Next 90 Days >>
  • August 2020
  • Ohio Mortgage Bankers Association Annual: Clear Vision in 2020

    Sponsored By: Ohio Mortgage Bankers Association
    Speaker: Rob Chrisman
    August 3-5, 2020
    Westerville, OH 43082
    Description:

    Join STRATMOR Sr. Advisor Rob Chrisman for the OMBA Annual Convention “Clear Vision in 2020” August 3-5, 2020. Like annual conventions in the past, this event is jam-packed with important information for mortgage lenders, whether bank or non-bank. This year’s event includes a special Tuesday afternoon track for loan officers only. For more information and to register, visit the event website.

    STRATMOR Capital Markets Oversight Summer Workshop

    Sponsored By: STRATMOR Group
    Speaker: Jim Cameron, Sr. Partner Rob Chrisman, Sr. Advisor Seth Sprague, Principal Jennifer Fortier, Principal
    August 4-5, 2020
    Description:

    The effective management, oversight and understanding of capital markets directly and significantly impacts profitability for mortgage bankers. The Capital Markets Oversight Workshop is designed for executives interested in optimizing the performance of their capital markets teams and improving the effectiveness and oversight of this critically important and complex function. In this virtual workshop, STRATMOR subject matter experts will share insights from years of experience in working with capital market clients, and participants will benefit from the highly interactive discussions with peers exploring what works and what doesn’t in capital markets. For more information about this and other STRATMOR Group Workshops, contact us.

    STRATMOR 2020 Consumer Direct Summer Workshop

    Sponsored By: STRATMOR Group
    Speaker: Jim Cameron, Sr. Partner Garth Graham, Sr. Partner
    August 10-11, 2020
    Description:

    STRATMOR’s 2020 Consumer Direct Summer Workshop  brings together CD executives from a wide range of lenders to discuss key trends, developments and issues affecting Consumer Direct mortgage lending. Included in this virtual workshop will be data-driven discussions of economic trends, financial performance and productivity metrics along with in-depth discussions of the latest trends in the evolving Digital Mortgage Environment. Facilitated by Senior Partner Garth Graham, the CD Workshop is our most popular event. For more information on this and other STRATMOR Group Workshops, contact us.

    STRATMOR 2020 Operations Summer Workshop

    Sponsored By: STRATMOR Group
    Speaker: Jim Cameron, Sr. Partner Jennifer Fortier, Principal
    August 17-18, 2020
    Description:

    Operations executives continue to look for ways to improve efficiency and reduce costs while supporting the strategy of the enterprise. The Operations Workshop is facilitated by STRATMOR experts around the increasing operational efficiencies through addressing issues with people, processes and technology. Specific topics include incentives and compensation, process improvement approaches, and implementation and business requirements development. This virtual event is perfect for Chief Operating Officers and Operations Directors. For more information about this and other STRATMOR Group Workshops, contact us.

    Originator Connect 2020

    Speaker: Rob Chrisman
    August 21-23, 2020
    Las Vegas, NV
    Description:

    The Originator Connect mortgage conference focuses solely on the origination community at brokerages, banks, and credit unions. This three-day weekend event includes a complimentary NMLS renewal course and features Rob Chrisman as one of the keynote speakers. For more information and to register, visit the conference website.

    STRATMOR Customer Experience 2020 Summer Workshop

    Sponsored By: STRATMOR Group
    Speaker: Jim Cameron, Sr. Partner Garth Graham, Sr. Partner Mike Seminari, MortgageSAT Director
    August 25-26, 2020
    Description:

    Insulating your revenue – and perhaps growing it – in a flat, purchase-centric market requires maximizing referral revenue by optimizing the customer experience. STRATMOR’s Customer Experience Workshop is designed to give lenders specific, actionable ideas to improve the customer experience and create raving fans. This highly interactive, virtual workshop features practical discussions with like-minded peers, facilitated by STRATMOR experts, and focuses on creating a culture of customer satisfaction, developing transparency and strategies and tactics in reputation management. For more information on this and other STRATMOR Group Workshops, contact us.

    STRATMOR 2020 Summer CIO Workshop

    Sponsored By: STRATMOR Group
    Speaker: Jim Cameron, Sr. Partner Garth Graham, Sr. Partner
    August 27-28, 2020
    Description:

    The effective deployment and management of technology is essential for survival in the marketplace and a potential source of competitive differentiation. The CIO Workshop is for technology executives and is facilitated by STRATMOR experts. In this virtual workshop, the group will focus on how lenders can derive the maximum benefits from technology, including mining the value from currently implemented systems, selecting new applications implementing new capabilities effectively, and managing the technology portfolio to support the corporate vision. For more information about this and other STRATMOR Group Workshops, contact us.

  • September 2020
  • Texas Mortgage Bankers Association Symposium

    Sponsored By: Mortgage Bankers Association Texas
    Speaker: Rob Chrisman
    September 14-15, 2020
    Plano, TX 75024
    Description:

    Join keynote speaker Rob Chrisman for the third annual Texas MBA Symposium for an education event focusing on the best of origination, servicing and operations in one place. The TMBA and the hotel are taking every proactive precaution to create the safest environment possible. For more information and to register, visit the TMBA website here.

    NAMMBA Connect 2020

    Sponsored By: NAMMBA
    Speaker: Rob Chrisman
    September 16-19, 2020
    Atlanta, GA 30305
    Description:

    CONNECT 2020 provides attendees with an opportunity to network with mortgage and real estate professionals from across the real estate finance industry and will feature some of the top speakers in the mortgage and real estate industry. Rob Chrisman is a featured speaker at this event in Atlanta, Georgia. For details, visit the event website.

    Western Secondary Market Conference

    Sponsored By: California MBA
    Speaker: Rob Chrisman
    September 23-25, 2020
    Dana Point, CA
    Description:

    Join Rob Chrisman at the Western Secondary Conference sponsored by the California MBA. Registration Available Soon–check the website for updates: https://westernsecondary.com/ 

    Next 90 Days >>
            
    garth-graham

    Garth Graham

    Senior Partner

    EXPERTISE HIGHLIGHTS

    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 over 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.

    jim-cameron

    Jim Cameron

    Senior Partner

    EXPERTISE HIGHLIGHTS

    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 vaulation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support. Prior to joining STRATMOR, he served as Senior Vice President, Cheif Financial Officer of NF Investments, Inc., a non-conforming wholesale lender. Prior to NFI, Jim served in executive financial management roles at StarMed Staffing, U.S. Home Mortgage Corporation and Arthur Anderson. He has a BBA in Business Administration with a concentration in Accountancy from the University of Notre Dame.

    jeff-babcock

    Jeff Babcock

    Senior Partner

    EXPERTISE HIGHLIGHTS

    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.

    Rob Chrisman

    Senior Advisor

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Rob Chrisman is Senior Advisor to STRATMOR Group's Capital Markets practice. His daily market commentary is one of the mortgage industry’s most widely read publications. Rob began his career in mortgage banking 29 years ago with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He later ran Secondary for Standard Financial, a sub-prime lender and then was hired by CrossLand Mortgage to start a sub-prime company named OnCall Mortgage. Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing and eventually re-joined Tuttle Risk Management Services, Inc. (now Compass Analytics).  In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on publishing his widely read daily mortgage market commentary. In addition to owning Chrisman LLC, he is on the board of directors of several financial services companies, including Peoples Bank (KS), International City Mortgage (CA), G5 (CA, a.k.a. Institutional Mortgage), Inheritance Funding Corporation (CA), is an advisor to the Board for First Mortgage (CA), is a member of the Secure Settlements Advisory Board (NJ), a senior advisor of the STRATMOR Group, a member of the California Mortgage Bankers Association, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.  He holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

    Finnegan-Photo

    Tom Finnegan

    Principal

    Schedule Me To Speak

    EXPERTISE HIGHLIGHTS

    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.

    Lisa-Springer

    Lisa Springer

    Chief Executive Officer

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Lisa Springer is a Senior Partner and CEO of STRATMOR Group. As CEO, Springer leads the firm’s strategic brand and growth initiatives while providing direction in overall practice management, sales and marketing strategies, consulting services, human resources, vendor management, accounting and corporate communications.

    Lisa has over 30 years of experience in mortgage professional services and technology arenas. As EVP of Sales at Motivity Solutions, Springer’s responsibilities included development and execution of go-to-market sales and product strategies. She was instrumental in building Motivity Solutions from a startup to the industry leader in business intelligence in the mortgage space.

    As EVP of Sales for Mortgage Cadence, an industry leading financial and technology firm, Lisa drove the sales strategy and managed several teams to effectively sell and deploy enterprise software.

    Lisa has a bachelor’s degree from Regis University where she earned the John S. Brennon award for excellence in Business Administration.

    nicole-yung

    Nicole Yung

    Senior Partner

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Nicole Yung has lead responsibility for STRATMOR's analytic services, including the financial modeling and valuation tasks required by many of STRATMOR's merger and acquisition and operational clients. Nicole also had primary responsibility for the annual STRATMOR Compensation Connection product that benchmarks mortgage compensation. Further, Nicole is active in generating the reports, analyses and presentation materials that are at the heart of the MBA/STRATMOR Peer Group Benchmarking Program. Finally, Nicole has become the firm's expert in designing and executing the many Web-based surveys that STRATMOR conducts across a wide-range of topics and clients. Prior to joining STRATMOR, Nicole spent seven years as a Financial Analyst at The Associates in Dallas, TX and CitiMortgage in St. Louis, MO. She began her career as a Management Trainee with The Associates and rose through the ranks to become Vice President, Financial Analysis at CitiMortgage supporting the Correspondent and Direct Lending channels. Her experience encompasses budgeting and forecasting, financial modeling, benchmarking analysis and acquisition integration. Nicole is a graduate of Centre College in Danville, KY where she received a Bachelor of Arts degree in Economics. She also received a Master of Business Administration from Southern Methodist University in Dallas, TX.

    Seth Sprague, CMB 

    Principal

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Seth Sprague has more than 20 years of mortgage banking and servicing valuation experience. He specializes in mortgage servicing rights (MSRs), servicing, cash flows, liquidity and mortgage profitability strategies.

    Prior to joining STRATMOR, Seth served as EVP of Trading & Analytics at PHOENIX, an advisory firm for MSR and whole loan trading, mortgage services and analytics. Additionally, Seth served as Senior Vice President—Servicing Asset Manager at SunTrust Mortgage for more than 10 years, where he led the servicing rights valuation team.

    In 2018, Seth was selected as Secretary of the MBA’s Certified Mortgage Banker (CMB) Society and serves on several committees with the Mortgage Bankers Association (MBA) including the Financial Management Steering Committee, MBA’s Servicing Council for the 21st Century, MBA’s BASEL III and the Servicing Compensation Working Group.  Seth holds an MBA from the University of Colorado – Denver and an undergraduate degree from the University of Richmond with a concentration in Accounting.