Joe Welu
Founder & CEO
Total Expert
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Joe Welu
Founder & CEO
Total Expert
Pete Karns
Chief Product Officer
Total Expert
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Pete Karns
Chief Product Officer
Total Expert
Dan Catinella
Chief Lending Officer
Total Expert
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Dan Catinella
Chief Lending Officer
Total Expert
With 20 years of experience in mortgage technology, Dan Catinella is a seasoned technology executive focused on driving digital transformation through all channels of lending. In an ever-changing digital landscape, Dan keeps a constant pulse on the next innovation that could change the way business is conducted. As Chief Lending Officer for Total Expert, Catinella identifies and develops high-impact innovation strategies that align with the company’s business goals and growth priorities. He works with Total Expert’s customers to dig into the problems they’re looking to solve and aligns Total Expert’s innovation strategy with their business goals.
Emmi Baker
Vice President, Marketing
NewFed Mortgage Corp.
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Emmi Baker
Vice President, Marketing
NewFed Mortgage Corp.
Jaci Betor
AVP CRM Operations
Fairway Independent Mortgage Corporation
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Jaci Betor
AVP CRM Operations
Fairway Independent Mortgage Corporation
Eric Burgoon
Chief Lending and Experience Officer
LMCU
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Eric Burgoon
Chief Lending and Experience Officer
LMCU
Michael Carey
Software Training Consultant
Total Expert
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Michael Carey
Software Training Consultant
Total Expert
John Chambers Dunn
Strategic Software Training Consultant
Total Expert
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John Chambers Dunn
Strategic Software Training Consultant
Total Expert
Laura Clapper
Chief Marketing Officer
NFM Lending
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Laura Clapper
Chief Marketing Officer
NFM Lending
Clayton Collins
Founder & CEO
HousingWire Media
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Clayton Collins
Founder & CEO
HousingWire Media
Kate Cosgrove
Manager, Customer Success
Total Expert
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Kate Cosgrove
Manager, Customer Success
Total Expert
With more than 12 years in Customer Success—and 7½ of those years at Total Expert—Kate is passionate about helping teams and clients achieve meaningful outcomes. As a Manager of Customer Success, she leads a team of 10 talented Customer Success Managers, empowering them to deliver exceptional experiences and ensure clients get the most value from the Total Expert platform.
Kate thrives on collaboration, celebrating wins both big and small, and seeing the impact that strong partnerships create. Whether it’s helping a customer uncover new opportunities or supporting her team’s professional growth, she’s driven by the shared success that comes from working together toward a common goal.
Bobbi Jo Dallas
Manager, Customer Success Strategy
Total Expert
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Bobbi Jo Dallas
Manager, Customer Success Strategy
Total Expert
Phil Denfeld
Chief Strategy Officer
First Heritage Mortgage
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Phil Denfeld
Chief Strategy Officer
First Heritage Mortgage
Phil Denfeld focuses on ways to evolve First Heritage Mortgage as technology advances the mortgage industry, in addition to continuing his direction of the company’s builder relationships.
In his prior role, Denfeld led The Phil Denfeld Team with a top-producing book of origination business, served as the primary liaison between FHM and its builder partners, and was instrumental in a wide range of other activities focused on corporate growth.
Adam Dorfman
AVP, Product Management and Partnerships
Birdeye
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Adam Dorfman
AVP, Product Management and Partnerships
Birdeye
Brandon Durham
Director of Training and Business Technology
Homeowners Financial Group
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Brandon Durham
Director of Training and Business Technology
Homeowners Financial Group
Lindsi Flynn
Chief Marketing Officer
US Mortgage
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Lindsi Flynn
Chief Marketing Officer
US Mortgage
Kelly Gill
Marketing Executive
Motto Mortgage
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Kelly Gill
Marketing Executive
Motto Mortgage
Kyle Green
Director of Product Management
Cotality
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Kyle Green
Director of Product Management
Cotality
Jelaire Grillo
AVP Martech Strategy and Adoption
Prosperity Home Mortgage
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Jelaire Grillo
AVP Martech Strategy and Adoption
Prosperity Home Mortgage
Michael Guidotti
Chief Performance Officer
American Pacific Mortgage
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Michael Guidotti
Chief Performance Officer
American Pacific Mortgage
Jon Hill
Enterprise Account Executive
Total Expert
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Jon Hill
Enterprise Account Executive
Total Expert
Jon Hill is a seasoned Enterprise Account Executive at Total Expert, bringing over 23 years of experience in the mortgage industry. Throughout his career, Jon has partnered with financial institutions to leverage technology that strengthens customer relationships, drives engagement, and generates measurable growth.
At Total Expert, Jon plays a critical role in helping lenders, banks, and credit unions navigate complex market conditions by aligning business strategies with the power of the Total Expert platform. His consultative approach and ability to simplify challenges into actionable solutions have built lasting partnerships and delivered meaningful results.
With deep expertise across mortgage lending and financial services, Jon is passionate about helping organizations adapt to evolving regulations and market trends while ensuring they’re positioned to capture every opportunity.
Beth Keckley
Chief Product Officer
CredEvolv
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Beth Keckley
Chief Product Officer
CredEvolv
Donnie Kenneth
Vice President of Marketing
Total Exert
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Donnie Kenneth
Vice President of Marketing
Total Exert
Scott Kirkessner
VP of Marketing & Business Development
Castle & Cooke Mortgage, LLC.
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Scott Kirkessner
VP of Marketing & Business Development
Castle & Cooke Mortgage, LLC.
Marissa Kosin
Senior Manager, Training & Education
Total Expert
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Marissa Kosin
Senior Manager, Training & Education
Total Expert
Josh Lehr
Strategic Advisor
LehrJet
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Josh Lehr
Strategic Advisor
LehrJet
Steve Majerus
Chief Executive Officer
Synergy One Lending
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Steve Majerus
Chief Executive Officer
Synergy One Lending
Matt Marx
CEO & Co-founder
Evocalize
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Matt Marx
CEO & Co-founder
Evocalize
Matt McEnery
Principal, Strategic Customer Success Manager
Total Expert
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Matt McEnery
Principal, Strategic Customer Success Manager
Total Expert
Hannah McManus
Director of Marketing
Atlantic Bay Mortgage Group
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Hannah McManus
Director of Marketing
Atlantic Bay Mortgage Group
Dan Miedma
VP of Performance Efficiency
Rate
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Dan Miedma
VP of Performance Efficiency
Rate
Beth Penny
Marketing Technology Specialist
Synergy One Lending
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Beth Penny
Marketing Technology Specialist
Synergy One Lending
Kevin Peranio
Chief Lending Officer
PRMG
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Kevin Peranio
Chief Lending Officer
PRMG
Marie Perkins
SVP, Empower Sales
Dark Matter
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Marie Perkins
SVP, Empower Sales
Dark Matter
Marie Perkins, a Senior Vice President at Dark Matter Technologies for Empower Sales, brings over 35 years of expertise in the financial services sector, with a specialized focus in mortgage technology sales spanning more than two decades. Her extensive experience equips her with a deep understanding of products and industry trends, allowing her to provide valuable insights to both prospects and clients.
Marie's key strength lies in assisting lenders in assessing and incorporating new technologies to enhance their Return on Investment. With a commitment to excellence and a passion for innovation, she is dedicated to fostering long-term collaborations, advocating for prospects and clients while establishing enduring partnerships across the industry.
Mike Russell
Director, Product Integrations and Innovations
Total Expert
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Mike Russell
Director, Product Integrations and Innovations
Total Expert
Mike Russell serves as Director of Product Integrations and Innovation, bringing over a decade of comprehensive experience across the financial services software industry. Throughout his career, Mike has developed deep expertise spanning sales, customer success, product development, and integrations—giving him a unique, 360-degree perspective on what drives value for financial services organizations.
Mike is passionate about empowering customer success and simplifying the daily workflows of mortgage professionals. He believes that the key to transformative technology lies in three core principles: flexibility to adapt to diverse business needs, transparency to build trust and understanding, and connectivity to create seamless ecosystems. By focusing on these pillars, Mike works to ensure that technology serves as an enabler rather than a barrier, making users' jobs easier and more efficient.
Greg Sher
Managing Director
NFM Lending
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Greg Sher
Managing Director
NFM Lending
Jeff Smith
Senior Vice President, Marketing
Rate
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Jeff Smith
Senior Vice President, Marketing
Rate
Jarrett Stanley
Chief Marketing Officer
Nationwide Mortgage Bankers
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Jarrett Stanley
Chief Marketing Officer
Nationwide Mortgage Bankers
Elena Steinmetz
Vice President of Marketing
Flat Branch Home Loans
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Elena Steinmetz
Vice President of Marketing
Flat Branch Home Loans
Micah Stringer
Director of Retail Mortgage Banking
Renasant Bank
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Micah Stringer
Director of Retail Mortgage Banking
Renasant Bank
Micah Stringer serves as Senior Vice President and Retail Director for Renasant Mortgage Lending, where he leads the retail division with a focus on strategic growth and team development. Since joining Renasant in 2016, Micah has held multiple leadership roles within the mortgage division, most recently serving as Mortgage Retail Division Manager and Vice President, East Mortgage Administrator. He earned his education from the College of Charleston and Denison University.
Jessica Swink
Vice President of Digital and Brand Experience
Atlantic Bay Mortgage
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Jessica Swink
Vice President of Digital and Brand Experience
Atlantic Bay Mortgage
Jessica Thames
Marketing Director
Assurance Financial
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Jessica Thames
Marketing Director
Assurance Financial
Tiffany Van Dillen
Director of Strategic Partnership
One Source Home Connections
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Tiffany Van Dillen
Director of Strategic Partnership
One Source Home Connections
Ann Marie Wallace
AVP | Mortgage Marketing Program Manager
Fifth Third Bank
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Ann Marie Wallace
AVP | Mortgage Marketing Program Manager
Fifth Third Bank
Luke Wieneke
Senior Software Training Consultant
Total Expert
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Luke Wieneke
Senior Software Training Consultant
Total Expert
Sue Woodard
Senior Advisor
STRATMOR
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Sue Woodard
Senior Advisor
STRATMOR
Steven Wynands
Co-founder & CEO
RETR
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Steven Wynands
Co-founder & CEO
RETR
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