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CMB ConnectAuthor: Val Buresch
Anyone can see the three letters after a name on LinkedIn. But what about the war stories? The risky bets that paid off? These are the moments that build a mortgage banking career. Welcome to CMB Connect, the podcast that explores the journey, not just the arrival. Join host Val Buresch, CMB Society Chairman (2024), as she sits down with the leaders of housing finance to uncover the pivotal moments, the hard-won lessons, and the unfiltered predictions for what's next. It's time to Get Behind the Designation. Language: en-us Genres: Business, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Spy Stories, Brushstrokes, and Basis Points with Jason Bohrer, CMB | CMBConnect | S3 Ep3
Episode 3
Tuesday, 10 March, 2026
In this episode of CMBConnect, host Val Buresch, Founder of Polygon Research and a Certified Mortgage Banker (CMB), speaks with Jason Bohrer, CEO and President of Newbold Advisors and a Certified Mortgage Banker (CMB), about leadership, observation, and navigating decades of change in the housing finance industry.The conversation begins with a remarkable family story. Jason shares the history of his mother, Doris Bohrer, one of the first women to work for the Office of Strategic Services (OSS) during World War II — the intelligence organization that later became the CIA. As a photo reconnaissance analyst stationed in North Africa and Italy, she interpreted aerial imagery used in military operations and intelligence planning.From there, Val and Jason explore Jason’s career journey through mortgage banking, capital markets, and executive leadership. Having worked across multiple organizations during periods of consolidation and industry transformation, Jason reflects on what it takes to adapt and thrive in a business where change is constant.They discuss:Lessons from decades in mortgage banking and housing financeWhy data-driven decision making matters in leadershipNavigating mergers, acquisitions, and industry cyclesThe importance of relationships in financial servicesThe role of art and creativity in sharpening observation and strategic thinkingHow AI and incremental innovation may shape the future of mortgage technologyJason also talks about his work today at Newbold Advisors, helping lenders and fintech companies solve operational and technology challenges.For anyone working in housing finance, mortgage banking, fintech, or capital markets, this episode offers thoughtful insights on leadership, learning, and staying adaptable in an industry that is always evolving.Books & Podcasts MentionedPainting as a Pastime — Winston ChurchillMitch Rapp series — Vince FlynnHarry Bosch series — Michael ConnellyJason Bourne series — Robert LudlumPodcast: Acquired
