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 2008 Webinar

Residential Mortgage Lending: Loan Servicing

For additional residential mortgage lending training, register for the CUNA Residential Mortgage Lending eSchool which starts October 14, 2008.
Click here for more information.

ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.

October 20, 2008
2:00–3:30 p.m. Central Time
(3:00–4:30 p.m. EDT, 1:00–2:30 p.m. MDT, 12:00–1:30 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
CUNA Council and CPDOnline members receive a $50 discount.
Subscribers to CU360 Online Research & Advice Portal receive a $50 discount.
Please note: Only one discount valid per webinar registration.

ABOUT THIS 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 NEW! CUNA Residential Mortgage Lending eSchool puts you on the right path to success with the convenience of online learning.

TOPICS & OBJECTIVES

Residential Mortgage Lending: Loan Servicing

Through this webinar you will:
  • Determine what you should service and when
  • Learn how to design a servicing strategy
  • Review the economics involved in servicing
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.



WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.

CANCELLATIONS
The last day for cancellations was November 2, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.


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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