Intro to Mortgage Origination Examinations - June 2022

Week 2 Monday, June 27, 2022 12:30 pm – 1:00 pm

Prior Day Review – Mortgage Advertising Discussion

Basics of Financial Analysis

1:00 pm – 2:00 pm 2:00 pm – 2:15 pm 2:15 pm – 3:00 pm 3:00 pm – 4:30 pm

Break & Icebreaker

Basics of Financial Analysis

Financial Analysis Exercise - Independent Work

Tuesday, June 28, 2022 12:30 pm – 1:00 pm

Prior Day Review – Financial Analysis Discussion

Compliance 101: Loan File Review

1:00 pm – 2:00 pm 2:00 pm – 2:15 pm 2:15 pm – 3:15 pm 3:15 pm – 4:30 pm

Break & Icebreaker

Loan Selection & Lock the Rate Activities Loan File Review Exercise - Independent Work

Wednesday, June 29, 2022 12:30 pm – 1:00 pm

Prior Day Review - Loan File Review Discussion

Writing the Report of Examination

1:00 pm – 1:45 pm 1:45 pm – 2:00 pm 2:00 pm – 3:00 pm 3:00 pm – 4:30 pm

Break & Icebreaker

Sample Writing Review

Writing Exercise - Independent Work

St

Thursday, June 30, 2022 12:30 pm – 1:00 pm

Prior Day Review - Writing Discussion

How to Run an Effective Meeting

1:00 pm – 1:45 pm 1:45 pm – 2:00 pm

Break & Icebreaker

Effective Meetings Activities

2:00 pm – 2:45 pm

Exit Meeting Role Play Exercise

2:45 pm – 3:30 pm

Conclusion

3:30 pm - 4:00 pm

St