NRMLA Annual Meeting 19 Sue Haviland, CRMP, Reverse Mortgage Mastery Sue Haviland’s background includes nearly 35 years in the mortgage business, the last 20 of which were focused on the reverse space. Sue is a CRMP, a member of NRMLA's Education Committee, an ATD Master Trainer, and holds the CAPS designation through the National Association of Home Builders. She has been an originator, trainer, speaker, and author, and hosted her own radio show, “Senior Spotlight with Sue Haviland." Sue is the founder of Reverse Mortgage Mastery, a coaching practice that works with loan officers who want to excel in the reverse space. Sue is President of Step Smart, an all-volunteer non-profit in southwest Florida that educates the public on the importance of fall prevention and the simple steps they can take to make their home safer. She is also a board member of the National Aging in Place Council. Shannon Hicks, Reverse Focus, Inc. Shannon is a co-founder of Reverse Focus, Inc. and a regular commentator and Editor-inChief of HECMWorld.com. Drawing from his prior experience as a reverse mortgage originator and working in the financial services industry, Shannon has covered reverse mortgage news stories since 2008 when he began HECMWorld Weekly, the nation’s only weekly podcast for reverse mortgage professionals. In 2011, he launched a series of weekly video episodes, The Industry Leader Update with commentary and analysis focused on all things reverse mortgage. Shannon firmly believes an educated and empowered sales force is key to expanding reverse mortgage acceptance and increasing our relevance in the conversations surrounding retirement. Steve Irwin, National Reverse Mortgage Lenders Association As president of NRMLA, Steve Irwin oversees the association’s initiatives to serve as an educational resource, policy advocate and public affairs center for consumers, lenders and related professionals. His background includes experience with strategic planning, organizational design, portfolio acquisition, risk management and quality control. He received his B.A. from Grinnell College and his MBA from the University of San Francisco. Caroline Jensen, Mayer Brown Caroline Jensen is counsel in the Chicago office of Mayer Brown’s Banking & Finance practice. She represents issuers, underwriters, REITs and other corporate borrowers and investors in structuring and negotiating transactions involving residential and commercial mortgage loans, RMBS, CMBS, servicing advances and servicing rights. Caroline’s experience includes structured finance transactions, warehouse financings, portfolio sales, sales and acquisitions of servicing platforms and mortgage servicing rights, and issuances of term notes and variable funding notes. Joe Kelly, New View Advisors Joe Kelly is a veteran securitization professional, primarily in prime mortgage assets, including reverse mortgages. Before establishing New View Advisors, Kelly managed all aspects of Lehman Brothers’ prime mortgage finance agenda, including the first U.S. reverse mortgage securitization in 1999, and SASCO 2006-RM1, one of three securitizations nominated for Total Securitization's North American RMBS Deal of the Year. As a partner at New View Advisors, he provides product development, valuation, strategic advice and transaction management to HMBS issuers, proprietary whole loan issuers, servicers, investors, broker-dealers, lenders, and rating agencies.
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