Authors List
Authors
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Leo Anzoleaga is a certified mortgage planning specialist and senior vice president of residential lending at Neo Home Loans. Over the past two decades, Anzoleaga has built his successful mortgage business through relationships, strategy, and execution. The Leo Anzoleaga Group is known for its exceptional customer service to clients and referral partners, in-depth cost analysis, and a commitment to follow through and follow up on every transaction. Anzoleaga is also a Forbes Finance Council contributor and the founder of the How2Collective.
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Patty Arvielo is CEO and co-founder of New American Funding. She is a self-made entrepreneur who co-founded and leads the nation’s largest privately- owned and woman- owned mortgage company, New American Funding. Arvielo manages the company’s operations and sales, while overseeing over 250-plus locations and approximately 4,460-plus employees nationwide. She also oversaw the creation of the company’s retail lending operation that has delivered origination growth of as much as 50%-60% every year for nearly a decade.
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Rick Arvielo is CEO and co-founder of New American Funding, the largest privately owned and Latina-owned mortgage company in the nation. Arvielo began his career learning successful business and marketing strategies, setting the foundation for an invaluable skill set when he and his wife, Patty, founded New American Funding in 2003. Over the past 20 years, New American Funding has grown into one of the top 20 mortgage companies in the U.S.
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Ara Aslanian is a founding partner and CEO of reevert, a software-as a service startup that provides data-backup and disaster-recovery services, and Inverselogic, a technology consulting and management company. He has more than 20 years of experience in enterprise information-technology systems and cybersecurity. Aslanian completed training in cybersecurity risk management at Harvard University. He is a member of the advisory board at LA Cyber Lab and is on the leadership council of Secure the Village, both of which monitor and counter emerging online threats.
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Ann Atkinson is a managing director specializing in small- balance loans and market real estate production for Sabal Capital Partners LLC, a wholly owned subsidiary of Regions Bank. Atkinson oversees production across the nationwide lender’s Freddie Mac and Fannie Mae loan programs.
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Jason M. Aubrey is a principal at PlattPointe Capital in Denver. PlattPointe is a nationwide commercial lending intermediary that seeks to meet the lending needs of its clients when more traditional bank products fall short. PlattPointe offers alternative-capital solutions for funding all types of commercial real estate projects and small-business, asset-based lending needs.
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Greg Austin is executive vice president of mortgage lending for Carrington Mortgage Services. In this role, he is responsible for overseeing all aspects of Carrington’s mortgage lending businesses, including the retail, wholesale and correspondent channels. Austin has more than 30 years of experience in the mortgage banking industry and started in the business as a loan officer. Accustomed to hard work and determination, Austin’s career includes senior leadership positions in both operations oversight and sales. Prior to joining Carrington in February 2018, Austin held a similar position at Impac Mortgage, as well as past sales-leadership positions at Lehman Brothers and Credit Suisse. Reach Austin at (949) 517-5280.
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Debora Aydelotte is the Denver-based chief operating officer for Promontory MortgagePath LLC. An established industry executive with 20-plus years of experience in business-performance leadership, mergers and acquisitions, business technology, risk management and strategic planning, her diversity and inclusion work both professionally and in her community has enhanced her leadership style and effectiveness. During her career, she has worked in startup and fintech development, and has taken industry companies to the next level.
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Dan Bailey is senior vice president of WFG Lender Services and WFG Enterprise Solutions. Bailey has nearly 20 years of experience in the title insurance industry, where he began his career as a compliance officer for a national title insurance company. He joined WFG in 2013, where he oversees operations for the lender services division, heads the enterprise solutions sales team and leads strategic direction for both organizations.
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George Baker is founder and CEO of Talk’uments, which provides interactive, multilingual, multimedia loan disclosure technology. Baker has more than 30 years of experience in all facets of mortgage lending, especially loan production. He developed Talk’uments in 2016 to meet an emerging need for lenders to address compliance costs as well as to help them better serve rapidly changing client demographics. Learn more at talkuments.com.
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Richard F. Bales is a senior underwriting consultant and counsel for Proper Title LLC, Illinois’ second-largest title-insurance agency that serves the residential and commercial real estate industries. Bales has been a guest lecturer and has written numerous articles on all aspects of title insurance.
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Jean Ballard serves as director of strategy and solutions at ThoughtFocus, specializing in the mortgage and lending sector. Ballard holds a bachelor’s degree in finance and marketing from the University of Virginia, an MBA in finance from George Mason University and a master’s degree in project management from George Washington University. She is passionate about utilizing artificial intelligence to enhance efficiency by integrating human expertise with technological solutions, including AI. Reach Ballard at jean.ballard@thoughtfocus.com.
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