August 23 – 25  |  A Virtual Event



More sessions coming. Stay tuned.

August 23

Keynote speaker

Virtual networking & charity fundraiser

August 24

Keynote speaker

  • Magdalena Yesil, Entrepreneur, VC, Author, Founding board member and first investor of Salesforce

The Mortgage Industry During an Election Year

  • Faith Schwartz, President of Housing Finance Strategies
  • Meg Burns, EVP of Housing Policy Council

20 Minute Mentor Series

  • Suzy Lindblom, COO of Planet Home Lending
  • Susan Stewart, CEO of SWBC Mortgage
  • Kim Hoffman, COO of Envoy Mortgage
  • Vickie Butler, SVP – Operations Manager Warehouse Lending, Texas Capital Bank
  • Kelly Ann Doherty – Chief People & Communications Officer at Mr. Cooper
  • Christine Beckwith, CEO of Vision Your Success

Technology Showcase Demos


August 25

Diversity & Inclusion 2.0:

Lender execs discuss their D&I strategies and goals today, comparing where they were earlier this year, and how they have changed course over the past several months

Credit Unions: Staying high-touch local in a time of high-tech distancing

  • Tracy Ashfield, President of ACUMA
  • Leora Ruzin, Director of Mortgage Lending at Valley First Credit Union
  • Nicole Poole, External Home Loans Sales Manager, Patelco Credit Union

20 Minute Mentor Series

  • Dana Dillard, EVP – Corporate Social Responsibility at Mr. Cooper
  • Erika Macias, SVP & COO of HighTechLending

Technology Showcase Demos





A national event right at your fingertips

#NEXTSUMMER20 is NEXT’s first virtual executive summit, presented August 23-25.



Here is a sampling of the executives registered to attend #NEXTSUMMER20. Stay tuned to see how this list grows.

President, RateMarketplace
President, Taylor Morrison Home Funding
Chief Compliance Officer, First Guaranty Mortgage Corporation
Chief Compliance Officer, Legacy Mutual Mortgage
Chief Development Officer, Morty, Inc
Chief Integration Officer, Taylor Morrison
Chief Legal Officer and General Counsel, First Guaranty Mortgage Corporation
Chief Risk Officer, HighTechLending, Inc.
CMO, Plaza Home Mortgage
co-CEO/President, Bayview Loan Servicing, LLC
Consultant, Innovative Lending
COO, Envoy Mortgage
COO, First Guaranty Mortgage Company
COO, SWBC Mortgage Corporation
Corporate Social Responsibility, Mr Cooper
Delivery Manager, Franklin American Mortgage
Director, Citi
Director, Fannie Mae
Director | Correspondent Operations, Bayview Loans, LLC
Director Branch Advocacy, Planet Home Lending
Director of Compliance, Supreme Lending
Director of External Relations, Federal Housing Finance Agency
Director of Federal Strategy, Quicken Loans
Director of Marketing, NRL Mortgage
Director of Marketing, Peoples Mortgage
Director of Multi-Channel Origination, Thrive Mortgage
Director of Operations, American Residential Lending
Director of Real Estate Lending, Valley First Credit Union
Director of Sales, Freddie Mac
DIrector of Technology, Republic State Mortgage Co.
Director Stakeholder Relations, Federal Housing Finance Agency
Director, Community & External Relations, Ocwen Financial
Divisional Sales Manager, Mr. Cooper
Event Marketing Manager, Plaza Home Mortgage
EVP, Hallmark Home Mortgage
EVP, Texas Mortgage Bankers Association
EVP and Sr. Retail Credit Officer, WesBanco Bank
EVP National Operations Manager, DHI Mortgage
Executive Vice President, Mountain West Financial, Inc.
Group Vice President, Mortgage Omni Strategic Initiatives Program Manager, SunTrust now Trust
Head of Platform Management, Gateway First Bank
HRBP, Mr. Cooper
IT Director, James B. Nutter & Company
Loan Advisor Strategy and Integrations Manager, Freddie Mac
Loan Originator, NEXA Mortgage
Manager, TD Bank
Manager of Learning & Development, Planet Home Lending
Managing Director, J.P. Morgan
Marketing Director, Planet Home Lending
National Operations Development Manager, Sierra Pacific Mortgage
Operational Risk Consultant, Wells Fargo
Operations Director, TIAA Bank
Partner, SG Capital Partners
Partner Marketing Specialist, Fannie Mae
Product Manager, Franklin American Mortgage, a division of Citizens Bank
Product Manager, Citizens Bank
Regional account manager, Franklin American Mortgage Company Citizens Bank
Regional Sales Manager, First Guaranty Mortgage Corp.
Regional Sales Manager, Gateway First Bank
RVP, Client Relations, PFIC
Senior Correspondent Sales Executive, Plaza Home Mortgage, Inc.
Senior Customer Relationship Manager, Fannie Mae
Senior Director, Freddie Mac
Senior Manager, Fannie Mae
Senior Managing Director, Home Point Financial Corporation
Senior Operations Manager, PNC Bank, N.A.
Senior Policy Analyst, FHFA
Senior Tech Lead, Freddie Mac
Senior Technology Manager, M&T Bank
Senior Vice President and General Counsel, Federal Home Loan Bank of Dallas
Senior Vice President Secondary Marketing, Cornerstone Home Lending, Inc.
Social Media Manager, Mr. Cooper
Solutions and Membership Manager, California and Nevada Credit Union Leagues
Sr Graphic Designer, Planet Home Lending
Sr Loan Officer, SWBC
Sr. Manager Strategic Initiatives, Guaranteed Rate
Sr. Manager, Strategic Technology Partnerships, Freddie Mac
Sr. Sales & Operations Manager, Goldwater Bank, N.A. – Mortgage Division
Sr. Vice President, VanDyk Mortgage

SVP, Freddie Mac
SVP, Members 1st FCU
SVP & Director of Mortgage Banking, Cathay Bank
SVP Business Operations, Residential Mortgage Services
SVP Business Optimization, NewRez
SVP Correspondent Operations, Franklin American Mortgage, a division of Citizens Bank
SVP Data, Analytics & Change, SunTrust now Truist
SVP Investor Relations, PrimeLending
SVP Marketing, FGMC
SVP Operations Manager Warehouse Lending, Texas Capital Bank
SVP Public Affairs, Wells Fargo
SVP Retail Operations, SoFi PL Admin, SoFi
SVP Risk & Compliance and Assoc. General Counsel, Mr. Cooper
SVP, Business Controls, Caliber Home Loans
SVP, Chief Operations Officer, HighTechLending, Inc.
SVP, Compliance, Fay Servicing
SVP, Compliance & QC, SWBC Mortgage Corporation
SVP, Director Strategic Initiatives, Iberiabank
SVP, Enterprise Initiative Planning & Execution, Gateway First Bank
SVP, Group Channel Delivery Manager, BOKF, NA
SVP, Head of Correspondent Lending, TIAA Bank
SVP, Human Resources, First Guaranty Mortgage Corporation
SVP, National Correspondent Sales, Plaza Home Mortgage
SVP, National Fulfillment, Planet Home Lending
SVP, National Sales Manager – Correspondent Lending, TIAA Bank
SVP, Sales, Key Mortgage
Team Leader, Engineering, Quicken Loans
Vice President, CCB Community Bank
Vice President, Taylor Morrison Home Funding
Vice President, Texas Capital Bank
Vice President – Post Closing, SWBC Mortgage Corporation
Vice President of Operations, Republic State Mortgage
Vice President of Sales, Freddie Mac
Vice President Operations Development Manager, Texas Capital Bank
Vice President Specialty Operations, Texas Capital Bank
Vice President-Finance and Systems Administration, FirstTrust Home Loans, Inc.
Vice President, Director of Mortgage Lending, First National Bank of Alaska
VP, Mr. Cooper
VP – Associate General Counsel, Mr. Cooper
VP – Marketing & Communications, Highlands Residential Mortgage
VP Branch Administration, Planet Home Lending
VP Business Development, Cornerstone RPO
VP Business Systems, SWBC Mortgage
VP Closing Oversight and Strategy, Fairway Independent Mortgage Corporation
VP Compliance, Cherry Creek Mortgage Co., Inc
VP Correspondent Business Development, Lakeview Correspondent/Bayview Loans
VP Information Technology, Mr Cooper
VP Marketing, Guidance Residential
VP of Mortgage Lending, Dakotaland FCU
VP of Operations, Premier Nationwide Lending
VP Risk Manager, Texas Capital Bank
VP Warehouse Lending, Customers Bank Warehouse Lending
vp, agency & government relations, gateway first bank
VP, Commercial Real Estate Finance, Mortgage Bankers Association
VP, Corporate and Digital Marketing, Planet Home Lending LLC
VP, Correspondent Banking, Bankers Bank
VP, Default Management, Cenlar, FSB
VP, Fair Servicing Officer, Mr. Cooper
VP, Fulfillment Operations, Planet Home Lending
VP, Loan Quality, Cardinal Financial Company
VP, Project Management, PrimeLending
VP, Public Policy, Quicken Loans
VP, Quality Control Originations, Carrington Mortgage Holdings, LLC
VP, Relationship Manager, TIAA Bank
VP, Relationship Manager Warehouse Finance, TIAA Bank
VP, Relationship Specialist Manager, Texas Capital Bank
VP, Technology Product Manager, PrimeLending
Account Manager, Guild Correspondent
Acting Head, Government & Industry Relations, Freddie Mac
Administrative Vice President – Senior Technology Manager, M&T Bank
Assistant Vice President, Operations Development Analyst, Texas Capital Bank
AVP Learning & Employee Experience, First Guaranty Mortgage Corp
AVP Marketing, Mr. Cooper
AVP Marketing & Communications, Guidance Residential
AVP Marketing Risk and Compliance, Mr. Cooper
Branch Manager, Open Mortgage
Business Development Manager, Planet Home Lending
Business Support Associate, Wells Fargo Home Mortgage


Win an iconic NEXT Tiffany bracelet

All attendees are registered to win an iconic Tiffany bracelet, engraved with the NEXT logo

NEXT Tiffany bracelets are only available as prizes, exclusively for NEXT’s VIP community.

All registered attendees are entered, but you must be present in the virtual meeting room at the time of the drawing to win.


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