Servicing & Compliance Lab

Tuesday, September 24 | 2:00 P.M. – 4:30 P.M.

A new norm brings challenges that impact mortgage servicing. With those challenges come opportunities to streamline processes, strengthen partnerships, and ensure compliance. Learn from today’s top servicing professionals as they introduce strategies on how to enhance operations, manage costs, and assist homeowners.

Lab Director

Michael S. Waldron
Chief Compliance Officer
Bayview Loan Servicing

Michael S. Waldron is responsible for Bayview’s Compliance and Oversight Department’s management, leadership, and direction, as well as the company’s overall compliance strategy. Prior to joining Bayview, Waldron was Practice Leader of Ballard Spahr’s nationally recognized Mortgage Banking Group. With more than 20 years spent serving the industry in a wide variety of legal and compliance-related functions, Waldron is known for his ability to navigate the regulatory landscape and build relationships that add value. Waldron received his law degree from Catholic University in Washington, D.C., and his undergraduate degree in government and law and English from Lafayette College in Easton, Pennsylvania.

Exhibits &

The 2019 Five Star Conference

Servicing & Compliance Agenda

2:00 P.M. – 2:05 P.M.

Welcome Remarks

Patrick McClain – SVP, Commercial Leader, Hubzu

2:05 P.M. – 2:10 P.M.

Lab Introduction

Michael S. Waldron – Chief Compliance Officer – Bayview Loan Servicing

2:10 P.M. – 3:00 P.M.

Market Matters: The Present and Future of Servicing

In this robust session, stock up on what’s shaping the outlook of servicing, including evolving housing trends and new economic indicators, mortgage rate expectations, and what servicers can expect to face in 2020 and beyond. Get plugged in with the latest expert intel on everything you need to know to stay ahead of the market both today and in the years ahead.

Daren Blomquist – VP, Market Economics,

Wes G. Iseley – Senior Managing Director, Carrington Holding Company, LLC
John Lawrence – EVP & Chief Servicing Officer, BSI Financial
Alex McGillis – Director of Product Development, Quicken Loans
Stephanie Schader – VP, Managing Consultant, SitusAMC

3:00 P.M. – 3:45 P.M.

Regulatory Reality: Expectations of New Housing Policies

Major shifts in housing policy are expected to reshape the regulatory environment. Join us as leading authorities discuss how the Qualified Mortgage Patch ties into GSE Reform, balancing state and federal policies, the effect of recent legal cases, FHA’s Loss Mitigation Program, and data privacy for consumers and businesses alike.

John C. Berczuk – VP, Mortgage Asset Services Group, Wells Fargo Bank, N.A.

Caren Castle – Senior Mortgage Servicing Attorney, The Wolf Firm
Dana Dillard – EVP, Corporate & Social Responsibility, Mr. Cooper
Ben Purser – Chief Risk Officer, RoundPoint Mortgage Servicing
Courtney Thompson – SVP, Director, Default Servicing Operations, Flagstar Bank

3:45 P.M. – 4:25 P.M.

Servicing Streamlined: Innovations in Operations

Discover the latest and greatest tools, technology, and opportunities at the cutting edge of today’s servicing operations. See how to speed up and streamline your processes without cutting corners, still controlling costs and adhering to current compliance standards. Learn about the qualities, technologies, and adaptability leading servicers are looking for in the vendor relationships.

Paul Nagai – Principal, EY

Chris Hazen – Senior Director of Product, Equator
Kurt Johnson – SVP of Servicing Transformation, Mr. Cooper
Jacqueline S. Pardue – Director of Purchasing and Vendor Management, Gateway First Bank
Varma Penmatsa – VP of Digital Products and Servicing, Fannie Mae

4:25 P.M. – 4:30 P.M.

Closing Remarks

Michael S. Waldron – Chief Compliance Officer – Bayview Loan Servicing



Exhibition & Sponsorship Questions

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