Professional development

Sagent welcomes Rocket, Wells Fargo alums, Assurance Financial appoints a chief operating officer and Williston Financial hires an AI expert

Planet Home embarks on retail branch growth, Aces promotes compliance leaders, rising fintechs add sales executives plus more mortgage moves.

ALTA, MBA and CHEP trade groups make new appointments, Sagent welcomes cybersecurity executive and Ocrolus adds mortgage tech expert for new business unit.

The company, which already offers services in 41 states, through the Summit Mortgage Training buy gets a foothold in New Jersey and Pennsylvania.

Fairway promotes top producer to national leadership role, NMB adds industry veteran to head sales and operations and Finance of America grows C-suite.

Popular industry expert finds home at Ingenius, ICE, Black Knight and Freddie Mac alums move to new companies and Visio Lending appoints board member as CEO.

Momentum against Maryland guidance that extends licensing requirements to securitization trusts is growing and some legislators want to scale it back.

Investment in professional development is more common than tuition reimbursement among top-ranked firms seeking to meet demand for AI-related training.

The Mortgage Collaborative, Lereta welcome new CEOs, Planet Financial adds retail sales, title execs, Southern Bancorp names new head of production plus more industry moves.

An emphasis on camaraderie helps this team become more relationship-minded with each other, their clients and their community.

The former president of the servicing giant stepped down from his previous role in early 2024 but continued to hold board positions at parent and partner businesses.

The Loan Store welcomes a former Flagstar exec as Calque, Proof and Flueid name new chief revenue officers in this roundup of mortgage industry moves.

The bank ends the year with a substantially different profile from early 2024, which brought new leadership, a significant reduction to its mortgage operations and a corporate rebrand.

Pennymac alums find new home, Dark Matter names CEO, Optimal Blue promotes from within, plus more mortgage industry moves.

The Mortgage Bankers Association finds a chief financial officer, Two Harbors welcomes servicing executives and Assurance Financial taps industry veteran for new C-suite position.

Also, Opendoor adds former Fannie Mae president to board, NFM promotes social media influencer and the Mortgage Bankers Association names its new director of member relations.

Titles can vary among competitors, but the leaders of loan officers all value experience in both sales scenarios and technology acumen.

Gow's addition is the latest major leadership development at the firm, which also named a new chairman and CEO this year but saw the recent departure of its chief technology officer.

Amid industry challenges, borrow a page from the playbooks of these industry leaders as they strategize around new roadblocks and look for fresh opportunities.

Also, Hometap boosts capital markets unit with Wells Fargo alum, while Planet Home, A&D Mortgage, National MI and Mobility Market Intelligence all find new chief financial officers.