Review prior years goals and accomplishments as well as the associated income and expenditures. Review and discuss goals for the upcoming fiscal year to help facilitate and plan the annual budget for presentation to the IMBA board. In addition, in conjunction with the Executive Director, research on an on-going basis, new possible revenue sources for the Association, and report monthly the financial position of the association to the State Board. Committee members must be on the IMBA Board of Directors.
On an annual basis, review and discuss the IMBA By-Laws and Code of Ethics, and suggest any updates/changes to either as needed. Additionally, review and discuss any complaints from members as well as any federal or state actions in regard to a member’s activities that suggests a discussion that may lead to a member’s expulsion from the Association. Committee members must be on the IMBA Board of Directors.
Work in conjunction with members and the IMBA Executive Director to research and discuss current industry issues and challenges, and deliver to the IMBA membership, training and information to effectively address the needs. This includes the Future Leaders Program. Additionally, work with the IMBA and Chapter Boards to develop the formats and agendas that will attracts sizeable audiences, and provide excellent value for those attending, and, net income for the operational needs of the Association.
Work in conjunction with members throughout the association to research and discuss current industry issues and challenges, and deliver to the IMBA membership, training and information to effectively address at the State Convention, Production Conference, and other state-wide events. In addition, work to maintain and improve the IMBA Future Leaders Program, as well as assist the IMBA Executive Director in recruiting trainers for the modules, and, developing marketing material. Finally, work with the IMBA and Chapter Boards to develop the formats and agendas that will attracts sizeable audiences, and provide excellent value for those attending, and, net income for the operational needs of the Association.
More Info Coming...
Work on tactics and strategies to develop interest in mortgage banking with a focus on students at Indiana universities and colleges, as well as trade schools. Develop materials for visits to these schools, the IMBA website, and for member institutions to use in their efforts to recruit young people to the industry.
Discuss expected/proposed and current state legislative and regulatory issues impacting the residential real estate lending industry and provide input to the IMBA Lobbyist(s) as to positions and actions to take with respect to each. In addition, discuss with current members of the Indiana legislature and government, as well as candidates running for office, their support for disbursement of approved funds to approved office holders/candidates. Work with the IMBA and chapter Boards to develop and execute an annual plan to raise funds for the IMBA PAC. (Note: This will include IMBA PAC Officers and Trustees.)
Discuss and develop on a regular basis, lists of potential new members as well as ways to maximize retention of existing members. Set annual goals for and pro-actively recruit new members and retaining current. Annually review and recommend changes to membership marketing material to the IMBA board, and monthly, report to the Board any new members or other committee activities.
Budget By-Laws & Ethics Communications & Technology
Education Housing Advocay Internship Legislative/PAC Membership | Dawn Deputy Poe, Fairway Independent Mortgage Bryan Traylor, Centier Bank Dawn Deputy Poe, Fairway Independent Mortgage and Greg Pilling, Teachers Credit Union Rob Green, GVC Mortgage Open Chrissy Buchanan, Hallmark Home Mortgage, LLC Heather Tennell, Essent MI |