Do you want to advance your career or change direction in the mortgage banking industry?
The Ohio Mortgage Bankers Association Future Leaders Program is a career development program that delivers a comprehensive curriculum for individuals who are starting their career, advancing their career, or wanting to explore a different area of their career in Mortgage Banking.
Participants will be enrolled in 3 full-day sessions on February 13, March 13, and April 17, 2019 from 10:00am to 4:00pm at 250 Old Wilson Bridge Rd, 3rd floor training room, Worthington, OH. Subjects covered will be:
- Industry Overview
- Secondary Marketing
- Production Operations & Sales Channels
- Compliance & Licensing
- Vendor Services
- Loan Servicing
- Legislative & Regulatory Issues
- Management, Leadership & Ethics
The final Graduation and Award Ceremony will be held at the OMBA Convention on May 13, 2019.
Register early. Space is limited.
The application, supporting letter and fee should be returned to:
Ohio Mortgage Bankers Association
79 S. State St, Suite D1
Westerville, OH 43081
“JOURNEY TO THE TOP”
Join us May 13-15, 2019 for the OMBA Annual Convention, “Journey To the Top”, at the Columbus Marriott NW in Dublin, Ohio. Nowhere else will you get this valuable information at this price, including 8 hours of continuing education for non-bank lenders.
Sponsorship, exhibiting and registration information is available now by clicking on the links below.
To register now, print the convention registration form from the link above. Online registration will be available February 1st.
“eNotes & Mortgages- It’s the Future”
Ben Carnahan, Dinn Hochman & Potter
Benjamin D. Carnahan is a partner at the law firm of Dinn, Hochman & Potter, LLC. Ben is an experienced business, commercial and real estate attorney focused on serving the financial services industry. Throughout his career, Ben has represented companies big and small, from the nation’s largest banks, lenders and loan servicers to regional banks, small businesses and closely held corporations. Ben specializes in resolution of complex business disputes, commercial/residential real estate matters, and debt collection/creditor’s rights litigation, with a particular emphasis on defense of federal and state consumer statutes, including claims under FDCPA, TILA, RESPA, TCPA, FCRA and the US Bankruptcy code.
Brian is a member of BKD National Financial Services Group, providing audit and consulting services to financial institutions ranging in size from $50 million to multi-billion in assets. He has more than 18 years of external and internal audit experience, including experience in control analyses, asset and liability management consulting, credit quality assurances and loan and lease loss allowance analyses. He also has experience with U.S. Securities and Exchange Commission reporting requirements including integrated audits under Sarbanes-Oxley Act Section 404, and he has assisted strategic buyers with financial due diligence and other services encountered through acquisitions.
“Compliance & Regulatory Hot Buttons”
Keesha Warmsby, Baker Hostetler
Keesha Warmsby, attorney at BakerHostetler, is a consumer financial services lawyer with a litigation and regulatory practice, primarily representing financial services companies on TCPA, FDCPA, FCRA, third party vendor oversight and other consumer statutes. She has led multiple 50-state survey projects for Fortune 500 companies concerning state and federal consumer statues and UDAP regulations. Additionally, she has prepared compliance policies and guidelines, including TCPA policies for banks and nonbank lenders, and counseled clients in a supporting capacity concerning CFPB-led enforcement actions. Keesha is a co-author of the Mortgage Bankers Association Compliance Essentials Dodd-Frank Section 342 Diversity and Inclusion Resource Guide®
“State of the Industry”
Chris George, MBA Chairman
Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. In addition to his role at CMG Financial, George has served on the MBA’s Board of Directors since 2012, is a member of MBA’s Independent Mortgage Bankers Executive Council and MBA’s Consumer Affairs Advisory Council, as well as an active member of MBA’s advocacy efforts. He is also immediate past Chairman of MBA’s Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.
“Vendor Management in an Online World”
Regina Lowrie, CMB, RML Advisors
Regina M. Lowrie, CMB, is founder and CEO of RML Advisors. She is a former Chairman of the Mortgage Bankers Association, and recipient of a number of business and industry awards. She is plugged into industry leadership, regulatory agencies, and mortgage bankers across the country in both regulated and independent ownerships. As a result, she has a unique perspective and current knowledge base that enables clients to have unparalleled counsel and insight.
James Sassano manages the Carlisle Law foreclosure, mediation and loss mitigation departments. Mr. Sassano was a staff attorney from 1994 to 1997 to two judges of the Cuyahoga County Court of Common Pleas. He joined our law firm in 1997 as an associate practicing real estate law with an emphasis on creditor representation in foreclosure actions. Mr. Sassano was instrumental in gathering a coalition of lenders and various Cuyahoga County officeholders, including several suburban mayors, to provide a source of funding for the Cuyahoga County Court of Common Pleas to expedite the foreclosure process.
“Servicer and Lender Licensing Update”
Zachary Luck, Ohio Dept. Of Commerce
Division of Financial Institutions
As Deputy Superintendent at the Ohio Department of Commerce Division of Financial Institutions, Zach Luck oversees examination, licensing, and administrative enforcement for more than 18,000 consumer finance licensees in Ohio. Prior to joining the Division, Zach represented and counseled financial institutions and other companies at a global law firm. Zach previously served as Senior Advisor to Director Richard Cordray of the Consumer Financial Protection Bureau. While at the CFPB, he provided policy and legal analysis on consumer financial protection issues, drafted portions of consumer financial protection regulations, and helped to create new financial education resources.
Kelly Lipinski, McGlinchey Stafford Cleveland, focuses her practice on compliance and regulatory matters involving the consumer financial industry. She regularly advises depository institutions and their affiliates, mortgage companies, sales finance companies, and education lenders on federal and state consumer finance issues. Kelly also has experience with state compliance issues and frequently represents clients before state regulatory agencies, concerning licensing and examination issues. Kelly will lead a panel of Non-QM lenders, adding insight on the regulatory side.
Economic Forecast Luncheon
Dr. Ted Jones, Stewart Title
Ted C. Jones is the Chief Economist and Senior Vice President for Stewart Title Guaranty Company. Prior to joining Stewart he served as chief economist at Texas A&M University’s Real Estate Center, the nation’s largest publicly funded real estate research group. An accomplished speaker, he typically gives more than 150 presentations on real estate and the economic outlook each year. Representative real estate groups addressed include the National Association of REALTORS®, National Association of Home Builders, National Association of Corporate Real Estate Executives, Fannie Mae®, the American Land Title Association®, The Housing Round Table, Association of University Real Estate Officials, and many more.
“Loan Officer Compensation & Shrinking Margins”
Ari Karen, Offit Kurman
Ari Karen is an experienced litigator who focuses his practice in representing financial institutions in both government investigations and litigation before state and federal trial and appellate courts nationwide. He represents clients on matters concerning banking regulations, Dodd Frank financial reform laws, contractual disputes, employment and labor statutes, wage-hour class actions, employment discrimination and fair lending matters, whistleblower complaints and non-competition claims, among others. Mr. Karen is a Principal in Offit Kurman’s Financial Institutions Regulatory and Labor and Employment practice groups, as well as the CEO of Strategic Compliance Partners.
Scott Stevenson is the CEO of Northwest Title. He is a licensed attorney and title agent, and is a very active speaker and educator for the real estate industry. Scott has been awarded the Ohio Land Title Professional Designation by the Ohio Land Title Association (OLTA), a highly distinguished achievement demonstrating his knowledge and experience in, and dedication to the Ohio land title industry. Scott is a Past-President of both the Ohio Land Title Association and the Central Ohio Land Title Association, and is very active in local, state, and national industry groups.
“Are You Prepared for CECL?”
Mike Cavellaro, Barnes & Thornburg
Michael Cavallaro, partner at Barnes & Thornburg, advises banking and financial services companies on national and regional regulatory and legal compliance issues related to consumer and commercial bankruptcy and restructuring, collections, vendor management, foreclosure, loss mitigation and default servicing. Mike previously served as a senior corporate counsel at U.S. Bank. Mike’s clients include financial institutions, mortgage companies, loan servicers, and collections agencies. He offers comprehensive experience in advising on consumer and commercial workouts and collections. He is also skilled in bankruptcy and general banking litigation related to consumer and commercial transactions for clients ranging from community banks and credit unions, to the largest national banks.
Rob Folland, partner at Barnes & Thornburg, focuses his practice on commercial litigation and the defense of financial institutions in both consumer and commercial disputes. Rob also has an active insolvency practice where he assists financial institutions’ debtors and creditors’ committees, trustees, receivers and creditors. Rob has represented national mortgage servicers against class action allegations in the context of forced-placed insurance claims, failure to honor oral modification of loan payment terms and in the context of the Fair Debt Collection Practices Act. He has also represented mortgage servicers and financial institutions in litigation concerning the Fair Credit Reporting Act, Ohio Consumer Sales Practices Act, Real Estate Settlement Procedures Act, Telephone Consumer Protection Act and Truth in Lending Act.
* Future Leaders ProgramFuture Leaders Program
Time: 10:00 am
Day 2 of 3 days of industry training.