The Leadership Institute’s Certified Mortgage Leader program was developed by TMBA industry leaders with the goal of expanding your mortgage skill set and broadening your professional horizon as a leader in the Texas Mortgage Industry.
There are four modules and a yearlong class project as part of the program, with Module One focusing on leadership and is typically held in the Dallas, TX area. Additional modules will be conducted from September through May during TMBA events, including the TMBA Education Symposium, Southern Secondary Market Conference, TMBA Advocacy Day and the 108th Annual Convention. These modules will provide a detailed look at all aspects of mortgage industry management with an emphasis on managing financials, while also expanding your knowledge on legislative advocacy and board governance.
Who Should Apply
Participants in this class will:
Learn leadership behaviors and teamwork skills
Learn about legislative, advocacy and regulatory processes
Learn about board governance and ethics
Have the opportunity to develop a project with a group
Have the opportunity to attend and participate in three of the largest mortgage banking conferences in Texas
Must Be a member of TMBA
How To Apply
If you are interested in applying contact the TMBA office. You can download and complete the Certified Mortgage Leader application and return to the TMBA office no later than September 1, 2023.
The Judy Belanger Helping Others Fund was established in honor of Judy’s 34 years of service as the Co-Founder and President of Cornerstone Home Lending, and the kindness she shared with everyone she met. Judy’s legacy of helping others continues to live on through annual scholarships for TMBA's Certified Mortgage Leader Program.
The TMBA Endowment Scholarships are awarded to individual TMBA members who wish to apply it towards any mortgage banking related program including the Certified Mortgage Leader tuition costs. If chosen, your scholarship can be applied for either the next upcoming CML class, before it starts, or retroactively if you are a graduate of the current year’s class.
For more details, please review the TMBA Endowment Scholarship Packet.
Curriculum | Schedule
Module One will take place on Monday and Tuesday, September 11-12, 2023 at the Cambria Hotel
Richardson in Richardson, Texas. A room block will be available for students not living in the Dallas area.
The curriculum will be a two-day leadership and team building program. Teams will be assigned at this time
and those teams will be together throughout the program, primarily to work on the class project, which
they will present at the 108th Annual Convention in 2024.
Module Two will take place at the 6th Annual Mortgage Symposium, November 6-7, 2023 at the Westin Dallas Southlake Hotel, Southlake, Texas. Teams will attend a presentation on board governance, TMBA
advocacy and other CML project related topics, then have the opportunity to attend the Mortgage
Symposium.
Module Three takes place at the Southern Secondary Market Conference, February 26-27, 2024, at the Westin Houston Memorial City Hotel, Houston, Texas. Students will be invited to attend the TMBA Winter Board meeting and participate in a DISC Discovery program. Students will also have the
opportunity to attend the Secondary Conference.
Module Four takes place at TMBA’s 108th Annual Convention, May 19-22, 2024 at the Marriott Austin Downtown Hotel, Austin, Texas. Team projects will be presented to a panel of judges. Following a vote by
the panel the winning team will be announced. The winning team and team members will be recognized at
the Tuesday business meeting and lunch.
2023-2024 Class of Certified Mortgage Leaders:
Kali Arredondo
Texas Tech Credit Union
Amarillo, TX
Tony Banks
Benchmark Mortgage
Plano, TX
Andrew G. Battany
PrimeLending
Dallas, TX
Luis Bautista
Click N' Close, Inc.
Addison, TX
Jeff Bolen
Black, Mann & Graham, LLP
Flower Mound, TX
Lamar Brown
PlainsCapital Bank
Dallas, TX
Angela Bujnoch
Essent Guaranty, Inc.
Hutto, TX 2023 Winner: Judy Belanger Helping Others Fund
Kenny Cano
DHI Mortgage, Ltd.
Austin, TX
Michael Chase
Benchmark Mortgage
Plano, TX
Karen Collins
First Financial Bank, N.A.
Abeline, TX 2023 TMBA Endowment Scholarship Winner
Pacia Crawford
Click N' Close, Inc.
Addison, TX
Scott Fehrenkamp
Amplify Credit Union
Austin, TX
Alex Gomez
DHI Mortgage, Ltd.
Austin, TX
Mandy R. Hendrix
Click N' Close, Inc.
Addison, TX
Shelly McFadden
Network Funding, LP
Houston, TX
Patricia C. Milner
LoanCo Financial
Houston, TX
Sarah Muths
Cornerstone Home Lending
Houston, TX 2023 Winner: Judy Belanger Helping Others Fund
Daniel Ortiz Jimenez
AmeriHome Correspondent
Thousand Oaks, CA