Podcasts about mortgage banking

Bank that specializes in originating and/or servicing mortgage loans

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Best podcasts about mortgage banking

Latest podcast episodes about mortgage banking

Investor Fuel Real Estate Investing Mastermind - Audio Version
Unlock Real Estate Success: 5 Must-Know Tips for Part-Time Investors

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 24, 2025 35:13


In this episode of the Real Estate Pros podcast, Aran Mahtani, a mortgage banker, shares insights on how to get involved in real estate, even part-time. He discusses his journey, the importance of networking, and strategies for first-time investors. The conversation highlights the challenges of the current real estate market, particularly in the Northeast, and contrasts it with opportunities in Texas. Aran emphasizes the significance of building relationships, following up, and seeking mentorship to navigate the complexities of real estate investment.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Mortgage Manager Playbook
Episode 290: Rocket & Zillow Views on Future of Mortgage Banking

Mortgage Manager Playbook

Play Episode Listen Later Mar 16, 2025 23:59


Michael Kelleher, Founder, Adopt the Brand and Co-Founder, Easy Mortgage Apps. Highlights include: closed-loop digital mortgage model; loan officers must go digital; Zillow's “Super App” is a game-changer; data-driven prospecting and mortgage calculator experience. Michael has over 15 years' experience in the mortgage industry.

Your Financial Pharmacist
YFP 399: From Pre-Approval to Closing: Understanding the Mortgage Process (and Common Mistakes to Avoid)

Your Financial Pharmacist

Play Episode Listen Later Mar 13, 2025 58:54


Tim Ulbrich, YFP Co-Founder is joined by mortgage loan officer Tony Umholtz to discuss the mortgage process. They break down key steps, from getting pre-approved to closing, highlighting important considerations and common mistakes to avoid when buying a home. This episode is brought to you by First Horizon. Summary In this episode, Tim Ulbrich, YFP Co-Founder and CEO is joined by Tony Umholtz, a mortgage loan officer with First Horizon Bank as they break down one of the biggest financial commitments you'll ever make—buying a home. Taking out a mortgage is a massive financial decision, one that can impact your life for decades. From getting pre-approved to signing those final papers at closing, there's a lot to consider—and a lot of mistakes to avoid. Tim and Tony walk listeners through the mortgage process step by step. They cover what you need to know before getting pre-approved, how the bank sets your max loan amount, and how to avoid common pitfalls throughout the process. About Today's Guest Tony Umholtz is the Senior VP of Mortgage Banking at First Horizon. He graduated Cum Laude from the University of South Florida with a B.S. in Finance from the Muma College of Business. He then went on to complete his MBA. While at USF, Tony was part of the inaugural football team in 1997. He earned both Academic and AP All-American Honors during his collegiate career. After college, Tony had the opportunity to sign contracts with several NFL teams including the Tennessee Titans, New York Giants, and the New England Patriots. Being active in the community is also important to Tony. He has served or serves as a board member for several charitable and non-profit organizations including board member for the Salvation Army, FCA Tampa Bay, and the USF National Alumni Association. Having orchestrated over $1.1 billion in lending volume during his career, Tony has consistently been ranked as one of the top mortgage loan officers in the industry by the Scotsman's Guide, Mortgage Executive magazine, and Mortgage Originator magazine. Mentioned on the Show YFP Mortgage Calculator YFP Episode 212: Common Credit Blunders to Avoid When Buying a Home YFP Episode 380: Understanding and Improving Your Credit YFP Article: 5 Easy Steps to Get a Home Loan…Even If You Don't Have 20% Down First Horizon YFP YouTube Channel YFP Book a Discovery Call YFP Disclaimer Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group Tony Umholtz on LinkedIn

Hawaii Sports Radio Network
Wake Up in The Den w/ Ku'ulei Agbayani | Jan. 23, 25

Hawaii Sports Radio Network

Play Episode Listen Later Jan 23, 2025 49:38


Different start to the show as we received the news that legendary broadcaster Don Robbs passed away this morning at the age of 88. Daren Kimura (VP of Mortgage Banking at Hawaiian Financial FCU & Na Koa Football Club President) joins Ku'ulei Agbayani to share new opportunities coming to the University of Hawai'i Manoa student-athletes. Through the Braddahhood/Sistahhood Grindz program, student-Athletes will be able to learn valuable financial skills such as balancing a check book, establishing a good credit score, investments, and more. Plus, Daren shares other exciting things he plans to do through Na Koa. Visit nakoa.org to keep up with all the info.

Actualizing Success
AI Impact on Loan Origination

Actualizing Success

Play Episode Listen Later Jan 13, 2025 23:38


In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Tela Mathias, Chief Operating Officer at Phoenix Team and CEO and Chief Technology Officer at Phoenix First, explore the exciting intersection of Artificial Intelligence (AI) and mortgage loan origination. With over 50 years of combined experience in mortgage technology, our experts share their unique perspectives on AI's role in shaping the industry, the challenges ahead, and how generative AI might revolutionize mortgage origination in this engaging episode. Listen to learn more about:How AI has been quietly shaping the mortgage industry for decadesThe biggest challenges and opportunities generative AI presents for loan originationWhy compliance and data transparency are significant hurdles for AI adoptionThe potential of consumer-led underwriting and AI-driven lead generationHow we are leveraging generative AI to tackle regulatory change in the mortgage sectorAbout Matt Seu Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com About Tela MathiasTela is the Chief Nerd and Mad Scientist at PhoenixTeam, where she is also the Chief Operating Officer. She is the Chief Executive Officer of Phoenix Burst, a generative artificial intelligence (genAI) regtech startup seeking to simplify compliance. She has 25 years of experience envisioning and delivering large scale mortgage technology products and is a recognized expert in genAI in mortgage.Email: tela.mathias@phoenixoutcomes.com Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review! Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com. 

THINK Business with Jon Dwoskin
Championing Affordable Housing and Empowering Communities Nationwide

THINK Business with Jon Dwoskin

Play Episode Listen Later Dec 30, 2024 38:10


Hassan Dixon, Co-Founder @ The Shiane C. Dixon Foundation & Director at Berkadia I CRE Capital Markets Hassan Dixon is a Director for Berkadia's Washington, D.C. Mortgage Banking platform. In this role, he is responsible for providing financing solutions to commercial real estate developers and owners throughout the United States. Hassan Dixon joined Berkadia in 2015. Since then, Mr. Dixon has managed over 350 HUD loans totaling well over $500MM and been part of originating over $450MM in HUD, Fannie, Freddie, and Bank financing transactions. He has formed creative financing solutions for projects from California to NYC. Mr. Dixon is a prominent member of Berkadia's multifamily and affordable housing team and has worked on numerous LIHTC and other affordable transactions across the U.S. As a firm believer in attractive affordable housing, Mr. Dixon has made it his duty to bring more projects of that caliber into fruition across the United States and U.S. Territories of America. Mr. Dixon has worked with numerous developers and housing authorities over the years including the Montgomery County HOC, The Peebles Corporation, and many others. Mr. Dixon received his Masters in Real Estate Finance from Georgetown University The Shiane C. Dixon Foundation is a 501 c3 focused on providing children with the tools to become the greatest versions of themselves. Created in 2022, the Foundation is set in remembrance of the late Shiane Dixon. Growing up in an environment of tremendous opportunity, Shiane used every tool she was blessed with to become the greatest version of herself. The Shiane C. Dixon Foundation is set out to provide children with those same tools Shiane had access to. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Hassan Dixon: Website: https://www.shianecdixonfoundation.org/ Instagram: https://www.instagram.com/shianecdixonfoundation/?hl=en Berkadia: Website: https://berkadia.com/ LinkedIn: https://www.linkedin.com/company/berkadia/ X: https://twitter.com/berkadia Facebook: https://www.facebook.com/berkadia Instagram: https://www.instagram.com/berkadia/ *E – explicit language may be used in this podcast.

Consumer Finance Monitor
CFPB's Proposed Mortgage Servicing Rule Amendments: Understanding the Impact on Loss Mitigation, Foreclosure, and Language Access

Consumer Finance Monitor

Play Episode Listen Later Nov 7, 2024 54:49


This summer, the CFPB issued its long-awaited proposed rule amending the mortgage servicing rules under Regulation X, with a focus on loss mitigation procedures, foreclosure protections, and language access. These changes were previewed by the CFPB as a means to streamline, and add flexibility to, the loss mitigation process, in light of the industry's successful efforts during the COVID-19 pandemic. However, the CFPB's proposal also significantly expands borrower protections during the loss mitigation process, creates extensive new operational challenges for servicers, and leaves many concerning questions based on the proposed language. The mortgage servicing industry responded by submitting numerous comment letters, appropriately voicing a range of concerns with the proposed changes. We now await further action from the CFPB. On this episode, Ballard Spahr lawyers discuss the regulatory and litigation impacts of the proposed rule, including: 1.         Detailed analysis of the proposed changes 2.         Potential approaches to loss mitigation, under the revised scheme 3.         Practical impacts on loss mitigation and foreclosure from an operational, cost, and liability standpoint 4.         Specific pain points under the proposed language, and topics requiring clarification, refinement, or pushback 5.         Language access requirements, and the impact from an operational, cost, and liability standpoint 6.         Implications of the rulemaking in a post-Chevron world Rich Andreano, a Partner and Leader of Ballard Spahr's Mortgage Banking group, moderates today's episode, and he is joined by Reid Herlihy and Matt Morr, Partners in the Group.

Your Financial Pharmacist
YFP 381: 10 FAQs for First-Time Homebuyers

Your Financial Pharmacist

Play Episode Listen Later Oct 24, 2024 55:13


Tony Umholtz from First Horizon Bank returns to tackle the top 10 questions first-time home buyers often ask. This episode is brought to you by First Horizon. Summary Tony Umholtz from First Horizon Bank returns to tackle the top 10 questions first-time home buyers often ask. With over 20 years of experience in the mortgage industry, Tony covers essential topics like when it's better to buy versus rent, the various lending options available, hidden costs beyond the down payment, how student loans impact your mortgage application, and more. About Today's Guest Tony Umholtz is the Senior VP of Mortgage Banking at First Horizon. He graduated Cum Laude from the University of South Florida with a B.S. in Finance from the Muma College of Business. He then went on to complete his MBA. While at USF, Tony was part of the inaugural football team in 1997. He earned both Academic and AP All-American Honors during his collegiate career. After college, Tony had the opportunity to sign contracts with several NFL teams including the Tennessee Titans, New York Giants, and the New England Patriots. Being active in the community is also important to Tony. He has served or serves as a board member for several charitable and non-profit organizations including board member for the Salvation Army, FCA Tampa Bay, and the USF National Alumni Association. Having orchestrated over $1.1 billion in lending volume during his career, Tony has consistently been ranked as one of the top mortgage loan officers in the industry by the Scotsman's Guide, Mortgage Executive magazine, and Mortgage Originator magazine. Mentioned on the Show YFP Home Buying Resource Page  YFP Episode 380 - Understanding & Improving Your Credit Tony Umholtz First Horizon Tony Umholtz on LinkedIn Tony Umholtz on Instagram Tim Ulbrich on LinkedIn Subscribe to the YFP Newsletter YFP on Instagram YFP Facebook Group YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer    

Actualizing Success
Changes in the Mortgage Industry

Actualizing Success

Play Episode Listen Later Oct 21, 2024 19:30


In this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Sue and Director EJ Kite engage in a thought-provoking conversation about the evolving landscape of the mortgage industry. They reflect on the past 20 years, discuss the impact of fluctuating interest rates and home prices, and explore the implications for first-time home buyers. They also delve into the potential influence of the upcoming presidential election on housing market rates and the challenges faced by prospective home buyers. Check out the full episode to hear valuable insights into the complex dynamics of the mortgage industry and a comprehensive overview of the factors shaping the current housing market.Listen to learn more about:Historical context of interest rates and home pricesChallenges for first-time homebuyers, including high mortgage rates and limited housing inventoryMarket predictions and economic influences with the upcoming electionRegional variations in housing trendsThe changing dream of homeownership in a post-pandemic world and how Actualize Consulting can assist in affordable lendingAbout Matt SeuMatt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com  About EJ KiteEJ is a Director with Actualize Consulting and has over 35 years of expertise in information management. He has a proven track record in team building, infrastructure analysis, and crafting enduring solutions to meet dynamic business demands. With a 24-year tenure across Freddie Mac and Fannie Mae, he has consistently spearheaded initiatives to enhance operational efficiency and foster strategic growth through data-driven insights. EJ holds a degree in Business Administration from Roanoke College. He has received various awards, including the Sapphire Award for Auction in 2021, the Commitment to Excellence Award in 2017, and the Mortgage Banking 2012 Technology All-Star Award.Email: Ekite@actualizeconsulting.comThanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it. Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com.

HW Podcasts
Mortgage banking strategies and insights with Sarah Wheeler

HW Podcasts

Play Episode Listen Later Aug 29, 2024 12:41


If you are a mortgage banking executive or leader, you will want to listen to this episode to hear what Sarah Wheeler has to share. In this episode of Power House, HousingWire Editor-in-Chief Sarah Wheeler joins HW Media CEO Clayton Collins to discuss critical themes and knowledge for mortgage banking leaders. Sarah discusses major stories related to LO compensation, servicing, and refi dynamics and her recent interview with Barry Habib. She also shares how HousingWire communicates this type of knowledge to readers via articles, podcasts, and events. These topics and a group of amazing executive speakers will be front and center at the HousingWire IMB Summit on October 1st in Dallas, Texas.  Register for the event today and take advantage of Labor Day Weekend prices promotions:  Register here: https://events.housingwire.com/IMB-summit  Code: LABORDAY (expires 8/30/24 on Labor Day)  Act now, this will be the lowest available price for tickets to the 2024 event! Related to this episode: HousingWire | YouTube Enjoy the episode! The Power House podcast is a show about leadership, markets and entrepreneurship in the housing industry. Each Thursday, Clayton Collins speaks with CEOs and founders from the mortgage and real estate sector to reveal how housing executives think about business growth, operational strategy, and leadership. The Power House podcast reveals the full picture through the stories of the industry's most impactful leaders. Clayton Collins is the CEO of HousingWire, and the Power House podcast is produced by HousingWire's Content Studio. Initially launched in 2019 as the Housing News podcast, the show was relaunched as Power House in 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

CONNECT by California MBA
Connect with Tom Wight, VP Mortgage Banking, KeyBank | Episode 205

CONNECT by California MBA

Play Episode Listen Later Jul 28, 2024 13:50


Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Tom Wight, VP Mortgage Banking, KeyBank.   1:42 - I always like to get started with a little background, so tell us how you got into the commercial mortgage business. 3:17 - You moved from a mortgage bank, Northmarq, to a depository bank last year. How was the adjustment to being at a depository bank? 6:47 - What are the top priorities for KeyBank for the balance of the year? 8:21 - You've had over a decade in this business now. What advice would you give someone just starting their career in commercial real estate finance? 12:10 You are not only a Board member for the California MBA, but also serving as Chair for this year's Western States CREF Conference.  Can you share with our listeners some of the hot topics we'll be covering this year at the Western States CREF Conference? 12:38 - As we mentioned, you're on our Board and serve in that volunteer capacity, KeyBank is a member of our association. Can you share with our listeners why the company supports the California MBA? To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

PUSH Becoming the Coach I Needed
Can you roll Buyer Commission into loan

PUSH Becoming the Coach I Needed

Play Episode Listen Later Jul 26, 2024 17:39


Join us for a conversation with Corey , Mortgage Banker and Branch Manager at Cross Country Mortgage. Corey shares his journey from corporate finance to becoming a community-focused mortgage expert in this exclusive interview. Meet Corey : Mortgage Banker & Branch Manager at CrossCountry Mortgage Career Journey: From Goldman Sachs to empowering homebuyers Community Leader: Passionate about finance, family, and community Mortgage Expertise: Insights on loan products, real estate transactions, and more Q&A Session: Addressing commission structures, seller concessions, and legal nuances Don't miss out on Corey's valuable advice for navigating the real estate market! Subscribe and hit the bell icon for more expert interviews and real estate tips. Timestamps: 00:00 Introduction 01:38 Meet Corey Angland 03:00 Corey's Finance Background 05:30 Transition to Mortgage Banking 07:00 Helping Homebuyers and Investors 09:00 Family & Community Involvement 10:00 Mortgage Products & Services 14:00 Q&A Session Keywords: Mortgage Banker, Real Estate Coach, Finance Career, Homebuying Tips, Mortgage Products, Real Estate Investment, Community Leader, Loan Products

Fintech Hunting
Embracing AI in Mortgage Banking: Expert Insights with Suha Zehl on the FinTech Hunting Podcast #218

Fintech Hunting

Play Episode Listen Later Jun 19, 2024 24:11


Welcome to this dynamic episode of the FinTech Hunting Podcast. We're thrilled to welcome back Suha Beidas Zehl, a recognized leader in the mortgage and FinTech space and a Certified Mortgage Banker. Suha recently returned from the Florida Mortgage Bankers Conference. In this conversation, Suha shares invaluable insights on AI and data's current and future impact in the mortgage industry, underlined by her experiences at the conference. Topics include the integration of AI with human expertise, innovative uses in content creation, customer experience enhancement, and marketing strategies. Suha and Michael dive deep into how AI transforms operations and improves efficiencies and why embracing this technology is crucial for staying competitive. Tune in to learn about the challenges lenders face today, the importance of data accuracy, and practical steps for integrating AI into mortgage processes. Whether you're a seasoned professional or new to the industry, this episode will equip you with the knowledge to harness AI effectively and navigate the rapidly evolving landscape of FinTech and mortgage banking. Don't miss this informative session full of expert advice, real-world examples, and forward-thinking approaches to leveraging technology in the mortgage industry.

Actualizing Success
The Real Impacts of ESG on the Mortgage and Securities Market

Actualizing Success

Play Episode Listen Later Jun 3, 2024 32:11


In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu, Director John Pomaranski, and Capital Markets/Mortgage Expert Mark Hanson, discuss the importance of ESG (Environmental, Social, and Governance) in the mortgage and securities market. Our experts delve into the challenges and growth opportunities of implementing ESG principles in bond issuance, strategies and processes that increase affordability and sustainability in mortgage lending, and the importance of continued learning in defining ESG standards to measure social impact. Join us for an engaging conversation about the evolving landscape of ESG in the mortgage industry and the exciting progress in ESG development.Listen to learn more about: Understanding ESG: legal aspects, different avenues, and relevance in the mortgage industry Challenges and opportunities of implementing ESG principles in bond issuance and valuation Impact of politics and privacy concerns, particularly in states with oil or gas-related economies Potential for new technologies and building processes to improve sustainability in the housing industry The crucial role of accurate data to avoid "greenwashing" and stakeholder collaboration in advancing ESG initiatives, including the MISMO community of practice and upcoming projectsAbout Matt Seu Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com  About John Pomaranski: John is a Director at Actualize Consulting with over 19 years of experience. John's expertise includes project management, business requirements, and UAT for accounting system implementations. He specializes in financial system implementations, mortgage loan accounting and communication, and software development life cycle standards. He is the Facilitator of MISMO's ESG Community of Practice. Email: jpomaranski@actualizeconsulting.com  About Mark Hanson: Mark spent over 37 years in the capital markets, primarily the mortgage-backed securities market. Over the last 12 years, Mark served as Senior Vice President of Securitization for Freddie Mac, where he led the development and implementation of the $4 trillion UMBS Single Security, joining the Freddie Mac and Fannie Mae MBS markets. Over the last 3 years Mark stood-up and advised Freddie Mac's Corporate Sustainability Office in addition to his securitization responsibilities. Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it.   Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com.

Your Financial Pharmacist
YFP 361: 4 Timely Questions for Homebuyers

Your Financial Pharmacist

Play Episode Listen Later May 30, 2024 36:50


Tony Umholtz, Senior Vice President of Mortgage Banking at First Horizon, returns to discuss four questions prospective home buyers should consider. This episode is brought to you by First Horizon. Summary Tony Umholtz, Senior Vice President of Mortgage Banking at First Horizon returns to discuss four questions that prospective home buyers must answer including buy now versus wait, rules of thumb lenders are using to determine lending limits, the potential impact of the recent settlement from the National Association of Realtors, and the current state of how student loan payments are being factored into the lending calculations.  About Today's Guest Tony Umholtz is the Senior VP of Mortgage Banking at First Horizon. He graduated Cum Laude from the University of South Florida with a B.S. in Finance from the Muma College of Business. He then went on to complete his MBA. While at USF, Tony was part of the inaugural football team in 1997. He earned both Academic and AP All-American Honors during his collegiate career. After college, Tony had the opportunity to sign contracts with several NFL teams including the Tennessee Titans, New York Giants, and the New England Patriots. Being active in the community is also important to Tony. He has served or serves as a board member for several charitable and non-profit organizations including board member for the Salvation Army, FCA Tampa Bay, and the USF National Alumni Association. Having orchestrated over $1.1 billion in lending volume during his career, Tony has consistently been ranked as one of the top mortgage loan officers in the industry by the Scotsman's Guide, Mortgage Executive magazine, and Mortgage Originator magazine. Mentioned on the Show First Horizon Pharmacist Home Loan YFP Podcast 348:2024 Housing Market Trends, Buy Now vs. Wait, & Assumable Rate Mortgages YFP Podcast 353: Avoiding the Trap of House Poor: Evaluating Cost of Home Ownership Tony Umholtz First Horizon Tony Umholtz on LinkedIn Tony Umholtz on Instagram Tim Ulbrich on LinkedIn YFP Disclaimer Subscribe to the YFP Newsletter YFP Planning: Fee-Only Financial Planning for Pharmacists  

The Real Estate Lowdown
Decoding the Real Dynamics of Mortgage Banking with Industry Expert Richard Christopher Whalen

The Real Estate Lowdown

Play Episode Listen Later May 22, 2024 29:22


Ever wondered how the gears of mortgage banking truly operate behind the financial facade? Prepare to be enlightened as I bring you an exclusive chat with none other than Richard Christopher "Chris" Whalen, a vanguard in the financial sector whose career has been as varied as it is impressive. From his early days as a Volcker appointee to his pioneering efforts in founding Institutional Risk Analytics, Chris shares unparalleled insights that unravel the industry's complexity, forecast the future of banking indexes, and even tease an upcoming ETF launch. In our thought-provoking exchange, we navigate the tumultuous waters of real estate markets, dissecting the phenomena of surging property values in previously overlooked areas. With a critical eye, we scrutinize and challenge the well-worn narratives crafted by Wall Street, addressing the overlooked market abnormalities pre-pandemic, the Federal Reserve's policy impacts, and the liquidity crunch in aging bonds. We discuss demographic shifts and capital flows, while Chris illuminates the potential shift towards persistently higher interest rates, and the challenges that credit and interest rate experts face in an era rife with misleading narratives. We take an incisive look at the banking industry's hurdles, especially in the commercial sector where non-performing loans loom large, and the strategies of niche players like Bank OZK and the competitive dynamics of mortgage servicing rights ownership. Finally, we shed light on the resilience of certain mortgage providers, exemplified through a personal account of efficient customer service that won over sluggish competitors, and muse over the repeating patterns in business practices, promising to keep these enriching conversations flowing to keep you abreast of the evolving mortgage landscape. Connect further with Chris at Whalen Global Advisors https://www.rcwhalen.com.Connect with Bill Bymel and First Lien Capital:Linktree: https://linktr.ee/billbymelTo learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

Actualizing Success
Treasury Technology Health Check

Actualizing Success

Play Episode Listen Later May 6, 2024 20:42


In this episode of Actualizing Success, Priscila Nagalli, Managing Director of Actualize Consulting, and Director Brian Stitt discuss the importance of conducting Treasury Technology Health Checks. They emphasize the significance of these assessments  in ensuring optimal value is obtained from the technology and enhancing the understanding of the system's capabilities. The discussion covers the detailed process of conducting Treasury Technology Health Checks, from scoping the engagement to compiling data and creating best practices recommendations. They also share real-life examples of how Treasury Technology Health Checks have increased capability awareness, improved operational efficiency, and enhanced user efficiency. Listen to learn more about: Scenarios where companies can benefit from Treasury Technology Health ChecksThe critical importance of regularly assessing and reviewing the usage of Treasury TechnologyHow Treasury Technology Health Checks creates increased capability awareness through reporting, forecasting, and risk functionsUnderstanding industry best practices and how to establish a top-notch Treasury function with efficient systems and processesAbout Priscila Nagalli  Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets.  She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions.  Priscila is fluent in English, Portuguese and Spanish. Email: pnagalli@actualizeconsulting.com  About Brian Stitt Brian is a Director at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.  Email: bstitt@actualizeconsulting.com   Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it.   Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com.

Actualizing Success
Technology and Innovation in Affordable Housing

Actualizing Success

Play Episode Listen Later Mar 28, 2024 15:42


On the latest podcast episode of Actualizing Success, Actualize Consulting's Partner Matt Seu, Manager Nina Fiore, and Manager Jon Cooper explore the intersection of technology and innovation within the Affordable Housing and Housing Counselor industry. As they delve into the historical context and benefits of Housing Counseling, our experts examine the heightened significance of this service in light of prevailing economic conditions and housing costs, particularly for low-income borrowers, and the involvement of Actualize Consulting in this field. They dive into the potential applications of technology, the significance of industry standards, and the prospective impact of AI within the affordable housing sector.  Listen to learn more about:  The escalating significance of Housing Counseling  The implications of technology and industry standards  The potential influence of AI in the realm of affordable housing Actualize's contributions to the affordable housing and housing counselor space About Matt Seu Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com About Nina Fiore:  Nina is a Manager at Actualize Consulting with a collaborative and creative business analyst with a technical mindset. She has experience in analyzing complex business requirements, drawing insights from data, and identifying opportunities for innovation. Nina specializes in project management, requirements gathering, testing, data analysis and visualization, and metric and report development. She holds a Bachelor of Arts in Economics from the University of Maryland, College Park. Email: nfiore@actualizeconsulting.com  About Jon Cooper: Jon is a Senior Manager at Actualize Consulting with extensive experience in requirements analysis, project management, process modeling / redesign, and systems conversions. He has in-depth knowledge of the mortgage industry from originations through Servicing, Securitization, and REO/default management.  Email: jcooper@actualizeconsulting.com  Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it.   Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com.    

Your Financial Pharmacist
YFP 348: 2024 Housing Market Trends, Buy Now vs. Wait, & Assumable Rate Mortgages with Tony Umholtz

Your Financial Pharmacist

Play Episode Listen Later Feb 29, 2024 30:23


Tony Umholtz of First Horizon shares insights on the real estate landscape for 2024. Sponsored by First Horizon. Summary In this week's podcast sponsored by First Horizon, we're joined by Tony Umholtz, a Mortgage Loan Officer from First Horizon, to delve into the housing market updates and trends for 2024. He shares insights on current rates, supply/demand dynamics, and the impact of projected Fed Rate cuts in 2024 on the market. The episode explores the pros and cons of buying a home now versus waiting and delves into assumable rate mortgages—what they are, how they function, eligible loan types, and their growing popularity. About Today's Guest Tony Umholtz is the Senior VP of Mortgage Banking at First Horizon. He graduated Cum Laude from the University of South Florida with a B.S. in Finance from the Muma College of Business. He then went on to complete his MBA. While at USF, Tony was part of the inaugural football team in 1997. He earned both Academic and AP All-American Honors during his collegiate career. After college, Tony had the opportunity to sign contracts with several NFL teams including the Tennessee Titans, New York Giants, and the New England Patriots. Being active in the community is also important to Tony. He has served or serves as a board member for several charitable and non-profit organizations including board member for the Salvation Army, FCA Tampa Bay, and the USF National Alumni Association. Having orchestrated over $1.1 billion in lending volume during his career, Tony has consistently been ranked as one of the top mortgage loan officers in the industry by the Scotsman's Guide, Mortgage Executive magazine, and Mortgage Originator magazine. Mentioned on the Show Subscribe to the YFP Newsletter Tony Umholtz First Horizon Tony Umholtz on LinkedIn Tony Umholtz on Instagram First Horizon Pharmacist Home Loan  YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer Tim Ulbrich on LinkedIn  

Associations Thrive
77. Pam Donahoo, CEO of America's Mortgage Banking Attorneys (USFN), on Supporting Members During the Pandemic, and Supporting the Next Generation of Members and Leaders

Associations Thrive

Play Episode Listen Later Feb 1, 2024 23:35


How do you support your members when a lot of their work evaporates because of government regulations? How do you educate an entire ecosystem about your members' work?In this episode of Associations Thrive, host Joanna Pineda interviews Pam Donahoo, CEO, America's Mortgage Banking Attorneys, aka USFN. Pam discusses:How she got introduced to associations because of her mother, who ran an association.Pam's advice for getting to know an association and its industry or profession when you're a new executive.How USFN rebranded to become America's Mortgage Banking Attorneys.How USFN supported its members during the pandemic, when the US government froze all banks' ability to foreclose on homeowners.How USFN doesn't just educate its members, it educates its members' customers and government officials.What banks and USFN members are doing today to keep homeowners in their homes.What USFN is doing to nurture and cultivate the next generation of members and leaders.How USFN is rethinking its conference, education, and other offerings.References:USFN websiteThe Source

The Texas Real Estate & Finance Podcast with Mike Mills
Market Update Jan 30, 2023: No Rate Cuts Yet, Austin Price Drop & 10 Best Real Estate Brokers

The Texas Real Estate & Finance Podcast with Mike Mills

Play Episode Listen Later Jan 30, 2024 19:44 Transcription Available


Episode Overview:Mike Mills, a seasoned mortgage banker, shares his insights and offers assistance to real estate agents in growing their business.Discussion on the upcoming Super Bowl featuring the Kansas City Chiefs and San Francisco 49ers, including predictions and the impact of Taylor Swift's involvement.Key market insights including rate cut expectations, housing inventory in Dallas-Fort Worth, builder incentives, purchase applications, and inventory numbers.Special focus on Austin's home price decline.Detailed breakdown of the top ten real estate brokers in the country as per a Housing Wire report, analyzing their unique offerings, commission splits, and potential benefits for agents.Key Topics Covered:Super Bowl Predictions and Excitement - [Start Time: 00:00:54]Rematch between Kansas City Chiefs and San Francisco 49ers.Taylor Swift's influence on viewership.Real Estate Market Insights - [Start Time: 00:01:38]Updated market rate cut expectations.Insights on Dallas-Fort Worth housing inventory.Financial health of builders post-incentives.Current status of purchase applications and overall inventory.Austin leading in home price decline.In-Depth Analysis of Top 10 Real Estate Brokers - [Start Time: 00:02:26]Comparative study of brokerages like Keller Williams, Coldwell Banker, Sotheby's, Real, Redfin, Compass, eXp, Century 21, Berkshire Hathaway, and RE/MAX.Discussion on their commission structures, unique selling points, and suitability for different types of agents.Final Thoughts and Upcoming Episode Teaser - [End Time: 00:19:41]Reminder of the importance of finding the right brokerage fit.Preview of the next episode featuring Ginger Bell discussing engaging educational content creation.Keywords: Real Estate, Mortgage Banking, Super Bowl, Housing Market, Real Estate Brokers, Commission Splits, Luxury Real Estate, Keller Williams, Coldwell Banker, Sotheby's, Real, Redfin, Compass, eXp, Century 21, Berkshire Hathaway, RE/MAX, Dallas-Fort Worth, Market Update, Housing Inventory, Builders Incentives, Purchase Applications, Home Price Decline, Austin Real Estate, Real Estate Training, Marketing in Real Estate, Agent Recruitment.Contact Information:To learn more about business growth opportunities, call or message Mike Mills.Join the live podcast with Ginger Bell for insights on content creation.Next Episode: Live Podcast with Ginger Bell on Engaging and Educational Content Creation

Actualizing Success
What to Expect in the 2024 Mortgage Market

Actualizing Success

Play Episode Listen Later Jan 29, 2024 23:09


On this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Managing Director Jay Wright share their expert insights and discuss what we can expect in the Mortgage Market in 2024. Join our industry experts as they discuss how intelligent lenders and servicers invest in technology and think outside the box to prepare for this year. Listen to learn more about:  Explore loan origination and defaults Impact of mortgage technology vendors  Discuss the core technologies that could revolutionize the industry (low-code platforms and AI) How intelligent lenders and servicers can invest in technology and think outside the box to prepare for the future    About Matt Seu Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com About Jay Wright Jay has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay's areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.  Email: jwright@actualizeconsulting.com Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it.      More Info:   Website: www.actualizeconsulting.com   If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com.   

New Home Star's Podcast
How to Increase Your Trusted Lender Capture Rate with Eric Brevik II

New Home Star's Podcast

Play Episode Listen Later Sep 20, 2023 38:02


In this episode, we welcome Eric Brevik, where we discuss how the current market challenges are a catalyst for growth and how they can prompt us to improve the new home construction process. We learn how to help our builder partners thrive in these challenging times, and the insights behind Rocket Mortgage's exceptional customer service.Eric Brevik is the Senior Director of Mortgage Banking with Rocket Mortgage, where he's been working for over 23 years. Eric specializes in self-employment and new construction. Rocket Mortgage is a residential mortgage lender, which helps people purchase homes, either new or existing construction, and refinance their current homes to put them into a better situation.Some themes we cover in this episode:The importance of doing things correctly, and not just to check a box Looking at this challenging market differently: tough times help us to grow and innovateThe value of speedy, quality customer service in the new home construction industryHow to center the client in problem solving, alwaysHow sales agents can increase their capture rate with a trusted lenderWhat programs Rocket Mortgage offers sales agents and buyersResisting the fear of failure and changeAnd finally, don't miss the Peer Learning Question of the Week, where Eric explains how sales associates can support buyers who are concerned about rising interest rates.Connect with Eric: https://www.linkedin.com/in/eric-brevik-636b6b3/Connect with New Home Star: https://www.newhomestar.com

Bitch Slap  ...The Accelerated Path to Peace!
Ep 642 Unlocking the Power of Tracking: How I Made Millions with Telemarketing

Bitch Slap ...The Accelerated Path to Peace!

Play Episode Listen Later Aug 23, 2023 18:34


In this episode, I discuss the excitement of completing my pod pitch invites tick sheet and the importance of tracking performance. I share my journey from telemarketing in a boiler room to making millions in phone sales and mortgage banking. I reveal how tracking my activities with tick sheets has been the backbone of my success. I also explore the origins of Pearson's law, which states that when performance is measured, it improves, and when it's measured and reported back, the rate of improvement accelerates. Join me as I reflect on the significance of tracking and the potential it holds for growth and success.Encapsulated Show Notes:The excitement of completing my pod pitch invites tick sheet and the sense of legitimacy it brings to my process.My journey from telemarketing in a boiler room to making millions in phone sales and mortgage banking.The importance of tracking activities with tick sheets and how it has been the backbone of my success.The origins of Pearson's law and its significance in measuring and improving performance.The potential for growth and success that comes with tracking performance and activities.Join The Influence Army Waitlist HERE!Email me: contact@belove.mediaFor social Media:      https://www.facebook.com/MrMischaSubscribe and share with your business associates who could use a listen!

HW Podcasts
Mortgage Banking: A game of 6-inches with David Lykken

HW Podcasts

Play Episode Listen Later Jul 20, 2023 56:24


Today we welcome to the show 50-year mortgage veteran David Lykken. David is the founder, president and chief transformational officer of Transformational Mortgage Solutions. He has been a frequent guest speaker on esteemed shows such as FOX Business News, CNBC and CBS Evening News, and hosts his very own “Lykken On Lending” podcast.Clayton's and David's conversation focuses a lot on executive mindset, media strategy and the unusual similarity between mortgage banking and golfing. They also chat about being able to learn through and translate data to clients and audiences through narrative-driven storytelling, and even venture into the strange world of mortgage memes.Related to this episode:Transformational Mortgage Solutions David Lykken Lykken on Lending David's Linkedin HousingWire on YoutubeHousingWire Annual is where the community from across the housing ecosystem comes together to share strategies, drive business, discover new technologies, discuss best practices and meet industry leaders. Our agenda is power-packed with content to propel your company to the next level and connect you with the industry playmakers. Click here to learn more!The Housing News podcast explores the most important topics happening in mortgage, real estate and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by the HW Media team.

HW Podcasts
Intro to the secondary market: The structure of mortgage banking (Secondary Market Master Class Episode 1)

HW Podcasts

Play Episode Listen Later Jul 10, 2023 50:11


HousingWire presents The Secondary Market Master Class, presented by Polly. This four-part series is focused on all things secondary and the role that the secondary and capital market teams play in the larger mortgage ecosystem.Throughout this series, listeners will develop a deeper understanding of the lender and investor relationships, how lenders can become more agile with optimized tech stacks, and the impact of innovation on the broader housing market and stakeholders.Today's episode is the first installment of the Secondary Market series and features a conversation between Clayton Collins, CEO of HW Media and Parvesh Sahi, Chief Revenue Officer at Polly.Their conversation looks at the mortgage lender and investor relationship, how they work together to fund the housing market, and the technology they are using to help eliminate gridlock and make the industry increasingly efficient.Related to this episode:Connect with Parvesh on LinkedInFollow Polly on LinkedInHousingWire on YoutubeHousingWire Annual is where the community from across the housing ecosystem comes together to share strategies, drive business, discover new technologies, discuss best practices, and meet industry leaders. Our agenda is power packed with content to propel your company to the next level and connect you with the industry playmakers. Click here to learn more!The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by the HW Media team.

Bitch Slap  ...The Accelerated Path to Peace!
From ABC to ABQ: Evolving the Art of Closing in the Digital Age

Bitch Slap ...The Accelerated Path to Peace!

Play Episode Listen Later Jun 27, 2023 19:32


In this episode, I share how I transitioned from the classic 'Always Be Closing' sales mentality to a more nuanced approach in today's digital marketing world. I explore the concept of 'Always Be Qualifying' and reveal how to lead your conversations strategically to determine if a person or business is the right fit. Listen in as I offer insights on improving your digital marketing efforts by pre-qualifying your audience to guide them towards a 'yes' or 'no'.Encapsulated Show Notes:Introduction to the 'Always Be Closing' concept and its origins in sales.Discussion on gender dynamics in sales and financial services.My journey through telemarketing, door-to-door sales, and the creation of telemarketing teams.Introduction to the 'Always Be Qualifying' concept, emphasizing continual assessment of potential clients or partners' fit.Transitioning traditional sales tactics into the digital marketing space.The importance of pre-qualifying in digital content creation and the fatal flaw in many people's web offerings.The strategic advantage of guiding potential customers towards a decision.A practical example from my experience as a mortgage banker, demonstrating the power of pre-qualifying.Join The Influence Army Here! https://www.theinfluencearmy.com/FMLEmail me: contact@belove.mediaFor social Media:      https://www.facebook.com/MrMischaSubscribe and share with your business associates who could use a listen!

The Capital Raiser Show
CRS268 Mike Hardy: Real Estate, People and Numbers - The Trifecta

The Capital Raiser Show

Play Episode Listen Later Jun 8, 2023 41:32


Great Conversation on Opportunity Zone Funds and a ton of other topics including capital raising. We covered the following: From From Financial Advising to Mortgage Banking then syndications Managing Wealthy people's money and using that advisement to help in current businesses Starting Real estate companies Being Singular of Purpose  Having Clear Targets/ Shiny Object Syndrome Fixing and Flipping in an Opportunity Zone fund OZ fund advantages 1031 exchanges with OZ funds BTR in the Inland Empire Be more focused on the return of money rather than the return on money Don't have too much cash sitting on sidelines Work Life Balance Do something everyday in the Core 4 (Body, Being, Balance, Business) Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.com/   Get all your syndication and capital raising marketing at pitchdecks.com  If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

The Capital Raiser Show
Mike Hardy Preview: Would You Invest with Yourself and Why?

The Capital Raiser Show

Play Episode Listen Later Jun 8, 2023 1:11


Here is a preview of our show with Mike. He suggest you ask check yourself before rasing capital and measure and contemplate if you would do business withyourself. If you can't answer yes than that may be why you are failing to raise capital as that lack of confidence will be very transparent!   Here are some topics we covered on the main episode:   From From Financial Advising to Mortgage Banking then syndications Managing Wealthy people's money and using that advisement to help in current businesses Starting Real estate companies Being Singular of Purpose  Having Clear Targets/ Shiny Object Syndrome Fixing and Flipping in an Opportunity Zone fund OZ fund advantages 1031 exchanges with OZ funds BTR in the Inland Empire Be more focused on the return of money rather than the return on money Don't have too much cash sitting on sidelines Work Life Balance Do something everyday in the Core 4 (Body, Being, Balance, Business) Find Mike at https://www.cyrusozfund.com/ and https://mikehardybio.com/   Get all your syndication and capital raising marketing at pitchdecks.com  If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Chrisman Commentary - Daily Mortgage News
5.26.23 Industry Issues; Polunsky Beitel Green's Stacey Maisano on Women in Mortgage Banking; Economy Slowing But Rates Up

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later May 26, 2023 23:57 Transcription Available


Thank you to Black Knight. From point-of-sale through post-closing, the company's trusted loan origination system, Empower, as well as its integrated, end-to-end origination solutions deliver unmatched capabilities, functionality and support to increase processing efficiencies and lower operational costs for lenders, as well as improve the homebuying experience for borrowers.

Actualizing Success
Mortgage Industry Updates, Trends, and Expectations

Actualizing Success

Play Episode Listen Later May 22, 2023 19:13


 In this episode, Actualize Consulting's Partner Matt Seu and COO Kerry Wekelo discuss mortgage industry updates, trends, and expectations for the year ahead. Matt shares insights and feedback he has received while attending various industry events. They discuss how housing supply shortages and high-interest rates affect the industry and the importance of affordable housing, bank stability, and fintech.  Listen to learn more about:  - Updates and insights that influence the future trends - Housing market and interest rate projections - Changes we might see with banks and lenders  - Factors that could contribute to positive market changes in the future  About Matt Seu Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.    - Email: mseu@actualizeconsulting.com  About Kerry Wekelo Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.   - Email: kelam@actualizeconsulting.com  Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Matt Seu.  More Info: Website: www.actualizeconsulting.com If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com. 

Inside the ICE House
Episode 354: Lennar Mortgage President Laura Escobar on the Path to Mortgage Banking Bound

Inside the ICE House

Play Episode Listen Later Mar 27, 2023 29:43


Real estate is about location, location, location, but according to Laura Escobar, the President of Lennar Mortgage, the mortgage lending subsidiary of Lennar Corporation (NYSE:LEN), mortgage banking comes down to education, education, education. Not just for people securing a home loan, but those looking for a career supporting the mortgage process.  Laura joins the podcast from ICE Experience, our annual mega-conference focused on the mortgage industry, to talk about the Mortgage Banking Bound program, the work she is doing with MBA to advance DEI in the industry, and the unique culture and business that she helped build at Lennar Mortgage. Inside the ICE House: https://www.theice.com/insights/conversations/inside-the-ice-house

Residual Income - Wealth Strategies - Financial Freedom With Murray Miller
S3E9: Learn Powerful Recruiting Hacks from a Master! 

Residual Income - Wealth Strategies - Financial Freedom With Murray Miller

Play Episode Listen Later Feb 28, 2023 39:48


Join me for my Interview with Kelsey Soares from the Closing Deals in Heals Podcast Kelsey Soares has recruited multi billions of dollars to AnnieMac Home Mortgage as an industry leading Recruiter & National Business Development Manager. She was Awarded Most Powerful Women in Mortgage Banking by National Professional Mortgage Magazine, Landing the Cover of Women with Vision Magazine, Podcast […] The post S3E9: Learn Powerful Recruiting Hacks from a Master!  first appeared on The Family Business. The post S3E9: Learn Powerful Recruiting Hacks from a Master!  appeared first on The Family Business.

Did That Really Happen?
The Ballad of Buster Scruggs

Did That Really Happen?

Play Episode Listen Later Feb 27, 2023 60:37


This week we're going back to the Old West with The Ballad of Buster Scruggs! Join us as we learn about dry counties, whether or not birds can count, bank robbery, the Chautauqua, and more! Sources: A.V. "Why America Still Has 'Dry Counties'," The Economist, available at https://www.economist.com/the-economist-explains/2018/06/05/why-america-still-has-dry-counties Nancy Kay Tisdale, The Prohibition Crusade in Arizona. MA Thesis, 1965. Full text available at https://repository.arizona.edu/bitstream/handle/10150/551788/AZU_TD_BOX252_E9791_1965_251.pdf?sequence=1 Chautaqua: An American Narrative. PBS. Available at https://www.pbs.org/video/chautauqua-an-american-narrative-chautauqua-an-american-narrative/ Kelsey Ables, "What is Chautauqua? The Site of the Rushdie Attack Has a Long History," Washington Post, available at https://www.washingtonpost.com/arts-entertainment/2022/08/13/chautauqua-history/ Jacky Emmerton, "Birds' Judgments of Number and Quantity," Avian Visual Cognition https://pigeon.psy.tufts.edu/avc/emmerton/  Hank Davis and Jeff Memmott, "Counting Behavior in Animals: A Critical Evaluation," Psychological Bulletin 92:3 (1982): 547-71. https://www.researchgate.net/profile/Hank-Davis/publication/232453414_Counting_behavior_in_animals_A_critical_evaluation/links/555b44e808ae8f66f3ad5120/Counting-behavior-in-animals-A-critical-evaluation.pdf  Joe Nickell, "Animal Shows" Secrets of the Sideshows, 299-321 (University Press of Kentucky, 2005). https://www.jstor.org/stable/j.ctt2jcf40.16  Michael T. Caires, "Building a Union of Banks: Salmon P. Chase and the Creation of the National Banking System," New Perspectives on the Union War edited by Gary W. Gallagher and Elizabeth R. Varon, 160-85 (Fordham University Press, 2019). https://www.jstor.org/stable/j.ctvh1dnpx.10  E. Michael Rosser and Diane M. Sanders, "Overview of Banks and Mortgage Banking in the United States," A History of Mortgage Banking in the West: Financing America's Dreams, 19-40 (University Press of Colorado, 2017). https://www.jstor.org/stable/j.ctt1vz4910.7   John Warnock, "Tucson: A Place-Making," Journal of the Southwest 58:3 (2016): 361-616. https://www.jstor.org/stable/26310194  Brian D. Behnken, "Bandits Everywhere: Anti-Mexican Violence, Mexican and Mexican American Resistance," Borders of Violence and Justice: Mexicans, Mexican Americans, and Law Enforcement in the Southwest, 1835-1935 (University of North Carolina Press, 2022). https://www.jstor.org/stable/10.5149/9781469670140_behnken.11  Robert M. Utley, "Who Was Billy the Kid?" Montana The Magazine of Wester History 37:3 (1987): 2-11. https://www.jstor.org/stable/4519066  Stuart H. Traub, "Rewards, Bounty Hunting, and Criminal Justice in the West: 1865-1900," Western Historical Quarterly 19:3 (1988): 287-301. https://www.jstor.org/stable/968233  Rotten Tomatoes: https://www.rottentomatoes.com/m/the_ballad_of_buster_scruggs  Peter Bradshaw, "The Ballad of Buster Scruggs review - the Coens' brutal salute to the western," The Guardian, 31 August 2018, https://www.theguardian.com/film/2018/aug/31/the-ballad-of-buster-scruggs-review-coen-brothers-western  Glenn Kenny, "The Ballad of Buster Scruggs," RogerEbert.com 9 November 2018, https://www.rogerebert.com/reviews/the-ballad-of-buster-scruggs-2018  Terry Gross interview, Fresh Air, https://www.npr.org/2019/02/08/692636652/filmmakers-joel-and-ethan-coen-on-singing-cowboys-and-working-with-oxen  Claire Lampen, "All the Allegations Against James Franco," The Cut 13 July 2022. https://www.thecut.com/2022/07/all-the-sexual-misconduct-allegations-against-james-franco.html  BBC News, "Liam Neeson bemoans sexual harassment 'witch hunt' in Hollywood," 13 January 2018, https://www.bbc.com/news/av/entertainment-arts-42675667   BBC News "Liam Neeson in racism storm after admitting he wanted to kill a black man," 5 February 2019. https://www.bbc.com/news/entertainment-arts-47117177 

CONNECT by California MBA
Connect with Tom Wight, Vice President, Mortgage Banking, KeyBank Real Estate Capital | Episode 135

CONNECT by California MBA

Play Episode Listen Later Feb 18, 2023 18:45


Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Tom Wight, Vice President, Mortgage Banking, KeyBank Real Estate Capital Topics of Discussion: 1:42 - I always like to get started with a little personal background, how did you get into the commercial mortgage industry? 5:02 - Interest rates are up and we're just kicking off 2023. You focus on multifamily finance, how do you see that asset class fairing over the next 12 months? 8:32 - You recently moved from a commercial mortgage broker to a national bank. What are some of the similarities or differences between these roles? 11:01 - Tom you have been involved in other associations and I know you are an incredible networker. What advice can you share with newer entrants in the market about how to build that strong professional network? 15:24 - You recently joined our Board of Directors, and we look forward to working with you. What can you share with our listeners about the importance of supporting the California MBA? To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

Next Stop Crazytown
YNS Live with NFL Thread Pivot Adreanne Harris-McMillan & Mark McMillan

Next Stop Crazytown

Play Episode Listen Later Jan 19, 2023 56:31


Listen to a new episode of PIVOT, a show brought to you by YNS Live with NFL Thread recorded live on Fireside with hosts Juliet Hahn and Cynthia Zordich featuring special guests Adreanne Harris-McMillan and Mark McMillian. Adreanne Harris-McMillian was raised in the Bahamas working through school scuba diving with a dolphin sanctuary then graduated and came back to the US in 1996 where she met Mark in Arizona. They have been together since and have a son, Isaiah 23 and a daughter, Jasmine 28. They are also overjoyed as a grandma and grandpa of 2 girls - ages 1 and 2.  Adreanne is a real estate sales agent in Las Vegas and Arizona, with a background in Finance and Mortgage Banking. She is passionate about helping others, especially NFL families, through the purchase and sale of real estate. Mark McMillian is a former 8-year NFL Cornerback who played for the Philadelphia Eagles, New Orleans Saints, Kansas City Chiefs, Washington and the San Francisco 49ers. He is an Emmy Award winner and currently the Raiders Game-Day Analyst on 8 News NOW, the CBS affiliate for Las Vegas. Mark also started his new line of seasonings and olive oils. Download the Fireside App today and follow YNS Live with NFL Thread and PIVOT. We dive deep into NFL stories and reveal the good people inside the game.   You can find Adreanne and Mark on Instagram and check out Mark's Business as well.   Remarkable Quotes   “It's consistently being transparent, “Who can I help today?” It's so sacrificing, but it's so rewarding. I couldn't imagine doing anything else.”   “You know, as a player, you just can't go out there and be fifty percent. And be effective. You gotta go! And you gotta be willing to fail. I didn't win every game in my career. Failing is part of the process. You regroup, you adjust and with that comes success.”   Sponsor   The YNS Live With NFL Thread Super Bowl Experience is sponsored by Shutterstock Editorial.  Wherever you go - Shutterstock is there to capture it!   Contact Shutterstock at assigments@shutterstock.com and take the field with Shutterstock's award-winning photography superstars.   Find Us Online! Fireside: Juliet Hahn | Cynthia Zordich Instagram: Juliet Hahn | Cynthia Zordich | NFL Thread LinkedIn: Juliet Hahn | Cynthia Zordich FB: Juliet Hahn | NFL Thread Clubhouse: Juliet Hahn YouTube: Juliet Hahn Twitter: Juliet Hahn | Cynthia Zordich | NFL Thread

Actualizing Success
Inception of Actualize and Looking Forward

Actualizing Success

Play Episode Listen Later Jan 10, 2023 19:31


            In this episode, Actualize Consulting's Founder and Principal Chad Wekelo and our Chief Operating Officer, Kerry Wekelo discuss the inception of Actualize 20 years ago what you can see from Actualize in the future. You will learn:-          How the name Actualize Consulting was determined.-          Why the business was formed.-          What you will see looking forward.About Chad Wekelo-          Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Consulting and leads the Capital Markets and Treasury practice group for the firm. Chad is a subject matter expert in Treasury, Risk Management, and Accounting with specialization in financial transformation, vendor evaluations and implementations of Treasury, Risk Management and Accounting systems. He is a licensed CPA and holds the CFA designation. About Kerry Wekelo-          Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.              Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review.

Business Innovators Radio
Alan Porter – Wealth Strategist – On How to Have A Guaranteed Income In Retirement

Business Innovators Radio

Play Episode Listen Later Jan 7, 2023 33:35


In this episode Certified Financial Fiduciary, Alan Porter, shares how to retire with a tax-free income and protection for long-term care.Alan Porter is a founding member of the American Tax Planning Institute, where they emphasize TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting.He is a Master Mentor of the Circle of Wealth Program and specializes in showing people how to reduce and possibly eliminate both debt and taxes and provide them with more spendable income.With over 37 years of experience in Mortgage Banking, Real Estate, Insurance, and the Financial Services Industry Porter feels he not only has a moral obligation to pursue the best interests of his clients, but also a legal obligation.He currently writes articles for three financial magazines, speaks at numerous functions across the United States including at at West Point, where he was selected as Outstanding Speaker for the Leadership Conference there and at the Harvard Faculty Club.He has co-authored two International best-selling books book on Financial Leadership, and two books on Tax Saving Strategies.He just completed another book on WEALTH BEYOND TAXES that can be found on Amazon.To learn more email Alan at StrategicWealth@gmail.com of call him at 910-551-1046.MegaBucks Radio with Nina Hershbergerhttps://businessinnovatorsradio.com/megabucks-radio-with-nina-hershbergerSource: https://businessinnovatorsradio.com/alan-porter-wealth-strategist-on-how-to-have-a-guaranteed-income-in-retirement

The Producer Mindset
How Mike Hardwick Lost it All and Then Gained it Back w/ Mortgage Banking. The Producer Mindset

The Producer Mindset

Play Episode Listen Later Nov 2, 2022 31:22


Josh McQuaig and Michael Rivero present a conversation with Mike Hardwick. We discuss strategies for succeeding as a mortgage lender, the secret sauce for establishing great work culture, making tough decisions in business and regaining success after losing it all. Mike Hardwick graduated with a degree in finance and started his career as a commercial bank loan officer. He is licensed in 47 states and has originated over 4 billion dollars in home financing, becoming one of the most well-known businessmen and philanthropists in Tennessee. He founded Churchill Mortgage in 1992 and has scaled his business and team to 1,100+ employees. Josh McQuaig and Michael Rivero are co-founders of TopShotPro, with years of experience as real estate marketers. TSP has been recognized by Fox News, Marketers Media, The NY Daily, and Forbes as they are building a real estate marketing technology with immense growth and increasing their footprint across the country with their unique marketing solutions.

Lifetime Cash Flow Through Real Estate Investing
Ep #744 - From Fix'n Flips To Multifamily Real Estate

Lifetime Cash Flow Through Real Estate Investing

Play Episode Listen Later Oct 4, 2022 32:51


Love Apartments and Investments FOUNDER RAYNA MIKE HAS 25 years of experience in Real Estate and Mortgage Banking, She started as a loan originator and insurance agent in Los Angeles in 1989. In 2004 she started a European wholesale real estate and mortgage division, opened offices in UK and Bulgaria and capitalized on the booming emerging real estate market in Bulgaria.  Learning To Delegate & Focus The Biggest Regret Is Not Going Bigger Quicker In Multifamily Being Careful About Who You Align Yourself With Emotion Can Cost You A Lot Of Money Doing Multifamily For Positive Influence, Not For Personal Gain To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  Please Review and Subscribe

Chit Chat Money
NVR (NVR) | Not So Deep Dive

Chit Chat Money

Play Episode Listen Later Oct 4, 2022 53:36


NVR is a homebuilder in the United States. The company has two segments: Homebuilding and Mortgage Banking. The company has a unique strategy in its homebuilding process that your hosts cover in the first portion of this episode. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of NVR. Enjoy the show! Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:10) Industry | (12:30) Management & Ownership | (15:27) Earnings | (20:03) Balance Sheet | (23:41) Valuation | (26:17) Our Analysis | (29:17) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

Chrisman Commentary - Daily Mortgage News
8.8.22 Reaction to Strong Employment; Brian Miller of Planet Home on the Mortgage Banking Recruiting Environment

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later Aug 8, 2022 16:23 Transcription Available


Thanks to today's podcast sponsor, SimpleNexus, the homeownership platform that unites the people, systems, and stages of the mortgage process into one seamless, end-to-end solution that spans engagement, origination, closing, and business intelligence. To learn more about SimpleNexus, an nCino company, visit simplenexus.com.

Lykken on Lending
07-07-2022 SPECIAL EPISODE: ICE/Black Knight Merger

Lykken on Lending

Play Episode Listen Later Jul 7, 2022 43:54


In our SPECIAL EPISODE this week we have David H Stevens, CMB, CEO - Mountain Lake Consulting, Inc. here to discuss the ICE/Black Knight Merger, and how it will affect everyone concerned.Want to know more about David H Stevens?David H. Stevens CMB, (Dave) is the CEO of Mountain Lake Consulting, Inc. Dave is a 38-year veteran of the Mortgage Banking industry.Dave previously served as the President and CEO of Mortgage Bankers Association (MBA) and prior to this role, Dave served as the US Assistant Secretary of Housing and Federal Housing Commissioner at HUD (US Department of Housing and Urban Development). Dave has served a variety of key industry leadership roles prior to his work in Washington including as President and Chief Operating Officer of the Long & Foster Real Estate Companies, Inc., Executive Vice President of Wholesale Lending at Wells Fargo Home Mortgage, and Senior Vice President in charge of Single-Family Lending at Freddie Mac, and Group Senior Vice President at World Savings Bank. Dave currently sits on the Board of real estate investment trust Dynex, Inc.Dave works on advisory projects in real estate finance and provides technical and strategic consultation to financial institutions and intermediariesIn 2018 David was named Mortgage Professional Of The Year by National Mortgage Professional Magazine, has been named one of Bloomberg's 50 most powerful people in real estate, and Inman's 100 top most influential leaders. He received the Founders Award from NAHREP in 2013. David is often cited in the media having appeared on CNBC, PBS, and Bloomberg TV and quoted in major media. He has testified before the US Senate and House of Representatives multiple times and continues to influence policymakers in Washington.Dave received his CMB (Certified Mortgage Banker) designation in 2015 and holds a BA in Political Science from the University of Colorado at Boulder.Opinion: The risk of ICE, Black Knight deal is in the dataLYKKEN ON LEADERSHIP PODCAST-David Stevens, CEO of MBA

Chrisman Commentary - Daily Mortgage News
5.24.22 Frank Fiore on the Vendor Landscape in Mortgage Banking, Team Building, and His Matchbox Suite of Offerings

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later May 24, 2022 24:44 Transcription Available


Thanks to today's podcast sponsor, Matchbox, an Operational Consulting firm that was formed to utilize their diverse mortgage experience to consistently aid their clients, who they view as partners, in achieving Operational excellence through the utilization of technology and capital market execution. Matchbox has been in business for 13 years and the core of the team has been intact for over 10 years and has supported over 1,000 engagements. Matchbox has seen multiple cycles and has helped clients navigate the required changes and implement them. All of the companies practices: Technology, Capital Markets, and Education have members on the team with deep mortgage knowledge to assist clients during transition periods like we are currently experiencing.

HW Podcasts
Bill Dallas on the "great reset" of mortgage lending

HW Podcasts

Play Episode Listen Later May 19, 2022 62:45 Very Popular


This week's Housing News guest is Bill Dallas, most recently President of Finance of America Mortgage, a role he left in March of this year. Dallas has also been behind the founding and managing of more than a dozen mortgage and financial tech companies over the past 40 years, including Skyline Homes, OwnIt and New Leaf. Dallas joined HW Media CEO Clayton Collins to talk about the current state of the mortgage banking industry, especially as compared to previous cycles. They also talk about how the “great reset” of the mortgage lending industry is quickly approaching in Q2 of this year.

The REI Concierge Podcast
Why You Shouldn't Worry about Rising Rates with Gabe Whitmer, Mortgage Banker

The REI Concierge Podcast

Play Episode Listen Later Apr 20, 2022 65:31


Lisa and Tim talk with Gabe Whitmer, Mortgage Banker of First Bank of Tennessee.Gabe is joining us for the third time and we appreciate his insights and updates on rates and perspectives from the Mortgage Banking side of things.  Gabe also shares from his own investing experience.We dig into rate locks during this episode and learn lots about various options.Overall, Gabe gives us the perspective that worrying about rates is mostly useless.  We can't control them.  We have to continue to look at the numbers and decide if they work for us or not.  Rates will rise and fall.  Keep buying when it makes sense, refinance when it makes sense, and let go of the worry and stress!Thanks for sharing, Gabe!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Acez Motivation

Something so simple as smiling before you answer every call goes such a long way. Everyone always asked me as a top sales person out of 1000s across the nation, what is the secret? Well it was never one thing, it was all the small things done constantly that helped build the kingdom brick by brick Support the show (https://www.youtube.com/channel/UCGcgxUlRGcvevbrb-BNUNag)

The Woman Angler & Adventurer
EP. 221 From Mortgage Banking To Extreme Kayak Angler- If She Can Do It So Can You!

The Woman Angler & Adventurer

Play Episode Listen Later Feb 1, 2022 49:54


Welcome to episode 221 of The Woman Angler & Adventurer Podcast! You are in for a real treat this week. My guest is a former mortgage banker who turned to kayak fishing as a way to relieve stress and now is one of only 2 women qualified to fish Hobie World. She accomplished this in just a few short years! Meet the amazing Pamela Wirth. Pamela has an incredible story and she is a wealth of inspiration, great advice, and humor making this one of my favorite interviews I've ever done! Listen now and enjoy! Mentioned in This Episode: Connect with Pamela Wirth on Facebook Follow Pamela Wirth on Instagram Tampa Fishing Outfitters Native Kayaks Additional Resources: The Woman Angler & Adventurer Facebook Page The Woman Angler & Adventurer Facebook Group The Woman Angler & Adventurer on Instagram The Woman Angler & Adventurer on YouTube Women's World of Fishing Monday Night Takeover YouTube Channel Listen on Apple Podcasts (subscribe and leave a review!) Listen on Google Podcasts Listen on iHeartRadio!  Support Our Partners! Lance Camper Freedom Boat Club Nashville Key West Boats St. Croix Rods Al's Goldfish Lure Co. Hellwig Suspension Products Costa Del Mar Sunglasses Stealth Rod Holders Florida Heartbeat YOLOtek (use Coupon Code Angie for free shipping!) Additional Mentions: Lady Bass Anglers Association National Professional Anglers Association Waypoint Outdoor Podcast Collective Full episode notes available at thewomanangler.com/221

Real Estate Excellence
Patti Ketcham: A Source of Knowledge and Influence in Florida Real Estate

Real Estate Excellence

Play Episode Listen Later Nov 2, 2021 56:32


Welcome back to another episode of the Real Estate Excellence Podcast! Today, I have Patti Ketcham on the podcast.  Patti Ketcham will go down as one of the most influential people in Florida Real Estate.  She is the most sought-after instructor for Real Estate Continuing Education. Serves on the Florida Real Estate Commission which is appointed by the Governor.  Ketcham Realty Group is well known and respected in the Tallahassee Community.  When it has to do with Real Estate Patti Ketcham is an influencer and a wealth of knowledge.  Best of THE BEST!   One of the best ways of becoming successful in real estate is having a great mentor.  Today, I have invited the best real estate instructor in Florida, Patti Ketcham, and she is going to share with us her story and some tricks you can have up your sleeves.  Let's dive in!   [00:01 - 03:19] Opening Segment   I welcome Patti to the show  Patti's Story   [03:20 - 50:32] A Source of Knowledge and Influence in Florida Real Estate   The Smokey Bear Summer Reading Club What Patti wanted to do as a criminology and psychology graduate Meeting her husband at 14 and delving into real estate How not knowing any better became Patti's advantage Mortgage Banking for 15 Years! The First Female President of the Mortgage Bankers Association in Tallahassee Starting Ketcham Realty People over Property “I've worked really hard to make it look easy.” How to know what's good for you Why You Should Not Be Like Patti The People Patti Look Up To Tallahassee Real Estate Commission is Moving On This Now We See the Worst of the Worst at FREC Pick the Broker, Find Your Crowd Patti's Favorite Class “Always partner.” What inspires Patti Don't Personalize It! In power and what Patti would change in real estate   [50:33 - 56:32] Closing Segment Who you know or what you know? “Who you know gets you to the dance. What you know keeps you there.” What Patti does when she isn't teaching and selling real estate Connect with Patti Ketcham See links below Final words Resources Mentioned: Big Money Energy   Tweetable Quotes:   “You got to find your tribe.” - Patti Ketcham   “If you're using someone's valuable money and their time, you better deliver the goods.” - Patti Ketcham   “Don't be me, be better than me.” - Patti Ketcham Connect with Patti Ketcham through 850-545-5314, Facebook, Instagram, and LinkedIn!  Or you can visit their website.  SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best!     Join our community at www.tracyhayespodcast.com   Email Tracy.Hayes@jethl.com to get in touch with me. Connect with me on Facebook and LinkedIn. Check out Jet HomeLoans, LLC and get top-flight resources and first-class service in buying your house!

Lead Well
017 Lee Wheeler - Developing Students as Leaders

Lead Well

Play Episode Listen Later Oct 7, 2021 40:44


Lee Wheeler Professor of Leadership and Strategy at ECU talks with Brandon about leadership strategies, developing students as leaders, and success tips for developing a solid routine. Lee is an eastern NC native and a UNC – Chapel Hill graduate with a BA degree in Industrial Relations. He began his career in the corporate world of finance and banking with Citigroup. He earned an MBA from Campbell University and spent 20+ years in Mortgage Banking and Real Estate Development with companies such as Countrywide, Bank of America and Equiplus Mortgage. Lee served in almost every imaginable position from underwriter, operations manager, banker and president. In 2010, Lee decided to pursue teaching, and joined the ECU College of Business as a Teaching Instructor in 2017. Episode Highlights: EDGE at ECU Eat the Frog Routine Goals beyond the classroom Learning soft skills Leaderships Strengths Call to Action: Share the show with one person!