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NEW FOR 2022 - LO CON-ED CLASS!!
Scott Weghorst, CMB
President, Diehl Mortgage Training & Compliance
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Scott Weghorst is the President of Diehl Mortgage Training and Compliance and the former President of Pinnacle Mortgage Funding. He is Past President of the Indiana Mortgage Bankers Association and currently serves on the Residential Loan Production Committee of the MBA. Scott speaks frequently at various mortgage industry events and on panels regarding mortgage regulatory compliance, government lending, information security, marketing and management topics Prior to Diehl, he started a mortgage lender company and grew it to a top firm in the state in three years. He holds a CMB certification from the Mortgage Bankers Association, an MBA from the University of Notre Dame, and a Certified Residential Mortgage Planner certification from the Indiana Mortgage Bankers Association.
Scott continues to lead Diehl to develop government underwriting training (FHA, VA, and USDA) for a large spectrum of lenders ranging from small banks and credit unions, independent mortgage bankers, to many of the largest regional and national banks. In 2010, Diehl became an NMLS-approved provider with a complete library of prelicensing and continuing education, and also develops custom online training courses for lenders and non-profit organizations in the mortgage space. Scott has also developed the first mobile test prep/training app for the mortgage industry, and Diehl recently launched subscription courses that provide ongoing updating that can be launched on mortgage companies’ learning management systems.
Scott is married to Renae and has two boys, Christian and Jack that are 22 and 21. He has been involved with the Entrepreneurs Organization, Stanley K. Lacy Leadership Association (SKLLA) and has served on non-profit boards including the Urban Mission YMCA. He continues to be active with other non-profits and recently completed a mission trip to the Dominican Republic with Homes for Hope.
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Opening Keynote
Hoan Do
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Hoan Do is an award-winning inspirational speaker, author of Succeeding in the Real World, and city finalist in NBC’s hit show, American Ninja Warrior.
From an early age, Hoan was conscious of the sacrifices his parents had made in their escape to the United States during the Vietnam War- in pursuit of the American Dream. Feeling indebted to his parents for their courageous pursuit of a better life, Hoan vowed to ensure that one day, he would be able to take care of his parents. Hoan’s hard work took him to Malibu, California, where he attended Pepperdine University, fully engaging in the academic rigor and array of opportunities that the school offered.
With the tremendous pressure Hoan placed on himself, in addition to the stresses of demanding classes, extracurricular responsibilities, and important life decisions, Hoan found himself overwhelmed. His self-esteem reached an all- time low. He even contemplated suicide. Refusing to settle and give up on life, Hoan used this experience as a turning point to learn the practical skills that was necessary to succeed in school and in life.
After graduating from Pepperdine University, Hoan beat out candidates who were considerably older and vastly more experienced than him to work with the #1 personal development company in the world. As a national speaker and corporate trainer, Hoan conducted training sessions for distinguished audiences that included: 21, Bank of America, Honda, Toyota, UBS Financial, Chambers of Commerce, and the U.S. Army.
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DC Perspectives - Leg. & Reg. Update
Mark Jones, Vice Chair
Mortgage Bankers Association
Co-Founder
Amerifirst Home Mortgage
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Mark Jones co-founded Amerifirst Home Mortgage with Dave Gahm in 1983, and the company has grown from an individual location in Kalamazoo, Michigan, to over 80 full-service locations and 900 personnel nationwide.
Jones is an advocate for affordable homeownership with a mission to make a meaningful difference in the lives of others. Amerifirst is the No. 1 USDA lender, the No. 3 FHA lender in Michigan
In 2016 Jones received the Ernst & Young Entrepreneur of the Year award for Michigan and Northwest Ohio. Mark currently serves as Vice Chair on the Board of Directors of the Mortgage Bankers Association (MBA). He previously served as co-chair of MBA’s Independent Mortgage Bankers Executive Council.
Jones also serves on the board as Public Policy Committee Chair at Southwest Michigan First and serves as Chair of Southwest Michigan First PAC.
Mark was a collegiate swimmer at the Virginia Commonwealth University, where he competed on the Varsity Swimming & Diving team. In 1979, he won the Virginia Intercollegiate State Championship in 1-meter springboard diving and was a two-time NCAA Regional Qualifier.
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LO Top Producers Panelists:
Jonathan Arnold
Inlanta Mortgage
Tim Pascarella
Ross Mortgage Corp
Lindsey Smith
Mortgage 1, Inc.
Marc Summers
Priority Mortgage Lending
AIME, President of Membership
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Jonathan Arnold Jonathan prides himself on being a scholar of the Mortgage Industry, setting lofty goals for himself and his team. Jonathan began his mortgage career in 2003 and has experienced all the growths and contractions of the market. At the top of his field for many years, the time had come to open his own office in 2014. The goal was simple: create the team and process that had been missing from the industry, focusing on education where long-term financial goals thrive.
Jonathan and his team bring a unique style of education that innovates the mortgage process, challenging the understanding of many financial assumptions. Coining the process of the "S.M.A.R.T. Mortgage"; Strategic, Mindful, Authentic, Results-oriented, Timely, their clients experience the personalized strategic planning they deserve.
The growth and success of Jonathan's office have far surpassed all initial plans. The office has grown to 5 teams, 3 of which are in the top30 originators in the company and the office as a whole is the 3rdhighest producing at Inlanta.
Tim Pascarella, President Ross Mortgage Corporation, been in the mortgage industry for nearly 20 years. As an originator, closed over 650,000,000.00 in business. Has a branch manager ran a branch that produced over 235M per year.
In 2011 was the number 1 203K loan officer in MI. Has worked for Ross Mortgage his whole career.
Tim currently serves on the MMLA State Board of Directors as Loan Production Chair.
Lindsey Smith Lindsey is an experienced Loan Officer with a demonstrated history of working in the financial services industry. Skilled in Microsoft Office, Sales, Marketing, Customer Relations, and Accounting. Strong entrepreneurship professional with a Associate’s Degree focused in Liberal Arts and Sciences/Liberal Studies from Macomb Community College. Lyndsey was a 2021 recipient of the MMLA's Rising Star Award.
Marc Summers is the President of Membership at the Association of Independent Mortgage
Experts. In addition, he is a seasoned loan originator and Broker Owner of Priority Mortgage
Lending in Michigan. Marc entered the broker world in 2001 at Advantage Mortgage as a Loan
Officer, holding various titles up until 2015, when he took over as President.
Marc is an advocate for independent mortgage brokers and is dedicated to the growth of the
wholesale channel. He is also an instructor for courses where he educates and mentors new
brokers and originators entering the channel and is the co-host of AIME’s Broker to Broker
weekly podcast.
Marc keeps his finger on the pulse of the broker community’s needs by continuously providing
support to new AIME members and drives the government affairs and lobbying efforts to make
sure broker voices are being heard in Washington.
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VA Military Bootcamp
Jay McMaken
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Jay's had extraordinary success having Loan Officers achieve the “1 & 1” factor immediately after class. The “1 & 1” factor is when a Loan Officer finds a potential deal (i.e., past book of business they were unaware was a deal) as well as getting a warm referral from a business partner. You will be motivated and ready to attack VA business with the tenacity of Navy Seals.
Jay currently is with MB Financial as Business Development Manager overseeing VA Products. He has developed new policy, procedures, and enhancements for VA Mortgage Products. Implement VA Education corporately, and provide ongoing support for Underwriting, Operations, and Sales Departments. Jay is also Liaison for Community involvement with Veteran Affairs and Public awareness.
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Technology - So Many choices, how to choose what is best for your company?
Allison Johnston, MBA CMB
Success Mortgage Partners
 Pava Leyrer, Northern Mortgage
 Mark Workens, Mortgage 1, Inc.
 Moderator: Erin Palmer, Blue Phoenix
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Allison Johnston, MBA CMB, Success Mortgage Partners With over 30 years of experience in the mortgage industry, Allison Johnston, President of Success Mortgage Partners, understands what it takes to grow a successful company. Her knowledge of the industry was learned through hands on experience in management roles throughout mortgage operations. Currently serving as the MIAB Chairperson, MMLA Ambassador, 2013 MMLA President, and Membership Committee chair, and TMC Board Member, Johnston brings a fresh perspective to all facets of the industry. Johnston holds an MLO license in each one of the 40 states that SMP is licensed. She has earned her MBA in business management, as well as her CMB designation. She is currently an instructor for the Mortgage Bankers Association and teaches classes on regulation, compliance, and technology. In her free time, Allison enjoys spending time with her 3 children (Niklas, Alexandra (Lexie), and Noah), along with family and friends.
Pava Leyrer, Northern Mortgage Pava Leyrer is President of Northern Mortgage. Northern is based in Grandville and licensed in 19 states. She has been in the mortgage industry for over 44 years and has worked in many aspects of business including owning her own mortgage business for almost 15 years. She has been an expert resource for mortgage information on local and national television, print and internet outlets such as CBS, WOOD TV and Radio, Yahoo Finance, and USA Today to name a few. Pava has worked with state and national associations holding various positions including President of the MMBA and recipient of Affiliate of the Year with Grand Rapids Association of Realtors.
An important part of her career has been education and working with federal and state legislators to promote housing, change regulations, and be an advocate for the industry.
Anyone who knows her is aware of her passion to empower consumers and encourage industry professionals to promote integrity and professionalism with a caring attitude backed by knowledge.
Mark Workens Mark Workens has been the chief executive officer of Mortgage 1 since January 1994. In that time, the company has grown from a single office to 32 branches in 6 states with more than 120 licensed loan officers. Mortgage 1 closes $2 billion annually. The company has a 99% customer satisfaction rating. Mortgage 1 specializes in first-time buyers and has been the Michigan State Housing Development Authority's top lender for an unprecedented nine straight years. Under Mark's watch, Mortgage 1 has been a technology leader. They were one of the first to introduce a consumer mortgage app. Mortgage 1's Pro SNAP app and Fast Pass closing system make getting and closing a mortgage fast, easy, safe and secure. Mark has appeared on numerous podcasts and symposiums to share his insights into how technology can transform the lending process. He has been recognized as one of the top business leaders in metro Detroit.
Moderator: Erin Palmer Erin Palmer has held a number of executive leadership roles over 25 years including Mortgage Operations, Sales, Technology, and Capital Markets. He has served as an Executive Advisor through the Teraverde Alliance to banks and mortgage bankers in these specialties. He has served as a Loaned Executive to banks and mortgage bankers in these areas, and has led organizational transformation efforts for regional banks through ten mergers and acquisitions. Mr. Palmer has been featured in American Banker on controlling mortgage costs, and provides thought leadership and strategic guidance for motivated lenders.
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Recruiting and Retaining Young and Diverse Talent
 JT Westendorf
Angott Search Group
 Paul Gigliotti
Axis Lending Academy
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JT Westendorf is a graduate of Western Michigan University, holding a BBA with a major in Computer Information Systems, and minors in General Business and Accounting. He has been a key member of the ASG team since 2006 and this past year, he has been promoted to President.
Earning his Certified Senior Project Coordinator title in 2009, he is committed to treating his clients the way he would want to be treated himself – with honesty, integrity, dedication and attention to communication. It is this philosophical approach to his work that allows him to execute search and recruitment for such a wide range of position levels in the banking and credit union sectors, including everything from CEOs, CFOs and CIOs to loan officers, business bankers and branch managers. JT. brings a multi-faceted approach to his position, and an adaptability that enables him to effectively pair the right personalities with the right organizations and positions.
Paul Gigliotti First and foremost, Paul Gigliotti is a loving husband to his spouse Aaron and proud father to their 7 year old son and 3 year old daughter. He operates and works with the principles of being truly integrated between home and work. This whole-self approach to life allows for a stronger focus of energy for who we are as individuals, creating momentum toward where we want to go and in alignment with how we will successfully meet our goals.
Paul Gigliotti has held executive positions within multiple companies both in the industry and outside, allowing him to bring new perspectives and innovations to the mortgage lending industry. Between 2008-2010 Paul immersed himself in the technology world while working at Cisco Systems, there he incorporated his two work passions, technology within the mortgage lending industry. He began to discover that Innovation is circular and should be felt, not only by the consumer but internally, by the team members. He found passion in innovation that brought forward his desired level of holistic growth and success for all. Paul’s latest passion is to ensure all of his team members are provided with the ability to grow and excel beyond their function. He strongly believes that the only true way for a consumer to have an authentic journey is for each point of contact to also have felt the same level of authenticity.
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7 Words to Change Your Life!
Sue Woodard
STRATMOR Group
Independent Consultant, Public Speaker and Media Columnist, Commentator, Contributor
 WATCH THIS VIDEO ABOUT SUE'S PRESENTATION
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Along with her signature passion for people, Sue Woodard brings over thirty years of experience to her roles as an independent consultant, Senior Advisor to the STRATMOR Group and industry “Evangelist At Large”!
Sue started her career at the ground level in financial services, became a top producing originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive.
Having held many executive and leadership positions throughout her career, Sue’s consulting specialties are in customer experience, content strategy, and developing executive brand and company presence via speaking, media and social media.
In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking and the Housing Wire Vanguard Award.
She also serves on the board of HOPE4Youth, a non-profit working to end youth homelessness, as well as on the board of Axis Lending Academy, an industry non-profit working to lift individuals into mortgage careers.
As a bit of a thrill seeker, she has sky-dived over Vegas, fire walked on hot coals, Harleyed down Route 66, run a Ragnar through the desert and cage dived with great white sharks – but claims nothing has been more exciting than raising her millennial daughter.
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How To Succeed with Social Media
Joe Wilson
Social Coach
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Joe Wilson is the founder of  , an enterprise social media management platform built specifically for mortgage. His sole focus is helping loan officers grow their business through the use of social media, pulling in marketing, compliance, and sales to one easy-to-use platform. Joe has been in the mortgage industry since 2005 starting as a loan officer, then transitioning to the technology side in 2010, where he has played major roles in fast-growing organizations such as Mortgagebot, Ellie Mae, Fairway Independent Mortgage, SimpleNeuxs, ListReports, and now SocialCoach. Joe is very involved with the Mortgage Bankers Association, completing the Future Leaders Program in 2013, being named a "Rising Star" by HousingWire in 2018, and "Most Connected Mortgage Professional" by National Mortgage Professional Magazine.
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Industry Perspective
Rob Chrisman
Stratmor Group
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Rob Chrisman began his career in mortgage banking – primarily capital markets – 36 years ago in 1985 with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He was an account manager and partner at Tuttle & Co. until 1996, when he moved to Scotland with his family for 9 months.
He returned to the United States in mid-1997 and ran Secondary for Standard Financial, a sub-prime lender in northern California. In late 1997 Rob was hired by CrossLand Mortgage to start, and be the president of, a sub-prime company named OnCall Mortgage (a division of CrossLand). OnCall Mortgage was in existence until Wells Fargo purchased First Security Bank (the owner of CrossLand) at the end of 2000.
Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing. In early 2003 and re-joined Tuttle Risk Management Services, Inc. TRMS (now Compass) provides mortgage pipeline risk management for mortgage companies and thrifts that seek to originate and sell loans into the secondary mortgage market. In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender you all know, leaving there in late 2008 to focus on not only publishing a widely read daily market commentary on current mortgage events but also on his family.
He is on the board of directors of Inheritance Funding Corporation, a financial services company which advances capital to heirs, of Doorway Home Loans, of AXIS Appraisal Management, and of the California MBA. He is also a member of the Secure Settlements Advisory Board, an associate of the STRATMOR Group, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.
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