Joe Camerieri, Director of Sales, Private Label Origination at Maxwell. Highlights include: what is really different between lenders; creating scale; variable cost model; business or product and loans per month are not efficient. Joe has been in mortgage banking for over 40 years.
Bill Kroll, Managing Director, The Casey Group. Highlights include: develop a strategy; set agenda and objectives; don’t reinvent the wheel and make sure you get references. Bill retired as EVP from the ABA and has been consulting for various companies, working with Banks and Credit Unions. Bill has over 40 years’ experience in the financial industry.
Jon Overfelt, Director of Sales/Owner at American Security Mortgage Corp. Highlights include: preapprovals have ramped up costs; most tech helps consumers; slow second—fast first; leveraging time and don’t buy if can’t implement. Jon has been in the mortgage industry for over 25 years.
Jeff Scheuren, EVP, President and COO at Fulton Mortgage Co. Highlights include: key factors that drive pricing; start with cost to originate; understanding market rate movement; what is a good proxy and be a true financial advisor. Jeff has been in the mortgage industry for over 30 years.