Introduction to Mortgage Servicing Examinations Training

Description:

The Introduction to Mortgage Servicing Examinations Training builds upon a base knowledge developed through the Day One: Mortgage Examiner Training and the Introduction to Mortgage Origination Examinations Training. The course accelerates attendees' mortgage servicing  examination knowledge and adds value to their regulatory agency. The training includes focused hands-on exercises to reinforce what attendees learn and permits them to apply their knowledge to real-life exam situations. The course is taught by experienced mortgage servicing examiners.

Learning Objectives

Upon completion of this course, attendees are able to:

• Understand the mortgage servicing supervision and the tools available to assist with examinations.
• Review mortgage servicing loan files.
• Discuss basic financial analysis, including ratios and reporting requirements.
• Understand the key areas of a mortgage servicing examination.
• Practice running an effective meeting.

Time Commitment:

• Pre-Course Requirement:
  • Completion of Day One: Mortgage Examiner Training; and
  • Completion of Introduction to Mortgage Origination Examinations Training or equivalent training.
  • Pre-course assignment related to financial analysis
• Resident Session: 6 half-days virtually
• Post-Course Work: None

Target Audience:

Examiners with less than one year experience in mortgage servicing examinations.

Registration:

Please view our Calendar of Events to register. 

Questions? Please contact Katie Hoyle ([email protected]).