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MReport January 2023

TheMReport — News and strategies for the evolving mortgage marketplace.

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14 | M R EP O RT MCROWD JIM COLLIER PAUL GORSKE SWBC Mortgage Corporation has named Jim Collier Chief Risk Officer, bringing more than 25 years of experience in financial services and mortgage lending to his new role. SWBC also appointed Paul Gorske as its new CTO, bringing 20 years of experience in IT leadership positions, 15 of which were spent in the mortgage industry. Most recently, Collier held the title of COO for Ruoff Mortgage. Collier will be collaborating with Origination and IT at SWBC to improve process enhancements for scalability and ef- ficiency. His primary focus will be on the continuity of execution, and he is working with IT to improve automa- tion opportunities to enhance the borrower and employee experience. "Jim's experience with financial services and mortgage lending makes him a great addition to the SWBC Mortgage family," said Susan Stewart, CEO of SWBC Mortgage. "We are delighted to have him on board, as he aims to enhance the origina- tion process for our borrowers and employees." Prior to joining SWBC, Gorske served as VP of IT Global Shared Services for Ryan LLC, an organiza- tion that provides an integrated suite of federal, state, local, and interna- tional tax services. Gorske's primary focus with SWBC will be on scalability and automation to improve the tech- nology and end-to-end experience for SWBC Mortgage employees. He aims to do this by developing a technol- ogy strategy and roadmap for the organization. His previous experience in the mortgage industry includes work- ing for PrimeLending, Pacific Union Financial, Saxon, and Nationstar. "We are thrilled to welcome Paul to the SWBC Mortgage family," Stewart added. "Paul brings a wealth of knowledge and mortgage industry experience to the table, and we look forward to leveraging his technology expertise." ANDREA COLLINS DAN RICHARDS Flyhomes has announced the appointment of Andrea Collins as Chief Marketing Officer (CMO) and Dan Richards as EVP of Mortgage. Collins and Richards bring experience working at premier technology companies, including Microsoft, Hippo, SoFi, and Travelocity. Both Collins and Richards will serve as members of the Flyhomes Executive Committee, and report to company Co-Founder and CEO Tushar Garg. "Bringing in the level of experi- ence and expertise Andrea and Dan possess to Marketing and Mortgage, respectively, fills key roles within our executive team and will empower us to drive major facets of the business in 2023," Garg said. "Residential real estate has experienced ebbs and flows since the start of COVID-19 and the industry now finds itself in a decisive moment. Andrea and Dan are both dynamic leaders and their expe- rience building and scaling programs for high-growth companies is going to be invaluable as we pursue our profitable growth roadmap in 2023." Collins will lead a cross-functional marketing team responsible for driv- ing demand for Flyhomes services and products. She will also lead all efforts related to brand amplification, communications, and go to market strategy. Collins joins Flyhomes after spending four-and-a-half years as VP of Marketing at home insurance startup Hippo, taking the company public in 2021. "It's exciting to be joining at such a pivotal moment in the Flyhomes journey and to be working for a company which has such an impact on their customers' lives," Collins said. "The strength of the leadership team and the way in which they draw inspiration by empathizing with their customers is what really attracted me to the role. I feel this unique approach has Flyhomes positioned to become the first true brand in residential real estate." Richards will lead the Flyhomes Mortgage and Closing businesses, overseeing products and services. Prior to Flyhomes, Richards oversaw mortgage operations at SoFi as the SVP and Business Unit Leader of the company's Home Loans Division. "It's an honor to join Flyhomes at such a unique time in both the macroeconomic cycle and at this stage of the company," Richards said. "Now more than ever, consumers are looking for innovative solutions to help them overcome the institutional challenges that come with buying and selling a home. Flyhomes has been a pioneer in the category, and I am excited to be a part of the next chapter of growth and success with this team." JAN DAVIS The Mortgage Industry Standards Maintenance Organization (MISMO), the real estate finance industry's standards organization, has announced that VP of Operations Jan Davis will serve as Acting President, following the departure of Seth Appleton, who will join the U.S. Mortgage Insurers (USMI) as President. "Seth has been an exemplary lead- er of MISMO, successfully guiding the organization in developing new stan- dards that improve efficiency, reduce costs, and accelerate the mortgage industry's digital transformation," said Bob Broeksmit, CMB, Mortgage Bankers Association President and CEO. "MISMO's momentum will continue unabated during the active search for its next President." Davis has served as MISMO's VP of Operations for more than 10 years. Prior to that, she spent two decades at Fannie Mae, where she served as a Director of Single-Family Loan Operations and Enterprise System Operations. SHELLI HOLLAND CASEY MARTIN Sales Boomerang, an automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, have announced the appointment of Shelli Holland to the role of Chief People Officer. Sales Boomerang and Mortgage Coach have also announced the ap- pointment of Casey Martin as CRO. Holland has nearly two decades of experience developing people strategy at leading North American and global SaaS companies and will guide the culture, policies, and people strategy that motivate the Sales Boomerang and Mortgage Coach teams. As the leader of Sales Boomerang and Mortgage Coach's human resource functions, Holland will help define and connect the mission and values of the merged company and align the people behind them. Her early priorities lie in fostering a uni- fied, employee-led company culture; driving strategic business objectives through the adoption of technology; defining performance metrics for de- partments and roles; and developing an improved internal communications strategy that helps employees better understand the business rationale behind resource allocation. "I was drawn to Sales Boomerang and Mortgage Coach because of its leadership team's passion for the company mission of helping people build wealth and achieve financial freedom," Holland said. "I look forward to helping unify a culture that fosters diverse thoughts, inclu- sion, trust, and team ownership for a bright, innovative organization." Prior to joining Sales Boomerang and Mortgage Coach, Holland guided the people function of Phone2Action as it acquired two companies, rebranded as Capitol Canary, and completed a successful exit through its acquisition by Quorum. Before that, she held leadership positions at Frontpoint, a developer of smart home security systems, and Ellucian, a global higher education technol- ogy company. During her tenure at Rosetta Stone, she managed the company's HR procedures during its transition to a SaaS model and preparation for its IPO. Holland has also served as a people and change consultant at multinational profes- sional services firm KPMG. As CRO, Martin will oversee Sales Boomerang and Mortgage Coach's sales and client services teams as they align under a shared vision and brand strategy. Martin has more than a decade of executive-level experience leading revenue strategies for tech startups. As head of U.S. sales for SparkPost, Martin helped the email delivery platform become one of the world's largest providers of commercial email

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