Introduction to Mortgage Origination Examinations Training

Introduction to Mortgage Origination Examinations Training - Live Virtual March 17-27, 2025

Week 1 Monday, March 17, 2025 12:30 pm – 1:30 pm

Introductions & Welcome Mortgage Reg Overview

1:30 pm – 2:00 pm

Break

2:00 pm –2:15 pm

Corporate Governance

2:15 pm - 3:15 pm

Break

3:15 pm – 3:30 pm 3:30 pm – 4:30 pm

Corporate Governance

Tuesday, March 18, 2025 12:30 pm – 12:40 pm

Prior Day Review – Corporate Governance Discussion

Scoping an Examination

12:40 pm – 2:00 pm

Break

2:00 pm – 2:15 pm

Policy Review

2:15 pm – 3:15 pm 3:15 pm – 4:00 pm

Policy Review Exercise

Exam Scoping Exercise - Independent Work

4:00 pm – 4:30 pm

Wednesday, March 19, 2025 12:30 pm – 1:00 pm

Prior Day Review – Exam Scoping Discussion

Basics of Financial Analysis

1:00 pm – 2:00 pm

Break

2:00 pm – 2:15 pm 2:15 pm – 3:30 pm

Basics of Financial Analysis

Break

3:30 pm – 3:40 pm

Financial Analysis Exercise - Independent Work

3:40 pm – 4:30 pm

Thursday, March 20, 2025 12:30 pm – 1:00 pm

Prior Day Review – Financial Analysis Discussion

Mortgage Advertising

1:00 pm – 2:00 pm 2:00 pm – 2:15 pm

Break