Authors List

Authors

  • Kim Smith

    Kim Smith is senior vice president of wholesale lending at American Advisors Group (AAG). Prior to joining AAG in January 2013, Smith was the executive vice president of sales at Generation Mortgage, a reverse mortgage lender, where she oversaw all sales operations. She previously worked for Financial Freedom and One Reverse Mortgage. Smith graduated magna cum laude from California Polytechnic State University, San Luis Obispo, with a major in business administration and a minor in economics.

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  • Rachel Smith

    Rachel L. Smith is a senior consultant at BlackFin Group and an actively practicing attorney who specializes in reverse mortgage compliance consulting. Smith’s passion is building and delivering compliance and education programs, marketing and customer-focused technical solutions that alleviate compliance-based operational pain points. All of her work has required a deep understanding of both federal and state consumer finance laws and regulations. 

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  • Steve Smith

    Steve Smith is chairman, CEO and co-founder of Finicity, a leading financial-data access and insights platform enabling data-driven information that leads to smarter financial decisions. Through the Finicity application programming interface, financial institutions and fintech developers can access client-granted financial data to incorporate in financial-management, payment and credit-decision solutions.

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  • Tommy Snyder

    Tommy Snyder is president of 1619 Capital Partners, a Dallas/Fort Worth-based investment-consulting company that specializes in commercial real estate lending and investments. After more than nine years with C-III Capital Partners, Snyder left to form his new company — offering clients a range of expertise, from loan restructures and lending products to investment opportunities and guidance through the world of note and real estate-owned (REO) auctions. 

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  • Stephen Sobin

    Stephen A. Sobin is the founder and president of Select Commercial Funding LLC, a nationwide commercial mortgage brokerage company. An industry veteran with more than 35 years of mortgage lending experience, Sobin is a proud member of the InterCapital Group, a nationwide alliance of commercial mortgage professionals. Reach Sobin at (516) 596-8537 or visit selectcommercial.com.

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  • Daniel Sobin is vice president of originations at Select Commercial Funding LLC, a nationwide commercial mortgage brokerage company. A passionate commercial real estate expert, Sobin is a proud member of the Inter-Capital Group, a nationwide alliance of commercial mortgage professionals. Reach Sobin at (516) 596-8297 or visit selectcommercial.com.

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  • Rachael Sokolowski is president of Magnolia Technologies LLC. She is a recognized leader, technology evangelist, trusted adviser and author in the mortgage banking industry. Sokolowski is currently co-chair of the MISMO eMortgage Community of Practice and is certified by MISMO as a Mortgage Standards Professional (CMSP). In 2016, Sokolowski received the MISMO Chairman’s Award and was named by Mortgage Women Magazine as a technology leader and entrepreneur in the industry.

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  • Lyle Solomon

    Lyle D. Solomon is an attorney with Oak View Law Group. Solomon has significant hands-on skill and expertise in legal research and writing, along with extensive litigation experience. He has been licensed with the State Bar of California since 2003. He graduated from the McGeorge School of Law at the University of the Pacific in Sacramento in 1998 and currently works in Rocklin, California. Visit ovlg.com or learn more about Solomon at ovlg.com/attorneys/lyle-david-solomon

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  • Joel Solomon

    Joel C. Solomon is of counsel at Foley and Lardner LLP, where he focuses on real estate. His experience includes acquisitions and sales, lending for condominium, office and multifamily development, and project development and management. He previously acted as general counsel at ST Residential LLC, a consortium between private equity, including Starwood Capital, and the Federal Deposit Insurance Corp., and as general counsel for Corus Bank.

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  • Jeremy Sopko is co-founder and CEO of Nations Lending Corp., one of the nation’s largest direct mortgage lenders. He started the business in 2003 with just nine employees. Today, Nations Lending has grown to fund $2 billion in loans and has seen triple-digit revenue growth over the last three years (233%). He also is an Ernst & Young Entrepreneur of the Year winner, and under his leadership Nations Lending was named to the 2018 Inc.

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  • Owen Sorensen is CEO of PlanetVerify, a personal data and document collection company. He is an electronic engineer with 25 years of experience working as a co-owner and executive director of an international manufacturing and retail company that employs 500 people. After experiencing a minor hacking on his personal bank account, Sorensen realized that the area of personal data and identity was essentially broken, and he founded PlanetVerify to fix it. 

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  • K. Spencer

    K. Spencer is a managing partner for Spencer Acquisitions LLC. He started in finance as an intern with UBS in its private-client group, then worked in recruitment for a financial adviser externally and in-house for a boutique investment brokerage. Spencer has worked as a financial analyst focusing on mortgage market analysis and forecasting, an account executive for a commercial real estate lender and a vice president of commercial finance for a retail mortgage broker.

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