Lunch & Learn: Lender Panel


17 Oct

Lunch & Learn: Lender Panel

Lunch & Learn: Lender Panel

Friday, October 17, 2014 (11:00 AM to 1:30 PM)
0 CE Hours
St Paul Area Association of REALTORS - Saint Paul Office, St Paul, Minnesota

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Unfiltered, Raw & Live: Lenders & Closers Spill the Truth – A Panel Discussion

Have you ever wanted to get a group of lenders and closers together in a room and ask them why there are so many bumps and hurdles in the process of getting a loan approved to getting it closed? Regulations, mandates, and the CFPB? What’s the BIG deal and how do these really impact me?

Well, here is your chance. Join SPAAR for a Lunch and Learn with leading industry mortgage lenders and title company closers when they “Spill the Truth” about the process, the new CFPB mandates, and the little things that can blow up a transaction. In 2015, we will see more changes that the Consumer Financial Protection Bureau (CFPB) has mandated and this panel discussion will leave you informed and prepared so you can head off the closing crisis and look like the hero to your clients when they have a smooth and stress free transaction. Come fill your mind with new information and fill up your stomach with an amazing lunch – ALL FOR FREE!

MODERATOR
Meg Chiodo, Royal Credit Union

PANELISTS
Bill Schwietz, Summit Mortgage
Chris Jensen, Wells Fargo Home Mortgage
Mark Erickson, Royal Credit Union
Nick Dreher, Liberty Title
Shelly Baechler, Burnet Title
Theresa Williams, Stewart Title

Bill Schwietz, Summit Mortgage
http://www.billschwietz.com
Bill Schwietz started his career in mortgage banking in 1982. During that time he has held positions ranging from assistant auditor to company owner to CEO, but has always been involved in retail loan origination. He is a former president of the Minnesota Mortgage Association and current chair of the government affairs committee. Bill has been recognized as a Certified Mortgage Banker by the Mortgage Bankers Association (of America) and is a recipient of the Lifetime Achievement Award from the Minnesota Mortgage Association.

Chris Jensen, Wells Fargo Home Mortgage
http://www.wfhm.com/christopher-jensen
Chris Jensen is a Mortgage Consultant with Wells Fargo Home Mortgage. He has been in the mortgage industry for over a decade, joining Wells Fargo 3 years ago. Chris is very passionate about his clients and the housing industry. He has been selected as a 2014 Super Mortgage Profession by Mpls St Paul Magazine, and is a member of the SPAAR YPN committee. A lifelong resident of Saint Paul, Chris loves spending time with his family and watching hockey. He is a volunteer youth soccer coach, and enjoys volunteering at several charities throughout the Twin Cities. Chris resides in the Mac Groveland area with his wife Kelly, and children Andrew and Mary, and their dog Buddy. He can be contacted at 651-205-8135.

Mark Erickson, Royal Credit Union
https://homeloans.rcu.org/default.asp?siteId=409543E9-949C-4467-B2B0-181EB6EC04D7
Mark began his career in the mortgage industry in 2003, joining RCU's Home Team in February of 2011. Whether purchasing, building, or refinancing, Mark's creativity and experience with many types of lending programs provides borrowers with peace of mind throughout the lending process. He focuses on counseling and educating borrowers and works to complete each deal in an efficient and timely manner. Mark shares RCU's vision to exceed the expectations of our Members.

Nick Dreher, Liberty Title
http://www.libertytitleinc.us/
Nick joined Liberty Title in 2010, after working in the real estate and mortgage business for nearly a decade. Nick has experienced nearly every aspect of a real estate transaction, giving him a unique understanding of complexities real estate professionals encounter. While with Liberty, Nick has expanded their overall objective; to provide adding value to mortgage and real estate partners, by providing coaching, consulting, education and focusing on relationships. Nick has created and maintained an educational series focused on Social Media, Goal Setting, Lead Generation and Accountability as a means to ensure agent and loan officer success.

Shelly Baechler, Burnet Title
http://www.burnettitle.com
Shelly Baechler began her career in the title industry in 1993. She has always been an integral part of the closing operations. For the past 15 years, Shelly has managed six closing offices in the eastern metro area and has stayed active within the real estate community. Shelly specializes in new construction, development and condominium projects. A core focus for Shelly is educating the real estate community about the intricacies of the closing process. She is an accredited Continuing Education Instructor as well as a trainer for the Minnesota Land Title Association.

Theresa Williams, Stewart Title
http://www.stewart.com/minneapolis
With over two decades of award winning housing industry service, management and business development, Theresa has built long-term professional relationships with customers and has 30 years sales and customer service experience starting in the State of Montana, Washington, Idaho and recently Minnesota. She was honored with the Regional Sales Award for Stewart Title in 2007. Recently made the Circle of Excellence program for Stewart Title Company.

Thank you, Lunch Sponsors!
Bonfe Home Warranty
Nations Title Agency of Minnesota
Summit Mortgage

St Paul Area Association of REALTORS - Saint Paul Office
St Paul Area Association of REALTORS - Saint Paul Office
325 Roselawn Ave East
St Paul, MN 55117

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