Chief Strategy Officer
New American Funding
Jeff Kvalevog brings nearly 25 years of experience and knowledge of the mortgage industry to his position as Chief Strategy Officer at New American Funding.
In this role, Jeff leads multiple departments including Product Management, Engineering, Enterprise Portfolio Strategy, Strategic Partnerships and Customer Success.
Beyond this, Jeff evaluates and establishes strategic opportunities that provide additional revenue and relationships for the company, including partnership agreements, potential expansion into new business channels, and much more. Additionally, he focuses on building on New American Funding’s reputation in the mortgage industry and enabling increased opportunities for the company.
Throughout his career, Jeff has been a driver of process innovation with a solutions-focused mindset, specializing in digital transformation and digital product experience. His passion for leadership and helping develop his team members is enhanced by his background in sales, operations, underwriting, and digital product development.
Jeff believes in New American Funding’s mission to become an invaluable partner to homebuyers on their mortgage journey, by delivering world-class technology, products, and services.
This session explores how lenders can strengthen relationships with realtors, builders, and other partners by modernizing the way they share data, communicate, and deliver leads. Speakers will discuss technologies that streamline co-marketing, automate status updates, improve lead attribution, and create more seamless borrower handoffs. Attendees will learn which tools actively reduce friction in the referral pipeline, how to evaluate partner-facing platforms, and how better transparency and collaboration can boost conversion rates while deepening long-term partnerships.
Many lenders have experimented with AI, but fewer have successfully scaled it across core operations. This session examines how organizations are moving beyond proofs of concept to embed AI into underwriting, processing, quality control, and servicing workflows. Panelists will discuss change management, model governance, data readiness, and integration with LOS and core systems. Attendees will learn what it takes to operationalize AI responsibly, where implementations commonly stall, and how leading lenders are aligning people, process, and technology to drive sustained impact.