Introduction to Mortgage Origination Examiniations

Introduction to Mortgage Origination Examinations Training - Live Virtual June 5 - 15, 2023

Week 1 Monday, June 5, 2023 12:30 pm – 1:30 pm

Introductions & Welcome Mortgage Reg Overview

1:30 pm – 2:00 pm 2:00 pm –2:15 pm 2:15 pm - 3:15 pm 3:15 pm – 3:25 pm 3:25 pm – 4:30 pm

Break

Corporate Governance

Break

Corporate Governance

Tuesday, June 6, 2023 12:30 pm – 12:40 pm 12:40 pm – 2:00 pm 2:00 pm – 2:15 pm

Prior Day Review – Corporate Governance Discussion

Scoping an Examination

Break

Policy Review

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

Policy Review Exercise

Exam Scoping Exercise - Independent Work

Wednesday, June 7, 2023 12:30 pm – 1:00 pm

Prior Day Review – Exam Scoping Discussion

Mortgage Advertising

1:00 pm – 2:00 pm

Break

2:00 pm – 2:15 pm 2:15 pm – 3:30 pm 3:30 pm – 3:40 pm 3:40 pm – 4:30 pm

Mortgage Advertising

Break

Mortgage Advertising – Independent Work

Thursday, June 8, 2023 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

Break