Managing Financial Performance Without Sacrificing Member Experience
Tuesday, October 12, at 1:00 p.m. central time
Optimal Blue, now part of Black Knight, is proud to have maintained a longstanding partnership with ACUMA. As the leading provider of secondary marketing automation and data services in the mortgage industry, our smart solutions in PPE, Hedge Analytics, Loan Trading, and Social Media enable those within the ACUMA community to significantly increase workflow efficiencies and better serve their members. https://www2.optimalblue.com/
Session Description
Credit unions have the unique responsibility of balancing financial returns with positive member experiences. Their mortgage divisions are no exception. Extensive financial management is required, including hedging, accounting for derivatives, mark-to-market accounting and reporting, MSR portfolio valuations, recapture, and more.
Join Optimal Blue, now part of Black Knight, at their upcoming ACUMA Power Sharing webinar to hear an informative panel of industry experts discuss effective financial management of the mortgage division within credit unions. Attendees will have the opportunity to submit questions during the session.
What You’ll Learn:
- The unique financial demands that impact credit unions
- Balancing returns while maintaining excellent member experiences
- Key financial management functions of a mortgage division
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.
Panel Moderator
Mark Teteris, CMB
Director of Solutions Specialists
Black Knight
Mark Teteris, Certified Mortgage Banker, began his mortgage industry career over twenty years ago and held roles in sales, operations, and executive leadership. As Director of Solutions Specialists at Optimal Blue, now part of Black Knight, Teteris leads a team of subject matter experts who consult and deliver a sophisticated suite of secondary marketing, data and analytics and compliance solutions across the industry.
Panelists
Melissa Savage
VP, Mortgage Lending
Sunmark Credit Union
Melissa Savage has over 17 years of Mortgage lending experience, encompassing every aspect from Loan Origination through Secondary Market sales and Servicing. She has been with Sunmark Credit Union since 2004. In her current role, she oversees the mortgage and home equity lending teams and is responsible for strategic objectives of growth, product development, member service and employee development. Melissa received her M.B.A. from the University at Albany and her B.S. in Financial Economics from Binghamton University.
Joshua Jensen, CPA
Audit Director
Mortgage Banking Practice
Richey May & Co., LLP
Josh has been with Richey May since 2011 and currently serves as an Audit Director in the Mortgage Banking practice. He also acts as a lead in the Employee Benefit Plan practice. Josh is an active member of the Mortgage Bankers Association and serves on the board for the Colorado Mortgage Lenders Association where he chairs the finance committee. Josh received his B.S. in Business Administration from the University of Kansas and a Certificate of Accountancy from the Metropolitan State University of Denver.
