Tuesday, November 3, 2020 - 11:15 AM – 12:15 PM CT
Leading Change: Execution in the COVID World of Consumer Lending
Sponsored by Auto Financial Group
Bernard Putz, Ph.D., VP Business Transformation, VP Learning & Organization Development, First Tech Federal CU
Leading people through every day change is a challenge – leading through a crisis is a skill! Learn how to instill a learning and growth mindset, and a robust, agile approach to enterprise change management. This will allow you to effectively and efficiently engage all stakeholders. Dr. Putz will share how to obtain stakeholder buy-in, inspire flawless execution, but most importantly, use empathy to lead teams through abrupt business changes.
“Sacred Cows” in Mortgage Lending: Where Do They Hide in Your Shop?
Brandy Phillips, VP Mortgage Lending, TDECU
Learn how TDECU reinvented their Mortgage Program by asking the right questions and challenging Sacred Cows! Brandy Phillips, VP of Mortgage Lending at TDECU is excited to share details of their journey that led them to a significant reduction in turn time, a 36% increase in loan volume, and many other operational efficiencies. She will share insight to help you identify Sacred Cows in your shop that add time and friction to the loan process, as well as pitfalls to avoid along the way.
Business Lending: Managing the Portfolio We Have & Finding Good New Loans
Panel: Dexter De Mesa, VP, Strategic Initiatives, CU Business Group
Michael Dill, EVP Chief Lending Officer, Royal Credit Union
Jerry Mora, VP Business Banking, SCE FCU
Moderator: Ethan Nelson, VP Credit Administration, Oregon Community Credit Union
Preparing for 2021, now that our landscape has changed, what is next in Commercial Lending? Sit down with experts in our industry to discuss how they are adapting and preparing for the future.
The session will cover how to properly grow and manage a safe and sound commercial lending portfolio. We will discuss all aspects of commercial lending including, but not limited to origination, process, underwriting, reporting, and the overall administration. Last, we will also discuss current trends along with exploring different ways to find high quality opportunities.
Living in a COVID World – Winning Strategies to Help Reduce Loss
Sponsored by Allegro™ Lending Suite – Integrated Lending Technologies, LLC
Karin Brown Purtell, EVP Consulting, Lending Solutions Consulting
To say that we live in uncertain times would be a gross understatement. However, one thing is for certain, that at least in the foreseeable future, Covid-19 is here to stay and we need to adapt to our new normal.
As we enter into what is historically the most difficult collection period, the upcoming months economic forecast is uncertain. To be successful we need to take a forward-looking approach, monitoring trends and developing strategies that will help provide win-win solutions for our members. The coronavirus has a lot of dark sides, even so, the current crisis provides an opportunity to reconnect and help our members weather this storm.
Karin Brown Purtell will discuss the latest economic impacts affecting our delinquency and loss results? How to navigate what has become our new normal, and what strategies we can employ to reduce repossessions and losses?