Banking
10 mortgage origination operations experts
These ten professionals have led mortgage and lending operations teams at banks, credit unions and mortgage lenders. A reader can learn how mortgage origination operations, including loan processing, underwriting and closing, are organized and managed.
Professionals to explore
01—10Beth Bossert
LinkedInExperience: SVP Senior Mortgage Retail Credit Operations Manager · Fulton Mortgage Co
SVP Senior Mortgage Retail Credit Operations Manager at Fulton Mortgage Co since 2015, a role the profile says covers coordination and oversight of residential mortgage and consumer credit loan operations, including processing, closing and construction portfolio management. Also EVP Director of Consumer Loan Operations at Fulton Bank since 2022, and former Executive Vice President - Director of Operations at Fulton Mortgage Co (2016–2023).
Bob Briden
LinkedInExperience: SVP Director of Mortgage Operations and Direct to Consumer Lending · Santander US
Former SVP Director of Mortgage Operations and Direct to Consumer Lending at Santander US (2017–2021), where the profile describes oversight of retail and wholesale mortgage operations for three mortgage centers in RI, NJ and PA, plus oversight of direct-to-consumer mortgage originations. The profile also lists SVP Director of Mortgage Lending at Admirals Bank (2013–2016) and Vice President Operations at Eastern Bank (2006–2013).
Geralyn Yousif
LinkedInExperience: Director of Mortgage Operations · TwinStar Credit Union
Director of Mortgage Operations at TwinStar Credit Union since 2022. The profile describes mortgage experience in wholesale and retail lending that encompasses loan processing, underwriting, closing and compliance, and lists Mortgage Operations Manager at PNC (2010–2021) and Loan Processing Team Manager at Redfin (2021–2022).
John Banks
LinkedInExperience: Head of Mortgage Operations and Retail Lending · People's Credit Union
Head of Mortgage Operations and Retail Lending at People's Credit Union since 2025 and Head of Mortgage Operations there since 2023, responsible for all mortgage operations including sales, processing, underwriting, closing and third party origination. The profile also lists AVP - Retail Lending Operations Manager at Chelsea Groton Bank (2019–2023) and Assistant Vice President Fulfillment Team Lead at Bank of America (2013–2019).
Joseph Miller
LinkedInExperience: Head of US Mortgage Operations · City National Bank
Head of US Mortgage Operations at City National Bank since 2025, where the profile says the role leads the organization's mortgage lending operations and drives operations transformation and modernization. The profile also lists Chief Operating Officer, Home Loans at Morgan Stanley (2018–2022) and SVP, Vendor Operations Executive at Bank of America (2013–2015).
Kevin Denton
LinkedInExperience: Director of Mortgage Loan Operations · Banterra Bank
Director of Mortgage Loan Operations at Banterra Bank since 2021, a role the profile says involves managing the operations side of the bank's mortgage team. The profile also lists Mortgage Lending Manager at Banterra Bank (2019–2021) and Retirement Planning Counselor at Innovative Financial Solutions, LLC (2014–2015).
Kim Kinney
LinkedInExperience: Director- - Mortgage Lending Operations · Deutsche Bank
Former Director- - Mortgage Lending Operations at Deutsche Bank (2016–2019), hired to manage the transition of all residential mortgage lending functions, including loan processing, closing, funding, servicing and post-closing, from the bank's New York headquarters to Jacksonville, FL. The profile also lists VP - Mortgage Fulfillment Operations Manager at JPMorganChase (2009–2013) and VP Operations Pipeline Manager at Quontic (2020–2022).
Mona Samaha
LinkedInExperience: SVP, Director of Mortgage Operations · MB Financial Bank
Former SVP, Director of Mortgage Operations at MB Financial Bank (2010–2019) and former Chief Originations Officer at Homepoint (2022–2023). VP Director of Wholesale Lending Operations and Mortgage Systems at Dart Bank Wholesale Lending, a Division of Dart Bank, since 2023. The profile also lists Senior Managing Director, Business Transformation at Homepoint (2019–2022).
Robert Segnini
LinkedInExperience: Managing Director, Head of Consumer Mortgage Fulfillment Operations · JPMorganChase
EVP, Head of Home Lending Operations and Global Strategy at Wells Fargo since 2025. Former Managing Director, Head of Consumer Mortgage Fulfillment Operations (2022–2025), Managing Director, Head of Consumer Mortgage Underwriting (2015–2022) and Managing Director, Head of Consumer Direct Mortgage and Home Equity Operations (2014–2015) at JPMorganChase.
Sandy Phillips
LinkedInExperience: Mortgage Operations Director · Sage Home Loans Corporation
Former Mortgage Operations Director at Sage Home Loans Corporation (2025), managing a processing department of four processing managers and 28 processors, with responsibility for SLAs, pipeline management, reporting and approval of lock and closing date extensions. The profile also lists Mortgage Sales and Operations Manager at Kleberg Bank (2020–2022) and SVP Mortgage Operations Manager at Park Sterling Bank (2016–2018).
Choose the right perspective
Match the person's channel and scale to yours, since a community bank or credit union mortgage team runs differently from a national lender's fulfillment operation. Check whether the person's operations role is current if your question depends on today's tools, rules or staffing.
Questions to take into the conversation
- 01How do you set service levels for processing, underwriting and closing, and how do you keep the pipeline moving when volume spikes?
- 02Which steps in the origination workflow cause the most delays or defects, and what changes fixed them?
- 03How do you decide which origination tasks to automate, keep in-house or hand to an outside vendor?
Reaching mortgage origination operations experts
How can I contact one of these mortgage origination operations experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Fulton Mortgage Co, Santander US and TwinStar Credit Union, based on profile data retrieved on October 3, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach mortgage origination operations experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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