QC NOW Web Series

Experts share insights and tips to help quality control professionals stay informed of industry changes and navigate through unpredictable times.

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URLA 2021:  WHAT YOUR QC TEAM NEEDS TO KNOW TO STAY IN COMPLIANCE

Topics we will cover:

  • Lack of compliance concerns
  • New URLA changes: what and why
  • What’s the goal for these changes
  • Timeline
  • How to best prepare

Featured Speakers:

Amanda Phillips, EVP of Compliance, ACES Quality Management

Amanda Phillips has over a decade of experience in the financial services industry holding executive roles focused on legal and regulatory compliance. Prior to ACES, Mrs. Phillips was with the law firm Ballard Spahr, LLP where she advises clients on the federal and state regulatory requirements governing mortgage lending.

Mandy Phillips Headshot

Michael Christians, VP of Mortgage Risk Management at myCUmortgage

Michael has more than two decades of experience in the financial services industry with a primary focus on consumer compliance and currently leads the development and execution of comprehensive mortgage risk management strategies that deliver on the vision, mission and brand promise of the CUSO.

Mike headshot

QC Now: The Antidote for Audit Anxiety - Expert Advice on How to Best Prepare for a Regulatory Exam

  • Common audit challenges
  • Regulator audit scope deep dive
  • How to best prepare for an audit
  • Current regulator focus
  • Eliminating the stress with automating QC
  • Reporting on actionable data

Featured Speakers:

Steve Spies, President of SWS Risk Advisory LLC

Steve Spies is the Principal and Founder of SWS Risk Advisory​. Steve ​spent 22 years at FannieMae as their Risk & QC Executive and was the primary author of Fannie Mae​'s​ manifesto on loan manufacturing quality. ​Steve Spies is an ​expert in mortgage risk management, underwriting, quality control, compliance and anti-fraud programs. 

Steve Spies pic

Kyle Kehoe, EVP at ACES Quality Management

Kyle Kehoe is an Executive Vice President of Sales & Marketing at ACES Quality Management and has been in the FinTech industry for over 20 years. Kyle was the Former president of CRIF Lending Solutions and Executive Vice President of Sales for MeridianLink. 

Team Kyle Kehoe

QC Now: Insights Into Mortgage QC Trends - First Signs of the "COVID Effect"

  • Highlights from the Q2 2020 ACES Mortgage QC Industry Trends Report
  • How the "COVID Effect" Resulted in Increases in Various Defect Categories
  • Early Payment Defaults on the Rise
  • The Servicing Dilemma
  • Outlook for 2021

Featured Speakers:

Nick Volpe, Executive Vice President at ACES Quality Management

Mr. Volpe has over 20 years experience in both mortgage origination and servicing. He was part of the original team at The Murrayhill Company and was integral in pioneering credit risk oversight for mortgage loan securitizations.

Team Nick Volpe

Phil McCall, President at ACES Quality Management

Mr. McCall brings more than two decades of executive experience in the mortgage industry to ACES Quality Management. He is an award-winning, seasoned expert in quality control, loan origination and underwriting, mortgage fraud, loss and litigation and real estate-based transactions.

Team Phil Mccall

Insights into Mortgage QC Trends - Past Highlights and Predictions for 2020

  • Quality Control Highlights for Q1 2020
  • Key Drivers of Performance for 2020
  • Early Payment Defaults & Forbearances
  • Foreshadowing QC Defects Through the Rest of the Year

Featured Speakers:

Nick Volpe, Executive Vice President at ACES Quality Management

Mr. Volpe has over 20 years experience in both mortgage origination and servicing. He was part of the original team at The Murrayhill Company and was integral in pioneering credit risk oversight for mortgage loan securitizations.

Team Nick Volpe

Phil McCall, President at ACES Quality Management

Mr. McCall brings more than two decades of executive experience in the mortgage industry to ACES Quality Management. He is an award-winning, seasoned expert in quality control, loan origination and underwriting, mortgage fraud, loss and litigation and real estate-based transactions.

Team Phil Mccall

Key Data Elements for Impactful Reporting - Making Your Data Work For You

  • What data is needed for an effective QC program
  • How to leverage the power of data through robust reporting
  • Leveled reporting that speak to each target

Featured Speaker:

Sharon Reichhardt, Executive Vice President at ACES Quality Management

Sharon Reichhardt brings almost 30 years of mortgage industry experience to ACES Quality Management, most of which were spent in the Quality Control department of EverBank. Her previous experience spans auditing loan servicing, origination compliance, consumer banking and commercial real estate. Prior to joining ARMCO, Ms. Reichhardt was EverBank’s lead administrator and report writer for ACES.  Winner of HousingWire's Insiders Award, HousingWire's Tech Trendsetters Award and is a also a frequent guest speaker at industry conferences.

Insights into Mortgage QC Trends - Past Highlights and Predictions for 2020

  • Quality Control Highlights for CY 2019
  • Lending Environment and Effect on QC Defects
  • Foreshadowing QC Defects in Future Quarters

Featured Speaker:

Nick Volpe, Executive Vice President at ACES Quality Management

Mr. Volpe has over 20 years experience in both mortgage origination and servicing. He was part of the original team at The Murrayhill Company and was integral in pioneering credit risk oversight for mortgage loan securitizations.

How to Ensure Data Integrity with HMDA Reviews - HMDA Review Best Practices Through Effective and Efficient Automation

  • Data Integrity & Best Practices
  • Resubmission
  • Quarterly Reporting
  • Demographics (Key Regulator Focal Points)
  • Pain Points Corrective Action Plans

Featured Speaker:

Mike Lockhart - QC Specialist at ACES Quality Management

Mr. Lockhart brings over 20 years of experience in the mortgage industry to ACES Quality Management, most of which was spent in the QC/Compliance fields. His previous experience includes servicing mortgage loans, auditing origination files and analyzing HMDA, CRA and fair lending data. Prior to joining ARMCO in 2018, Mr. Lockhart served as a Mortgage Compliance Manager and Fair Lending Officer at Florida Capital Bank.

QC Operations in the New World - A Look Into the COVID-19 Era

  • What has changed since COVID-19?
  • Immediate Effects to lookout for
  • Overall effect to the lending community
  • How to best prepare for the inevitable

Featured Speaker:

Phil McCall - President and Chief Operating Officer at ACES Quality Management

Mr. McCall brings more than two decades of executive experience in the mortgage industry to ACES Quality Management. He is an award-winning, seasoned expert in quality control, loan origination and underwriting, mortgage fraud, loss and litigation and real estate-based transactions.

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