Questions discussed at this roundtable include:
• What are some of the most successful things you’ve done to turn customers into repeat customers?
• At what stages of the customer lifecycle do your loan officers most often lose track of prospects and customers?
• How do you maintain a human connection in today's digital world?
• How do you personalize messaging as prospects move through the pipeline?
• What challenges do you face in building personalized and automated marketing campaigns – across your organization?
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Profile
Sue Woodard
Country
Company
Total Expert
Job title
Chief Customer Officer
Interests
About me
Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer. Her focus is on helping clients achieve greater productivity and long-term success. Sue started her career as a top originator, and then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. 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 Mortgage Professional America HOT 100 list, the Housing Wire Vanguard Award, and the National Mortgage Professional Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.
Elizabeth Karwowski
Country
Company
Get Credit Healthy
Job title
CEO
Interests
About me
John Norris
Country
Company
Benchmark Mortgage
Job title
Chief of Staff
Interests
About me
Christine Mitchell
Country
Company
VPMA LLC dba Plan Milestone
Job title
Business Development Officer
Interests
About me
Bill Higgins
Country
Company
Essent US Holdings
Job title
SVP
Interests
About me
Dan Holtz
Country
Company
Sovereign Lending Group
Job title
Vice President
Interests
About me
Sue Melnick
Country
Company
Bay Equity Home Loans
Job title
COO
Interests
About me
Rebecca Morphis
Country
Company
Total Expert, Inc.
Job title
Regional Sales Manager
Interests
About me
Aqil Ahmed
Country
Company
Valuelink Software
Job title
SVP-Operations
Interests
About me
Kevin Sipe
Country
Company
VOENOE
Job title
President & CEO
Interests
About me
Arun Tripathi
Country
Company
HSBC
Job title
Head of Mortgage Products
Interests
About me
Edward Parcaut
Country
Company
TAYGO Inc
Job title
Director of Sales
Interests
About me
Peter Boomer
Country
Company
PNC Bank
Job title
Executive Vice President Mortgage Originations
Interests
About me
Sumit Singh Gambhir
Country
Company
TRANSUNION
Job title
Director Product Development, Mortgage
Interests
About me
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