation and Development Lead, New American Funding

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

Adam Ard is the implementation and development lead at New American Funding, and has been with the company since 2014. His work focuses on leveraging Encompass as a platform to optimize and automate NAF’s workflows.

Archana Arunkumar

Senior Product Manager, EDM Solutions, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Archana Arunkumar is a senior product manager at Ellie Mae, where she manages the Electronic Document Management (EDM) Solutions, a SaaS offering for secure document lifecycle management, including eSign. Prior to this role, Archana has held product management and engineering leadership roles at EMC, RSA Security Systems, Siebel, Amdocs, and NASA. She has strong technical background with experience in Enterprise Content Management, Platform Solutions, and Enterprise Security. Archana holds an MBA from UC Davis Graduate School of Management, a Masters degree in Computer Science from CSU Hayward, and dual Bachelors degree in Computer Science and Biological Sciences, also from CSU Hayward.

Ronyelle Banks

product manager, Ellie Mae

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Track: Executive
Session: Better Loan Quality Through Automation

Track: Operations
Session: New Best Practices for Underwriters

Ronyelle Banks is product manager of Partner Services & Automation for Ellie Mae. She joined Ellie Mae in 2012, and works collaboratively with strategic partners to integrate quality related services in Encompass. Ronyelle has been in the mortgage industry for 16 years, and is currently focused on improving operational efficiencies for Encompass customers through the use of business process automation. Ronyelle has an extensive background in planning and managing cross-functional business operations and technology projects.

Jonathon Barnes

Vice President of Secondary Marketing/Secondary Marketing Manager, VanDyk Mortgage Corporation

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Track: Operations
Session: Sharper Secondary Marketing Practices

Jonathon Barnes is VP at VanDyk Mortgage, and is responsible for maintaining rates on a daily basis, managing all hedging of interest rates/locks, pipeline management, investor relations, and overseeing servicing functions. He has an active role in the sale of all mortgage loans closed, dictating to whom each loan will be sold based on an overall best execution.

He has experience with Mortgage-Backed Securities, Assignment of Trades, direct trades, bulk deliveries, and best efforts commitments, currently utilizing all in the delivery of the company’s production on a monthly basis. He also has experience with varying remittances (actual and scheduled), with a working knowledge of current loss mitigation and foreclosure processes as dictated by federal agency and state ordinance.

Jonathon is also responsible, along with other lending management, for maintaining the company’s lending guidelines, policies, and procedures to ensure compliance with agency and aggregator guidelines and laws.

As a member of the company’s Servicing Committee, Jonathon is responsible for all high-level management of the sub-servicer, and handling escalated issues and concerns with functions being handled by the sub-servicer.

Jonathon received his BBA with emphasis in finance and management from Grand Valley State University in 2006.

Jeff Benjamin

SVP, sales & client management, Ellie Mae

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Track: Operations
Session: New Best Practices for Loan Officers

Jeff Benjamin has served as senior vice president of sales and client management since July 2014, managing the teams responsible for acquiring new Encompass clients as well as the teams who manage client relationships. He is also responsible for the AllRegs and Encompass CRM sales teams. Jeff joined Ellie Mae in 2001, and prior to his current role he served as Ellie Mae’s vice president of sales for the Company’s banking division. Before joining Ellie Mae, Jeff served as executive vice president of sales for Desert Document Services. Jeff holds a BA in International Affairs from the University of Colorado.

Piper Beveridge

VP, Strategic Relationships, Ellie Mae

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Track: Compliance
Session: GSE Insights Into UCD and URLA UCD and URLA

Piper Beveridge is vice president of government and strategic relationships at Ellie Mae, focusing on growing and managing the relationships with Fannie Mae, Freddie Mac, government agencies, and other regulatory bodies. She leads a number of key strategic initiatives that will further improve transparency and predictability through the loan process, from origination to delivery. Before joining Ellie Mae, Piper spent 13 years at Fannie Mae as Director of Strategic Initiatives, and led multiple industry initiatives including Uniform Collateral Data Portal (UCDP), Uniform Closing Dataset (UCD), Uniform Loan Application Dataset (ULAD), and eMortgage. Previously, she served in senior strategy consulting roles, including senior vice president and practice leader at Operon Partners, and as an associate at Mercer Management Consulting. Piper holds a bachelor’s in science from the University of Virginia and an MBA from Georgetown University.

Jim Blatt

VP, CRM solutions, Ellie Mae

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Jim Blatt co-founded Mortgage Returns in 2004, bringing consumer and database-driven marketing expertise to the company. As CEO, Jim led Mortgage Returns in becoming an award-winning provider of on-demand customer relationship management (CRM) and marketing automation solutions for the mortgage industry. In 2015, Ellie Mae acquired Mortgage Returns to enhance its marketing platform, and further the mission of automating the entire end-to-end mortgage process for customers. With more than 20 years of senior leadership experience and small business development, Jim now provides strategic direction as the VP of CRM solutions at Ellie Mae.

Prior to Mortgage Returns, Jim led the expansion of Mary Engelbreit Retail Stores, doubling revenues from $3.8 million to $7.8 million in 12 months. Prior to Mary Engelbreit he was a senior financial manager for The Wild Pair, a 200-store footwear chain. Jim earned his MBA from Washington University.

Fred Boltz

Manager, Advisory Consulting, Ellie Mae

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Track: Technology & Developer
Session: Configuring Encompass for Optimal Performance

Fred Boltz is a manager of advisory consulting for Ellie Mae, and has been with the company for 19 years. His main focus is on Encompass Health Checks, Custom Configuration, and Re-implementation and Process Reviews. Fred holds a Bachelor of Applied Science in Automated Manufacturing & Engineering from ITT Technical Institute.

Dawne Breen

AVP Retail Lending Systems, The Washington Trust Company

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Track: Compliance
Session: Construction Lending Support

Dawne Breen, AVP retail lending systems, has over 29 years of retail lending experience with The Washington Trust Company, the oldest community bank in the nation, also the largest state-chartered bank headquartered in Rhode Island, and one of the Northeast’s premier finance services companies. She became a system administrator for Encompass in 2014 and has been a leading voice in requesting Ellie Mae support for construction-to-permanent loans. Dawne has used her analytical skills to act as an external consultant for processing compliant construction-to-permanent blended TRID disclosures through Encompass prior to the 17.1 update. Most recently, she participated in the 17.1 beta testing of the construction-to-permanent loan program. Dawne holds a Bachelor’s of Science in Business Administration and a Master’s in Business Ethics and Compliance.

Jamie Brooks

Principal Engineer, Platform Engineering Group, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

Jamie Brooks is a Principal Engineer in the Platform Engineering group at Ellie Mae, and is responsible for the technical direction of the Encompass Lending Platform. Prior to Ellie Mae, he held senior engineering and architecture roles at various companies such as TIBCO Software, Nexen, and Capital Group. Jamie has two decades of experience in enterprise integration, software development, and application security.

Jordan Brown

Founding Principal and Chief Executive Officer, Marketwise Advisors

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Track: Executive
Session: Getting the Greatest Return From Your Investment in Ellie Mae

Jordan Brown is CEO of MarketWise Advisors, LLC which is a consulting advisory that specializes in financial services technology. He leads the strategic consulting practice with over twenty years of mortgage banking, product management, and related M&A experience. Under MarketWise, he has completed over ninety client engagements building growth strategies, due diligence, and technology advisory. Jordan has focused his career on building, marketing, and deploying mortgage solutions to solve interest rate, loan fallout, and mortgage asset valuation issues including the development of loan origination, secondary marketing, and servicing loan management applications. He’s held senior management positions with GHR/Metavante, Tuttle Decision Systems, and ALLTEL (currently Black Knight Financial Systems). Jordan is a frequent industry speaker and contributor to mortgage banking publications.

Susan Brown

SVP, Construction and Renovation Production Manager, Umpqua Bank

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Track: Compliance
Session: Construction Lending Support

Susan Brown directs all facets of construction lending at Umpqua Bank including sales, operations, compliance, training, marketing and product development. Under her direction, segment production has increased 250%, to $623 million in 2016. Under Susan’s leadership, Umpqua pioneered a proprietary, compliant solution to KBYO, while teaming with Ellie Mae to develop their construction platform. Umpqua’s interim solution allowed them to aggressively grow their signature construction product and become an industry leader, and Ellie Mae’s top construction originator. Umpqua is proud to have participated in Ellie Mae’s early research project in June 2015 and contribute as a BETA testing company. Susan holds the Mortgage Bankers Association designations of Certified Mortgage Banker and Accredited Mortgage Professional, and was the 2015 recipient of the prestigious Willis Bryant Award.

Connie Bruist

Director, Professional Services, Ellie Mae

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Track: Technologist & Developer
Session: Configuring Encompass for Optimal Performance

Connie is director of professional services at Ellie Mae, responsible for the East Region and Enterprise Implementations. She’s an accomplished leader with over 30 years of expertise in mortgage technology and operations, and has a proven track record of building strong, collaborative teams that increase customer’s revenue and satisfaction. Connie possesses deep expertise in building partner relationships with customers, conducting business analysis, and developing organizational models and structures through people, process, and technology transformations that lead to operational efficiencies, a loyal customer base, and increasing revenues. During her tenue with Ellie Mae, Connie has been instrumental in building out the Project Management Office, as well as setting up best practices for implementing Encompass for enterprise-level customers.

Megan Bryant

Project Manager, Ellie Mae

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Track: Operations
Session: New Best Practices for Underwriters

Megan Bryant is the business writing project manager at Ellie Mae and oversees the creation of custom content, including lending and servicing guides, policy manuals, procedures, and providing compliance-driven guidance to clients. Previously she was the senior technical writer in the business writing group and co-wrote the Encompass Persona-Based Workflow documentation. She has over 20 years of experience in the mortgage industry in various capacities, including Quality Control Compliance Manager, Compliance Analyst, and Wholesale Mortgage Broker.

Joan Beresford Bulanowski

Chief Mortgage and Consumer Lending Officer, Simsbury Bank and Trust Co. Inc.

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Track: Training Strategies
Session: Bringing New Employees Up to Speed Faster

Joan Beresford Bulanowski is the chief mortgage and consumer lending officer of Simsbury Bank and Trust Company, and part of the Executive Management Team. In her role she’s responsible for all aspects of Simsbury Bank's Mortgage and Consumer Lending areas including sales, operations, servicing, and default management. She has over 30 years of experience in residential and commercial loan operations and servicing, as well as business process improvement. Prior to joining Simsbury Bank Joan was employed by Webster Bank for almost 20 years as vice president in charge of loan operations, with responsibilities for due diligence for mergers and acquisitions as well as responsibility for all of the lending system conversions and integrations. Joan is also a past president of the Connecticut Mortgage Bankers Association, and is currently serving on the Board of Directors.

Anita Burke

director, product management, Ellie Mae

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Track: Compliance
Session: Solving Organizational Compliance Challenges

Track: Operations
Session: Achieving Sharper Secondary Marketing

Anita Burke is the director of product management at Ellie Mae. Prior to Ellie Mae she was the VP of product management at AllRegs, a position she held from 2007 to 2014. Her experience includes 20+ years in the software industry, and 10+ years in product management. Anita received a B.A. in Economics, an MBA, and a Juris Doctorate from the University of South Dakota.

Clifton Cartwright

Director of Education, Ellie Mae

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Track: Training Strategies
Session: Better Approaches for Learning Management
Session: Bringing New Employees Up to Speed Faster
Session: Establishing Effective Encompass Training

Clifton Cartwright is director of education for Ellie Mae, and oversees the customer training delivery teams for Encompass training. Clifton has over twenty years’ experience in Mortgage Banking and over fifteen years’ experience in Training and Development. Prior to joining Ellie Mae she was vice president - national training manager - mortgage banking operations for JP Morgan Chase.

Angela Cheek

VP and counsel, product compliance, Ellie Mae

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Track: Compliance
Session: Know Before You Owe: Recent Developments and Changes
Session: Compliance Town Hall

Angela, as VP and counsel of product compliance, leads the team responsible for implementing and maintaining automated residential mortgage lending compliance in Ellie Mae’s and Mavent’s software applications and systems. For more than 23 years she’s focused her career on operations, lending, real estate, and business law, working primarily with financial institutions, mortgage lenders, and technology companies. Angela began her career as Operations Product Counsel for CFI ProServices, Inc. (now D&H) for six years. She also maintained a business law practice for four years at Farleigh, Wada & Witt PC, representing financial services companies, financial institutions, and mortgage companies on regulatory, operational, compliance, privacy, and licensing issues. Angela is a member of the California and Oregon bar associations, and a member of the American Bar Association Business Law Section, Committee on Consumer Financial Services. She’s a frequent author on a variety of consumer financial services topics, and her articles have appeared in American Bar Association's Business Law Journal, Origination News, and National Mortgage News. In 2013, Angela was named one of HousingWire’s Women of Influence. Angela is a graduate of University of the Pacific, McGeorge School of Law (J.D. 1992) and Pacific Union College (B.B.A. Management 1987; B.A. French 1987).

Michael Chia

Vice President, Industrial and Commercial Bank of China (USA) NA

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Track: Operations
Session: Loan Processing Best Practices (Part One)

Michael Chia is a vice president at ICBC (USA) NA, overseeing the complete lifecycle of residential mortgage transactions. With over 13 years of experience in mortgage banking/brokering focused in the NYC market, Michael’s expertise includes origination, processing, underwriting, compliance/quality control, closing/funding, secondary market, and post-closing/servicing matters.

Troy Coggiola

VP, product management, Ellie Mae

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Track: Technologist & Developer
Session: The Encompass Roadmap: A Look Into Tomorrow

Track: Partners
Session: Encompass 2017 Roadmap

Troy Coggiola is vice president of product management at Ellie Mae, and is an expert in defining and implementing software that automates and streamlines complex processes. With a focus on business insight combined with the ability to look at larger product issues, Troy brings a 12-year history of expertise with Ellie Mae products to drive efficiencies and performance in the mortgage industry.

Jeff Collins

VP of Platform Engineering, Ellie Mae

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Track: Executive
Session: Unlocking Innovation to Increase Profitability

Jeff Collins is VP of platform engineering, and is driving the next generation of technology innovation at Ellie Mae. With a broad technology background and focus on growing and leading innovative engineering teams, Jeff brings over 25 years of software development experience to Ellie Mae. He has led technology teams responsible for developer platforms at both Intuit and Lithium Technologies. As an engineering leader, Jeff is passionate about all aspects of great engineering culture, including events like Hackathons, Lunch & Learns, and programming contests.

Amy Coners

Project Manager, SVP, IBERIABANK

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Track: Training Strategies
Session: Establishing Effective Encompass Training

Amy Coners is a Project Manager and SVP at IBERIABANK. IBERIABANK Corporation is a financial holding company with 299 combined offices including 199 bank branch offices and three loan production offices in Louisiana, Arkansas, Tennessee, Alabama, Texas, Florida, and Georgia, along with 24 title insurance offices in Arkansas and Louisiana, and mortgage representatives in 65 locations in 10 states. Amy has been with IBERIABANK for five years, and currently is a project manager for Encompass Implementation, along with being an IT Systems Manager.

Eric Cook

Digital Strategist & Web Designer, WSI Digital

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Eric Cook considers himself a “recovering banker” of 15 years, who for the past ten years has focused his efforts as a digital strategist, helping his clients (mostly community banks) better understand and leverage the power of the Internet as a strategic business tool. An award-wining web designer with WSI, the world’s largest digital agency network, Eric is a two-time contributing author to the best-selling book Digital Minds – 12 Things Every Business Needs to Know About Digital Marketing. A sought-after, nationally-recognized speaker in the financial services industry, he’s a member of the National Speakers Association and is someone who loves sharing information with others. Eric co-hosts a weekly webinar show called Free Webinar Wednesdays, a monthly Banker Education Series webinar, and serves as a faculty member at several banking schools around the country, teaching bankers about digital strategy, online marketing, and social media. He holds undergraduate degrees in business and psychology as well as his MBA, and as a banker completed the three-year Graduate School of Banking program in Madison, WI in 2003.

Monika Coulter

Processing Manager, Directors Mortgage

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Track: Operations
Session: Loan Processing Best Practices (Part One)

Monika Coulter is processing manager at Directors Mortgage, and has been with the company for over seven years. Monika has been in the mortgage business for 20+ years, and has experience in both sales and various operations positions including processing, underwriting, post-closing, and auditing.

Amy Pederson Cross

Sr. Product Manager, Ellie Mae

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Track: Compliance
Session: New Encompass HMDA Solution Revealed
Session: Construction Lending Support

Amy Pedersen Cross is a senior product manager at Ellie Mae, responsible for management of the Encompass core legacy application. Amy has spent over fifteen years in the mortgage industry, and her experience includes designing, implementing, and delivering solutions for top tier lenders in both the US and abroad in originations, correspondent lending, and loss mitigation. Amy brings both a technical and a business operational approach to defining compliant and executable solutions to complex lending problems.

Marci Davis

Senior Vice President, Director of Information Technology, Impac Mortgage Holdings

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Track: Executive
Session: Better Loan Quality Through Automation

Marci Davis is the SVP, Director of Information Technology at Impac Mortgage Holdings. In this role she’s responsible for all enterprise technology systems and services, strategies, and operations, supporting the company’s lending platforms (Retail, Wholesale and Correspondent lending) and other business ventures. Marci is also responsible for the entire IT department and has implemented B2B technology solutions that have resulted in the company becoming a technology leader.

Sachin Dhoot

Senior Director, Platform Engineering, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

Sachin Dhoot is senior director of platform engineering at Ellie Mae, and is leading the team building the new open API Platform. Sachin has over two decades of experience in the software industry with focus on building quality products in the cloud.

Mike DiClemente

VP; Technical Operations Manager, Sr., EverBank

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Track: Operations
Session: Loan Processing Best Practices (Part One)

Mike DiClemente is the VP; technical operations manager, Sr., at EverBank, and has been with the company for over 5 years. He has more than 12 years in the mortgage industry, and has expertise in originating, processing, underwriting, and closing loans. Mike currently leads several teams of systems administrators, developers, and analysts, and his current main areas of responsibilities consist of change execution and quality assurance in Encompass.

Mike Dimech

Senior Vice President of Operations, Norcom Mortgage

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Michael Dimech is senior vice president of operations at Norcom Mortgage, based in Avon, Connecticut. He is responsible for all facets of Loan Operations, including Information Technology. Michael is a 22-year veteran of the business, spending time in both large banks such as First Union Mortgage, Wells Fargo Home Mortgage, and Citimorgtage, as well as mid-sized mortgage bankers and community banks. In addition, he’s rolled out and implemented Encompass at two different companies, and now a third with Norcom Mortgage. At Norcom, Michael and his team are continually making improvements to the Encompass LOS with scheduled monthly releases. Norcom has two certified Encompass administrators and a Project Manager dedicated to keeping the system and process at the cutting edge of efficiency.

Stephanie Durflinger

Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: The Ellie Mae Product Roadmap: A Look Into Tomorrow
Session: Customizing the Lender Experience for Better Performance

Track: Partners
Session: Encompass 2017 Roadmap

Stephanie Durflinger is director, product management for next generation solutions at Ellie Mae. Over her career Stephanie has consulted with hundreds of mortgage banking organizations at multiple levels, including operations, secondary marketing, and executive management, as well as serving as operations and secondary manager of a mortgage bank. This (coupled with 9 years of loan origination technology innovation experience) uniquely positions and enables Stephanie to bring impactful, forward-thinking technology insights to Ellie Mae’s customers and the market.

Pamela Faulkner

director, advisory consulting, Ellie Mae

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Pamela Faulkner is director of advisory consulting for Ellie Mae, and has played many roles within Ellie Mae, ranging from training to implementation to now working with existing customers, helping them take that next step to enhance their existing Encompass product. Over the course of an 11-year career (30+ years in mortgage banking) Pamela has worked actively with the professional services organization to streamline the processes to enable clients to utilize their software quickly and efficiently. Pamela got her education from Arkansas Tech University, loves the outdoors, and happily married a childhood friend 4 years ago.

Janet Fell

director, solutions engineering, Ellie Mae

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Track: Operations
Session: Achieving Sharper Secondary Marketing

Janet Fell joined the Ellie Mae team in June 2013 as a Senior Business Consultant on the Solutions Engineering team, and was promoted after six months to manage the team. While many in Ellie Mae call Janet the “TPO Queen,” she is also responsible for acting as a product liaison for new release value proposition, positioning, and authoring content for the sales demonstration environment. She has also been responsible for implementing the Ellie Coaches ongoing sales training program, including development of curriculum and training materials.

Prior to coming to Ellie Mae, Janet spent over 20 years in the mortgage industry. Most recently she was the Senior Vice President Client Technologies Manager at William Raveis Mortgage, where she served as the primary Encompass Banker System Administrator. Her time in the business has provided her with experience in origination, processing, underwriting, compliance, accounting, and servicing.

Lynn M. Fisher, Ph.D.

Vice President of Research and Economics, Mortgage Bankers Association

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Track: Sales & Marketing
Session: Successfully Marketing to Next Generation Homebuyers

Lynn Fisher serves as vice president of research and economics of the Mortgage Bankers Association (MBA). In this role, she’s responsible for managing MBA's economic and mortgage originations forecasts and developing analysis on issues of importance to the mortgage industry.

Lynn also serves as the executive director of MBA's Research Institute for Housing America (RIHA), the Association's 503(c)(3), dedicated to encouraging and aiding the pursuit of knowledge of mortgage markets and real estate finance.

Prior to MBA, Lynn served as associate professor of real estate and the David D. and Carol Ann Flanagan Scholar at the Kenan-Flagler School of Business at the University of North Carolina, and on the faculty at Massachusetts Institute of Technology's Department of Urban Studies and Planning and the Center for Real Estate. At MIT, she was director of the MIT/CRE Housing Affordability Initiative. She received her Ph.D. in business administration from Pennsylvania State University, where she concentrated in real estate finance and microeconomics. Lynn also has an MS in business administration and a BA in international politics, also from Penn State.

AJ Franchi

Chief Operating Officer, Gold Star Mortgage Financial Group Corp

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Track: Executive
Session: Getting the Greatest Return From Your Investment in Ellie Mae

AJ Franchi is chief operating officer for Gold Star Mortgage Financial Group, headquartered in Ann Arbor, MI. An honors graduate of Michigan State University, Franchi joined Gold Star in 2008, and was appointed Director of Retail Operations and Board Member in fewer than four years. In 2009 Franchi was named CIO, tasked with development and administration of Gold Star’s IT Infrastructure. He has now stepped into the key role of COO, charged with oversight of all business efficiency and Gold Star’s sustainable growth. Gold Star’s ConnectGS Platform, which includes one of the industry’s first consumer-facing apps and automation of all communications in real time, is an example of Franchi’s passion for applying cutting-edge technology to every aspect of the loan process. Long considered a thought leader in mortgage technology, Franchi provides consulting services from coast to coast. AJ’s and Gold Star awards include: Ellie Mae Hall of Fame - Outstanding Loan Process 2013 and Efficiency/ROI in 2014; Tech Savvy Lender - Mortgage Technology Magazine 2013; Mortgage Professional Magazine’s Young Guns 2014; Mortgage Professional Magazine’s Hot 100 2015; National Mortgage Professional Magazine “40 Under 40” 2016.

Rebecca Frisbie

product manager, Ellie Mae

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Track: Compliance
Session: Construction Lending Support

Track: Operations
Session: Loan Processing Best Practices (Part Two)
Session: Increasing Collaboration and Success at Closing

Rebecca Frisbie is a product Manager for Encompass Docs Solution at Ellie Mae, and has been with the company for four years. She has over 20 years of experience with document automation, including roles as a Product Manager, Business Analysis, and Document Implementation. Rebecca is also a Licensed Realtor.

Manish Garg

Senior Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: The Ellie Mae Product Roadmap: A Look Into Tomorrow

Manish Garg is the senior director of product management at Ellie Mae, and is responsible for driving the Data & Analytics strategy for the company. Prior to Ellie Mae, he led product teams at various companies ranging from Silicon Valley startups to enterprise-level companies like SAP. Manish has been responsible for driving technology and analytics platforms for most of his career. At SAP, he was also responsible for redesigning the user experience of several key business applications, and driving adoption of modern UX paradigms within the company. Manish is very passionate about technology and creating a delightful user experience. He holds a bachelor’s degree in computer science and an MBA from Santa Clara University.

Aimeelene Gaspar

Senior Vice President, Head of Product, Sindeo

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

As Sindeo’s senior vice president, head of product, Aimeelene Gaspar is at the forefront of the innovation that is taking the mortgage space by storm. Sindeo’s value proposition calls for leveraging technology to streamline the mortgage application process for consumers, while offering access to a deep marketplace of lenders selected to fit each borrower’s unique financial situation. A recognized product development leader in financial services, Gaspar is the driving force behind Sindeo's mission of delivering a new holistic mortgage experience for consumers, mortgage advisers, and real estate agents—and is involved with almost every aspect of the product process, from concept to design to launch. Prior to joining Sindeo, Aimeelene was a general manager at Yodlee, where she lead the product management for Yodlee’s personal finance management application, MoneyCenter, and prior to that was vice president, development, at Broadridge.

Joy K. Gilpin

Director, Ellie Mae Education & Business Writing Group, AllRegs

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Track: Compliance
Session: Solving Organizational Compliance Challenges

Track: Training Strategies
Session: Better Approaches for Learning Management
Session: Bringing New Employees Up to Speed Faster
Session: Establishing Effective Encompass Training

Joy built and directs the business writing group at Ellie Mae. Her team manages and creates custom content such as lending and servicing guides, Encompass persona-based workflows, policy manuals, and procedures, and provides compliance-driven guidance to their clients. In addition, she works in concert with the other Education Directors to provide industry and technology to the industry and Ellie Mae client base.

Previously she held positions with Indecomm Global Services, where she was quickly promoted to compliance manager after starting her tenure there. Joy is one of the leading authorities on SAFE Act and State-specific Licensing requirements.

Joy has 20 years of experience in the mortgage industry, and her career has allowed her to serve as an underwriting and compliance subject matter expert.

Anne Hamper

Encompass Manager – Operations, Marketplace Home Mortgage, LLC

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Anne Hamper, Encompass Manager – Marketplace Home Mortgage, LLC, has spent 24 years in the industry and 15 years with Marketplace. Ann became a Certified Encompass Admin in 2015, and currently works in Operations as an Encompass Development Analyst, Super Admin - Systems Designer, IT-2nd level help, FHA DE (back up Underwriter). She is also a local MN Mortgage Association Encompass Roundtable Moderator. Ann’s previous experience includes Loan Originator, Processor, Corporate Trainer, and Volunteer Trainer - MN Mortgage Association

John Haring

director, compliance enablement, Ellie Mae

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Track: Compliance
Session: Know Before You Owe: Recent Developments and Changes
Session: New Encompass HMDA Solution Revealed
Session: GSE insights into UCD and URLA UCD and URLA
Session: Compliance Town Hall

John Haring serves as the director of compliance enablement for Ellie Mae, and is responsible for facilitating the implementation and maintenance of residential mortgage lending compliance and industry changes across Ellie Mae’s various software applications, systems, and residential mortgage loan documents. Prior to joining Ellie Mae, he served as the vice president of compliance for Supreme Lending, and has spent the better part of the last decade supporting banks, lenders, and brokers in keeping up with significant regulatory changes impacting the mortgage industry. In 2015 John was named one of HousingWire’s Rising Stars in recognition for his accomplishments in helping the industry prepare for implementing the “Know Before You Owe” regulation.

Bob Hart

Vice President, Partner Development, Ellie Mae

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Track: Partners
Session: Encompass 2017 Roadmap
Session: Successful API Strategies for Ellie Mae Partners

Bob Hart is VP of partner development at Ellie Mae, with a focus on supporting Ellie Mae partnerships and ensuring they have a pathway to success. Bob is also responsible for identifying new partners that provide Ellie Mae customers with an operational or compliance lift in their process. Bob has been in the real estate and mortgage tech space for the past 16 years, and worked for a partner of Ellie Mae’s before joining the team.

Ali Hedger

Post Production Operations Manager

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Track: Operations
Session: Loan Processing Best Practices (Part 1)

Ali Hedger has been with Amplify Credit Union in Austin, Texas, since 2014 where she oversees all aspects of loans from clear to close to completion, which allows her to indulge her passion for improving efficiencies in the mortgage process. She’s also responsible for researching regulatory changes for the Real Estate Lending Department, developing implementation of those changes in Encompass and in work flow, and training the origination and operations staff to understand the changes as they occur. Ali has been in the mortgage business for 19 years, beginning with a stint in the real estate and title insuring side. Prior to joining Amplify, she resided in Orlando, Florida, where she worked as the Operations Manager for Proficio Mortgage Ventures Group, Closing Manager for Tri-Star Lending Group, and Senior Final Documents Specialist at Ivanhoe Mortgage Corporation.

Richard Hill

Vice President, Industry Technology, Mortgage Bankers Association

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Richard is responsible for providing leadership to the MBA and its membership on operational and technology issues faced by the industry. Recent areas of focus include Cybersecurity, new regulations, electronic mortgages, and emerging technologies. Richard is also the executive vice president of the Mortgage Industry Standards Maintenance Organization (MISMO), which develops standards for the mortgage industry, and is also a Certified Public Accountant.

Peter Hirsch

EVP, Technology & Operations, Ellie Mae

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Track: Executive
Session: Unlocking Innovation to Increase Profitability

Peter has served as Ellie Mae’s executive vice president of technology & operations since June 2015, overseeing all technology areas including development and quality assurance, product architecture, performance engineering, technical operations, and SaaS operations. Peter previously served as chief technology officer and senior vice president of cloud engineering and technology for Ariba, where he led the mainline cloud engineering team. Prior to Ariba, he served as chief architect and business unit leader for IBM’s collaborative business process management applications, where he helped establish IBM’s presence in commercial SaaS applications. Peter holds a BS in electrical engineering and a MS in electrical engineering from the University of Southern California.

Kirk House

product manager, title & closing solutions, Ellie Mae

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Kirk House is the product manager for title & closing solutions at Ellie Mae, and focuses his efforts on connecting business partners though intuitive interfaces backed by solid integrations. Kirk brings enterprise integration and workflow solution management expertise to his role, and worked extensively with Encompass Lenders (and ClosingCorp) to prepare for the TRID regulatory and workflow changes.

Natalie Hunt

Director of Product & Development Management, Fannie Mae

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Track: Operations
Session: New Best Practices for Underwriters

Natalie Hunt joined Fannie Mae in October 2004. She currently holds the position of director of strategic product management in the single-family division at Fannie Mae, where she is responsible for the transactional data standards and implementation activities for customer-facing applications. Natalie is an experienced product management professional with experience in driving large-scale strategic complex transformation projects from inception to implementation.

Prior to joining Fannie Mae, Natalie led engagements that supported business and technology-driven change in the management consulting industry. She has over 17 years of financial, consulting, and mortgage industry experience. Natalie is responsible for leading several industry data initiatives, including: Uniform Loan Delivery Data (ULDD), Uniform Loan Application Dataset (ULAD), and Uniform Closing Dataset (UCD) spanning across the mortgage lifecycle. Natalie is actively involved in driving adoption of data standards and sits on the MISMO Residential Standards Governance Committee.

Shannon Johnson

Technology Solutions and Encompass Admin Manager, George Mason Mortgage

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Shannon Johnson is the technology solutions and Encompass admin manager at George Mason Mortgage. The first 19 years of her career were spent learning and working every stage of the Mortgage Operations process, from Originating to Final Docs, including Secondary Marketing. Utilizing those years of operations experience and a knack for problem solving, she has worked with over 50 different Mortgage Lenders, Bankers and Brokers, as an Encompass Administrator and a Business Process Consultant. Shannon has been able to translate those many years of mortgage operations experience, using everything in the Encompass toolkit from custom fields to the SDK, to improve every area of mortgage business process. She is committed to implementing and integrating as many of the Encompass tools and features as possible, and also enjoys sharing and comparing ideas and Encompass creations with other Encompass Users.

Katrina Jones

Technology Solutions and Encompass Admin Manager, George Mason Mortgage

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Track: Executive
Session: Better Loan Quality Through Automation

Katrina Jones is Fannie Mae’s vice president – Single-Family Business Solutions. In this role she maintains authority and accountability for Single Family’s go-to-market and sales enablement efforts. This includes leading efforts within the Customer Engagement organization to leverage the voice of the customer to inform, prioritize, and rationalize Fannie Mae’s front-end business capabilities executed in the market. Katrina has held a number of positions within Fannie Mae prior to this, including vice president – Customer Management Officer, vice president – Loan Quality Strategy and Business Implementation Officer, and director – Lender Channel strategies and Management. She also spearheaded the design and implementation of key operational initiatives in the Single-Family Operations area and consulted for Fannie Mae’s International Housing Finance Team, where she led a myriad of international secondary marketing initiatives in Bangkok, Thailand, and Istanbul, Turkey. Prior to joining Fannie Mae in 1996 she held various leadership positions at Wells Fargo, where she was responsible for all aspects of regional operations and management for the Philadelphia Regional Office, and in addition has more than 12 years of retail lending experience. Katrina has a MBA from George Washington University, Washington, DC and Bachelor of Science in Business Management from Potomac College, Washington, DC.

Bonnie Kalen

Vice President Sales, Ellie Mae

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Track: Executive
Session: Getting the Greatest Return From Your Investment in Ellie Mae

Bonnie Kalen is vice president of sales for Ellie Mae, and has 3 decades of experience in mortgage production, loan operations, and sales leadership. She’s held senior positions with Freddie Mac, Bank of America, and Wells Fargo, and has a proven track record of building high- performing teams that increase market-share and drive revenue. Bonnie and her team are responsible for new sales for the Eastern half of the United States, focused on developing new partnerships with lenders that will benefit from the Encompass all-in-one mortgage management solution. Throughout the course of her career she’s stayed active in industry trade associations, as well as participating in various charities in the community.

Dana Keeder

Customer Success Engineer, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Dana Keeder has over 27 years of experience in a wide array of positions in consumer banking and lending, concentrated in all aspects of mortgage finance, as well as senior positions in regulatory compliance, software administration, and corporate training at a variety of institutions. Dana is currently a customer success engineer at Ellie Mae since April 2015, specializing in virtual administrative engagements. She also is a subject matter expert on many products offered through Encompass.

Dee Khullar

Senior Partner Marketing Manager, Ellie Mae

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Track: Partners
Session: Leveraging Ellie Mae Resources for Greater Success

Dee Khullar is senior partner marketing manager for Ellie Mae, focused on helping grow and support the company’s network of service providers, technology, and strategic partners. Dee has more than 17 years of marketing experience and previously directed successful strategic marketing programs for such companies as Lookout Mobile Security and Specialized Bicycles, among other companies.

Ryan Kirwin

SVP, Residential Lending, Randolph Savings Bank, and EVP/COO First Eastern Mortgage Company

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Track: Training Strategies
Session: Bringing New Employees Up to Speed Faster

Ryan Kirwin is SVP of Residential Lending at Randolph Savings Bank, and has been with the company for nine years. Prior to taking over the entire lending operation at Randolph Savings Bank he spent 15 years in sales and sales management. Ryan has overseen secondary marketing, credit, operations, and LOS management. Randolph Savings recently acquired First Eastern Mortgage Company, and the combined organization has over 50 sales staff and 50 operations staff with a combined annual origination of over $700 million. Ryan was named EVP and Chief Operating Officer of First Eastern Mortgage Company, and is directing the migration of Encompass to the newly merged organization.

Thomas Knapp

Senior Vice President - Chief Information Officer, Waterstone Mortgage Corporation

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Track: Executive
Session: Better Loan Quality Through Automation

As senior vice president – chief information officer for Waterstone Mortgage Corporation, Thomas Knapp oversees Information Services, which includes new technology initiatives, web applications, information systems, IT support, and security, as well as vendor management. He is an Emeritus Member of the Ellie Mae Executive Advisory Board and currently serves on the Ellie Mae CIO Advisory Board.

Ken Kolda

Staff Software Architect, Ellie Mae

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Track: Technologist & Developer
Session: From SDK to APIs: The New Paradigm

Ken Kolda is a Software Architect at Ellie Mae and has worked in software development for over 20 years, the last 13 of which have been as a member of the Encompass development team. In that time, he’s led the design and implementation of features such as the Input Form Builder, SDK, and Advanced Code Engine. At this time he’s focused on designing Ellie Mae’s next generation Encompass Lending Platform ,and looking ahead to ensure Ellie Mae’s solutions keep up with an evolving technology landscape.

Jack Konyk

executive director, government affairs, Weiner Brodsky Kider PC

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Track: Compliance
Session: Solving Organizational Compliance Challenges
Session: Compliance Town Hall

John V. ("Jack") Konyk Jack has over four decades of experience in a wide array of positions in consumer banking and lending, concentrated in all aspects of mortgage finance, as well as senior positions in regulatory compliance, enterprise risk management, and public and government affairs management at a variety of institutions including National City/PNC Mortgage, and Mellon Bank. Jack is active in industry trade associations, a frequent speaker at conferences across the country, and a prominent voice for the industry with legislators and regulators at all levels of government. He is a past member of the MBA’s Board of Directors, is active on numerous MBA committees and has held leadership positions on many. Jack is also Chairman of the American Association of Residential Mortgage Regulators (AARMR) Industry Advisory Council, and has had significant involvement with the Financial Services Roundtable’s Housing Policy Council and the ABA’s Mortgage Markets committee. He now serves in an advisory and consulting capacity, as Executive Director of Government Affairs at Washington DC-based Weiner Brodsky Kider PC, one of the nation's leading financial services law firms.

Jeff Lage

Sr. Client Success Engineer, Ellie Mae

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Track: Technologist & Developer
Session: Configuring Encompass for Optimal Performance

Jeff Lage is a senior client success engineer at Ellie Mae, and has been with the company for two years, focusing on technical support. He primarily works with Tech Pulse (formerly Tech Check) and Enterprise Technical Support, with a specialty in performance and stability issues.

Allen Lance

Production Systems Implementation, Universal American Mortgage

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Track: Technologist & Developer
Session: Configuring Encompass for Optimal Performance

Allen Lance is the manager for production systems implementation for Universal American Mortgage (UAMC), and has been with the company for 18 years. UAMC is a division of Lennar Corporation, and a leading national home builder. Allen’s background includes management experience in Operations, Underwriting, and Information Technology, and he holds a degree in Finance from University of Arizona and an MBA from the University of Phoenix.

Heather Lewis

Technical Support Instructor, Ellie Mae

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Track: Training Strategies
Session: Bringing New Employees Up to Speed Faster

Heather Lewis has worked for Ellie Mae for the last 3 years within the Tech Support Industry Pod, and has more than 20 years' experience in the Mortgage Industry. Heather has played a valuable role with internal projects such as RCC (Release Command Center), NPI (New Product Implementation), and as an SME (Subject Matter Expert), all of which helped her evolve into her dream job as a tech support trainer.

Kevin Li

Product Management, Ellie Mae

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Track: Sales & Marketing
Session: Modern Point-of-Sale Insights
Session: Digital and Automated Marketing Strategies

Track: Technologist & Developer
Session: Creating an Unstoppable Retail Web Presence

Kevin Li currently serves as the director of product management for Ellie Mae’s consumer facing products, Encompass Consumer Connect and Encompass CRM. He comes to Ellie Mae with an extensive background in building and scaling consumer internet applications from companies including Trulia, LegalZoom, eHarmony, Edmunds, EarthLink, and Symantec. Kevin’s experience in large companies and start-ups helps him bring a valued perspective and expertise to the Ellie Mae team. He holds a Bachelor of Arts degree from Boston College and Master of Business Administration from the University of Southern California.

Tom Lyons

Pricing Sales Specialist, Ellie Mae

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Track: Operations
Session: Sharper Secondary Marketing Practices

Tom Lyons is a pricing sales specialist at Ellie Mae, and has been with the company for 7 years. He’s been with EPPS for 12 years, and has 14 years of experience with mortgage technology. Tom works and travels from his home base, located in Parsippany, New Jersey.

Nathan Majchrzak

Branch Manager, VanDyk Mortgage

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Track: Operations
Session: New Best Practices for Underwriters

Track: Sales & Marketing
Session: Modern Point-of-Sale Insights

Nathan Majchrzak’s career in the residential lending industry began in October 2003, and from that time he’s been involved with every aspect of the origination/lending process. Having held many positions, from processor, loan originator and branch manager, and gaining knowledge over the years, he’s been able to become a great resource for his clients and co-workers. Prior to joining the lending industry, he spent time as a software engineer, developing client applications for client/server, internet, and intranet environments.

Cheryl Marquez

Director, Education, Ellie Mae

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Track: Training Strategies
Session: Better Approaches for Learning Management
Session: Bringing New Employees Up to Speed Faster

Cheryl Marquez is director of education at Ellie Mae, and has been with the company for 2½ years. She has over 23 years of experience in the learning and development space, specifically as it relates to running a training organization. Over the course of her career, Cheryl has brought new learning management systems up, run several offshore training teams, trained multiple offshore locations on new processes, and run large instructional design teams. With a focus on the learner experience and an ability to look at training holistically, Cheryl is able to produce high quality content that meets the needs of learners while driving results for their organizations.

Susan May

Mortgage Operations Manager/Officer, 1st Source Bank

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Track: Operations
Session: Sharper Secondary Marketing Practices

Susan May is mortgage operations manager/officer at 1st Source Bank. Prior to starting her tenure at 1st Source Bank she worked for another financial institution for 21 years. Her overall experience includes over 25 years in mortgage industry, including working in Processing, Closing, Underwriting, Lock Desk, Product Development, Originating, Compliance, Secondary Market, QC Auditing, Servicing, as well as being a manager in all those areas, including Mortgage Technology. Her current main area of responsibility consists of managing the Mortgage Pipeline, monitoring Hedges, analyzing best execution Loan Delivery, Product Development, Shipping, Post-Closing Auditing, Insuring, Lock Desk, and Document Control, including Final Certification. She is currently studying to receive her B.S. in Business from Bethel College.

Jim McKendree

Product Design Manager, Ellie Mae

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Track: Technologist & Developer
Session: Customizing the Lender Experience for Better Performance

Jim McKendree is a product design manager with 15 years of design experience, specializing in User Experience and solving complex problems with thoughtful and simple design. His passion for crafting user-centered web applications has taken him from a four-person start-up to a Fortune 100 tech company and everything in-between. Jim is now focused on creating a world-class User Experience for Ellie Mae’s customers to make their jobs as efficient as possible.

Jason Miller

Business Analyst, Product Management, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part Two)
Session: Increasing Collaboration and Success at Closing

Jason Miller is a business analyst at Ellie Mae, and is an expert in system-to-system integration, with a focus on system automation and efficiency. With 15 years of expertise in the mortgage technology field, Jason drives Uniform Closing Dataset (UCD) and service automation solutions efforts for Ellie Mae to bring a comprehensive solution for loan delivery within Encompass.

Jeff Miller

Vice President of Operations, Directors Mortgage

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Track: Training Strategies
Session: Establishing Effective Encompass Training

Jeff Miller has been employed at Directors Mortgage since June 2014, and has over 19 years of residential and commercial lending experience with community banks, regional banks, and credit unions. Jeff has worked as a Loan Officer, Branch Manager, Mortgage Company Owner, Underwriter, Director, and Vice President. He has integrated multiple LOS systems with mobile applications and online applications. Jeff has been featured in CU Times, National Mortgage Professional Magazine, as well as the MReport Magazine, and attended Western Oregon University, majoring in Education and Music.

Jonas Moe

Vice President, Market Strategy, Ellie Mae

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Track: Sales & Marketing
Session: Successfully Marketing to Next Generation Homebuyers

Track: Executive
Session: Unlocking Innovation to Increase Profitability

Jonas Moe is VP of product strategy for Ellie Mae, and has focused on growing the company as a technology innovator and leader through the Encompass all-in-one mortgage loan processing solution. Over the course of a 13-year career, Jonas has spearheaded initiatives that has helped lenders gain efficiency and stay compliant. He’s been instrumental in making Encompass the leading mortgage origination software solution, and has also led the philanthropic efforts of Ellie Cares, which include fundraising, recruiting volunteers, and committing more than $1 million a year to various charities and community service organizations.

Faramarz Moeen-Ziai

VP, National Retail Sales, Commerce Home Mortgage

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Track: Operations
Session: New Best Practices for Loan Officers

Faramarz Moeen-Ziai (FM) grew up in Eugene, Oregon and San Diego, California, and started a web marketing consulting business in San Diego shortly after attending UCSD. FM’s clients included IBM/Lotus, Sybase, Seagate, Cisco, Union Bank, Fleet Bank, Cap Gemini, and several other Fortune 500 companies. After selling his company he came into the mortgage business by accident in 2004 and immediately fell in love with it. Over the next 11 years he built an origination business that grew to consistently fund over 220 units and $100,000,000 per year in loan volume. Primarily using systems and processes that leveraged technology, he was able to give his clients a high touch, high service experience while maintaining a balanced lifestyle.

In 2015 he was offered the position of SVP, National Sales at Commerce Home Mortgage, which offered him the ability to help originators grow their business through sales training and the sharing of proven systems and processes. In the past two years he has helped to overhaul the CHM web presence, transform the onboarding and training process, and introduce a new companywide CRM. Most importantly, the company has exceeded annual sales targets in each of his two years as Sales Manager, and has done it while having fun.

Bill Mrowczynski

National Director of Training, The Federal Savings Bank

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Track: Training Strategies
Session: Better Approaches for Learning Management

Track: Compliance
Session: Solving Organizational Compliance Challenges

Bill Mrowczynski has spent the last 3 years with The Federal Savings Bank as its national director of training. He serves on the Bank’s Compliance Committee and has been instrumental in development of the bank’s Compliance Review Process. Overall he has 22+ years in the lending and banking industry, including 15 years in LPO and territory development, and has worked as Loan Originator, Director of Compliance/Operations, an Encompass Super Admin, and as an Adjunct Instructor – Organizational Leadership.

The Federal Savings Bank is a veteran-owned, Federally Chartered Bank with a focus on educating customers about the mortgage process and providing opportunity for home ownership. With headquarters in Chicago, IL, it has 21 loan production offices across 12 States, and currently has 700+ employees. The Federal Savings Bank has been an Ellie Mae client since 2007, and has been the most profitable bank in the U.S. for last 3 years.

Juliet Overton

Senior Compliance Analyst, Ellie Mae

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Track: Compliance
Session: Construction Lending Support

Track: Operations
Session: Loan Processing Best Practices (Part One)
Session: Increasing Collaboration and Success at Closing

Juliet Overton is senior compliance analyst at Ellie Mae, and has been with the company for over 10 years. She has more than 20 years in the mortgage industry, and has expertise in originating, processing, underwriting, and closing loans.

Shaun Overton

Strategic Intelligence Officer, Flat Branch Home LoansMortgage

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Track: Operations
Session: New Best Practices for Underwriters

Shaun Overton is the strategic intelligence officer at Flat Branch Home Loans, and has been with the company for nearly a year. He has over 11 years of experience in the mortgage industry in various capacities, including Loan Officer, Processor, Closer, Branch Manager, and Encompass System Administration. He’s been deeply involved in the setup and support of Encompass for the past 5 years.

Payal Parikh

Senior Manager, Development Ellie Mae

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Track: Technologist & Developer
Session: Creating an Unstoppable Retail Web Presence

Payal Parikh currently serves as a senior manager of development, leading the Encompass Consumer Connect development teams at Ellie Mae. She brings over sixteen years of experience and success in building customer-focused, high quality, enterprise software products, and leading and growing high performing teams. She holds a Bachelor’s and Master’s degree in Computer Science from Florida Atlantic University.

Greg Petterson

Marketing Director, Residential Wholesale Mortgage, Inc.

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Greg Pettersen lives and works in San Diego, CA where he is a part of the wonderful team at Residential Wholesale Mortgage, Inc. He is currently a producing Loan Originator and also the Marketing Director for Residential Wholesale Mortgage, Inc., which funds roughly $500,000,000 per year with 50 Loan Officers. RWMI is a direct lender and local San Diego mortgage banker, which has been around since 1994. In 2015 and 2016, the San Diego Union Tribune identified RWMI as a “Top Work Place,” and the San Diego Business Journal has also named RWMI as one of the top privately held mortgage companies in San Diego. Greg began his career with RWMI as an intern, and has worked his way up in the organization to establish and lead new marketing initiatives and strategic growth plans. He is a University of San Diego graduate, a newly licensed California Real Estate Broker, and a Millennial!

Randy Quinn

Senior Vice President, Correspondent Change Delivery, Wells Fargo Funding

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Track: Executive
Session: Better Loan Quality Through Automation

Randy Quinn is the leader of Correspondent Change Delivery (CCD) department at Wells Fargo Funding and is responsible for overall change management in the organization. His oversight includes: business design and requirements; business opportunity ideation; infrastructure, desktop and mobile support; process management & continuous improvement; project, program and portfolio management; reporting, analytics and data; Strategic Planning and Execution; systems quality assurance and testing; and Vendor Engagement.

Randy Quinn and his team are integral in the planning and execution of efforts to drive market share growth, create efficiencies, and control risk in the business line. He oversees ideation for channel, assisting in the elevation and analysis of new business opportunities, and he is responsible for driving long term strategy for Wells Fargo Funding.

Vikas Rao

Director of Engineering, Application Development, Ellie Mae

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Track: Technologist & Developer
Session: Customizing the Lender Experience for Better Performance

Vikas Rao is the director of application engineering at Ellie Mae, and leads the engineering teams working on Encompass NG and the Connect suite of products. With a Master’s degree in Computer Science and a background in helping multiple organizations in Silicon Valley launch their next generation suite of SAAS products over the last 10 years, Vikas utilizes his experience in building products that are functional, optimized, and efficient, with a strong focus on User Experience.

Denise Rivoal

Sr. Manager, Product & Development Management, Fannie Mae

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Track: Compliance
Session: GSE Insights Into UCD and URLA
Session: Compliance Town Hall

Denise Rivoal joined Fannie Mae in April 2000, and currently holds the position of senior manager of Strategic Product Management in the Single-Family Division, where she’s involved with the transactional data standards and implementation activities for customer-facing applications. Denise is an experienced product management professional with expertise in driving large-scale strategic complex transformation projects from concept to implementation.

Jenée Robinson

senior product manager, Ellie Mae

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Track: Operations
Session: Achieving Sharper Secondary Marketing

Jenée Robinson is senior product manager at Ellie Mae, focusing on Secondary solutions for Encompass, including Correspondent. Jenée joined Ellie Mae in 2011 to improve the back end processes of Encompass after a 20-year career in the mortgage industry, where she managed all aspects of hedging and risk analysis for different mortgage companies. Under her oversight, the secondary marketing department managed the mortgage pipeline for all business channels, hedged interest rate risk through forward sales of agency MBS, analyzed best execution loan delivery opportunities, implemented bulk sales transactions, managed profit margins across all loan products, built and managed relationships with investors, and assisted the operations department in all aspects of product development.

Dave Rusconi

VP Cloud Operations, Ellie Mae

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Track: Technology & Developer
Session: Configuring Encompass for Optimal Performance

Dave Rusconi is vice president of cloud operations at Ellie Mae, and has been with the company for two years. He’s been a leader in development and operations of SaaS and PaaS for over 20 years, and has experience in DevOps, Reliability Engineering, and Data Services. Past experience includes GE Software where he lead PaaS development, Cisco where he developed cloud-based network management, and Microsoft Hotmail and Windows Live Services where he lead service engineering and automation and operations program management teams. Dave has also been a pioneering CTO for email marketing automation.

Keri Rogers-Ochs

Sr. Implementation Consultant, Ellie Mae

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Track: Technology & Developer
Session: Configuring Encompass for Optimal Performance

Keri Rogers-Ochs is a senior implementation consultant at Ellie Mae, and has been with the company for three years, although overall she has 25 years of multi-channel mortgage production and technology experience. She’s responsible for managing the overall implementation of Encompass and the Ellie Mae suite of products for new Enterprise level clients by performing Encompass workflow design, system architecture and management, client education, business analytics, and custom development.

Parvesh Sahi

vice president, business development, Ellie Mae

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Track: Executive
Session: Better Loan Quality Through Automation

Parvesh Sahi has served as VP of business development at Ellie Mae since 2011, and is responsible for the corporate strategy development of partner, investor, and government relations.

Parvesh joined Ellie Mae to help bring an integrated and automated compliance experience to Encompass customers following the acquisition of the Mavent compliance engine. Additionally, Parvesh has evolved the business development organization to help execute on Ellie Mae’s vision of automating everything that is automatable in the mortgage industry. His focus on technology and secondary market partner relationships and connectivity has streamlined the mortgage origination process and experience for Ellie Mae customers and partners – all the way from the borrower experience to mortgage servicing and securitization.

Prior to Ellie Mae Parvesh helped grow ComplianceasEase and Questoft’s organization through his sales, product, and business development leadership. He also has a background in real estate investment and participates in several Bay Area technology and real estate groups to foster a dialogue about the benefits of disruptive mortgage technology.

Parvesh holds a Bachelor of Science in Business Administration from the University of San Francisco.

Jamie Schroepfer

Manager, Software Administration and Support, LeaderOne Financial

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Track: Operations
Session: New Best Practices for Underwriters

Jamie Schroepfer is Manager of Software Administration and Support at LeaderOne Financial. Jamie been in the mortgage industry for 20 years holding positions in origination, processing, underwriting, closing, and loan servicing before finding her niche in mortgage technology 7 years ago. Since 2010 she has successfully led the implementation of Encompass at one mortgage banking company and revamped and maintained Encompass at LeaderOne over the past 4 years to improve efficiencies and compliance. LeaderOne has been an Ellie Mae Hall of Fame Finalist at the past 3 Experience conferences, winning for Exceptional Achievement in Loan Quality in 2015, and is a finalist in 2 categories this year.

Lauri Simpson

Marketing Director, Christensen Financial, Inc.

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Lauri Simpson is the director of marketing at Christensen Financial, Inc. With nearly a decade of marketing and public relations experience, she has acquired a dynamic array of knowledge ranging from email campaigns to analytics to events to digital marketing. Prior to entering the mortgage industry, Lauri worked for a travel wholesaler managing the entire digital marketing strategy for big brands and clients including Sam’s Club Travel, Caesars Entertainment, and Universal Orlando Resort. Applying this vast experience to the mortgage industry, Lauri currently directs strategies and implementation of branding, digital marketing, and recruitment for Christensen Financial, Inc. throughout their 20 licensed states.

Gowri Sivanathan

Product Manager, Ellie Mae

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Track: Operations
Session: Sharper Secondary Marketing Practices

Gowri Sivanathan is the product manager for Encompass Product & Pricing Service, and is passionate about designing, building, and delivering products that engage and grow audiences. She comes to Ellie Mae from a peer-to-peer lending startup, and has experience in both fin-tech and financial services industry. She graduated from UIC with a Master’s Degree in Computer Science.

Ben Sizemore, Jr.

CIO, First Guaranty Mortgage

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Track: Executive
Session: Unlocking Innovation to Increase Profitability

Ben Sizemore has been with First Guaranty Mortgage Corporation (FGMC) since 1999. Over his tenure at FGMC he has held the titles of director, Information Systems; vice president, Information Systems; and CIO since 2012. Ben is a passionate and highly energetic IT leader that has led major technology conversions, product development efforts, and initiatives directly tied to government agencies, national mortgage lending and financial institutions, and other private sector businesses in support of FGMC’s corporate vision and strategic business initiatives.

Beth Stark-Johnson

Product Development Director, Single Family Strategic Delivery, Freddie Mac

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Track: Compliance
Session: GSE Insights Into UCD and URLA

Beth Stark-Johnson is a director in the strategic delivery division of the single family business within Freddie Mac. In this capacity she’s responsible for the strategy and development of Loan Closing Advisor, the Uniform Closing Data collection tool that is a product in the new Loan Advisor Suite. A veteran of over 30 years in the mortgage industry, Beth joined Freddie Mac in 2014 as a consultant and industry expert and transitioned to an employee in April 2015. Prior to joining Freddie Mac, Beth held senior management positions in an array of Operational and Technology functions within Chase Home Lending, CitiMortgage, Citicorp Trust Bank, and HSBC.

Cheung Tam

Senior Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow
Session: From SDK to APIs: The New Paradigm

Track: Partners
Session: Successful API Strategies for Ellie Mae Partners

Cheung Tam is the Senior Director of API & Developer Platform Product Management at Ellie Mae, and has over 18 years of combined experience in both engineering and product management. He has work at a variety of technology companies ranging from startups to enterprise firms such as Cisco Systems, McAfee, Intuit, and Yodlee. Leveraging a combination of engineering and product management experience, Cheung is focused on delivering Developer Connect, the new API & Developer Platform, which will focus on creating an exceptional experience for the Ellie Mae Developer Community and delivering innovative solutions to the entire mortgage industry.

Dan Terry

Enterprise Architect, Prosperity Home Mortgage, LLC

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Track: Executive
Session: Unlocking Innovation to Increase Profitability

Dan Terry has served as enterprise architect at Prosperity Home Mortgage, LLC, since 2012. Initially serving the parent company, he was an integral member of the project team tasked with launching PHM. Dan and his team are currently responsible for custom software development, system integrations, and cloud operation. He champions workflow automation and has achieved impressive results, especially related to Product & Pricing. His previous experience includes serving as enterprise architect at Title Source, Quicken Loan’s affiliated settlement services provider, where he specialized in system integrations and automated document classification. Dan received his B.S.E. in Computer Engineering from the University of Michigan.

Troy Tomas

vice president, solution services and sales engineering, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow
Session: From SDK to APIs: The New Paradigm

Troy Tomas is the VP of solution services and sales engineering at Ellie Mae, and has been with the company since 2005 serving in various roles centered on the delivery and customization of Encompass. He is presently responsible for the fulfillment of integration services in the Ellie Mae Network, designing custom extensions of Encompass on behalf of the lender community, and promoting the Encompass brand through his team of industry and product experts. Before joining Ellie Mae, Troy was a pioneer in delivering LOS technology through Software-as-a-Service (SaaS). He holds a BA in Electrical Engineering from the Lawrence Tech University, and applies his skills every day to fine tune and improve the mortgage process assembly line.

Richard Triplett

vice president & director of compliance, Ellie Mae

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Track: Compliance
Session: New Encompass HMDA Solution Revealed
Session: Compliance Town Hall

Richard Triplett, CMB, is vice president and director of compliance for Ellie Mae. Richard’s primary responsibility is to manage regulatory compliance for Ellie Mae products, including AllRegs Online. Richard’s 33 years of experience includes: origination, processing, underwriting, underwriting management, secondary marketing management, compliance, operations management, bank and broker lending (retail, wholesale and correspondent), risk management, information technology, auditing and quality management. Richard has worked with various companies in a compliance and operational capacity including Gregg & Valby, Secured Funding Corporation, H&R Block Mortgage/Option One Mortgage Corporation, North Fork Bank, and Republic National Bank of New York. Richard formerly owned National Portfolio Advisors, Inc., in Boston, Massachusetts, and has spent many years as a private consultant. Richard is an AllRegs Academy instructor and writes industry-related articles for Ellie Mae/AllRegs publications and a number of widely-read industry publications. He is a subject matter expert for publications regarding compliance and other industry-related topics. Richard earned a Certified Mortgage Banker designation with the Mortgage Bankers Association (MBA), has served as a CMB instructor on Real Estate Law and Regulatory Compliance, performs oral examinations for CMB candidates, and received a Faculty Fellow award from the MBA.

Patrick VanderVeen

Chief Information Administrator, VanDyk Mortgage Corporation

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Patrick VanderVeen is currently the chief information administrator at VanDyk Mortgage, a position he’s held since January 2012 after rising through the ranks as a Loan Processor and Compliance Team specialist. Based in Grand Rapids, Michigan, VanDyk Mortgage is a direct residential mortgage originator licensed in 39 states, with a current loan servicing portfolio of over $55 million and loan volume exceeding $1.45 billion for the 2016 calendar year. In his current role, Patrick manages all information systems for VanDyk Mortgage as related to serving as the Encompass Administrator. He holds a Bachelor of Science Degree in political science and government from Kalamazoo College.

Matthew VanFossen

Chief Operating Officer, Absolute Home Mortgage Corporation

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Track: Sales & Marketing
Session: Successfully Marketing to Next Generation Home Buyers

Matthew VanFossen is the chief operating officer for Absolute Home Mortgage, and is also a renowned public speaker and real estate coach. With 13 years of experience in mortgage lending and technology, his specialties include conceptual marketing and customized business processes. Matthew has overseen and managed over $5 Billion in mortgage origination volume throughout his career. Recognized across the mortgage industry as an out-of-the-box disruptive thinker, he has helped many originators and companies develop innovative marketing plans and technology solutions.

Lori Wahl

Technical Support Program Manager, Ellie Mae

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Track: Operations
Session: New Best Practices for Underwriters

Lori Wahl is the technical support program manager at Ellie Mae, and has been with the company for 5½ years. She has 30+ years of experience in the mortgage industry in various capacities, including Branch Manager, Regional Underwriting Manager, and LOS Administrator. Lori is FHA DE, VA LAPP and SAR credentialed, and has been a Certified Encompass Admin since 2014.

Brandon Watters

Systems Administrator, Zions Bancorp

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Track: Technologist & Developer
Session: Configuring Encompass for Optimal Performance

Brandon Watters is a systems administrator at Zions Bancorp, and has been with the company for over nine years. He’s a SDK certified technology professional, and has over 13 years of supervisory, training, and project management experience. Brandon’s current focus in the company is business analysis and systems administration, including application development, software support, maintenance, and change management. At Experience 2016 he was a finalist in the Encompass Interactive Administrator contest, and graduated in 2016 with an MBA in Information Technology from Western Governors University.

Josh Weinberg

Executive Vice President of Compliance, First Choice Loan Services Inc., Director of Compliance, First Choice Bank

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Track: Training Strategies
Session: Better Approaches for Learning Management

Track: Compliance
Session: Compliance Town Hall

Josh Weinberg is a nationally recognized speaker, author, consultant, and leader in mortgage lending, specializing in integrating compliance and technology. He is currently executive vice president of compliance for First Choice Loan Services Inc., and director of compliance for First Choice Bank, a State Chartered and FDIC insured Depository institution.

He works closely with Federal and State Regulators including the CFPB, FDIC, CSBS/AARMR, and the HUD/FHA, and participates with many industry associations. Josh is the vice chair of MBA’s Regulatory Compliance Committee, a member of the Board of Directors for MISMO, a member of the Registered Institutions Working Group for the NMLS, a member of ABA’s Residential Markets Committee, and an Advisory Board Member for Mortgage Compliance Magazine.

He also consults privately for mortgage lenders and some of the top mortgage technology vendors in the country. Previously Josh worked for a major LOS vendor where he was in charge of Compliance, Government Loan programs, and Reverse Mortgages. He has worked in retail banking environments and also worked independently as the owner of a mortgage broker company.

Jesse Weinstock

Development Manager, Homestead Funding Corp.

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Track: Technologist & Developer
Session: Successful API Strategies

Jesse Weinstock is the development manager at Homestead Funding Corp. He’s responsible for managing a team of developers and the project workflow, and has over 14 years of experience in the mortgage industry.

Karen Whitcomb

Director, Technical Support, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part One)

Karen Whitcomb is director of technical support at Ellie Mae. A mortgage banker by trade, Karen holds more than 30 years of experience within the mortgage industry, has been with Ellie Mae for the last six years, and is also a Certified Encompass Admin.

Ron Wivagg

National Sales Support Manager, Prosperity Home Mortgage, LLC

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Track: Sales & Marketing
Session: Modern Point-of-Sale Insights

Ron Wivagg is the national sales support manager for Prosperity Home Mortgage, LLC., and overall has been in the mortgage industry for 24 years. In his current position, Ron is responsible for company sales strategy initiatives, product development, marketing support, and branch expansion. In addition, he directly leads loan origination teams in MI, IN, TN, GA, and parts of MD and PA. Prior to joining Prosperity he spent four years with Prosperity Mortgage Company as an area manager, which was a joint venture between The Long & Foster Companies and Wells Fargo. Prior to that Ron worked for World Savings, Wachovia, and Wells Fargo for 15 years in the roles of national sales manager, regional manager, branch manager, and mortgage consultant. He holds a bachelor’s degree from the University of Pittsburgh, the city in which he was born. Ron has been married for 23 years, has four children, and currently resides in Northern Virginia, about 30 miles outside of Washington DC.

Ori Zohar

Co-Founder, Sindeo

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Track: Sales & Marketing
Session: Successfully Marketing to Next Generation Home Buyers

With a background in entrepreneurship and digital marketing, Ori Zohar's quest to start a company destined to solve a “big” problem led him and co-founder Nick Stamos to hone in on creating a consumer-friendly alternative to home financing at Sindeo. The company’s value proposition—to offer consumers access to a deep marketplace of lenders and loan types, while leveraging technology and expert Mortgage Advisors to create streamlined home financing—is a direct outcome of his pursuit. Prior to founding Sindeo, Ori was the director of digital innovation at Integrated Media Solutions (now Assembly), a New York City-based direct response agency. He has also worked at McCann Erickson and Universal McCann, both top 10 global advertising agencies, developing marketing strategies and new business pitches for big brands such as MasterCard, Unilever, ExxonMobil, BMW, Chrysler, Burberry, and Coca Cola.