Introduction to Mortgage Origination Examinations Training eBook

Internal Use Only

Thursday, June 6, 2024 - Continued 2:15 pm – 3:15 pm

Basics of Financial Analysis

Financial Analysis Exercise - Independent Work

3:15 pm – 4:30 pm

Week 2 Tuesday, June 11, 2024 12:30 pm – 1:00 pm

Prior Day Review – Financial Analysis Discussion

Compliance 101: Loan File Review

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

Break

Compliance 101: Loan File Review

Loan File Review Exercise - Independent Work

Wednesday, June 12, 2024 12:30 pm – 1:45 pm

Compliance 101: Loan File Review Writing the Report of Examination

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

Break

Writing the Report of Examination

Sample Writing Review

Writing Exercise - Independent Work

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Thursday, June 13, 2024 12:30 pm – 1:00 pm

Prior Day Review - Writing Discussion

How to Run an Effective Meeting

1:00 pm – 2:00 pm 2:00 pm – 2:15 pm 2:15 pm – 2:40 pm 2:40 pm – 3:00 pm

Break

How to Run an Effective Meeting Effective Meetings Activities

Exit Meeting Role Play Exercise

3:00 pm – 3:55 pm

Conclusion

3:55 pm - 4:00 pm

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