Becoming a Fannie Mae Lender--What You Need to Know to Sell Loans Directly to the Agency
Wednesday Dec 1, at 1pm central time
Sponsor: myCUmortgage
Session Description
Are you interested in working with Fannie Mae? When a credit union seeks approval to do business with Fannie Mae the agency evaluates its qualifications by reviewing its financial condition, organization, staffing, experience, written policies and procedures, and many other relevant factors. Wondering what you should be doing now even if your plans to sell are longer term? Join Tracy Ashfield and Tammy Trefny, Senior Manager, Customer Approval and On-Boarding for Fannie’s Single Family Business as they discuss what needs to be in place before you submit for approval.
- This session will be interactive so come with your questions.
- Open and free to ACUMA members only
- Session not recorded.
- Attendance will be approved.
- 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
Tammy J. Trefny
Senior Manager of Customer Approval & Onboarding and Affinity Partnerships, Fannie Mae
Tammy J. Trefny is Fannie Mae’s Senior Manager of Customer Approval & Onboarding and Affinity Partnerships, working within Fannie Mae’s Single-Family Mortgage Business group. Her role includes managing the team that works with lenders seeking to do business with Fannie Mae, as well as managing Fannie Mae’s business relationships with industry trade associations and cooperatives representing credit unions, community banks and independent mortgage bankers. Previously, Trefny was the Loan Originations and Processing Manager at Morgan Stanley Credit Corporation. She has worked in the mortgage industry for 30 years, including 20 years at Fannie Mae, and has gained a strong background in customer relationship management, business development, sales, originations, underwriting and credit risk. Trefny earned a Bachelor’s Degree in business administration from Lake Forest College, and she received a Certified Mortgage Banker (CMB) designation in 2019.
Tracy J. Ashfield
President, ACUMA
Tracy Ashfield is the President of the American Credit Union Mortgage Association (ACUMA), an organization with which she has had close ties for 20 years. Ashfield has worked as a consultant and subject matter expert with ACUMA since 2000. In that time, working with founder and former president Bob Dorsa, she has helped the non-profit grow from a handful of members to an organization with more than 400 mortgage-lending credit union leaders. In that same time, credit unions have seen their market share grow from 2% to nearly 9%. And ACUMA is now the premiere education and networking association for credit unions that are serious about mortgage lending. During her years with the association, Ashfield has been the curator of ACUMA’s event programming, bringing relevant and timely educational content to the growing list of members. Ashfield is a well-known figure in credit unions with nearly 30 years in mortgage banking leadership roles at numerous mortgage banking firms.
myCUmortgage partners with credit unions nationwide to grow their mortgage business and help members achieve their dream of home ownership. Our CUSO delivers comprehensive mortgage solutions that make credit unions great mortgage lenders, including training, marketing, originations, processing, underwriting, servicing, secondary market access and a full suite of conventional and government products. Plus, we offer the flexibility to incorporate your portfolio loans and the ability to choose to retain servicing on those loans. This is How We Mortgage!
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