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 2008 Archived Webinar

Residential Mortgage Lending: A Strategic Approach

Attend this webinar live on October 14, 2008

Access this archived webinar
please read Archive Webinar Overview below before accessing

Access available October 14, 2008–April 14, 2009
Tuition: $219 for the archive webinar (live webinar not included)

ABOUT THIS ARCHIVE WEBINAR
To your credit union, the value in mortgage lending goes beyond the income generated because it creates long-term bonds with members. Whether you're just starting out or wish to improve your existing program, this webinar, part of the CUNA Residential Mortgage Lending eSchool, puts you on the right path to success with the convenience of online learning.

TOPICS & OBJECTIVES

Residential Mortgage Lending: A Strategic Approach

Through this webinar you will learn about:
  • Mortgage lending
  • Developing a loan policy
  • Creating a business plan
  • Credit unions and the secondary mortgage market
WHO SHOULD ATTEND
Join us for strategic planning tips, regulation and compliance review, marketing ideas, and general techniques to make your residential mortgage lending program more efficient and successful.

Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Tracy Jean Ashfield
Tracy founded Strategic Mortgage Solutions (SMS) in 2001 to help credit unions with mortgage lending strategy, development, policies, product design, training, and strategic planning. Recently she merged the consulting firm into Prime Alliance Solutions, Inc., where today she serves as executive vice president.

In addition to working with credit unions and CUSOs, Tracy works with the NCUA and NASCUS to provide training and education in the area of residential mortgage lending. Tracy has helped the largest mortgage granting credit unions enhance their programs while helping those new to mortgage lending develop business strategies that have propelled them into efficient, profitable real estate lenders.

Tracy has more than 25 years of experience in mortgage banking management. Before forming SMS, she held a variety of management positions with CUNA Mutual Group. In addition to being the senior executive of mortgage development, she was the senior vice president of operations of CUNA Mortgage Corporation, responsible for retail and wholesale production, more than 20 branches, and their National Training Department. Tracy also worked with CMG Mortgage Insurance Company committed to helping credit unions develop low down payment and affordable housing programs for their members.

Tracy is the co-author of Credit Union Mortgage Strategies: The Best Never Rest and numerous other periodicals on credit union lending strategies.



ARCHIVE WEBINAR OVERVIEW
Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.

CANCELLATIONS
The last day for cancellations was October 13, 2008. Substitutions are accepted anytime prior to October 14, 2008 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.


100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

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