SEMINAR OVERVIEW

Understand the pivotal role mortgages play in the member relationship. Mortgage transactions create the strongest bond between your credit union and your members. Stay on top of the market, reduce your risk, and increase member satisfaction by taking a strategic look at your mortgage lending program.

This seminar is part of the CUNA Residential Mortgage Lending School. Click here for additional seminars on this topic.

LOCATION
THE WESTIN BUCKHEAD ATLANTA
3391 Peachtree Rd. Ne
Atlanta, GA 30326
Phone: (800)937-8461
Fax: (404)365-8787
Room rates: $189 per night for single or double occupancy*^*

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.

WHO SHOULD ATTEND
This seminar provides a comprehensive overview for staff new to mortgage lending and advanced information for staff responsible for a variety of real estate mortgage lending products.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on August 28, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after August 28, 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.

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. Call United's Specialized Meetings Reservation Center at (800) 521-4041 to make your airline reservations. Please reference ID# 553SF.