Mortgage Pricing and the Member Journey - Practical Lessons for Creating a Positive Experience for Your Members and Your Team
Tuesday, October 24, 2023 at 1:00 pm CST
Session Description
Homeownership remains the de facto American Dream, and as a credit union, you are uniquely positioned to turn that dream into a reality for your members. So, why do so many of them choose to finance their home purchases elsewhere?
Join us for a knowledge-packed webinar where you will gain invaluable insights from seasoned mortgage industry professionals. Discover how to position your credit union for mortgage success by building a robust structure that empowers your members with the information, tools, products, pricing, and confidence they need to secure their home loans with you.
Homeownership is a cornerstone of financial stability and success. By attending this webinar, you’ll gain the insights and strategies necessary to become your members’ first choice for mortgage financing. Don’t miss this opportunity to transform your credit union into the go-to destination for fulfilling the American Dream.
Secure your spot for this essential webinar and take the first step toward becoming your members’ trusted partner in their homeownership journey.
By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.
Speakers
Mark Teteris
Director of Solutions Specialists, Optimal Blue
Mark Teteris is the Director of Solutions Specialists for industry technology leader, Optimal Blue. In this role, Mark leads a team of subject matter experts who combine a deep knowledge of product functionality with business application case understanding across the digital mortgage marketplace. He and his team consult with senior executives to evaluate and recommend solutions that automate processes to price, analyze, hedge, and trade TBA/MBS, as well as optimize best execution analysis, loan allocation, and committing.
Teteris has over 20 years of mortgage industry experience, beginning as a loan officer and rising to CEO where he led a mortgage company turnaround, guiding its growth from $100 million in annual volume to more than $600 million in just four years. Teteris is a Certified Mortgage Banker (CMB) and past President of the Minnesota Mortgage Association, where he also served on the board of directors and chaired its legislative committee. He has also served on advisory boards for several national lenders.
John Dumonsau
Product & Pricing Specialist, Optimal Blue
John Dumonsau is a Product & Pricing Specialist for Optimal Blue. John provides subject matter expertise through all phases of customer interaction including discovery, in-depth product demonstrations, and strategic sales consulting. In his previous secondary marketing roles at IBM and a federal depository, Dumonsau managed lock desk functions, and developed and oversaw pricing strategies, profit and loss reconciliation, and more.
Optimal Blue transforms the mortgage industry with leading secondary marketing technologies and actionable data to help credit unions price, lock, hedge, and trade loans. Optimal Blue supports the industry’s largest network for secondary market buyers and sellers on its premier Marketplace Platform, helping credit unions serve their members and communities. Capabilities include product, pricing and eligibility, hedge analytics, loan trading, MSR valuation, social media monitoring and publishing, and counterparty oversight. Learn more at OptimalBlue.com.
