CU Members Mortgage to Hold 20th National Mortgage Lending Conference - Vision 2020 - August 3-4 in Dallas

March 4, 2020

CU Members Mortgage to Hold 20th National Mortgage Lending Conference - Vision 2020 - August 3-4 in Dallas

CU Members Mortgage has announced the 20th National Mortgage Lending Conference will be held on August 3-4, 2020, in Dallas, Texas. Appropriately named “Vision 2020,” attendees at the conference will learn from a number of expert speakers from all corners of mortgage lending, connect with other credit union and mortgage professionals and gain valuable insight into how to maintain and further develop their mortgage lending programs.
“We couldn’t be more excited about this year’s event,” said Steve Hewins Senior Vice President of CU Members Mortgage. “Vision 2020 not only focuses on innovative ways mortgage professionals can be a competitive force in the marketplace, but will also give them the opportunity to hear from some of the most respected speakers in the industry. Conference attendees will be able to walk away with applicable ideas that will directly impact their pipeline and bottom line.”
To succeed in today’s competitive world of mortgage lending, credit union mortgage professionals will need the right tools, the right team and the right ideas to stay relevant and grow. “Vision 2020” offers an opportunity to learn, connect and explore for a clear and concise strategy to compete.
Attendees will discover a new outlook on the latest in products, technology, operations and business development practices through thoughtful sessions, interactive workshops and expert connections. Expert speakers and sessions include:
  • Rene Rodriguez – Take home practical tools and underlying sales wisdom that can be used in any selling situation to maximize results. Learn how the brain works to help or hurt the sales process, the difference between an order taker and a sales professional, determine member interaction goals and unveil the hidden drivers of buying behavior. This fantastic keynote will change the way you approach all the opportunities to assist your members and take your lending to the next level.
  • Engage with the Experts Roundtable – Weigh in on the future of credit union lending by participating in a roundtable discussion with your peers about products. Participate in the discussion on what’s working, what’s not, what’s hot and what’s trending in product solutions that are making members homeowners and growing the credit union’s bottom line.
  • Cassandra Skidanov – Freddie Mac’s affordable lending manager will walk us through the latest affordable housing solutions including manufactured housing loans, renovation loans, and more. Plus, she will review your area’s specific market data to reveal who these members are and trends that should shape your strategy. Learn best practices and why this approach is necessary to thrive in home lending today.
  • Tracy Ashfield –ACUMA President, expert Credit Union Consultant and NCUA Trainer, will share Loan Officer best practices, trends and what credit unions are doing to keep the very best Loan Officers.
  • Jill Nowacki – President/CEO of Humanidei and previous credit union executive and Connecticut League president will inspire and energize you by reconnecting the reasons you work in credit unions and refocus on the credit union’s role serving its members and community.  
  • Karen Purves – Identify conscious communication solutions to tap into better results. Learn fresh examples of words to use for maximum effectiveness, discover key words and phrases to remove and reduce your vocabulary to increase your influence and take away practical tips to use immediately.
  • Doug Smith – Understanding what really sets you apart from your competition and how to market and promote your strengths in new and creative ways.
About CU Members Mortgage
Established in 1982 as a division of Colonial Savings, a federally chartered thrift, Dallas-based CU Members Mortgage provides comprehensive mortgage services to credit unions and CUSOs. CU Members Mortgage originates FHA, VA, USDA, Investment Property, Manufactured Homes and conventional loans nationwide. With a portfolio of $24 billion, Colonial is one of the largest servicers of mortgage loans in the United States. The company is privately held and has offices located nationwide. For more information, visit

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