Tag Archives: financial podcast

The Big Picture’s September webcast breaks down loan servicing, housing regulation, secondary markets and valuation tech with key industry players

CLEVELAND, Ohio, Aug. 26, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced its September guest lineup featuring four expert voices centered on best practices in loan administration, regulatory trends shaping the mortgage industry, the role of mortgage tech in secondary markets and innovation within the appraisal space. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.

Image caption: The Big Picture’s September webcast breaks down loan servicing, housing regulation, secondary markets and valuation tech with key industry players.

September’s lineup continues the show’s tradition of spotlighting industry leaders:

Thursday, September 4:
As chief lending officer at Paramount Residential Mortgage Group (PRMG), Kevin Peranio instituted robust reporting protocols and led sales and operations to record-breaking growth, ultimately propelling him to becoming one of the youngest partners at the firm. A sought-after industry speaker with a keen eye on industry trends, Kevin will provide valuable insight into how market forces are shaping wholesale, retail and correspondent lending.
Thursday, September 11:
Mark McArdle serves as senior vice president of regulatory relations, public policy and stakeholder engagement at Newrez, where he directs policy strategy and fosters collaboration with industry stakeholders. Mark landed at Newrez following an eight-year stint at the Consumer Financial Protection Bureau. With earlier leadership roles in the U.S. Department of the Treasury and more than two decades of experience in housing policy, Mark will bring unique insights on the regulatory forces shaping today’s mortgage landscape.
Thursday, September 18:
Jennifer McGuinness is president and co-founder of PIVOT Financial, a mortgage finance platform designed to give lenders greater flexibility, speed and control in accessing capital markets. With more than two decades of industry experience, Jennifer has established herself as a recognized leader in structured finance. Prior to founding PIVOT, Jennifer held senior roles at Redwood Trust, Marathon Asset Management and Nomura. A frequent speaker on housing finance innovation and the secondary market, Jennifer will offer a seasoned perspective on how mortgage tech is redefining the way nonbank lenders fund loans and access liquidity.
Thursday, September 25:
As senior vice president of product development and strategy at Class Valuation, Ashlee Randall spearheads initiatives that modernize the appraisal process to deliver better outcomes for lenders, borrowers and appraisers. Ashlee is actively engaged in industry working groups on Uniform Appraisal Dataset (UAD) 3.6 implementation, an overhaul of appraisal reporting that impacts how data is collected, submitted and reviewed. A frequent voice on appraisal modernization with more than 15 years of experience advancing mortgage operations and valuation technology, Ashlee will provide a forward-looking perspective on the appraisal process.

Mortgage professionals and industry media can register for the webcast and view past episodes at https://www.chrismancommentary.com/the-big-picture.

About The Big Picture:
Co-hosted by renowned mortgage industry leader Rich Swerbinsky and capital markets expert Rob Chrisman, author of the widely acclaimed Chrisman Commentary industry newsletter, The Big Picture webcast offers a weekly deep dive into the forces shaping the mortgage world. Drawing on their extensive expertise and featuring compelling guests, the webcast delivers valuable perspectives and actionable insights for anyone seeking to better understand the dynamics of the mortgage industry. Visit https://www.chrismancommentary.com/the-big-picture to subscribe.

Tags: @PRMGCorp @newrezwholesale @ClassValuation #loanservicing #wholesalelending #housingpolicy #assetmanagement #secondarymarkets #valuationtech #appraisals

NEWS SOURCE: The Big Picture Mortgage Webcast

This press release was issued on behalf of the news source (The Big Picture Mortgage Webcast), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/the-big-pictures-september-webcast-breaks-down-loan-servicing-housing-regulation-secondary-markets-and-valuation-tech-with-key-industry-players/

The Big Picture webcast’s August lineup features experts on mortgage broker advocacy, construction finance, mortgage advice innovation and housing public policy

CLEVELAND, Ohio, Aug. 1, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its August guest lineup featuring four accomplished leaders who will explore diverse topics including mortgage broker advocacy, the future of mortgage advice and technology, construction finance and how emerging housing public policies are shaping the mortgage industry. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.

Image caption: The Big Picture webcast’s August 2025 lineup.

August’s lineup continues the show’s tradition of spotlighting industry changemakers, this time featuring guests at the forefront of wholesale lending, homebuilding, homebuyer education and housing finance policy:

Thursday, August 7:
Katie Sweeney, executive vice president of strategy and broker advocacy at Rocket Pro, leads initiatives to empower mortgage brokers through strategic planning, technological innovation and policy engagement. A longtime advocate for mortgage brokers, Sweeney helps drive innovation, elevate broker voices and shape a more inclusive future for lending. Listeners can expect an honest, insightful and energizing session that connects national trends to the day-to-day realities of brokers.
Thursday, August 14:
As CEO and co-founder of Built Technologies, Chase Gilbert is transforming how capital flows within construction and the broader real estate indutry—bringing speed, transparency and intelligence to a sector long overdue for digital transformation. Gilbert will illuminate where construction finance is headed, what lenders and developers need to stay ahead and why modernizing the infrastructure behind our built world is not just a tech challenge but also a critical economic opportunity.
Thursday, August 21:
A returning guest, Dave Savage is chief innovation officer at TrustEngine, the industry’s first borrower intelligence platform, and cofounder of homeownership education platform FirstHomeiQ. An innovator and change agent known for reinventing how loan officers quote rates and turn mortgage advice into a competitive advantage, Savage has recorded over 1,000 interviews with top mortgage professionals, garnering his YouTube channel a reputation as ‘Netflix for loan officers.’ He will share how borrower intelligence and modern mortgage advice are transforming loan officer success, helping lenders win trust, improve conversion and deliver superior borrower outcomes.
Thursday, August 28:
Jim Parrott, a nonresident fellow at the Urban Institute and co-founder of Parrott Ryan Advisors, brings unmatched clarity to the complex policy developments shaping the U.S. housing market. A returning guest, Parrott has deep experience counseling policymakers at the White House as well as industry leaders active in the primary and secondary mortgage markets. Attendees can expect to receive thought-provoking insights on key housing policy trends coming out of Washington and what they mean for industry stakeholders navigating today’s mortgage landscape.

Mortgage professionals and industry media can register for the webcast and view past episodes at https://www.chrismancommentary.com/the-big-picture.

About The Big Picture:

Co-hosted by renowned mortgage industry leader Rich Swerbinsky and capital markets expert Rob Chrisman, author of the widely acclaimed Chrisman Commentary industry newsletter, The Big Picture webcast offers a weekly deep dive into the forces shaping the mortgage world. Drawing on their extensive expertise and featuring compelling guests, the webcast delivers valuable perspectives and actionable insights for anyone seeking to better understand the dynamics of the mortgage industry. Visit https://www.chrismancommentary.com/the-big-picture to subscribe.

Tags: @RocketOTD @BuiltTechnology @urbaninstitute @thetrustengine #mortgagebrokers #constructionfintech #housingpolicy

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/the-big-picture-webcasts-august-lineup-features-experts-on-mortgage-broker-advocacy-construction-finance-mortgage-advice-innovation-and-housing-public-policy/

The Big Picture July conversations engage experts in mortgage market analytics, housing finance public policy, home ownership growth strategies and capital markets

CLEVELAND, Ohio, July 1, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its July guest lineup featuring five impressive leaders who will explore the power of analytics, interpret public policy signals, unpack the barriers to home ownership and deliver pragmatic capital markets perspective. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.

Image caption: Bill Bodnar and Sue Woodard, Bob Broeksmit, Nikki Bialka, Chris Bennett.

July’s lineup continues the show’s tradition of spotlighting industry changemakers at the forefront of lending, homeownership and financial intelligence:

Thursday, July 10:
Bill Bodnar, Chief Revenue Officer at Tabrasa and the catalyst behind Mortgage Market Guide, an industry leading market intelligence solution, will join Sue Woodard, formerly a top-producing originator herself, now Chief Customer Officer at InGenius and a Senior Advisor at STRATMOR Group, in an energetic discussion spotlighting the application of market analytics with frontline mortgage expertise to create a competitive edge for lenders of every stripe.
Thursday, July 17:
Bob Broeksmit, President and CEO of Mortgage Bankers Association (MBA), the industry’s most powerful voice in Washington and beyond, will deliver his well-honed perspective on critical issues related to smart regulation, market liquidity, and sustainable homeownership with his trademark candor, clarity, and just maybe, some pointed words about what’s really going on behind the scenes in D.C.
Thursday, July 24:
Nikki Bialka is Vice President and National Community Lending Strategy Manager at Fifth Third Bank, where she leads sustainable homeownership initiatives for underserved communities. A returning guest, Nikki specializes in developing and implementing innovative and equitable lending strategies addressing systemic barriers and financial empowerment, so expect her to elevate paths to ensuring more individuals have the homeownership opportunity.
Thursday, July 31:
Chris Bennett, Chairman and founder of Vice Capital Markets, a leading hedge advisory firm specializing in mortgage-backed securities (MBS) trading and risk management, returns by popular demand. Expect Chris’s pragmatic insights and edgy analysis on current policy debates around what to do with the GSEs, how rates might behave in the second half of 2025, and a capital markets perspective on solving housing supply challenges.

Mortgage professionals and industry media can register for the webcast and view past episodes at https://www.chrismancommentary.com/the-big-picture.

About The Big Picture:

Visit https://www.chrismancommentary.com/the-big-picture to subscribe.

Tags: @dwnpmtresource @NextHomeRes #homeownershipaccess #mortgageleadership #realestatestrategy #economicinsight

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/the-big-picture-july-conversations-engage-experts-in-mortgage-market-analytics-housing-finance-public-policy-home-ownership-growth-strategies-and-capital-markets/

The Mortgage Collaborative’s ‘The Sip’ Podcast Delivers Industry Insights and Peer Collaboration

SAN DIEGO, Calif., June 16, 2025 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced the launch of its new weekly podcast, “The Sip,” designed to give mortgage professionals direct access to peers solving the same challenges they face every day. From tech adoption and compliance pressure to margin management, the 30-minute series delivers real-world strategies shared by lenders, for lenders—streamed live every Tuesday on LinkedIn.

Image caption: The Mortgage Collaborative (TMC).

Each episode features candid conversations between TMC lender members and partner sponsors, focusing on actionable ideas and proven strategies. Mortgage lenders and vendors gain insight into how cross-functional collaboration is helping institutions navigate today’s rapidly evolving mortgage landscape.

Recent episodes have explored income verification automation and modern risk management practices. John Hardesty, vice president at Argyle, joined the program to discuss how payroll connectivity reshapes borrower verification.

“The mortgage industry is in a transformation moment,” Hardesty said. “Partnerships like the ones featured on ‘The Sip’ help lenders work smarter and deliver a better borrower experience.”

Scott Weintraub, vice president of compliance at MQMR, also shared insights on strengthening vendor oversight and adapting compliance efforts to a shifting regulatory environment.

“TMC created a space for lenders, servicers and vendor partners to collaborate on solutions for the operational and compliance challenges our industry faces,” Weintraub said. “‘The Sip’ gives listeners a look into those collaborations and the value partners can bring to the table.”

“The Sip” reinforces TMC’s mission to foster community and shared success among its members. By spotlighting the impact of strategic partnerships, the podcast supports TMC’s belief that collaboration leads to industry-wide improvement.

Episodes stream live every Tuesday on LinkedIn, with replays and additional resources available on TMC’s YouTube channel – https://www.youtube.com/@TheMortgageCollaborative

About The Mortgage Collaborative:

The Mortgage Collaborative (TMC) is a membership-driven organization that empowers mortgage lenders across the United States through collaboration, education and advocacy. TMC provides a platform for professionals to connect, solve problems and grow—regardless of market conditions. For more information, visit https://mortgagecollaborative.com/.

NEWS SOURCE: The Mortgage Collaborative

This press release was issued on behalf of the news source (The Mortgage Collaborative), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/the-mortgage-collaboratives-the-sip-podcast-delivers-industry-insights-and-peer-collaboration/

The Big Picture’s June conversations go deep on homeownership access, growth and market risk

CLEVELAND, Ohio, May 29, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, has unveiled its June guest lineup featuring four standout leaders whose insights are redefining housing access, real estate strategy and economic understanding. Co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets authority Rob Chrisman, author of the widely read Chrisman Commentary newsletter, the webcast delivers timely, thought-provoking conversations with mortgage professionals, innovators and thought leaders.

Image caption: The Big Picture’s June conversations go deep on homeownership access, growth and market risk.

June’s lineup continues the show’s tradition of spotlighting industry changemakers at the forefront of lending, homeownership and financial intelligence:

Thursday, June 5:
Rob Chrane, founder and CEO of Down Payment Resource, will explore how cutting-edge tools are bridging the gap between homebuyers and down payment assistance programs. With more than three decades in housing finance and a career-long passion for expanding homeownership opportunities, Chrane will share how strategic partnerships and smarter technology can make the American Dream more attainable.
Thursday, June 12:
Dustin Owen, mortgage executive and creator of The Loan Officer Podcast, will discuss the keys to his coaching success, from funding $70 million monthly in production to building a coaching platform with over one million annual downloads. Owen will also reflect on his journey from rookie loan officer to Certified Mortgage Banker, sharing practical advice for sales professionals and originators ready to scale their impact.
Thursday, June 19:
James Dwiggins, co-founder and CEO of NextHome, will highlight his “Humans Over Houses” philosophy and how he grew NextHome into a 600-office real estate franchise. He’ll also discuss the launch of Rayse, a platform that elevates agent contributions, and share insights on agent compensation, culture-building and what’s next in real estate brokerage.
Thursday, June 26:
Meredith Whitney, CEO of MWW Advisory and the analyst famously known as “The Oracle of Wall Street,” will deliver sharp commentary on today’s economic forces. Known for her 2007 financial crisis prediction, Whitney will examine the intersections of consumer behavior, fiscal policy and market risk, breaking down what it all means for lenders, investors and borrowers navigating today’s climate.

Mortgage professionals and industry media can register for the webcast and view past episodes at https://www.chrismancommentary.com/the-big-picture.

About The Big Picture:

Tags: @dwnpmtresource @NextHomeRes #homeownershipaccess #mortgageleadership #realestatestrategy #economicinsight

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/the-big-pictures-june-conversations-go-deep-on-homeownership-access-growth-and-market-risk/

The Big Picture webcast spotlights mortgage industry power players in May lineup

CLEVELAND, Ohio, April 28, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, announced a powerful guest lineup for May featuring five leaders shaping the future of housing, lending and financial regulation. The webcast is co-hosted by mortgage business consultant and executive coach Rich Swerbinsky and capital markets expert Rob Chrisman, author of the widely read Chrisman Commentary newsletter.

Image caption: The Big Picture webcast spotlights mortgage industry power players in May lineup.

Each weekly episode explores industry trends through candid conversations with top mortgage professionals, technologists and policymakers. The webcast’s May guests will include:

Thursday, May 1:
Sarah Middleton, chief growth and marketing officer at Supreme Lending, will discuss scaling a national brand through purpose-driven leadership and simplifying operations to empower loan officers and support long-term growth.
Thursday, May 8:
Justin Messer, president and CEO of Prosperity Home Mortgage, will share insights into customer experience, strategic expansion and how Prosperity has closed more than $60 billion in loans over the past five years.
Thursday, May 15:
Shmulik Fishman, CEO of Argyle, will explore critical issues shaping the future of mortgage tech, including the balance between data privacy compliance and user experience, the push for interoperability in mortgage systems, the impact of remote work on scalability and the responsible use of alternative data to expand homeownership.
Thursday, May 22:
Steve Richman, a nationally recognized speaker and trainer who has presented in every state to over 750,000 mortgage and real estate professionals, will offer strategies for thriving in any market and building connection and trust through powerful storytelling.
Thursday, May 29:
Rod Alba, senior vice president and senior regulatory counsel at the American Bankers Association, will break down the latest regulatory developments affecting mortgage lenders and share practical insights for navigating compliance in a volatile environment.

Mortgage professionals and industry media can register for the webcast and access past episodes at https://www.chrismancommentary.com/the-big-picture

About The Big Picture:

Co-hosted by renowned mortgage industry leader Rich Swerbinsky and capital markets expert Rob Chrisman, author of the widely acclaimed Chrisman Commentary industry newsletter, The Big Picture webcast offers a weekly deep dive into the forces shaping the mortgage world. Drawing on their extensive expertise and featuring compelling guests, the webcast delivers valuable perspectives and actionable insights for anyone seeking to understand the dynamics of the mortgage industry better. Visit https://www.chrismancommentary.com/the-big-picture to subscribe.

Tags: @SupremeLending @withArgyle @PHMLoans @ABABankers #mortgageleadership #fintech #housingpolicy #mortgageinnovation

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/the-big-picture-webcast-spotlights-mortgage-industry-power-players-in-may-lineup/

Fifth Third’s Nikki Bialka to spotlight fair lending strategies and equitable homeownership on The Big Picture

CLEVELAND, Ohio, March 10, 2025 (SEND2PRESS NEWSWIRE) — In recognition of Fair Lending Month and Women’s History Month, this week’s episode of top mortgage industry webcast The Big Picture will feature Nikki Bialka, vice president and national community lending strategy manager at Fifth Third Bank, in a discussion on bridging the homeownership gap for BIPOC and low-to-moderate-income (LMI) communities through equitable lending practices. Airing live Thursday at 3 pm ET, the episode will explore innovative mortgage programs, special-purpose credit programs (SPCPs), alternative credit models and strategies for embedding equity into lending practices beyond regulatory compliance.

Image caption: Fifth Third’s Nikki Bialka to spotlight fair lending strategies and equitable homeownership on The Big Picture.

Bialka will join hosts Rob Chrisman, editor-in-chief of the widely read Chrisman Commentary newsletter, and Rich Swerbinsky, mortgage business consultant and executive coach, to discuss how lenders can proactively remove systemic barriers, strengthen fair lending initiatives and collaborate with community partners to expand access to affordable homeownership.

With over 16 years of experience in the banking and mortgage industries, Bialka has played a pivotal role in advancing strategies that promote financial empowerment for underserved communities. At Fifth Third Bank, she develops and implements strategies that expand access to sustainable homeownership for underserved communities, leveraging data-driven solutions and innovative mortgage programs.

Bialka is actively engaged in industry-wide efforts to drive meaningful change. She serves on the Mortgage Bankers Association’s Affordable Homeownership Advisory Council and has played a leadership role in the Office of the Comptroller of the Currency’s (OCC) Project REACh initiative. Additionally, she contributes her expertise to advisory boards for the Homeownership Council of America’s Equity Certified program and Su Casa Hispanic Center. She also serves on the board of directors for the Homeownership Center of Greater Cincinnati and Catholic Charities of Southwestern Ohio.

The Big Picture webcast provides industry professionals a forum to discuss pressing topics shaping the mortgage and housing markets. To register for The Big Picture webcast featuring Nikki Bialka on Thursday, March 13, at 3 pm ET, visit https://www.chrismancommentary.com/the-big-picture.

About The Big Picture:

Co-hosted by renowned mortgage industry leader Rich Swerbinsky and capital markets expert Rob Chrisman—author of the widely acclaimed Chrisman Commentary newsletter, the go-to source for industry news, sharp insights and a wry perspective—The Big Picture webcast offers a weekly deep dive into the forces shaping the mortgage world. Drawing on their extensive expertise and featuring compelling guests, the webcast delivers valuable perspectives and actionable insights for anyone seeking to better understand the dynamics of the mortgage industry. Visit https://www.chrismancommentary.com/the-big-picture to subscribe.

Tags: @FifthThird #affordablehousing #housingfinance #equitablelending

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/fifth-thirds-nikki-bialka-to-spotlight-fair-lending-strategies-and-equitable-homeownership-on-the-big-picture/

LenderLogix’s Patrick O’Brien breaks down the future of mortgage tech on The Big Picture webcast

CLEVELAND, Ohio, Feb. 17, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 pm ET, this week features Patrick O’Brien, co-founder and chief executive officer of LenderLogix, as a guest on its upcoming episode. O’Brien will share insights on the evolving mortgage technology landscape, the impact of automation on lending and how lenders can leverage digital tools to enhance borrower experiences.

Image caption: LenderLogix’s Patrick O’Brien breaks down the future of mortgage tech on The Big Picture webcast.

He brings over 15 years of experience in residential mortgage banking and a deep understanding of the lender-realtor relationship. At LenderLogix, he has led the development of mortgage point-of-sale and automation solutions designed to streamline operations for banks, credit unions, independent mortgage banks and brokers. His work has helped improve efficiency and enhance the digital borrower experience across the industry.

Before co-founding LenderLogix in 2016, O’Brien was a mortgage officer at M&T Bank, where he developed expertise in loan origination, compliance and financial technology systems. He is a graduate of the University at Buffalo and serves on the board of directors for the New York Mortgage Bankers Association.

O’Brien’s episode will be broadcast live on Thursday, February 20, at 3 pm ET.

Visit https://www.chrismancommentary.com/the-big-picture to register and explore past episodes.

About The Big Picture:

Tags: @LenderLogix #mortgagetech #digitallending #mortgageindustry #homeownership

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/lenderlogixs-patrick-obrien-breaks-down-the-future-of-mortgage-tech-on-the-big-picture-webcast/

Mortgage industry webcast The Big Picture with Rich Swerbinsky and Rob Chrisman spotlights Rate’s Laura Schmidt as February 13 guest

CLEVELAND, Ohio, Feb. 10, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Laura Schmidt, senior vice president of enterprise risk and internal audit at Rate, a leading residential mortgage lending company based in Chicago. With extensive experience in enterprise risk, internal audits and regulatory management, Schmidt offers valuable insights for lenders looking to mitigate risk and ensure compliance in today’s financial services landscape.

Image caption: Laura Schmidt, SVP of enterprise risk and internal audit at Rate.

At Rate, Schmidt oversees the enterprise risk and internal audit functions, focusing on regulatory compliance, quality management and operational efficiency. Her leadership ensures Rate meets evolving regulatory standards while focusing on customer service and operational excellence. Schmidt’s work supports Rate’s mission to simplify the mortgage process and deliver competitive loan products to homebuyers nationwide.

Before joining Rate, Schmidt served as vice president of compliance, regulatory change and issues management at NOVA® Home Loans, where she led efforts to streamline compliance and quality management processes. Schmidt’s career began at BMO, where she served as a senior service representative.

Schmidt’s episode will broadcast live on Thursday, February 13, at 3 p.m. ET. Visit https://www.chrismancommentary.com/the-big-picture to register and view an archive of past episodes.

About The Big Picture:

Tags: @Rate_Mortgages #mortgage #fintech #financialservices #homeownership #ADACompliance

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/mortgage-industry-webcast-the-big-picture-with-rich-swerbinsky-and-rob-chrisman-spotlights-rates-laura-schmidt-as-february-13-guest/

The Big Picture webcast dives into housing finance reform with Mark A. Calabria as January 30 guest

CLEVELAND, Ohio, Jan. 27, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, hosted by Rich Swerbinsky and Rob Chrisman and broadcast live every Thursday at 3 pm ET, this week features Mark A. Calabria, a senior advisor at nonpartisan public policy research organization the Cato Institute and former director of the Federal Housing Finance Agency (FHFA). Drawing on his decades of experience shaping U.S. economic policy, Calabria will share insights into the federal policymaking process, including the incoming presidential administration’s plans to remove Fannie Mae and Freddie Mac from government conservatorship, and discuss strategies for addressing the challenges facing housing finance today.

Image caption: The Big Picture webcast dives into housing finance reform with Mark A. Calabria.

Calabria provides strategic input and direction on federal economic policy at the Cato Institute. Previously, he served as Cato’s director of financial regulation, in which role he co-founded the organization’s Center for Monetary and Financial Alternatives. During his tenure as director of the FHFA, Calabria oversaw the agency’s response to COVID-19 and laid the groundwork for the anticipated privatization of Fannie Mae and Freddie Mac.

Before heading the FHFA, Calabria served as Vice President Mike Pence’s chief economist. He led initiatives on taxes, trade, labor, financial services, manufacturing and general economic issues in this role. Calabria was a key contributor to enacting the Tax Cuts and Jobs Act of 2017 and the United States-Mexico-Canada trade agreement. He also represented the vice president in the U.S.-Japan Economic Dialogue, emphasizing his broad expertise in international economic relations.

Calabria’s episode will broadcast live on Thursday, January 30, at 3 p.m. ET. Visit http://watchthebigpicture.com to register and view an archive of past episodes.

About The Big Picture:

Co-hosted by renowned mortgage industry leader Rich Swerbinsky and capital markets expert Rob Chrisman—author of the widely acclaimed Chrisman Commentary newsletter, the go-to source for industry news, sharp insights and a wry perspective – The Big Picture webcast offers a weekly deep dive into the forces shaping the mortgage world. Drawing on their extensive expertise and featuring compelling guests, the webcast delivers valuable perspectives and actionable insights for anyone seeking to understand the dynamics of the mortgage industry better. Visit watchthebigpicture.com to subscribe.

Tags: @CatoInstitute #mortgage #housingfinance #economicpolicy #financialregulation #policyinsights

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/the-big-picture-webcast-dives-into-housing-finance-reform-with-mark-a-calabria-as-january-30-guest/

Mortgage industry webcast The Big Picture with Rich Swerbinsky and Rob Chrisman features ACUMA President Peter Benjamin as January 23 guest

CLEVELAND, Ohio, Jan. 20, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, broadcast live every Thursday at 3 p.m. ET, this week features Peter J. Benjamin, CMB, president of the American Credit Union Mortgage Association (ACUMA), an organization dedicated to advancing credit union mortgage lending. With 20 years of mortgage industry experience, Benjamin will offer insightful strategies for helping credit unions expand their mortgage lending operations and better serve their members.

Image caption: ACUMA President Peter Benjamin.

Central to Benjamin’s leadership of ACUMA is his commitment to fostering collaboration among members and equipping credit unions with the tools and education needed to grow their mortgage market share. He views ACUMA as a vital resource for empowering credit unions to support the American Dream of homeownership. Benjamin also works to deliver top-tier educational programs and networking opportunities through ACUMA’s partnerships with affiliate members and sponsors.

Prior to leading ACUMA, Benjamin served as senior vice president of mortgage lending for Lafayette Federal Credit Union in Rockville, Maryland, where he led a high-performing team that consistently exceeded its production and budget goals. Under his leadership, the credit union reduced cycle times to meet industry benchmarks and significantly improved loan application pull-through rates. Benjamin holds a Certified Mortgage Banker designation from the Mortgage Bankers Association, serves on the advisory counsel for a George Washington University School of Business leadership certificate program and is a Six Sigma Black Belt.

Benjamin’s episode will broadcast live on Thursday, January 23, at 3 pm ET. Visit https://www.chrismancommentary.com/the-big-picture to register and view an archive of past episodes.

About The Big Picture

Tags: @ACUMACommunity #mortgage #fintech #financialservices #homeownership #ADACompliance

NEWS SOURCE: The Big Picture Mortgage Webcast

To view the original story, visit: https://www.send2press.com/wire/mortgage-industry-webcast-the-big-picture-with-rich-swerbinsky-and-rob-chrisman-features-acuma-president-peter-benjamin-as-january-23-guest/

Mortgage industry webcast The Big Picture spotlights Council of FHLBanks CEO Ryan Donovan as January 16 guest

CLEVELAND, Ohio, Jan. 13, 2025 (SEND2PRESS NEWSWIRE) — Top mortgage industry webcast The Big Picture, hosted by Rich Swerbinsky and Rob Chrisman and broadcast live every Thursday at 3 p.m. ET, next week features Ryan Donovan, president and chief executive officer of the Council of Federal Home Loan Banks, a trade association representing the positions and views of the Federal Home Loan Bank System. Donovan is a seasoned public policy advocate and trade association executive with nearly two decades of experience influencing financial services policy and advancing credit union and housing finance priorities.

Image caption: Council of FHLBanks CEO Ryan Donovan.

Central to Donovan’s role at the Council of FHLBanks is representing the collective interests of the 11 Federal Home Loan Banks to policymakers, regulators, the media and the financial services industry. Incorporated in 1998, the Council serves as the voice of the FHLBank System, ensuring members’ priorities are heard in Washington and beyond. Donovan’s leadership emphasizes collaboration and advocacy to support housing finance and economic development. He has been recognized as a ‘top lobbyist’ multiple times by The Hill, CEO Update and the National Institute for Lobbying and Ethics.

Before leading the Council of FHLBanks, Donovan served as executive vice president and chief advocacy officer at the Credit Union National Association, where he guided a team of more than 100 advocates dedicated to advancing credit union interests. Donovan’s earlier career includes work on Capitol Hill for former House Democratic Leader Richard A. Gephardt (D-MO) and Representative Brad Sherman (D-CA). He is a graduate of the National Credit Union Foundation’s Credit Union Development Education program with a master’s degree in government from Johns Hopkins University and a bachelor of science in political science from Truman State University.

Donovan’s episode will broadcast live on Thursday, January 16, at 3 p.m. ET. Visit watchthebigpicture.com to register and view an archive of past episodes.

About The Big Picture

Tags: @FHLBanksVoice #mortgage #housingfinance

NEWS SOURCE: The Big Picture Mortgage Podcast

This press release was issued on behalf of the news source (The Big Picture Mortgage Podcast), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/mortgage-industry-webcast-the-big-picture-spotlights-council-of-fhlbanks-ceo-ryan-donovan-as-january-16-guest/

Del Monte Group Launches A Place of Possibility™ Podcast Series Exploring the World of Wealth Management beyond Money

ALAMO, Calif. /ScoopCloud/ -- Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.

"A Place of Possibility" was developed as a new avenue to educate clients and prospects while exploring some of today's most important issues and evolutions that span the financial industry. Richard and Angela dish up actionable guidance that helps listeners take necessary steps to live more of the life they want to live, starting now.

"When it comes to wealth management, there is always a smarter, more unique approach that can be built and tailored for clients based on their lives and their goals," said Del Monte. "People get so hyped about breaking news and the next best product or one-off strategies that they just get stuck, and they aren't optimizing for their life or their financial wellness.

"You can reach all of your goals. You can keep, grow, and enjoy your money. I'm excited for the opportunity that Angela and I have to bring thought-provoking discussions to the airwaves. I can guarantee we will be opening your eyes to moments you didn't even know were possible to plan for a life truly well lived."

"I couldn't agree more with Richard because, at Del Monte Group, we are committed to ensuring our clients are empowered and flourishing at every turning point in life," said Wright. "With the addition of 'A Place of Possibility,' we aim to give listeners a nuanced perspective on topics that affect everyone at one point in time or another. Today, with the constant evolution in the financial industry, people need an incisive perspective, and that's our goal."

Upcoming "A Place of Possibility" episodes include:

Podcast Episode #01: How to Retire on a Lump Sum

Podcast Episode #02: Why Should I Invest in Real Estate?

Podcast Episode #03: Roth IRA: How to Build a Tax-Free Retirement

Podcast Episode #04: Biden's Tax Plan: What's Proposed, Enacted, and How to Plan

Podcast Episode #05: Retirement Plan Options for Small Businesses

Each "A Place of Possibility" episode will run about 30 minutes long, and the show will run bimonthly after the initial five-episode launch. "A Place of Possibility" is set to launch on August 24 and will be available to listen to on Apple Podcasts https://podcasts.apple.com/us/podcast/a-place-of-possibility/id1581872949.

About Del Monte Group:

Since 1985, Del Monte Group (DMG) has been helping individuals, families, and closely held businesses solve complex problems involving financial, tax, and estate concerns with unique integrated wealth management approaches. No, we're not your typical investment management firm that's here to talk only about how you're going to retire. At DMG, we dig in to understand what money really means to you for long-term success, and how we can take immediate action to help you live more of the life you want. We are your partners in money, life, and beyond, because your wants and needs always come first, even if they aren't directly related to money or finances. If you're struggling or need help, we're here for you with the answers you need. It's time for you to feel secure, confident, and find peace of mind - a true Place of Possibility.

For more information, visit: https://aplaceofpossibility.com

About A Place of Possibility:

For decades, Richard Del Monte and Angela Wright have been unpacking creative strategies to help clients understand how to make the most of their financial resources. To Richard and Angela, A Place of Possibility means assisting clients in making all your goals a reality - even if sometimes they aren't money-related. Now they are taking their expertise to the next level by bringing these out-of-the-box solutions straight to a streaming service near you. Tapping into decades of experience in the finance and business sectors, Richard and Angela will tackle timely topics and connect with like-minded industry professionals to educate, inform, and help you actually take the necessary steps to live more of the life you want to live today, tomorrow, and for the rest of your lifetime. It's time to find more than just wealth management. It's time to find your Place of Possibility.

MULTIMEDIA:

YouTube: https://youtu.be/CSXbeWxNz9U

MEDIA ONLY CONTACT:
Susie Hays
760-458-9201
Susie@Q2Mark.com

Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.

Related link: https://aplaceofpossibility.com/