NAMB Road Show – Utah

Thursday, August 15, 2024, 11am – 2pm MT

Join Freddie Mac, Windsor Mortgage, Utah Association of Mortgage Professionals & NAMB for our NAMB Road Show – Utah! This FREE event, which includes lunch, features informative sessions giving you tools and resources to help you & your consumers!

Agenda

11am – Registration begins

11:15am – Welcome from NAMB & Windsor Mortgage

11:30am – 12:15pm: Realtor – Lender Partner Panel
Join us for an in-depth Realtor-Lender Partner panel featuring Jen Call, Realtor, Distinctive Properties Specialist ERA Brokers Consolidated; Carter Campbell, Branch Manager/Mortgage Loan Advisor houzd Mortgage; Adam West, Branch Manager of UMortgage and Miriem Boss, Realtor Windermere Real Estate. What are agents looking for in a lender? How can you generate more referral business through a realtor network? Don’t miss this opportunity to learn how to expand your business through these valuable tools shared with those in attendance!

12:15pm – 12:30pm: Learn how Windsor Mortgage can help you grow your business in 2024 & beyond presented by Chris Vinson, CEO of the Mortgage Division, Plains Commerce Bank/Windsor Mortgage!
Windsor Mortgage is a team of mortgage professionals that are ready to invest in you! Whether it’s the amazing Account Executives, underwriters or account managers, we are committed to helping you achieve success. We work with over 4,000 clients across the U.S. to bring customized home lending solutions to their borrowers and profitable business to their companies.

12:30pm – 2pm (includes lunch): Navigating the Market in 2024 featuring David Mendez, Freddie Mac, Single Family Affordable Lending Manager
The face of the borrower is changing more rapidly than ever before. In today’s shifting environment, connecting with growing homebuyer populations, building future client pipelines, and understanding unique needs and opportunities within diverse communities is more critical than ever. Use our actionable insights to deliver personalized solutions and enhanced customer experiences to drive repeat business and referrals within communities. Join Freddie Mac Affordable Lending Manager David Mendez, as he shares the state of the Utah housing market; housing trends in the area; and innovative ways to navigate the road ahead in creating an impactful mortgage business for you.

David Mendez is an affordable lending manager in Freddie Mac’s Single-Family Client and Community Engagement division. He is responsible for building relationships with lenders, housing finance agencies, housing intermediaries and other stakeholders to provide responsible lending opportunities to first-time homebuyers, low-to-moderate income borrowers, and families in underserved markets. In more than 20 years of experience in various roles in sales and operations, he has been responsible for exponential growth in the markets that he has served. Prior to joining Freddie Mac, he held a variety of positions in the primary market, including vice president and neighborhood lending sales performance manager at Bank of America.