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OBL Mortgage Lending Forum
The Mortgage Lending Forum builds strong peer networks by exchanging performance ideas and discussing the mortgage lending environment. This forum offers an ongoing platform for developing peer networks and strengthening job performance through idea exchange and presentations on current mortgage lending topics.
Benefits of the Forum
- Group discussions with idea exchanges
- Industry-leading speakers addressing today's best practices in mortgage lending
- Opportunity to submit topics for discussion and speaker presentations
Forum Schedule & Registration
The OBL Mortgage Lending Forum includes sessions that run from 10AM to 3PM at OBL Education Center (4215 Worth Ave, Ste 300). Click here to register for all three sessions.
- April 1
- August 5
- October 7
How the Forum Works
- The Mortgage Lending Forum will meet three times during the year
- Relevant hot topics will be discussed at each session. Attendees are encouraged to suggest topics of interest in advance of the session
- Forum participants benefit from working with a seasoned facilitator
- Attendees share best practices and solutions to mortgage lending challenges
- Each attendee receives an electronic manual packed with tools, forms, handouts and templates
Who Should Attend?
- Credit Officers
- Risk Officers
- Mortgage Lenders
- Management positions in credit and risk management
Forum Discussion Topics
- Market Growth
- Digital Mortgage origination
- Interest rates
- Fintech
- Appraisals
- iBuyers
- Residental Construction Lending
- Home Equity Loans
- ARMS
- Current Pressure Topics for Mortgage Lending
Forum Instructor
Charles Moore
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Charles Moore had the honor of serving as the Deputy Superintendent of Consumer Finance and Consumer Affairs for the State of Ohio from 2011-2012. In this role Charles "Chuck" was the Chief Consumer Lending and Mortgage Banking Regulator for the State of Ohio. Charles previously served as Executive Vice President of DCB Financial Corporation in the capacity of Chief Risk and Consumer Lending Officer. Prior to state service and DCB, Mr. Moore was President of U.S. Bank Consumer Finance, and held executive positions at Bank One Corporation and Ford Consumer Finance.
A graduate of Ohio Dominican College, and SUNY Albany, Charles also attended the Leadership Development Executive Program at the University of Virginia, Darden Graduate School of Business. Charles attended the Graduate School of Banking and is a military veteran serving in the United States Marine Corps and the Army National Guard.
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Paul Thompson
As President and CEO of First Mutual Mortgage (M2), Paul Thompson is responsible for the overall management of the mortgage banking fulfillment entity, working with First Mutual Holding Company leadership, its member banks, and partner banks. He is responsible for developing strategic initiatives associated with the marketing of M2 services to outside parties, banks and other entities. Prior to joining M2, Paul held the position of President and CEO at First Federal in Newark for 23 years.
Throughout his more than 40-year banking career, Paul has served on numerous industry and community boards and committees, including the Mutual Institutions Council and the Mortgage Markets Committee of the American Bankers Association, the Office of the Comptroller of the Currency’s Mutual Savings Association Advisory Committee, and the Ohio Bankers League’s Government Relations Council, where he served as Chair in 2017 and 2018. Additionally, he served as Board Chair of the Ohio Bankers League in 2020, as well as Board Chair of the Ohio Bankers League’s service corporation in 2013. He holds a Bachelor of Science in Business Finance from Miami University, located in Oxford, Ohio.
Additional OBL Forums
The OBL holds additional forums for targeted peer learning and networking.
Cancellation Policy
Refunds for the program will be granted for cancellations received in writing to the OBL Professional Development Team seven days prior to each session. Cancellations will be subject to a $75 processing fee. No Refunds will be granted for cancellations received within seven days of the program. Substitutions are always welcome.
Questions?
Email Sarah Husk or 614-340-7618
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