New York Association of Mortgage Brokers




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Preliminary Program

Wednesday, October 10, 2018

12:45 PM -  1:45 PM | General Session A: "Ready for the Next Phase of Mortgage Broker Business?" in the Skylight Room, Uniondale Marriott (coffee provided)

Non QM (qualified mortgage) is the FASTEST Growing segment in New York State. Do not miss out on the opportunity to get in on the ground floor of this most exciting money making business. 

Guest Speaker:



Rick Sharga 

Executive Vice President
Carrington Mortgage Holdings

CarringtonMortgage Services is a Wholesale lender providing loans to the underserved markets with a flexible array of Government, Conventional and Non QM loan programs for Purchase and Refinance and Investor loans.  We are the Go-to-lender for Tough Loans with loan programs for those with less-than-perfect credit down to 500 FICO.  

Moderator: Mark Favaloro, NYAMB President



2:00 PM -  3:00 PM | General Session Panel: "Profit from Originating Small Balance Commercial Mortgages" in the Skylight Room, Uniondale Marriott (coffee provided)

Small balance commercial mortgage originations are geared to break the $50,000,000,000 mark this year. Come learn how your firm can capitalize on originating small balance commercial mortgages. This presentation will discuss the niche commercial mortgage programs offered by each of our panelists. and how your company can start profiting from this often overlooked sector of the mortgage market place. You will walk away from the presentation with tips on how to underwrite and submit a commercial mortgage request, prospecting tips for commercial mortgage leads and with insight on how and why you should enter this very lucrative part of the mortgage industry.

Panelists: 

Charles Ruffin
Sales Manager
Emigrant Mortgage Company

Emigrant Funding Corp., a division of Emigrant Bank, specializes in providing financing for commercial mortgage requests from up to $5,000,0000, higher loan amounts by exception.

Jason Haye
National Sales Director

Velocity Mortgage Capital

Velocity Mortgage Capital is a nationwide, direct portfolio lender dedicated exclusively to providing investment property loans for residential 1-4, multi-family, mixed-use and small balance commercial properties.

Ed Ainbinder
SVP National Sales Production
Cherrrywood Mortgage, LLC

  1. Cherrywood Mortgage, LLC is a nationwide, non-bank, direct lender specializing in small-balance commercial loans from $200K to $5MM offering more flexibility than traditional lending sources.           

Session Moderator: Chris Caggiano, NYAMB President-Elect


3:15 PM - 5:15 PM | Training Seminar "Building Lasting Relationships with Real Estate Brokers & Agents to Grow You" in the Skylight Room, Uniondale Marriott (coffee provided)

Earning business from Realtors can be very lucrative, but it is also important to understand the challenges that Real Estate Brokers & Agents face in the industry if you want to engage with more of them.  This can be the key to a long-lasting relationship between Loan Officers and Realtors.



Seminar Instructor: 

Hector Castillo
President & CEO
EXIT Realty New York Metro

Moderator:  Mark Favaloro, NYAMB President



6:30 PM - 10:30 PM | "Opening Night Kick-Off & Awards Dinner  at the Cradle of Aviation Museum

Join us for an evening of Fun as we Kick off this years convention at the Cradle of Aviation Museum  with Cocktail Hour, a Show, Full Dinner with Industry Awards & Recognition and 4 Hours of Open Bar all compliments of this year's Kick-Off Sponsor: UWM

KICK-OFF & AWARDS DINNER IS SOLD OUT!
NO ONSITE TICKETS WILL BE AVAILABLE FOR PURCHASE. No Exceptions!

Opening Night Kick-Off is Sponsored by:

 


Thursday, October 11, 2018

8:30 AM - 9:45 AM | "Broker/Lender Roundtable Breakfast" Uniondale Marriott (breakfast included)

This is a closed session for Independent Mortgage Broker Owners only. An informal sit-down with a panel of top Industry Wholesale Lenders. Products, Services, Scenario's, Relationship Building, Q&A and so much more....Great atmosphere to discuss concerns and share ideas with fellow mortgage professionals. Broker must pre-register and select this session during the registration process to participate.





Panelist: 

Allen Beydoun
Executive Vice President of Sales
United Wholesale Mortgage





Panelist: 

Bob Cohen
Senior Account Manager
Emigrant Mortgage Company





Panelist: 

Deborah Robertson
Sales Manager
Plaza Home Mortgage




Facilitator:

Mark Favaloro
President, NYAMB
Broker Owner, NMLS#66783

Amstrust Mortgage




Panelist:

Arthur P. Saitta
AVP & Residential Business Officer
Ridgewood Savings Bank





General Sessions:

9:50 AM | President's Welcome Address & Association Updates
NYAMB's leadership will provide members with the latest association & industry updates

Speakers: 




Mark Favaloro

President, NYAMB
Broker Owner, NMLS#66783

Amstrust Mortgage

10:00 AM -  10:50 AM | General Session A: "Compliance Remains Critical for Sucess"

You've heard of the three tenors?? Well, back by popular demand, NYAMB presents "The Three Regulatory Attorneys"

This session will address all of the current issues that you need to know about including:

  1. Advertising and Social Media 'faux pas' that result in fines;
  2. Transitional Licensing;
  3. Compliance Management Programs;
  4. LO Compensation;
  5. And much much more....

Bring your questions and scenarios for discussion.  This session is a ‘must’ for all brokers

Expert Panelists:




Michael P. Barone, Esq.
 
Managing Partner
Abrams Garfinkel Margolis Bergson, LLP

Panel Moderator: Arthur P. Saitta, AVP & Residential Business Officer, Ridgewood Savings Bank


11:00 AM - 11:50 AM | General Session B: "How to Win the Credit Reporting Game"

In this session Paul will discuss the following topics:

  • Credit Bureaus have tightened reporting rules: Who Wins?
  • NCAP: National Consumer Assistance Program
  • Changes to the FCRA: Fair Credit Reporting Act
  • Making Sure Your Borrowers are Maximizing the New Laws
  • Guest Speaker: Paul Oster, Better Qualified






Paul Oster
Founder & President
Better Qualified, LLC

Moderator: Robert Moulton, Long Island Regional President


12:00 PM - 12:40 PM | General Session C: "Tips, Tricks, & Tools to Keep You S.A.F.E."

Cybercrime is BIG BUSINESS as it reaches a $2TRILLION criminal economy. The number one target is not big banks, insurers, health care providers or retailers, but small and middle market companies who don’t have the financial or human capital that big businesses do to combat cyber criminals.  Since 60% of all businesses who are attacked go out of business, and with regulators requiring you do something to protect information, you don’t have the luxury of saying “it won’t happen to me.” This session will give you invaluable tips, tricks and tools (some of them FREE!) to harden the attack surface and secure your business.




Guest Speaker:
Al Alper
Chief Executive Officer, Absolute Logic & Cyberguard 360


Moderator: Richard Biondi, Past President


12:45 PM - 2:15 PM | Lunch in the Exhibit Hall (open for Full Conference Registrants Only)

Join us for lunch with the Exhibitors in the Exhibit Hall for an exclusive meet and greet designed to provide our attendees and exhibitors a little one-on-one time with our vendors. Exclusively for full conference registrants only. Lunch, cash bar and raffle drawings held in the exhibit hall. 






2:30 PM - 4:00 PM | General Session D: "NYSDFS Legislative Updates"
 

The regulatory landscape across this country is ever changing. While regulatory focus shifts from Federal to State regulatory initiatives, New York Department of Financial Services remains at the pinnacle of  regulatory vigilance.  New York’s Superintendent has renewed vision and goals.  Consumer protection issues remain paramount.  Cybersecurity readiness is mandatory.  What does New York State expect from the industry?  How does DFS hold industry to these enhanced standards of oversight?  Are you equipped to withstand the scrutiny of a DFS review? What are the rules of the road when applying for a branch, sponsoring a loan officer or making a new application?  Don’t make the mistakes that will cost you time or money. And so much more…!




Guest Speaker:

Rholda Ricketts, Deputy Superintendent
Mortgage Banking Division, New York State Department of Financial Services (NYSDFS)

Moderator:  Bonnie S. Nachamie, Esq.Principal Partner, Bonnie S. Nachamie, P.C.



Concurrent Breakout Sessions

4:15 PM - 5:15 PM | Breakout Session A: "Making the Mission of Homeowership More Possible"

Are you developing your business to meet the needs of the Borrower of the Future? Freddie Mac will share information and innovative strategies to help you meet your customer needs and earn more profit, in the coming years.



Guest Speaker

Jason Jefferies
Affordable Lending Manager NE
Freddie Mac

Moderator:  Robert Russo, Immediate Past-President


4:15 PM - 5:15 PM | Breakout Session B: "Light the Fires and Kick the Tires to Growing Your VA Home Loan Business"

Come on in and learn first hand how to incorporate your passion and love for helping our military into a system that can grow your VA production exponentially.  Learn how to differentiate yourself from EVERY mortgage originator in the industry.  Whether you JUST passed the NMLS test or have been originating for 30 years, this program will  help you HELP those who sacrificed so much for all of us. Learn marketing tips and tricks that can light the fires and kick the tires to grow your VA Home Loan Business like never before!




Guest Speaker:

Richard M. Betttencourt, Jr. CMHS, CRMS
President-Elect, NAMB
Branch Manager of Mortgage Network, NMLS#7810

Moderator: Chris Caggiano, NYAMB's President-Elect


5:30 PM - 7:30PM | Exhibit Hall Networking Reception (food w/cash bar & raffle drawings)

Vendor Booths, Reception/Food with Cash Bar, Raffles, & Networking

Stop by and visit our Exhibitors and get the latest updates on Products & Services available in the Marketplace. Our Expos are a proven way to grow your business and meet the decision makers in Wholesale Mortgage. Unparalleled networking opportunities to build connections. Take advantage of Early-Bird & Pre-Registration Discounts. Bring a Friend and be a part of New York's Expo with the best in Wholesale Mortgage.




Program is subject to changes. Please be sure to bookmark this page and check it for the latest updates.