Innovate To Elevate:

The Future of Mortgage Lending

Sunday, September 22nd – Tuesday, September 24th

We hope you will join us at the upcoming 2024 Pacific Northwest Mortgage Lenders Conference (PNMLC) at the Seattle Grand Sheraton, September 22-24, 2024. We will explore the latest trends, challenges, and opportunities shaping the mortgage industry. As our industry continues to evolve through technology, innovation, and adaptation, we will present an impressive lineup of local and national industry leaders who will share insights on critical topics impacting the mortgage industry.

CONFERENCE PREVIEW

Join Conference MC Ken Perry of The Knowledge Coop to welcome fabulous speakers and discuss the following topics:

• Affordability and The Future of Real Estate
• Embracing Technology: AI and Social Media
• Strategic Partnerships Advocating Homeownership
• Regulatory Landscape and What Lies Ahead

In addition to our main conference, we are offering a separate track dedicated to originators featuring industry experts who will educate and inspire attendees.

Together, we can shape the future of mortgage lending and propel our industry to new heights.

Please register to secure your spot for the 2024 Pacific Northwest Mortgage Lenders Conference today and secure your spot among industry leaders and innovators. Follow us on LinkedIn, Facebook, and Instagram as we continue to roll out our lineup of speakers and session topics.

Sheraton Grand Seattle

1400 6th Ave, Seattle, WA 98101

2024 CONFERENCE MC:

Ken Perry

President/CEO, The Knowledge Coop

Ken Perry is the President/CEO of The Knowledge Coop, a groundbreaking social learning technology platform that is reshaping how companies in the mortgage industry communicate and collaborate internally.

Ken's journey as a speaker and trusted mortgage resource began back in 2003 when he addressed the pressing issues of identity theft and cybercrime. Since then, he has become a recognized authority on the latest trends and regulatory changes affecting the mortgage and real estate sector. With a passion for staying ahead of industry developments and a knack for distilling complex topics into accessible insights. Ken Perry brings a unique blend of expertise, humor and a dynamic speaking style to every event he attends.

At the heart of Ken’s technological innovation is Coop+, an all-in-one online learning hub for

mortgage professionals. It provides NMLS-approved education, a cutting-edge AI assistant, and

over 100 master classes. Coop+ offers even more, including weekly industry news videos,

essential training, and extra classes to boost efficiency and increase loan closing rates. It also

hosts a vibrant community for professionals to connect and collaborate, fostering growth and

success.



In addition to his career in training and developing technology, Ken hosts the captivating

podcast “Lessons From Last Time.” He shares stories infused with lessons of triumph over life

and industry challenges, illuminating paths of resilience and growth that will bring inspiration and

encouragement to his listeners

FEATURED 2024 SPEAKERS:

David Battany

Executive Vice President of Capital Markets, Guild Mortgage Company

Mr. Battany is the Executive Vice President of Capital Markets for Guild Mortgage Company.   He oversees the firm’s capital market activities, including pricing, hedging, and secondary market execution. He’s also responsible for Guild’s credit policy, shipping, and product development functions. Mr. Battany manages investor relationships with GSEs, government agencies, and private investors. Prior to joining Guild, Mr. Battany was Chief Product Strategist for Penny Mac from 2012 to 2015, where he was responsible for managing the product development group, as well as its relationships with Fannie Mae, Freddie Mac, FHA, VA, USDA, Ginnie Mae, and mortgage insurance companies.

From 1990 to 2012, Mr. Battany was with Fannie Mae, based in Pasadena, California where he served as Director of Single Family Business and was responsible for managing the firm's relationships with west coast based lenders. Mr. Battany began his career in 1986 with First Interstate Bank of California, where he traded and hedged the bank's mortgage production.

Mr. Battany is a member of the MBA’s board, the Vice Chair the MBA’s Residential Board of Governors and is a member of the MBA’s Affordable Housing Advisory Committee. He was the previous chairman of the MBA’s Secondary and Capital Markets Committee, the MBA’s Residential Production Committee, and Co-Chair of the MBA’s Affordable Housing Advisory Committee. Mr. Battany is presently the Co-Chair of the National Housing Conference’s Black Homeownership Collaborative’s Credit and Lending Workstream Committee. He was previously a board member of the California MBA, Habitat for Humanity, and Rebuilding Together. Mr. Battany graduated from the University of Colorado's school of Business Administration with a BS degree in Finance.

Jean Bradley

Strategic Business Development Executive, Essent Guaranty

Jean Bradley is an executive with Essent Guaranty, responsible for Strategic Business Development. With over 30 years of mortgage industry experience, ”Connecting people everywhere” is a motto she lives by.

Jean is an active leader and mentor throughout the MBA mPower community, promoting the advancement of women in the mortgage insurance and mortgage industry in the areas of sales leadership and relationship development. Jean was nominated to serve as a member of the Board of Directors for the MBA Opens Doors Board in 2018, promoting the mission of helping vulnerable families with critically ill or injured children stay in their homes while being treated.



Jean holds a B.A. in Mass Communications & Journalism with a minor in Business from St Bonaventure University as well as the Executive Advanced Leadership program at the University of Virginia, Charlottesville, VA.

Ally Carty

Social Media Manager, Guild Mortgage Company



Ally Carty, a 25-year-old "Gen-Z Guru," draws inspiration from her experience in the mortgage industry to shed light on the influential role of social media in connecting with potential Gen-Z homebuyers in her life. Transitioning to a role within Guild Mortgage's marketing team as a social media manager, she channels her passion for empowering young individuals to make informed decisions in their first home purchases. Ally brings a fresh perspective into the real estate finance sector, collaborating closely with loan officers to refine strategies, craft personalized approaches, and foster stronger connections with the next generation of homebuyers. Well-known for her generational expertise, she frequently takes the stage as a speaker and panelist at industry-leading events hosted by institutions like the Mortgage Bankers Association and The Mortgage Collaborative. Beyond live events, Ally shares her impactful insights as an active contributor to HousingWire, where she delves into effective methods of engaging Gen-Z homebuyers. Her overarching goal is to shape the future of homebuying, ensuring both loan officers and young homebuyers thrive in a dynamic market landscape.

Tai Christensen

Co-Founder and President for Arrive Home

Tai Christensen is the Co-Founder and President for Arrive Home, a national affordable housing innovator dedicated to helping responsible borrowers in underserved communities become homeowners through their Down Payment Assistance and Earned Equity programs. Tai serves as Chair of the American Mortgage Diversity Council (AMDC), Chair of the NAHREP Midwest Regional Council, and Chair of the California MBA DE&I Committee. She also serves as a board member for Axis Lift 360, a non-profit that focuses on providing the mortgage lending industry with a more diverse talent pool of job candidates. Tai was named a Woman of Influence Award by HousingWire in 2024 and 2023. She also won the 2023 Women with Vision Award, the 2023 National Mortgage Professional Women of Inspiration Award, the SUCCESS Magazine’s 2023 Emerging Entrepreneur Award, the 2022 Thought Leader Award from Progress in Lending, and the 2021 Mortgage Professional America Elite Women Award. Tai has been featured in Forbes, CBS News, Business Insider, Fox Business News, and Consumer Affairs. She is passionate about assisting credit worthy borrowers in disadvantaged communities become homeowners and build intergenerational wealth through homeownership. Tai lives in Eagle Mountain, Utah, with her husband, three daughters and their black lab, Charley. She attended Brigham Young University in Provo, Utah, and has over 20 years of experience in the mortgage industry, specializing in working with underserved communities.

Rishi Choudhary

CEO and Founder of Kastle-AI

Rishi Choudhary is the CEO and Co-Founder of Kastle AI, a startup that is redefining how mortgage lenders communicate with their customers. Kastle AI is backed by top investors from Silicon Valley including Y Combinator.

Prior to founding Kastle AI, Rishi led Redfin’s Mortgage Marketplace as a Product Manager where he built digital products to help homebuyers estimate what they can afford and easily connect with a lender that met their needs. Rishi holds a degree in Systems Engineering and Computer Science from the University of Illinois at Urbana Champaign and is an avid golfer, hiker, and reader.

Deb Jones

Senior Vice President of Mortgage Capital Markets and Portfolio Management

Deb Jones’ is a Certified Mortgage Banker (CMB), whose career spans over 35 years in the mortgage finance industry.

Deb began her mortgage journey as an intern and trainee, traversing through various roles and gaining firsthand experience in all aspects of the mortgage industry’s evolution.  Deb directly managed billions in performing assets for the Resolution Trust Corporation during the savings and loan crisis.  From there, Deb went to Wall Street with Greenwich Capital, where she worked in deal management to acquire and sell mortgage assets.  Deb’s entrepreneurial family’s culture encouraged Deb to partner in a mortgage consulting firm, Security Financial Group, where she drove and effected business opportunities with lenders while providing secondary marketing transaction management and outsourcing support.

A true love of mortgage capital markets led Deb to American Home Funding, which became Charter One, and now, Citizens.  Deb has held diverse senior leadership roles over the years, including Chief Administrative Officer over operations, capital markets, joint ventures, and captive reinsurance.  Currently, Deb serves as Senior Vice President of mortgage capital markets and portfolio management, leading a dynamic leadership team and driving collaboration and excellence in execution.  Her collective experiences enable Deb’s deep contribution to Citizen’s mortgage strategy.

Deb is actively engaged in trade associations, such as the Mortgage Bankers Association (MBA), the Housing Policy Council, advisory boards, lender roundtables, and various committees.  She currently serves as Secretary of MBA’s CMB Society and was formerly Chair of MBA’s Capital Markets Committee.  Deb’s passion is giving back through, education, networking, and advocacy.  She regularly partners with trades, agencies, and regulators on policy feedback and is a frequent speaker on mortgage issues. Deb also mentors veterans seeking to enter the private market, through Citizens’ Business Resource Groups – Veterans and Military Advocacy.

Deb is co-founder in her sister’s company, Square One Organic Spirits.  She lives outside of Richmond, Virginia, on a small horse farm where Deb spends most of her free time riding and caring for her animals.  Deb believes her most important learning from career and life has been to become comfortable with the uncomfortable.  Doing so includes accepting constructive criticism, change, and disappointments, then turning it all into an opportunity for growth and positivity.

William Kooper

Vice President, State Government Affairs & Industry Relations

Mortgage Bankers Association

William Kooper is Vice President of State Government Affairs and Industry Relations at the Mortgage Bankers Association and in that capacity leads MBA's advocacy efforts at the state and local level as well as MBA's engagement with mortgage banking associations across the country. William is responsible for the MBA State Legislative and Regulatory Committee, staffs the State Association Relations Committee and leads the State Relations Initiative -- MBA's program to partner with state associations to align business development, communications and advocacy interests.

William joined MBA in January 2001 as Director of Government Affairs, and has had a variety of roles assisting MBA members. Before leading the state program, he was Associate Vice President of Legislative and Political Affairs where he directed MBA's nationwide grassroots advocacy program, the Mortgage Action Alliance, Inc. and the planning and execution of MBA's National Advocacy Conference. He also served as staff to MBA's political action committee, MORPAC.

Prior to joining MBA, William was appointed by President Bill Clinton as Special Assistant and Briefing Coordinator to U.S. Department of Housing and Urban Development Secretary Andrew Cuomo. At HUD, William prepared the Secretary's daily event briefings, wrote the Secretary's weekly report to the President and also made contributions to Presidential and Vice Presidential briefing documents. William's other positions in and out of government have included Manager of Government Relations at HIP Health Plans in New York City, Senior Legislative Associate to the New York State Assembly Committee on Health, Research Analyst for the New York State Assembly's Council on Health Care Financing, and Confidential Assistant to New York Governor Mario Cuomo. 

William was born in New York City and raised in Newtown, Connecticut. He received his MPA with a concentration in management from New York University in 1991 and his BA in International Affairs from Trinity University in 1986. William also studied at the University of East Anglia in the United Kingdom and attended the Chase Collegiate School in Waterbury, CT.

Lennox Scott

Chairman and CEO of John L. Scott Real Estate

Lennox Scott is the third generation Chairman and CEO of John L. Scott Real Estate founded in 1931 by his grandfather. Lennox is nationally recognized in the SP 200 rankings as the 27th most influential person in the residential real estate industry. Lennox is also very involved with the National Association of Realtors, collaborating regularly with the NAR leadership and executive teams and in 2024, is the past-chair of the NAR Diversity Committee as well as a member of the NAR Large Brokerage Advisory Group.

John L. Scott Real Estate is currently celebrating its 93rd year in business with over 100 offices and more than 3,000 Broker Associates in the states of Washington, Oregon, Idaho, and California. The company has been recognized as one of the top 20 most productive residential real estate brands in the nation, transacting tens of thousands of transactions each year. John L. Scott Real Estate’s core value is “Living Life as a Contribution®” which applies to every facet of life – at work, at home, and in the community.

The John L. Scott foundation is dedicated to helping kids get healthy and be at home. In 2023, the Foundation helped sponsor 30 events for 18 children’s hospitals, which helped raised nearly $20 million. dollars for children’s healthcare. Additionally, John L. Scott brokers and support team members prepared 50 dinners, serving over 3,500 meals for families staying with Ronald McDonald House charities.

J. Tony Thompson, CMB

Founder & CEO of the National Association of Minority Mortgage Bankers of America (NAMMBA)

J. Tony Thompson, CMB is the Founder & CEO of the National Association of Minority Mortgage Bankers of America (NAMMBA), an organization dedicated to increasing the engagement of women and minorities with the Mortgage Bankers Association at the local, state and national level. Since its inception in 2016, NAMMBA has grown to over 30 chapters and 7,500 members nationwide.

J. Tony Thompson, CMB has over 15+ years of leading and building high performance sales teams. As the Founder/CEO of NAMMBA, Mr. Thompson’s vision is to create a platform where women and minorities can connect, grow and become leaders in the mortgage industry while providing a platform to recruit and train the next generation of mortgage professionals.

Mr. Thompson received his B.S. from South Carolina State University in Business Administration and a MBA from Webster University. In 2011, he received his Certified Mortgage Banker (CMB) designation from the National Mortgage Bankers Association. This distinct designation is held by less than 1% of industry professionals. He currently is a board member for the National Mortgage Bankers Association Residential Loan Production Committee and a graduate of the MBA Future Leaders Program. Over the last several years, he has been recognized and featured in many industry publications for his dedication to the community and mortgage industry. Finally, Mr. Thompson serves on the board of directors for several non-profit organizations and is a member of Omega Psi Phi Fraternity, Incorporated.

CALL FOR SPONSORS:

The 2024 PNMLC has amazing opportunities for sponsorship! If you are interested in getting involved as a sponsor,

please email admin@wa-mba.org.