Servicing & Compliance Lab

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

A new norm brings new challenges that impact mortgage servicing. These changes bring 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 &
Sponsorships

The 2019 Five Star Conference and Expo

Quick Links

Servicing & Compliance Lab

Speakers

Jarad Bernotavicz

Jarad Bernotavicz

Relationship Manager, Equator

John C. Berczuk

John C. Berczuk

VP, Mortgage Asset Services Group, Wells Fargo Bank, N.A.

Caren Castle

Caren Castle

Senior Attorney, The Wolf Firm

Dana Dillard

Dana Dillard

EVP, Corporate & Social Responsibility, Mr. Cooper

Wes G. Iseley

Wes G. Iseley

Senior Managing Director, Carrington Holding Company, LLC

Kurt Johnson

Kurt Johnson

SVP of Servicing Transformation, Mr. Cooper

Alex McGillis

Alex McGillis

Director of Product Development, Quicken Loans

Paul Nagai

Paul Nagai

Principal, EY

Jacquelyn S. Pardue

Jacquelyn S. Pardue

Director of Purchasing and Vendor Management, Gateway Mortgage Group, LLC

Varma Penmatsa

Varma Penmatsa

VP of Digital Products and Servicing, Fannie Mae

Ben Purser

Ben Purser

Chief Risk Officer, Roundpoint Mortgage Servicing

Terry Smith

Terry Smith

CEO, Rushmore Loan Management Services, LLP

Servicing & Compliance Agenda

2:00 P.M. – 2:05 P.M.

Welcome Remarks and Lab Intro

2:05 P.M. – 2:15 P.M.

Market Matters: The Present and Future of Servicing

This informative session will provide insight on 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. Stay ahead of the market today, and for years to come.

2:15 P.M. – 3:00 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 a future in which GSEs may come out of conservatorship, how new CFPB rules and regulations are impacting businesses, balancing state and federal foreclosures, the effect of recent legal cases, FHA’s loss mitigation program, timelines and penalties, and the framework and opportunities of conveyance.

3:00 P.M. – 3:40 P.M.

Borrowers at the Brink: Challenges, Solutions, and Communications

How can servicers and their service provider partners offer the best loss mitigation solutions to the borrower? From tried-and-true methods to outside-the-box thinking, our panelists will share how to react to new challenges such as loss mitigation in light of natural disasters, how to handle unsalvageable loans, and how to treat the borrower with respect and care during the foreclosure process.

3:40 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 streamline your processes while still controlling costs and adhering to compliance standards. Learn about the qualities, technologies, and adaptability servicers are looking for in the vendor relationships.

4:25 P.M. – 4:30 P.M.

Closing Remarks

Host

Co-Hosts

Exhibition & Sponsorship Questions

For more information on exhibition or other sponsorship opportunities,
please contact us at 214.525.6700 or fill out the form below:

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