Events

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Upcoming Events

August 2022
HousingWire Webinar: 10 Ways Lenders Can Future Proof Appraisal Operations
August 17, 2022
Webinar
Sponsored By:Reggora Speaker(s): Jennifer Fortier, CMB, Principal
Description: Appraisal changes announced by Fannie and Freddie have caused lenders across the country to take a look at their operations and ask “am I ready?” In this webinar, Jennifer Fortier, Principal Consultant at STRATMOR Group, Cliff Meggison, former Head of Collateral Risk Management at Citizens Bank, and Brian Zitin, Co-Founder & CEO of Reggora will discuss tactics and strategies for lenders to lay the groundwork for long term appraisal modernization. Visit the webinar event site to register.

Florida Association of Mortgage Professionals Annual Convention
August 17-20, 2022
Orlando, Florida
Sponsored By:Florida Association of Mortgage Professionals Speaker(s): Rob Chrisman, Senior Advisor
Description: For more than 60 years, the FAMP annual event has attracted Florida's and top mortgage professionals. Hundreds of exhibitors with current mortgage products and industry tools for all originators will be there for this opportunity to network with mortgage brokers and lenders from across Florida and the United States. Don't miss Rob Chrisman's session on Thursday, August 18. For more information, visit the event website.

STRATMOR Retail Sales and Marketing Workshop
August 23-25, 2022
Webinar
Sponsored By:STRATMOR Group Speaker(s): Jim Cameron, Senior Partner
Description: STRATMOR’s Retail Sales and Marketing Workshop is designed for senior distributed retail sales and marketing executives and offers insight into the latest issues, challenges, and successes for lenders as we shift to a purchase market. This workshop focuses on topics such as effective sales management, recruiting, training, compensation structures, referral source engagement and communication, customer engagement and retention, top of funnel marketing, and customer experience issues. STRATMOR will utilize dynamic polling so executives can quickly get a feel for what is happening in key areas such as branch structures, LOA utilization, pricing transparency, customer experience trends and more. For more information on this Workshop and to register, contact us.

September 2022
STRATMOR Private Wealth Workshop
September 13-15, 2022
Webinar
Sponsored By:STRATMOR Group Speaker(s): Jim Cameron, Senior Partner
Description: This highly interactive, virtual workshop is for private wealth executives and senior mortgage executives who support this specialized group of borrowers, with responsibility for mortgage sales, operations and/or product management. Sessions focus on certain aspects of private wealth lending based on participant preferences, and participants meet in two-hour sessions over a three-day period. This workshop is by invitation only and open to banks and investment advisory firms with private wealth / high net worth lending units. For more information on this Workshop, contact us.

Digital Mortgage 2022
September 13-15, 2022
Las Vegas, NV
Sponsored By:National Mortgage News Speaker(s): Mike Seminari, Director, Customer Experience
Sue Woodard, Senior Advisor
Description: Featuring high-level think tanks, engaging workshops, deep-dive roundtables and so much more, DIGITAL MORTGAGE is thoughtfully curated to provide actionable insights and powerful networking. Don't miss this opportunity to engage where the mortgage community connects and collaborates to address the industry’s digital evolution. For more information and to register, visit the event website.

STRATMOR Attendees(s): Garth Graham

Need Help?

Reach out to us to discuss your specific needs.

contact@stratmorgroup.com
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Rob Chrisman Senior Advisor

Expertise Highlights

  • STRATMOR Group Capital Markets advisor
  • Publishes widely-read daily market commentary
  • More than 37 years of executive leadership in Capital Markets
  • Serves on the boards of a broad range of financial services companies

Background

Rob Chrisman is Senior Advisor to STRATMOR Group’s Capital Markets advisory team that focuses on helping clients upgrade their secondary marketing methods and infrastructure. His market commentary on industry developments is one of the industry’s most widely read publications — more than 70 thousand mortgage professionals receive “The Chrisman Commentary” each day. Chrisman began his career in mortgage banking — primarily capital markets — more than 37 years ago. In addition to owning his own advisory practice, Chrisman LLC, he also serves on the advisory boards of several financial services companies, including AXIS AMC (CA), Inheritance Funding Corporation (CA), Sovereign Lending Group (CA), Radius Financial Group (MA), and the California Mortgage Bankers Association. Chrisman holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley and is a regular guest on The Chrisman Commentary podcast.

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Thomas Finnegan Principal

Expertise Highlights

  • 30 years of mortgage banking operations experience
  • Former CEO and Senior Executive of mortgage banks
  • Built high-performing sales organizations and marketing strategies to optimize leads, originations and borrower satisfaction
  • Drove mortgage banking operations in high production environments

Background

Tom Finnigan joined STRATMOR Group after serving as President/CEO of the mortgage banking units of FirstMerit Bank and Huntington Bank, and as a senior mortgage banking executive at Integra Bank and Landmark Savings Association.  He has over 30 years of comprehensive mortgage banking experience, with a particular focus on mortgage banking operations in a bank environment. In his mortgage banking executive roles, Tom built mortgage sales organizations and developed third party production channels, direct origination via call center and relocation finance. He also led development of secondary marketing strategies, servicing, loss mitigation and servicing asset management, production operations and IT, construction lending, bank mortgage portfolio management and affiliated title company operations. Tom is a past president of the Ohio Mortgage Bankers Association and the Mortgage Bankers Association of Southwestern Pennsylvania, served on the Residential Board of Governors of the Mortgage Bankers Association of America, and was a founding board member of the Mortgage Bankers Association of Pennsylvania.  He has a BS in Accounting from The Pennsylvania State University.

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Jeff Babcock Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s mergers and acquisitions practice
  • Expert in mortgage lender valuations
  • Former mortgage banking executive and innovator
  • Founder of PMI Mortgage Insurance

Background

Jeff Babcock leads STRATMOR Group’s mergers and acquisitions practice. Prior to joining STRATMOR, he was with the Robert A. McNeil Company, where he co-managed the mortgage banking subsidiary. Previously, Jeff was a co-founder of PME Mortgage Insurance where he was responsible for national sales, lender marketing and secondary marketing. Jeff participated in the development of the first mortgage conduit (Pennie Mae) and the original mortgage pool insurance product for the Bank of America’s pioneering mortgage-backed pass through security. Jeff’s mortgage banking experience also includes positions at Security Pacific Mortgage, Wells Fargo Bank and a start-up called On-Line Decisions (a subsidiary of Inland Steel Company, which developed some of the first interactive financial models for corporate America). Jeff received undergraduate and MBA degrees from the University of California at Berkeley.

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Jim Cameron Senior Partner

Expertise Highlights

  • Expert in benchmarking and performance management
  • Former CFO/Executive for investment firms and mortgage lenders
  • Strategic advisor for mergers and acquisitions and litigation support
  • Instrumental in the founding and continued success of the PGR: MBA and STRATMOR Peer Group Roundtables Program

Background

Jim Cameron has executed a broad range of assignments for STRATMOR Group’s clients focused on benchmarking and performance measurement, strategic planning, production franchise valuation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support. Cameron is widely known for his role in the industry standard benchmarking study known as the MBA and STRATMOR Peer Group Roundtables (“PGR”) Program. Cameron holds a bachelor’s degree in Business Administration with a concentration in Accountancy from the University of Notre Dame.

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Matt Lind Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s business strategy consulting practice
  • Respected strategic thinker and visionary in the mortgage industry
  • 30+ years of senior executive experience in financial services – private and public sector
  • Graduate of M.I.T. with Ph.D. from Harvard University
  • Led highly impactful strategic planning effort for MERS

Background

Matt Lind joined STRATMOR Group in 1988 and has lead responsibility for the firm’s business strategy consulting practice. He is widely known throughout the industry as a leading strategic thinker, as an innovator in the financial analysis of mortgage production operations and as an articulate and provocative speaker. Over the past ten years, Matt has led major strategic planning and operations consulting assignments for many mortgage banking organizations. He also led the strategic planning effort for MERS. Prior to joining STRATMOR, Matt was Senior Vice President for Diversified Operations MONY Financial Services (New York) where he had executive responsibility for all major non-insurance businesses including mortgage banking. Prior to MONY, he headed corporate planning and development at The Travelers, worked in Washington, D.C. for the Office of Management and Budget, and was Head of Policy Development and Executive Director of the Pension Benefit Guarantee Corporation. He was also an instructor of Electromagnetic Theory at M.I.T. Matt is a graduate of M.I.T. and holds a Ph.D. in Applied Mathematics from Harvard University.

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Sue Woodard Senior Advisor

Expertise Highlights

  • Recognized expert in customer experience and operationalizing excellence in the customer and employee journey
  • Awarded National Mortgage Professionals‘ Most Powerful Women in Mortgage Banking
  • Nationally knows speaker and social media maven with 13,000+ LinkedIn followers
  • Outspoken proponent of women in business and the mortgage industry

Background

Sue Woodard has more than 30 years’ experience in the financial services and mortgage industry.  Having held many executive and leadership positions throughout her career, Woodard’s specialties are in customer experience, operationalizing excellence in the customer and employee journey, content strategy, and developing personal brand and presence via speaking, media and social media. Woodard started her career at the ground level in financial services, became a top producing originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award.

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Len Tichy Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s IT Advisory Services practice
  • More than 30 years of mortgage industry and technology expertise
  • Founder of Lakewood Corporation – mortgage origination technology provider
  • Led more than 170 mortgage LOS implementation projects
  • Charter member of XML Mortgage Partners that lauched MISMO

Background

Len Tichy heads STRATMOR Group’s IT Advisory Services practice. His career in financial systems began in 1983 when he founded Bankers Microsystems, Inc., a regional provider of mortgage loan production systems. In 1988, he founded Lakewood Corporation, the premier mortgage origination in the U.S., where he served as CEO until its sale to EDS in 1995. Len later became SVP of Strategic Planning and Development at Waterfield Mortgage where he ran the Direct Lending Division and launched its end-to-end private label fulfillment outsourcing business.

Since joining STRATMOR in 2006, Len has led over 30 lenders on LOS-related assignments. Len has played a lead role in over 170 mortgage LOS implementations during his career and authored several feature articles on related topics for Mortgage Banking Magazine and other publications. Len was also a charter member of XML Mortgage Partners, an ad hoc industry organization that formed and launched MISMO (Mortgage Industry Standards Maintenance Organization). He is a graduate of Ohio University and holds an M.A. in Organization and Management from Antioch University.

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Garth Graham Senior Partner

Expertise Highlights

  • High-producing loan originator & retail manager
  • Founder of mortgage.com
  • Developed ABN’s MOAI online broker platform
  • Expert in Digital Mortgage, Consumer Direct, M&A and Marketing

Background

Garth Graham was a high-producing loan originator and retail manager before starting mortgage.com which, in 1996, became the first company to originate a mortgage on the internet. Three years later, in 1999, with internet originations of over $1 billion per year, mortgage.com completed an IPO and a year later was sold to ABN AMRO. At ABN, Garth had executive positions in consumer direct, marketing and the mortgage.com consumer direct platforms. Garth has given more than 100 speeches on mortgage finance, including corporate events, keynotes and panel moderation. Garth is adept at using real time interactive tools, including audience polling and multi-media interactions through personal mobile devices.

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Mike Seminari Director, Customer Experience

Expertise Highlights

  • Expert in optimizing the mortgage borrower experience 20 years’ experience in mortgage and banking technology
  • Proponent of the Net Promoter Score (NPS) as a mortgage industry standard
  • Deep understanding of social media and social interactions for loan originators and lenders
  • Authors monthly “Customer Experience Tip” and regular contributor to Insights Report

Background

With more than 20 years of experience in mortgage and banking technology, Mike Seminari has the know-how and the vision to bring insights and technology together to help lenders dominate in the arena of Customer Experience. Seminari has risen to become one of the industry’s leading authorities on Customer Experience through his speaking engagements at major industry conferences, his contributions to STRATMOR-led workshops, his appearances on industry podcasts and in video interviews. He also shares actionable insights in his monthly  “Customer Experience Tip” and is a key resource in STRATMOR’s Customer Experience engagements. Based in Los Angeles, Mike received his undergraduate degree in Finance from Miami University in Oxford, Ohio.

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Lisa Springer Senior Partner, CEO

Expertise Highlights

  • CEO and strategic driver of STRATMOR Group
  • More than 30 years of experience in professional services and mortgage technology
  • Extensive sales management expertise at that senior executive level
  • Experienced in building companies from start-up to success

Background

Lisa Springer is a Senior Partner and the Chief Executive Officer of STRATMOR Group, the mortgage industry’s premier data-driven advisory firm. As CEO, Springer provides strategic direction and leadership including oversight of all corporate initiatives, sales and marketing strategies, client experience, advisory services, knowledge sharing programs and STRATMOR’s technology and data strategies. Springer has more 30 years of experience in mortgage professional services and technology arenas and is a recipient of the HousingWire Vanguard Award. She holds a bachelor’s degree from Regis University where she earned the John S. Brennon award for excellence in Business Administration, and she earned her certification for Customer Experience through Leeds School of Business at the University of Colorado.

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Nicole Yung Senior Partner

Expertise Highlights

  • Leads STRATMOR Group’s analytic team
  • Expert in financial modeling, budgeting, forecasting and benchmarking
  • Experience in valuation analysis and acquisition integration for M&A
  • Manages STRATMOR’s annual Compensation Connection® Study

Background

Nicole Yung

Nicole Yung leads the company’s data and analytics efforts. Yung is responsible for the team that executes STRATMOR’s programs and oversees the analysts who conduct financial modeling, benchmarking and valuation tasks conducted by STRATMOR in its pursuit of timely and relevant mortgage industry data. Yung is best known for her work on STRATMOR’s widely known and often cited Technology Insight® Study and Compensation Connection® Study. It was Yung who developed the benchmark Lender Loyalty Score® analysis that has become the industry standard for lenders in determining vendor success, and her team works hand-in-hand with the MBA to produce the industry leading PGR: MBA and STRATMOR Peer Group Roundtables Program. Yung holds a bachelor’s degree in Economics from Centre College and a master’s degree in Business Administration from Southern Methodist University.

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