CSBS BAI Course Catalog

Mortgage Servicing: Loss Mitigation and Foreclosure 30 minutes This course provides an overview of loss mitigation and foreclosure, including when and how to handle loss mitigation applications and loan modification applications, what loss mitigation rules that apply to servicing transfers, and what the responsibilities of servicers are regarding potential and confirmed successors. This course includes: RESPA. 20 minutes This course provides an overview of the mortgage servicing rules, including the learner’s role in adhering to the rules and the ramifications for not following the rules. This course includes: TILA, RESPA. 20 minutes This course provides an overview of the requirements surrounding periodic statements, including who is responsible for sending out interest rate adjustment notices, what must be in the notice, how and when to send periodic statements, and what must be included in periodic statements. This course includes: TILA. 15 minutes This course provides an overview of the prompt crediting and payoff statement rule, including the types of payments that can be made and how to handle the different types of payments and respond to written requests for payoff statements. Mortgage Servicing: Overview of Servicing Rules Mortgage Servicing: Periodic Statements Mortgage Servicing: Prompt Crediting and Payoff Statements

Privacy

Mortgage Servicing: Privacy and Information Security 20 minutes This course provides an overview of privacy and information security considerations for mortgage loan servicers, including Act (BSA) and Anti-Money Laundering (AML) requirements.

Portfolio Management

Credit Administration

Portfolio Management 30 minutes This course provides an overview of effective portfolio management, including risk identification, exception reporting and monitoring, stress testing, and more.

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