Best Practices for a Better Member Experience in a High-Volume Environment
an Optimal Blue Mortgage Webinar for ACUMA
“Best Practices for a Better Member Experience in a High-Volume Environment “
Tuesday, June 16, 2020
11:00 a.m. Central Time (12:00 p.m. Eastern, 9:00 a.m. Pacific)
Mortgage rates are at near-historic lows, driving volume higher as capacity and quality challenges abound. During this informative session, an expert panel will help attendees understand the current competitive environment and create compelling mortgage rate/price offerings to members, as well as explore the efficiencies, member experience, and compliance benefits of a centralized lock desk.
Attendees will also learn strategies to manage interest rate risk, participate in an open discussion of the pros and cons of various loan sale strategies amidst the COVID-19 pandemic, and discover best practices to implement in order to run an effective and efficient secondary marketing program in these high-volume, challenging times.
This free, 60-minute webinar is being offered to all credit union professionals (ACUMA members and non-members) that are interested in creating a better member experience in today’s unique mortgage environment.
ACUMA President Tracy Ashfield will moderate the session and will be joined by a team of experts from Optimal Blue, the industry’s leading provider of secondary marketing automation:
- Mark Teteris, CMB, Director of Solutions Specialists, Optimal Blue
- Jim Glennon, Director of Secondary Services, Optimal Blue
- John Dumonsau, Sales Solutions Specialist, Optimal Blue
About Our Speakers
Mark Teteris is the Director of Solutions Specialists for Optimal Blue, where he 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 provide SME input through all phases of customer interaction including discovery, in-depth product demonstrations, and strategic sales consulting. Mark has over 20 years of mortgage industry experience and holds the MBA Certified Mortgage Banker designation.
Jim Glennon is the Director of Secondary Services with Optimal Blue’s Secondary Services. Jim began his career in the mortgage industry as a lock desk clerk, going on to build successful capital markets divisions including lock desks and hedging platforms for two large mortgage banks as well as serving as a VP-level leader within both organizations. Jim joined Optimal Blue is 2012, where he now manages trading and account management for the Secondary Services division.
John Dumonsau is a Sales Solutions Specialist for Optimal Blue. Dumonsau has 7+ years of experience leading secondary marketing and capital markets with both an independent mortgage bank as well as a federal depository with a national lending program, rising to a VP-level role. Dumonsau joined Optimal Blue in 2020 and in his role leverages his experience as a client and user to help firms optimize their use of the product and pricing engine.