Do More With Less in a Changing Mortgage Marketplace in 2022
Wednesday, February 9 at 1:00 p.m. central time
In a time when credit union members desire and require more personalized financial wellness advice, Joe Puthur, President for Mortgage Coach along with representatives from Arch MI, Sales Boomerang, Orange County’s Credit Union and NuVision Federal Credit Union will discuss how you can be more effective and efficient at explaining financial decisions to your members with user-friendly technology that educates in an interactive and easily digestible format.
In this webinar, you will learn:
- How to identify members in your database that are ready for a better loan today
- How to get more members in mortgages by providing the guidance and clarity needed so that they can make confident mortgage decisions
- How to help your members build long-term financial wealth through helpful, proactive loan advice
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.
Joe Puthur is a leading mortgage technology expert who has played a prominent role in shaping the digital mortgage landscape during his 20-year career. As President of Mortgage Coach, Puthur has helped empower lenders to educate and provide consultative service to borrowers with interactive presentations that compare loan performance over time. Previously, Puthur pioneered technology that first brought LOS online through his company Lasso Technologies, which was acquired by ICE Mortgage Technologies. Puthur’s contributions to the mortgage industry have thousands of lenders meeting the unique housing finance needs of millions of people annually. He is also a regular speaker at national and state mortgage events for several organizations.
VP Mortgage Lending
Orange County’s Credit Union
Carlos Miramontez has more than 25 years of consumer and real-estate lending experience. With an eye for technology and productivity efficiencies, he is a results-driven, strategic leader with demonstrated success in the financial services sector. As Vice President of Mortgage Lending for Orange County’s Credit Union, Miramontez oversees the origination, processing, underwriting, closing and delivery of loans to secondary-market investors, helping develop and implement new home loan products and services. Previously, Miramontez held a variety of senior-level and advisory positions throughout the Los Angeles area. He has served as Chairman on Freddie Mac’s Affordable Housing Advisory Committee and Credit Union Advisory Board, as a Board Member of the Southern California CUREN, CMG MI’s Advisory Board and on the Mortgage Bankers Association’s Residential Loan Production Committee. Miramontez holds designations as an Accredited Mortgage Professional (AMP) and Certified Mortgage Banker (CMB). He is a graduate of the Futures Leaders and School of Mortgage Banking programs from the Mortgage Bankers Association.
Co-Founder, CEO and Chief ROI Booster
A serial entrepreneur, Alex Kutsishin has been named as one of the “40 under 40” professionals writing the future of the mortgage industry by NMP Magazine, as well as a HousingWire Tech Trendsetter and Vanguard. Under his leadership, Sales Boomerang won as Top Tech firm in 2019 and Top 100 Tech Firms 2020 for revolutionizing the lending industry by Banking CIO Magazine, two HousingWire Tech100 awards and debuted in the top 3% on the 2021 Inc 500 list.
VP Industry Technology
Arch Mortgage Insurance Company
Will Vickers is Vice President of Industry Technology for Arch Mortgage Insurance Company. He is responsible for managing Arch’s Digital channel, building strategic relationships with industry technology providers and for providing value-adding technology consulting for Arch MI customers. Vickers has 35 years of experience in financial services technology with Arch MI, Black Knight Financial Services, Wachovia Bank Mortgage and three other MI firms. He is starting his 19th year as an active participant in MISMO (the Mortgage Industry Standards
Michael R. Sternquist
VP of Mortgage Originations and Products
Nuvision Credit Union
For nearly 25 years, Michael Sternquist has provided quality mortgage products to his clients in Southern California. By fostering close relationships with real estate agents, buyers and sellers, Sternquist continues to build a career providing exceptional service from application to closing. His business philosophy is a simple creed: good things happen to our team when we do the right thing for our clients and serve our Realtor community. As a coach, Sternquist has delivered daily coaching, motivation and guidance to his team. While attending Pasadena City College, he focused on business and financial planning. Sternquist has been a top producing professional sales leader for HSBC, Carrington Mortgage, Movement Mortgage and HFC/Beneficial. He is currently the VP of Mortgage Originations and Products at Nuvision Credit Union where he oversees the mortgage teams in CA, AK, AZ, WA and WY. Sternquist has received awards from his employers for his loan production, customer satisfaction and leadership. Additionally, he has been acknowledged for his community service and volunteer work with Habitat for Humanity.
Mortgage Coach is an award-winning platform that helps credit unions position themselves as trusted mortgage advisors with interactive home loan presentations that model mortgage loan performance over time. The company’s side-by-side loan comparisons help members make more informed mortgage decisions while enabling credit unions to deliver an on-brand, consultative home financing experience that helps members build long-term financial wealth. To date, more than 120 credit unions, depository banks and independent mortgage banks rely on Mortgage Coach to deliver personalized, modern service that grows relationships and member loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.