Mortgage, which is a people-centric industry, faced huge crisis in the last two years – a crisis that was driven and deepened by the COVID-19 pandemic. In the current scenario where the industry is still frenzied and chaotic, the customers need to pivot and sustain through this downturn. With the rising interest rates and diminishing refinance volume, lenders need to be smart and focused on managing changes efficiently. Only lenders who can transition smoothly to the new normal will thrive and succeed.
Discussion Points:
1. Take Advantage of Opportunities: Don’t Get Crushed by the Downcycle
2. Growth Products for 2022 and Beyond
3. Shifting Regulatory Requirements
Pete Butler has over 30 years of experience in the banking and mortgage banking industry, working with and for world-class companies, developing solutions and serving as a thought leader. He has held governance roles in major industry organizations including being the CEO of a Colorado-based bank serving the military community.
His vast experience includes managing large P&Ls in the capital markets space, global operations, and global distributed sales, specifically related to the mortgage industry. Pete’s expertise lies in capital markets, digital operations/platforms, technology, business transformation and product development.
Pete has been on “all sides of the desk” and has a unique level of understanding of this complex industry, that provides a view of perspectives not seen by many.
At the core, Pete believes that business is about people, relationships, “doing what you can say you’ll do” and being results driven. His passion around developing people and creating solutions provides the catalyst to mitigating business challenges for clients, thus enabling mutual growth and benefits with partners and associates.
Bill Dallas is responsible for leading more than a dozen mortgage banking, fulfilment and financial technology companies over the past 35 years (over 40 M&A Transactions), including First Franklin, Heritage Bank of Commerce, Ownit Mortgage Solutions, Skyline Home Loans, InterThinx, MindBox and now Cloudvirga and Finance of America. He and his leadership teams navigated virtually every business cycle while building some of the most admired mortgage lenders. Today, at Dallas Capital, he is helping other leaders build their companies.
Bill earned a Bachelor of Arts degree, magna cum laude, from Bowling Green State University and his law degree from the University of Santa Clara School of Law. Recently Bill was named one of Bowling Green’s Top 100 graduates and was inducted into the Business Hall of Fame. He also founded and serves as Chairman Emeritus of the Board of Trustees for Oaks Christian School. He, and his wife Bev, have five amazing children and are dedicated to building team Dallas.
Bill earned a Bachelor of Arts degree, magna cum laude, from Bowling Green State University and his law degree from the University of Santa Clara School of Law. Recently Bill was named one of Bowling Green’s Top 100 graduates and was inducted into the Business Hall of Fame. He also founded and serves as Chairman Emeritus of the Board of Trustees for Oaks Christian School. He, and his wife Bev, have five amazing children and are dedicated to building team Dallas.
As a Principal at STRATMOR, Jennifer Smith provides her expertise and executive leadership for STRATMOR’s engagements. Her specialties include business and technology transformation, process improvement, strategy execution and optimization, and change management.
Smith has more than 25 years’ experience in mortgage banking. Prior to joining STRATMOR, Smith was the SVP of Enterprise Initiative Planning and Execution at Gateway First Bank/ Gateway Mortgage Group, LLC where she led enterprise program and process execution, including the conversion of an independent mortgage company into an $1B+ bank. She also served as the Head of Change Management Oversight at Santander Consumer USA, where she established governance and oversight for the company’s transformation initiatives and regulatory enforcement action obligations.
Smith holds a bachelor’s degree in Fine Arts from Arizona State University and a Master of Science in Management and Administrative Sciences with a focus on Organizational Behaviour and Strategy Implementation from the University of Texas at Dallas. When not fending off her cats while enjoying her favourite Texas BBQ or doing yoga, Smith enjoys spending time outdoors with her family.
Michael Peretz has over 25 years’ experience as an executive and consultant in financial services. As a consultant, Mr. Peretz has worked extensively with the nation’s largest financial services companies. This work has focused on performance management and business strategy development and implementation.
Mr. Peretz has successfully led both multi-year programs and strategic projects. Clients include the GSEs, top-five banks, and de novo financial technology companies. He currently leads Capco’s Housing Finance domain where he works with the Capco partners and domain leads across a variety of client types and disciplines.
In addition to his work in consulting, Mr. Peretz has many years of experience with large financial institutions in lending, BPO (Business Process Out-Sourcing) both on and off-shore, and risk. He also has extensive M+A experience with both technology and business accretive acquisitions.
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