Managing a Mortgage CUSO in Today’s Regulatory Environment
Managing a Mortgage
CUSO in Today¡¯s
Regulatory Environment
NACUSO Annual Conference
May 10, 2012
Andrea M. Blais, CEO
? Who is Community Mortgage Funding?
? The SAFE Act and its impact on a CUSO
? How did we implement it, and what
would we do differently?
? Loan Officer Compensation
? How did it impact different business
channels?
? Lessons learned
? Where do we go from here?
Community Mortgage Funding is a CUSO
owned by two leading credit unions,
SCE FCU and Farmers Insurance Group FCU
whose combined assets total over $1.2 billion
THE
UNION MORTGAGE PARTNER
? 1999 ¨C CUSO established five credit
union roles: Role of full-service mortgage
department
? 2009 ¨C New CEO, Andrea Blais, builds a
CU-experienced management team
? 2010 ¨C New technology and
infrastructure: LOS, phone system, online
system
? 2011 ¨C Expanded to begin delivering
services to the credit union community,
such as an online Loan Servicing System.
Shareholder changes made due to
mergers and strategic decisions
? Sales Builder Track
? Strategies for Loan
Portfolio Growth
? Relationship Builder Track
? Business Builder Track
? Contract Services
? Loan Servicing
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