NRMLA Southern Regional Meeting

The registration desk will be open from 8:00 am to 5:00 pm in the Capital B area.

NRMLA’s co-chairs, who advocate on your behalf every day, share legislative/policy initiatives, member engagement, and other committee activities.

Presenters:

• Steve Irwin, President, President, NRMLA, Washington, DC
• Mike Kent, President, PHH Mortgage/Liberty Reverse Mortgage, Rancho Cordova, CA
• Scott Norman, Vice President, Field Retail & Government Relations, Finance of America Reverse LLC, Austin, TX

One of the industry’s top consultants discusses the impact that Financial Assessment is having on the health of the HECM program and other insightful observations.

Presenter:

• Joe Kelly, Partner, New View Advisors, New Providence, NJ

 

Mutual of Omaha’s insurance division recently surveyed its customers about a range of issues, including reverse mortgages. Our presenters share the results and compare them with focus group research conducted by NRMLA a decade ago to see what has and has not changed.

Presenter:

• Shelley Giordano, Enterprise Integration, Mutual of Omaha Mortgage, Washington, DC
• Melinda Hipp, CRMP, Area Sales Manager, Mutual of Omaha Mortgage, San Antonio, TX
• Steve Irwin, President, President, NRMLA, Washington, DC

NRMLA’s outside counsel discusses state and federal regulatory changes that impact reverse mortgage companies.

Presenter:

• Jim Brodsky, Partner, Weiner Brodsky Kider PC, Washington, DC

Approved for 1 CRMP Credit

Special Guest: As we approach the 60^th anniversary of the assassination of President John F. Kennedy, NRMLA Co-Chairman Scott Norman will interview Larry Temple, former White House Special Counsel to President Lyndon Johnson, and Executive Assistant to Texas Governor John Connally, who has insights about the events leading up to the President’s visit to Texas, and what happened afterward, that very few people in the world have.

Provided by

The U.S. Department of Housing and Urban Development has made reducing appraisal bias a top priority. Whether or not you agree that appraisal bias is an issue, it’s possible that some of your reverse mortgage clients will raise concerns and you need to be able to address them. Our presenters will offer tips on how to do just that.  

• Facilitator: Elly Johnson, Co-Chair, NRMLA HUD Issues Committee, and President, All Reverse Pro, Hiram, GA
• Presenter: Erik Morin, President, Atlas VMS, Inc., Miami, FL

Approved for 1 CRMP Credit

Local economist Clare Losey provides a macroeconomic update and overview of U.S. and Texas housing market conditions.

Presenter:

• Clare Losey, Housing Economist, Austin Board of REALTORS®, Austin, TX

 

Servicing is a critical, yet misunderstood, part of the reverse mortgage process. Use this opportunity to better understand servicing policies and timelines, so that you can better inform your clients and their families.

Panelists:

• Gail Balettie, SVP, Borrower Care and HUD & Investor Relations, Celink, Austin, TX
• Richard Burke, SVP Servicing, Vendor Risk Management & Post Closing, Longbridge Financial LLC, Houston, TX
• Mindy Clarke, Partner, Robertson, Ancschutz & Schneid, Boca Raton, FL
• Rex Lamb, Manager, Risk Department, Celink, Austin, TX

Approved for 1 CRMP Credit

In this free-flowing discussion, three experienced loan officers/sales managers share tips about their approach to selling reverse mortgages and what makes them successful.

Presenters:

• Allen Chao, CRMP, Vice President, Inside Sales, Longbridge Financial LLC, Houston, TX
• Loren Riddick, CRMP, National Director of Reverse Lending, Thrive Mortgage, Alcoa, TN
• Bruce Simmons, CRMP, Reverse Mortgage Manager, American Liberty Mortgage, Denver, CO

 

After a long day of learning, join us for a light reception to wind down and network with your professional peers and vendors.