Introduction to Mortgage Servicing Examinations Training

Introduction to Mortgage Servicing Examinations Training - Live Virtual June 3 - 12, 2025

Week 1 Tuesday, June 3, 2025 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

Scoping an Examination Exam Scoping Exercise

Wednesday, June 4, 2025 1:00 pm – 1:15 pm

Prior Day Review

Basics of Financial Analysis

1:15 pm – 2:15 pm

Break

2:15 pm – 2:30 pm 2:30 pm – 4:00 pm

Financial Analysis Exercise

Thursday, June 5, 2025 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

Policy Review Exercise

Week 2 Tuesday, June 10, 2025 1:00 pm – 1:30 pm

Prior Week Review Effective Meetings

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

Break

Loan File Review/Exercises

Wednesday, June 11, 2025 1:00 pm – 1:15 pm

Prior Day Review

Loan File Review/Exercises

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

Break

Loan File Review/Exercises