Digitally Transforming the Mortgage Banking Industry: The Maverick's Quest for Outstanding Profit and Customer Satisfaction
Überblick:Über den Autor und weitere Mitwirkende James M. Deitch founded Teraverde® seven years ago after serving as President and CEO of five federally chartered banks for over twenty-five years. Teraverde® now advises over 150 clients in mortgage banking capital markets and financial technology ranging from some of the largest U.S. financial institutions to independent mortgage bankers to community banks. Jim founded two national banks including a top 50 national mortgage lender. Jim holds a Master of Business Administration with concentrations in Finance and Marketing and a Bachelor of Science degree in accounting from Lehigh University. He is a Certified Mortgage Banker and until he realized mortgage banking was a lot more interesting than public accounting practiced as a CPA. Jim has been a director of both publicly traded and privately-owned banks and lenders through some very interesting times. Jim’s experience in residential mortgage banking for the last three decades on a retail wholesale and correspondent basis led to an intense desire to learn about how technology could be applied to financial institutions. His experience includes multi-channel loan origination and sales management mortgage product design credit policy hedging securitization and loan servicing and his beginning to end experience – and his love of high performance aircraft -- has fueled his “need for speed” in applying technology to mortgage banking. He has served on the Mortgage Bankers Association Residential Board of Governors and served on CEO panelist and speaker for major financial institutions financial industry associations corporate clients the Department of Defense and universities. Jim is a thought leader and has published numerous articles in the industry publications. Jim lives in Naples Florida.