Author

Authors

Scott Oakley

Scott Oakley is CEO and co-founder of MooveGuru and YourHomeHub. YourHomeHub is the first-of-its-kind homeowner dashboard created for real estate professionals and loan officers to help clients manage everything in their home while staying top of mind in the process. Learn more at yourhomehub.com.
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Steve Octaviano

Steve Octaviano is chief technology officer at Blue Sage Solutions, a role he’s held since 2016, helping the company drive growth and technical innovation projects. His career is marked by successful design, development and delivery of complex and innovative mortgage lending and transaction management systems in financial services. Octaviano has worked with this core team within several prior organizations. Before Blue Sage, Octaviano spent nine years with IBM’s Global Business Services responsible for IBM’s Lender Solutions platform architecture and technical business strategy.
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Michael Oddi

Michael Oddi is the chief marketing officer at Velocity Mortgage Capital. He is responsible for the company’s brand image, messaging, marketing communications and media strategy.
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Roger Odoardi

Roger Odoardi is a co-founder, partner and licensed mortgage broker at Blue Water Mortgage Corporation, an independent mortgage broker serving Massachusetts, New Hampshire, Maine, Connecticut and Florida with 20-plus years of experience in the financial services industry.

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Suzanne Okun

Suzanne Okun is president of Premier Processing LLC, a professional third-party processor licensed in 46 states. Premier Processing, which is headquartered in Southfield, Michigan, understands the questions and challenges mortgage brokers encounter with processing loans and offers hands-on service at no cost to the broker. Okun is a successful executive with more than 25 years of success in the financial-marketing and mortgage industries. She has a proven record of increasing volume while improving efficiencies and encouraging interaction.
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Lee Oller

Lee Oller leads the Merchants Capital office in Chicago and brings 26 years of experience as a chief and LEAN underwriter. She has produced more than 350 closed transactions involving Federal Housing Administration (FHA) and U.S. Department of Housing and Urban Development (HUD) loan platforms. She has a deep understanding of FHA, multifamily and affordable housing, allowing Merchants Capital to grow its local presence in Chicago and regionally across the Midwest. To learn more about Merchants Capital, visit merchantscapital.com.
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Scott Olson

Scott Olson is executive director of the Community Home Lenders of America (CHLA). CHLA is the only national association exclusively representing independent mortgage bankers and is comprised of small and midsized community-oriented mortgage lenders and servicers.
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Harte Onewein

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Katrina Orlando

Katrina Orlando is vice president of sales engagement at Incenter Marketing, a full-service marketing firm that helps organizations build strong brands that are better able to transcend market fluctuations. With a career spanning over two decades in the mortgage industry, she is a fervent advocate for integrating digital technology to strengthen customer relationships. She specializes in utilizing video messaging, social media and AI-driven tools to elevate the customer experience in mortgage lending. Reach Orlando at (610) 215-7967.
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James Owens

James Owens is chief technology officer at Xactus, a leading verification innovator for the mortgage industry. In his nearly 30-year career, Owens has used technology to solve complex business problems, applying innovation to create strategic differentiation and build high-performing technology teams. At Xactus, he is responsible for all technology operations, strategy, engineering and innovation.
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Bill Packer

Bill Packer is executive vice president and chief operations officer at American Financial Resources (AFR) Inc. With 30 years of experience in financial services, Packer joined AFR in 2015 and currently oversees operations, technology, new-product development and marketing. AFR is the nation’s leading FHA 203(k) lender for sponsored originations, and is an innovator in the construction and renovation lending space.
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Dan Page

Dan Page is the president of Boulder Equity Partners. He has worked in the financial-services industry for 25 years and has been a direct lender since 2008, helping small-business owners nationwide secure the growth capital they need while helping to save money by consolidating expensive debts. Page has spoken at conferences around the world, teaching marketing- and business-development strategies to senior executives in the financial-services and internet-marketing industries.
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