TheMReport — News and strategies for the evolving mortgage marketplace.
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M R EP O RT | 11 Tunk has proven experience in growing teams using his strong man- agement skills. He has had leadership positions at CIBS, US; BMO Harris Bank; PNC Mortgage; Chase; and Baird & Warner. First Option has 24 branches nationwide and has experienced or- ganic growth with their retail branch model during the past few years. "We have full confidence in Joe helping us reach the next level in our strategic growth," said Fobby Naghmi, First Option's National Sales Manager. "Joe has the drive, experi- ence, and the heart we want in a leader at First Option, and we are ex- cited about the future we will build." SERVICE PROVIDERS LIONEL ETRILLARD ATTOM, curator of the nation's premier property database, announced that Lionel Etrillard has joined the ATTOM leadership team as CFO. In this role, Etrillard will leverage over two decades of experience in driving ATTOM's financial strategic vision, while building a solid planning, accounting, and compliance foundation. In addition, he will play an integral role in continuing ATTOM's rapid organic growth and increasing profitability. "As ATTOM continues its growth and expansion, an experienced, forward-thinking financial leader is critical to our future success," said Rob Barber, CEO of ATTOM. "Lionel has an impressive background in FP&A and M&A activity, as well as an achieved proficiency in effectively managing industry relationships, as well as an exceptional ability to build and manage high-performing teams, while fostering a culture of productiv- ity and success." This announcement comes on the heels of ATTOM's recent acquisition of GeoData Plus, solidifying ATTOM's mission to increase real estate trans- parency and showcasing its steadfast investment in data and people. Prior to joining ATTOM, Etrillard was the CFO at Episource, a technol- ogy-based healthcare risk adjustment platform, where he took full owner- ship of the global operational and strategic financial role, which includ- ed important tasks such as growth management, debt funding, KPIs, building a highly functional and cross- functional team across geographies (U.S. and India), and managing board communications. Prior to his tenure at Episource, Etrillard served as CFO at Callfire, a Marketing Technology company, where he led the finance and accounting functions charged with managing the growth and profitability of the company while building teams, business intelligence, and capital relationships. Etrillard has led similar teams during his tenure at InvestCloud and iRise. Etrillard's involvement spans from board and investor communica- tions to day-to-day management, with a focus on being proactive and action-oriented in a collaborative manner. His skills include investor relations, strategic planning, financial planning and budgeting, metrics, and dashboards, M&A, financing, valuation, system implementation, leadership, and team building, as well as business development and management. Etrillard possesses a wealth of financial experience in SaaS, software, hardware, and M&A in companies ranging from startups to publicly traded entities. "This is an exciting time to be joining ATTOM as its growth and profitability are accelerating through organic and inorganic opportunities," Etrillard said. Etrillard earned a Bachelor of Arts degree in economics from the University of Redlands and a Master of Business Administration in finance from Pepperdine University. BRENNAN WALTERS MAXEX, the first digital mortgage exchange for buying and selling residential loans through a single clearinghouse, announced the addition of Brennan Walters as Chief Revenue Officer. Walters will be responsible for all go-to-market operations, including sales, market- ing, and the development of MAXEX's servicing retained execution product. Walters, an 18-year mortgage industry veteran, is known for building scalable businesses in complex mar- kets. Before joining MAXEX, he held several executive leadership positions at PennyMac, including Managing Director of Servicing Investments and Executive Vice President of Acquisitions. In his approximately 10 years at Penny Mac, Walters was responsible for creating and expand- ing multiple high-growth businesses, including establishing the company's mortgage servicing rights acquisition business, which purchased more than $100 billion in assets, and transform- ing its GNMA early buyout program into a business segment that gener- ated over $750 million across the last four quarters. Prior to Penny Mac, he held several sales and business development leadership positions during his eight-year tenure with Bank of America. "Brennan has a proven track record of transforming market op- portunities into scalable businesses," said Tom Pearce, Chairman and CEO of MAXEX. "His experience and deep industry connections will play an important role as MAXEX continues to gain momentum as the industry standard for providing nonagency market liquidity. We are thrilled to add his talent and expertise to our accomplished leadership team." MAXEX President and COO Bill Decker added, "Tom and I have known Brennan for years. I am ecstatic that he has joined our team. He not only knows how to build and grow a mortgage business, but he also understands the complexities of operating one." "MAXEX is fundamentally changing how liquidity is obtained in the nona- gency secondary mortgage market, making buying and selling loans more efficient and transparent for lenders and investors," Walters said. "Having spent my entire career in the industry, I'm excited to see MAXEX's continued momentum in the marketplace and join the leadership team during this important phase of growth." INDUSTRY GROUPS PATTY WILLS National Reverse Mortgage Lenders Association (NRMLA) has appointed Patty Wills, CRMP, National Retail Sales Manager for Reverse Mortgages at Open Mortgage, as co-Chair of its newly formed Diversity, Equity, and Inclusion (DEI) Committee. The DEI Committee's goal is to strengthen the reverse mortgage ecosystem by promoting diversity, equity and inclusion practices while building awareness of the issues. As co-Chair, Wills will work alongside co-Chair Misha Hill to spearhead strategic planning in executing the committee's mission, including facilitating collaborations with key stakeholders and serving as a conduit for industry businesses who wish to broaden company cultures around a greater level of inclusiveness. "Our mission with the DEI Committee is to increase the mort- gage sector's focus on improving representation and diversification not only for professionals within the in- dustry, but also for the clients we ser- vice," said Patty Wills, CRMP, National Retail Sales Manager for Reverse Mortgages at Open Mortgage. "In addition to making the right moral choice, promoting these values and policies is also a smart business practice because it allows companies to maximize the skills and experi- ences of everyone on their team while broadening their customer base." The DEI Committee was recently formed by NRMLA to prioritize diver- sity and inclusion within the industry's trade organization as well as the cus- tomers served by the sector to better accommodate the growing adoption of reverse mortgages as the popula- tion ages. Serving as a national voice of the reverse mortgage industry, NRMLA offers educational resources and works to advise policy makers on reverse mortgage issues and support public affairs for lenders and related professionals. "At Open Mortgage, we strive to create an inclusive environment that welcomes and values all individuals, and we are extremely proud that one of our own team members is helping lead the strategy for positive change in the industry," said Scott Gordan, Founder and CEO of Open Mortgage. "As a standout leader at Open Mortgage, we're confident Patty will be very successful in this crucial role on the committee and look forward to learning more from her and this initiative." MCROWD know someone moving up in the industry? email us at Editor@theMReport.com.