MCT Webinar:
Strategies for Credit Unions to Add Value to Members

In collaboration with CUREN and MGIC, MCT will examine credit union’s process flow to identify potential improvements in areas such as secondary marketing, technology, automation, and business processes. The strategies explored in this webinar amount to over 50 basis points of potential improvement to margins based on the experiences of Credit Unions who have put them to use.

Join us on June 8 @ 10:30am PT. Register today!

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As market volatility in 2020 saw rates plummet and forbearances skyrocket, Credit Unions were compelled to “change with the game” and utilize more effective tactics to remain competitive and succeed.

About this Webinar:

In this webinar, MCT will present on different strategies for credit unions to increase the bottom line. 

Topics included:

  • Introduction to Mandatory Loan Sales
  • BAM Marketplace Impact
  • Unique Position of Credit Unions:
    • Opportunities to Portfolio
    • Changes to Agency Deliveries
    • Maintaining Cash Window Caps
    • Buying Excess Cash Window Product

To learn more, read MCT’s whitepaper about Strategies for Credit Unions to Add Value to Members.

Reviewing secondary marketing strategies can have a huge effect on revenue. In order to stay competitive, Credit Unions should review their existing secondary marketing strategy and consider delivering loans to the agencies on a mandatory basis with hedging.

About the Webinar Presenters:

Phil Rasori, Chief Operating Officer

Mr. Rasori is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT’s HALO Program today. He has also pioneered several metrics that have become standard industry parlance, including “beta pull-through” factors. In addition to banking clients, Mr. Rasori has consulted with GSE agencies and the US Government on hedging best practices for community banks. Mr. Rasori has functionally led MCT operations since 2005 and ascended to his current role as COO in 2007.

Danyel Shipley, West Regional Sales Director

Ms. Shipley has extensive experience in mortgage lending with an emphasis in capital markets. She has been in the mortgage industry since the beginning of her career, possessing 15+ years of experience. In 2018, she was honored as one of Mortgage Banking’s Most Powerful Women by NMP Magazine. At MCT in addition to expanding the West Coast territory by bringing on new lender clients she is a key contributor in promoting process improvement, supporting the development of strategic industry alliances, and effectively communicating MCT’s extensive offering of integrated hedging advisory services, software, business intelligence, MSR services, and more to clients and vendor partners. She plays an instrumental role in coordinating the annual MCT Exchange conference, which is highly regarded for its caliber of prominent attendees and renowned industry keynote speakers. She is known for her high-energy persona, passion, dedication, and willingness to mentor and help her peers be as successful as possible. She is very active in her local community, and an avid competitive sailor.

Special Thanks to: