CUNA Residential Mortgage Lending School
Instructors

Instructors

  Tracy Jean Ashfield

Tracy founded Strategic Mortgage Solutions (SMS) in 2001 to help credit unions with mortgage lending strategy, development, policies, product design, training, and strategic planning. Recently she merged the consulting firm into Prime Alliance Solutions, Inc., where today she serves as executive vice president.

In addition to working with credit unions and CUSOs, Tracy works with the NCUA and NASCUS to provide training and education in the area of residential mortgage lending. Tracy has helped the largest mortgage granting credit unions enhance their programs while helping those new to mortgage lending develop business strategies that have propelled them into efficient, profitable real estate lenders.

Tracy has more than 25 years of experience in mortgage banking management. Before forming SMS, she held a variety of management positions with CUNA Mutual Group. In addition to being the senior executive of mortgage development, she was the senior vice president of operations of CUNA Mortgage Corporation, responsible for retail and wholesale production, more than 20 branches, and their National Training Department. Tracy also worked with CMG Mortgage Insurance Company committed to helping credit unions develop low down payment and affordable housing programs for their members.

Tracy is the co-author of Credit Union Mortgage Strategies: The Best Never Rest and numerous other periodicals on credit union lending strategies.

  Blaine Rada

Blaine is a customer training manager for CMG Mortgage Insurance Company. In a typical year, he facilitates close to 100 training workshops for over 2,000 participants, in both live and webinar formats. Blaine joined CMG MI in 1997, following eight years with PMI Mortgage Insurance Co. He is a faculty member of the CUNA Residential Mortgage Lending School and a member of the American Society for Training and Development and the National Speakers Association. Blaine was named "America's Greatest Thinker" in 2005 by winning the Great American Think-Off, a national philosophy competition. His writing has been published in Conscious Choice, a Chicago-area magazine.

  RaAnn Wood, CUCE

RaAnn is the CEO of California Center Credit Union. Before joining the credit union, RaAnn was with the California Credit Union League where she served as the professional networks manager in the education and training department following five years with the league's research and information department. RaAnn's career with credit unions began in 1975, and she has since worked in mortgage banking, with savings banks, and with thrift and loan companies. She is a CUNA Certified Credit Union Compliance Expert (CUCE) and has enjoyed working in the compliance arena as a compliance officer and as a compliance trainer in several financial service industries.

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.