Introduction to Mortgage Servicing Examinations Training - March 2023

Introduction to Mortgage Servicing Examinations Training ‐ Live Virtual March 21 ‐ 30, 2023

Week 1 Tuesday, March 21, 2023 1:00 pm – 1:45 pm

Introductions & Welcome Mortgage Reg Overview

1:45 pm – 2:15 pm 2:15 pm –2:30 pm 2:30 pm ‐ 3:00 pm 3:00 pm – 4:00 pm

Break & Icebreaker

Scoping an Examination Exam Scoping Exercise

Wednesday, March 22, 2023 1:00 pm – 1:15 pm

Prior Day Review

Basics of Financial Analysis

1:15 pm – 2:15 pm

Break & Icebreaker

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

Basics of Financial Analysis Financial Analysis Exercise

Thursday, March 23, 2023 1:00 pm – 1:15 pm

Prior Day Review

Policy Review

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

Break & Icebreaker Policy Review Exercise

Week 2 Tuesday, March 28, 2023 1:00 pm – 1:30 pm

Prior Week Review Loan File Review Break & Icebreaker Loan File Review

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