TheMReport

_FULL-MReport_March2022

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M R EP O RT | 9 SARAH GONZALEZ Nevada-based Panorama Mortgage Group (PMG) has announced the addition of 20-plus- year industry veteran Sarah Gonzalez as the company's new President and COO. She will oversee all core functions of PMG's business and will focus on leading Panorama and its executive team in deepening the firm's scalability and accelerating growth. Gonzalez maintains an af- filiation with the Mortgage Bankers Association and National Association of Professional Women. Gonzalez also serves as a board member on The University of Houston Customer Experience Board, the TrackVia Customer Advisory Board, NEXT Mortgage Events Advisory Board, and the ALICE Executive Women's Summit Board of Directors. Most recently, Gonzalez served as the COO at FGMC, and was SVP of Strategic Business Operations at Stearns Lending. "I have been looking for someone like Sarah from inception and I am so excited to finally have someone like her on board—someone who not only can manage and run the business, but who also shares our vision for the future," said Jason Madiedo, CEO and Co-Founder of PMG. "Sarah under- stands the 'how we get there' part, which will allow us to focus on our 'why'. I look forward to her steward- ship and growing together." With Gonzalez assuming her new role, Madiedo will transition to become Panorama's CEO and Chief Production Officer. In this additional role, he will focus more heavily on the firm's growth initiatives and expan- sion opportunities, while working closely with Gonzalez to balance PMG's platform development. "I was looking for a company that would fit my own personal and pro- fessional priorities, and PMG is that place," Gonzalez said. "It just feels like home—exactly where I'm supposed to be—with people I've admired for a long time. I love how PMG is servicing underserved borrowers and com- munities that need a lot of education on home lending and the application process. I'm a teacher at heart and that really attracted me to the role." JOANNE HARREL HomeStreet Inc., the parent company of HomeStreet Bank, has announced the appointment of Joanne Harrell to its Board of Directors. "I am excited to join the Board of Directors of a company that has such a rich history of going above and beyond in supporting our com- munities," Harrell said. "In addition to being able to provide meaningful oversight to HomeStreet's opera- tions, I believe I am well suited to sup- port HomeStreet's commitment to serving the community and achieving meaningful ESG goals." Harrell brings extensive experi- ence in executive roles within the high-tech, telecommunications and nonprofit sectors. She has a history of creating public-private partner- ships that lead to innovative solu- tions, to pressing civic and societal issues. Most recently, she worked for Microsoft Corporation for 20 years where she led teams in the sales, mar- keting, and services disciplines. These were focused on enterprise, public sector, and original equipment manu- facturing customers and partners. "We are pleased to welcome Joanne to our Board of Directors," said Mark K. Mason, Chairman of the Board and CFO of HomeStreet. "With her extensive multisector experience and her involvement in environmen- tal, social, and governance programs, Ms. Harrell will provide valuable oversight as HomeStreet executes its business plan and enhances its ESG programs. We are very fortunate to be able to attract a candidate of Joanne's caliber and experience." Prior to her time at Microsoft, Harrell was President and CFO of United Way of King County. She holds a B.A and an M.B.A. from the University of Washington and has served as a regent for the University of Washington since 2009. She was also appointed to serve on the Enterprise Risk Management and the Human Resources and Corporate Governance committees. "We welcome Joanne as a signifi- cant addition to our team of indepen- dent directors on the HomeStreet board," Lead Independent Director of HomeStreet Donald R. Voss said. "Her addition brings extensive industry and management experience to us and strengthens the diversity of our boards." JULIE PETERSON KLEIN, AMY WOLF Julie Peterson Klein and Amy Wolf have been promoted at Bell Bank, headquar- tered in Fargo, North Dakota. Peterson Klein has been named Chief of Staff for Michael Solberg, Bell's President and CEO, in addition to her con- tinued role as EVP/ Chief Culture Officer. Peterson Klein works closely with Solberg and Bell's leadership team to support and communicate compa- nywide and culture-related initiatives and represent Bell at company and community functions. Wolf has been named Bell's SVP/Human Resources and leads HR efforts across the fast- growing company. Originally from Milnor, North Dakota, Peterson Klein graduated from Minnesota State University— Moorhead and has been with the bank since 1999. During most of her career at Bell, she served as Human Resources Manager and guided Bell's culture as a member of executive leadership. She was named Chief Culture Officer in 2015. A certified senior professional in human resources, Peterson Klein currently serves on the boards of TEDxFargo and the Fargo Theatre. She and her husband, Tate, live in Fargo with their three children. Wolf has been with Bell for 21 years and was named Bell's Central Region HR manager nearly a decade ago. A native of Moorhead, Minnesota, and a graduate of Minnesota State University—Moorhead, Wolf joined the company in 2000. She and her husband, Brent, live in Moorhead with their three children. KEVIN LAFFEY Kevin Laffey has been promoted by Inlanta Mortgage from Regional Production Manager to SVP of Sales and Business Development. Laffey brings more than 30 years of experience in the mortgage business to his new role. "I am delighted to welcome Kevin to our senior management team," said Inlanta President and COO Paul Buege. "He has extensive knowl- edge and expertise in the mortgage industry and represents everything that makes Inlanta great, from our superior customer service to our state-of-the-art technology. Kevin will play a critical role as we continue to expand throughout the country." Prior to joining Inlanta in 2011, Laffey held managerial sales positions at Wells Fargo and Bank of America and ran his own independent mortgage company for several years. While with Inlanta, he served as a Regional Manager for Iowa, Missouri, and Kansas, and ran a top-performing branch in Kansas City with his wife, Cindy Laffey, an Inlanta branch partner. "One of the best business deci- sions of my life was joining Inlanta Mortgage," Laffey said. "I truly am grateful for all the teamwork and sup- port I've received over the years. Our borrower customers, as well as our re- ferral and business partners know they can count on Inlanta for a best-in-class experience. I look forward to helping the company grow in my new role." Laffey served for 10 years as a leader on Inlanta's advisory board, a peer-elected team dedicated to advising senior management on the company's direction. He has been active with the Mortgage Bankers Association (MBA) and is a former President of the Kansas City and Missouri MBA chapters. Laffey was a recipient of the MBA's Lifetime Achievement Award. SERVICE PROVIDERS STEVE BUTLER ReverseVision has announced its addition of long-time mortgage profes- sional Steve Butler to the company's sales team, bringing more than 35 years of experience to the company. The Home Equity Conversion Mortgage (HECM) provider has been adding resources in key functional areas as part of its strategic expansion plan. "I am excited to join the team at ReverseVision and begin working with lenders to assist in diversifying their product offerings using technol- ogy," Butler said. "There is a great opportunity in reverse mortgages; it's an ideal time to leverage technology like ReverseVision offers to empower lenders with tech tools for success in reverse lending." MCROWD

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