The California MBA

CONNECT by California MBA

Business EN ↓ 258 episodes

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities.

Author

The California MBA

Category

Business

Podcast website

soundcloud.com

Latest episode

Jul 5, 2026

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Episodes

Connect with Tom Wight, Vice President, Mortgage Banking, KeyBank Real Estate Capital | Episode 135 18.02.2023

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Tom Wight, Vice President, Mortgage Banking, KeyBank Real Estate Capital Topics of Discussion: 1:42 - I always like to get started with a little personal background, how did you get into the commercial mortgage industry? 5:02 - Interest rates are up a...

Connect with Mark Ulmer, EVP Lending Operations, Freedom Mortgage | Episode 134 12.02.2023

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Mark Ulmer, EVP Lending Operations, Freedom Mortgage Topics of Discussion: 1:41 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. 4:45 - What are you/Freedom Mortgage focused on in today...

Connect with Robert Finlay, Wright, Finlay & Zak | Episode 132 30.01.2023

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Robert Finlay, Wright, Finlay & Zak Topics of Discussion: 1:38 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into legal representation for financial services. 3:31 - You and several of your attorneys ha...

Connect with David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc. | Episode 131 23.01.2023

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc. Topics of Discussion: 1:31 - You’ve been a guest on Connect before, but I always like to get started with a little personal background, how did you get into the mortgage industry? 5:4...

Connect with Michael Berman, Founder & CEO, Ncontracts | Episode 130 16.01.2023

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Michael Berman, Founder & CEO, Ncontracts Topics of Discussion: 1:35 - Tell us a little about your background and starting nContracts. 3:11 - What advice would give to a young entrepreneur? 5:52 - What is your philosophy on corporate culture? 7:54 - F...

Connect with Chris Vinson, CEO, Windsor Mortgage | Episode 129 12.12.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Chris Vinson, CEO, Windsor Mortgage. Topics of Discussion: 1:55 - Chris, thank you for joining us, tell us a little about your background and how you got in the industry? 7:08 - You’ve had a long history in the mortgage industry, 2022 is definitely a...

Connect with Jason Cave, Head, Fintech Strategy, FHFA | Episode 128 04.12.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Jason Cave, Head, Fintech Strategy, FHFA Topics of Discussion: 2:15 - Thank you for joining us, tell us a little about your background 4:03 - assumed the role of Head, Fintech Strategy at FHFA. What are your primary goals in this role for 2023? 7:01 -...

Connect with Nicole Booth, Chief Marketing Officer at QC Ally | Episode 127 28.11.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Nicole Booth, QC Ally Topics of Discussion: 2:11 - Nicole, many of our members know you from building and leading government and public affairs teams for corporate and startups. Why did you decide to move to the marketing and business side, and how has that transition gon...

Connect with Hassan Rashid, Chief Revenue Officer, Tavant | Episode 126 21.11.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Hassan Rashid, Chief Revenue Officer, Tavant joins us for our 126th episode. Topics of Discussion: 1:47 - Hassan, thank you for joining us, tell us a little about your background and how you got in the industry? 4:49 - Tough year for mortgage lenders this year, what are y...

Connect with Mikhail Cook, EVP, Strategic Sales, Sagent | Episode 125 13.11.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Mikhail Cook, EVP, Strategic Sales, Sagent joins us for our 125th episode. Topics of Discussion: 1:37 - Mikhail, thank you for joining us, tell us a little about your background and how you got in the industry? 3:19 - With rising interest rates, regulators are expecting a...

Connect with Dan Catinella, Chief Lending Officer, Total Expert | Episode 124 30.10.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Dan Catinella, Chief Lending Officer, Total Expert joins us for our 124th episode. Topics of Discussion: 1:39 - Dan, thank you for joining us, tell us a little about your background and how you got in the industry? 6:16 - You have the unique distinction in your career of...

Connect with Robert Moore, President, Inventiv Technologies | Episode 123 23.10.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Robert Moore, President, Inventiv Technologies joins us for our 123rd episode. Topics of Discussion: 1:34 - Robert, thank you for joining us, tell us a little about your background and how you got in the industry? 4:30 - 2022 has certainly been a tough year for mortgage l...

Connect with Tom MacManus, President & CEO, Money360 | Episode 122 17.10.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Tom MacManus, President & CEO, Money360 joins us for our 122nd episode. Topics of Discussion: I always like to get started with a little personal background, how did you get into the mortgage industry? You joined Money360 a couple of years ago, what drew you to the compan...

Insellerate Takeover with Josh Friend and Jon Irvine | Connect Episode 121 10.10.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our podcast sponsor, Insellerate, TAKES OVER episode 121. Watch or listen to Josh Friend - CEO, Insellerate and Jon Irvine - Chief Production Officer, Change Home Mortgage. Topics of Discussion: - What are some of the unique products in today’s market? - What can loan off...

Connect with Jennifer Schachterle, Director of Warehouse Lending, Western Alliance Bank | Ep. 120 26.09.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 120th episode features Jennifer Schachterle, Director of Warehouse Lending, Western Alliance Bank Topics of Discussion: 1:35- I always like to get started with a little personal background, how did you get into the mortgage industry? 2:50- You’ve had a long history in...

Connect with Ned Payant, President, American Pacific Mortgage | Episode 119 19.09.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 119th episode features Ned Payant, President, American Pacific Mortgage. Topics of Discussion: 1:35 - I always like to get started with a little personal background, how did you get into the mortgage industry? 4:53 - You’ve had a long history in the mortgage industry,...

Connect with Paul Gigliotti, COO Pinnacle Home Loans and Founder, Axis Lending Academy | Episode 118 11.09.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 118th episode features Paul Gigliotti, COO Pinnacle Home Loans and Founder, Axis Lending Academy. Topics of Discussion: 1:50 - How did you get into the mortgage industry? 3:32- We are in the middle of a tough cycle for the residential mortgage industry. How can a comp...

Connect with Andrew Mekjavich Principal at Gantry | Episode 117 04.09.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 117th episode features Andrew Mekjavich Principal at Gantry Topics of Discussion: 1:36 - I always like to get started with a little personal background, how did you get into the mortgage industry? 4:29 - You participated in our Future Leaders program years ago, can yo...

Connect with Cody Charfauros, Principal/Managing Director, Slatt Capital | Episode 116 28.08.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 116th episode features Cody Charfauros, Principal/Managing Director, Slatt Capital Topics of Discussion: 1:32 - I always like to get started with a little personal background, how did you get into the mortgage industry? 2:36 - The real estate finance industry is alway...

Connect with Bobby Khorshidi, President & CEO, Archway Capital | Episode 115 21.08.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 115th episode features Bobby Khorshidi, President & CEO, Archway Capital Topics of Discussion: 1:42 - I always like to get started with a little personal background, how did you get into the mortgage industry? 6:08 - What asset classes do you see faring better than ot...

Connect with Dan Phelan, CMB, CEO, Pacific Southwest Realty Services (PSRS) | Episode 114 15.08.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 114th episode features Dan Phelan, CMB, CEO, Pacific Southwest Realty Services (PSRS) Topics of Discussion: 1:53 - I always like to get started with a little personal background, how did you get into the mortgage industry? 5:28 - Can you share with listeners a little...

Connect with Gary Bechtel, CEO, Red Oak Capital Holdings | Episode 113 07.08.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 113th episode features Gary Bechtel, CEO, Red Oak Capital Holdings Topics of Discussion: 01:23 - I always like to get started with a little personal background, how did you get into the mortgage industry? 03:12 - You joined Red Oak a couple of years ago, what drew you...

Connect with Madison Simm, President of Mortgage Finance, Texas Capital Bank | Episode 112 25.07.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 112th episode features Madison Simm, President of Mortgage Finance, Texas Capital Bank Topics of Discussion: 1:26 - Share with our listeners about your background and your role at Texas Capital Bank. 3:06 - Given the current market, what are some of the conversations...

Connect with Andrew Rhodes, Mortgage Capital Trading (MCT) | Episode 111 17.07.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 111th episode features Andrew Rhodes, Senior Director – Head of Training, Mortgage Capital Trading, Inc. (MCT) Topics of Discussion: 1:36 - I always like to get started with a little personal background, how did you get into the mortgage industry? 3:18 - You were one...

Connect with Chris King, SVP, Business Development, Mr. Cooper | Episode 110 10.07.2022

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 110th episode features Chris King, SVP, Business Development, Mr. Cooper Topics of Discussion: 1:27 - I always like to get started with a little personal background, how did you get into the mortgage industry? 3:27 - As a leading Correspondent investor, what trends ar...

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