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Reverse Mortgages

Thursday, August 15th, 2013 - 10:00 am

This webinar looks at the basic structure of Reverse Mortgages, and highlights the benefits and challenges of these products.

J.T. Turner Lending

Introduction to Commercial Loan Documentation

Thursday, August 8th, 2013 - 1:30 pm

This program provides a broad overview to the documentation process.

Dana Sumner Lending

Using Business Tax Returns to Analyze Lending Requests

Tuesday, July 30th, 2013 - 1:30 pm

This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.

Vin DiCara Lending

Marketing for Mortgage Originators

Wednesday, July 24th, 2013 - 10:00 am

This webinar is designed to share marketing ideas specifically designed for loan originators, to help them better promote themselves, their products and their company.

J.T. Turner Lending

How to Use Business Resolutions and Authorizations to Protect Your Financial Institution

Wednesday, July 17th, 2013 - 10:00 am

Attend this webinar to know more about the ins and outs of resolutions and authorizations.

Terri D. Thomas Lending

Seven Habits of Effective Credit Administration in Commercial Banks

Thursday, July 11th, 2013 - 10:00 am

This course will address the factors you need to know to make a positive difference in the credit administration at your bank.

Jeffery Johnson Lending

Salesmanship for the Lender

Wednesday, July 10th, 2013 - 10:00 am

Sales Formula 8-2-5.  8 Steps to Sales Success.  2 Key Habits.  5 Ways to Overcome Barriers.

Honey Shelton Lending

Dealing with Servicemember Issues: SCRA and Much More

Thursday, June 20th, 2013 - 1:30 pm

The Servicemembers Civil Relief Act (SCRA) is the most well-known. But there are other considerations, such as fair lending and even UDAAP.

Carl Pry Lending

Why is that Revolving Line of Credit Not Revolving? Structuring Short Term Lines of Credit

Thursday, June 20th, 2013 - 10:00 am

This session will examine in detail what causes a borrower's short term Line of Credit to become permanent working capital.

Jeffery Johnson Lending

UDAAP - Yes, It Applies to Your Financial Institution

Wednesday, June 19th, 2013 - 10:00 am
If your financial institution offers loans or deposit accounts, you need to have a game plan for the revised UDAAP standards.
Susan Costonis Lending

Preparing for Changes in RESPA: Complying Both Today and into 2014

Tuesday, June 18th, 2013 - 10:00 am

We'll detail the new servicing rules, as well as provide a primer for the new disclosures and what to expect.

Carl Pry Lending

Home Equity Lines of Credit

Tuesday, June 11th, 2013 - 1:30 pm

This class will give a great overview of all the aspects of a HELOC.

J.T. Turner Lending

Analyzing Start-up Businesses

Tuesday, June 4th, 2013 - 10:00 am

This program will emphasize how to properly review business plans and other information that is generated by start-up business ventures and what questions to ask of business owners, in both financi...

Vin DiCara Lending

Remote Deposit Capture: Customer Due Diligence FFIEC Tier II Exam Considerations Plus Mobile Capture!

Thursday, May 30th, 2013 - 1:30 pm

The webinar outlines detailed information you may consider adding to your documents and processes to support thorough due diligence of your customers. 

Carolyn Dowdy Lending

Dealing with Appraisals: Compliance with New Standards

Thursday, May 23rd, 2013 - 10:00 am

We'll go in-depth on the details of the appraisal and valuation process, from both the lender and appraiser side of the game.

Carl Pry Lending

Underwriting the New Uniform Dataset Appraisal Requirements

Tuesday, May 21st, 2013 - 10:00 am

In this webinar we will go over the new language, ratings and requirements that impact the way the appraisal form is completed.

J.T. Turner Lending

RC-C Loan Codes for the Call Report

Thursday, May 16th, 2013 - 1:30 pm

This webinar will help you learn the classification priority for reporting loan information correctly.

Ann Thomas Lending

Introduction to Residential Mortgage Underwriting

Tuesday, May 14th, 2013 - 1:30 pm

In the current business climate, sound underwriting practices are critical, and this class is an excellent overview to the underwriting step.

J.T. Turner Lending

Handling Loan Applications - What Can Go Wrong?

Thursday, May 9th, 2013 - 10:00 am

Join this fast-paced webinar to understand the application process with step by step instructions and actual examples that explain the requirements of several confusing regulations in terms that ar...

Susan Costonis Lending

Opening New Accounts for LLC's

Thursday, May 2nd, 2013 - 10:00 am

In this program learn how to open, document, change signers and handle the paperwork on these amazing accounts.

Deborah Crawford Lending

Calculating and Maintaining the Allowance for Loan and Lease Losses

Wednesday, May 1st, 2013 - 10:00 am

This program is designed to review the elements and thought process in establishing and maintaining an adequate ALLL level under the new guidance.

Jeffery Johnson Lending

Appraisal Review for Residential Mortgage Decisions

Tuesday, April 23rd, 2013 - 1:30 pm

This webinar will give you an understanding of reviewing appraisals.

J.T. Turner Lending

The New Ability-to-Repay and QM Rule: An In-Depth Look at the Issues

Wednesday, April 17th, 2013 - 1:30 pm

We'll go in-depth on the details of the rule, its application, and the specific requirement to provide you a thorough understanding of what is required, along with the consequences.

Carl Pry Lending

Flood Insurance: Compliance Issues and Enforcement Topics, including Changes to the Law

Tuesday, April 16th, 2013 - 10:00 am
We'll concentrate on some of the more vexing issues in flood compliance, such as monitoring, contents coverage, and the ever-present condo problem, by talking through sample scenarios and explaining b...
Carl Pry Lending

Analyzing Tax Returns for Mortgage Decisions

Tuesday, April 9th, 2013 - 1:30 pm

This webinar is designed to give mortgage lenders a better grasp of tax returns and their importance in making quality loan decisions.

J.T. Turner Lending

Call Report - Lending Schedules for Banks

Thursday, April 4th, 2013 - 1:30 pm

This webinar will help you learn the classification priority for reporting loan information correctly.

Ann Thomas Lending

How Loans Get Repaid: Cashflow, Collateral, and Personal Guarantees

Thursday, April 4th, 2013 - 10:00 am

This program will explore three means of getting repaid and identify the challenges that lenders face in each scenario.

Vin DiCara Lending

Avoiding Bank Liability in the Collection Process

Wednesday, April 3rd, 2013 - 1:30 pm

This webcast seminar will address all legal issues involved in the collection process.

Adam LaBoda Lending

Commercial Construction Lending

Wednesday, March 27th, 2013 - 1:30 pm

This webinar will explain the commercial construction lending function from start to finish.

Adam LaBoda Lending

Right of Setoff

Wednesday, March 27th, 2013 - 10:00 am

Do you know when a right of setoff is allowed and when it isn't? Do you know if your financial institution has a statutory or contractual right of setoff? Do you understand the financial risks of...

Terri D. Thomas Lending

New CFPB Mortgage Rules Series: Updates on Regulation Z & RESPA

Tuesday, March 19th, 2013 - 10:00 am

We'll discuss the new rules and what's changed (and some of what hasn't). We'll break down the new requirements, and save some time to talk about what else is coming this year, since the CFPB isn't...

Carl Pry Lending

Fair Lending and the CFPB in Underwriting, Servicing & Collections - Part Two

Thursday, March 14th, 2013 - 10:00 am

Do you know what changes the CFPB has brought to Fair Lending?

Susan Costonis Lending

Ten Things to Look For When Analyzing Balance Sheets

Thursday, March 7th, 2013 - 10:00 am

This program will examine ten important things that every analyst and loan officer should look for when evaluating the information contained in balance sheets.

Vin DiCara Lending

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Thursday, February 28th, 2013 - 1:30 pm

The webinar will cover any proposed revisions to the 2013 Call Report, as well as recently approved changes.

Ann Thomas Lending

Bank Call Report Prep - Part Four

Thursday, February 28th, 2013 - 10:00 am

This series is designed for bankers who have a year or less experience in call report preparation experience as well as OTS bankers who recently converted to the call report.

Ann Thomas Lending

Bank Call Report Prep - Part Three

Monday, February 25th, 2013 - 10:00 am

This series is designed for bankers who have a year or less experience in call report preparation experience as well as OTS bankers who recently converted to the call report.

Ann Thomas Lending

Fair Lending and Reg B for the Frontline - Part One

Wednesday, February 20th, 2013 - 1:30 pm

Every customer contact employee needs to understand the basic requirements of Regulation B.

Susan Costonis Lending

Changes to the Uniform Commercial Code: Not Again! What You Need to Know About the UCC and Upcoming Amendments

Thursday, February 14th, 2013 - 10:00 am

The ultimate goal of this seminar is to provide the participants with an understanding of how to document, close and record secured transactions that are covered by Revised Article 9 of the UCC...

Jeffery Johnson Lending

Half a Million Reasons to Get HMDA Reporting "Right" in 2013!

Wednesday, February 13th, 2013 - 1:30 pm

Learn how to use the "HMDA Getting it Right Guide" and other tools that will help streamline your efforts and detect potential errors.

Susan Costonis Lending

Bank Call Report Prep - Part Two

Monday, February 11th, 2013 - 10:00 am

This series is designed for bankers who have a year or less experience in call report preparation experience as well as OTS bankers who recently converted to the call report.

Ann Thomas Lending

Notary Public - The Power of the Stamp

Wednesday, February 6th, 2013 - 1:30 pm

This two hour webinar is designed to provide notaries with the best practices for dealing with issues that are unique to the financial industry.

Terri D. Thomas Lending

Ten Things to Look For When Analyzing Profit and Loss Statements

Tuesday, February 5th, 2013 - 1:30 pm

This program will examine ten important things that every analyst and loan officer should look for when evaluating the information contained in profit and loss statements.

Vin DiCara Lending

Bank Call Report Preparation for Beginners - Four Part Webinar

Monday, February 4th, 2013 - 10:00 am

This series is designed for bankers who have a year or less experience in call report preparation experience as well as OTS bankers who recently converted to the call report.

Ann Thomas Lending

Basic Cash Flow Analysis

Tuesday, January 29th, 2013 - 1:30 pm

This course is designed to assist financial institution employees in calculating cash flow utilizing the Universal Cash Flow Analysis method (UCA), which is used often by financial institutions to ...

Jeffery Johnson Lending

Using Business Tax Returns to Analyze Lending Requests

Wednesday, January 23rd, 2013 - 1:30 pm

This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.

Vin DiCara Lending

Mortgage Lending Now and in the Near Future: Reg Z, RESPA and CFPB

Thursday, December 20th, 2012 - 1:30 pm

Critical compliance concerns right now; plus how to understand and deal with impending changes.

Carl Pry Lending

Accounting Principles for Lenders

Tuesday, December 11th, 2012 - 10:00 am

The purpose of this webinar is to expose the participant to the flow of accounting from identifying economic events and how they are reported in financial statements.

Jeffery Johnson Lending

Introduction to Commercial Loan Documentation

Thursday, December 6th, 2012 - 1:30 pm

This program provides a broad overview to the documentation process.

Dana Sumner Lending

Analyzing the Purchase of Existing Businesses

Thursday, December 6th, 2012 - 10:00 am

By attending this program, lenders will gain a greater understanding and comfort level with the methodologies to employ when analyzing these types of borrowing requests.

Vin DiCara Lending

Understanding Letters of Credit

Wednesday, December 5th, 2012 - 10:00 am

This webinar will discuss everything you need to know pertaining to Letters of Credit.

Terri D. Thomas Lending

Compliance Training for Lenders - What should be included?

Tuesday, December 4th, 2012 - 1:30 pm

This session covers the regulations that lenders must follow and outlines most of the specific disclosure and timing requirements.

Susan Costonis Lending

Dealing with Appraisals: Compliance with New Standards

Thursday, November 29th, 2012 - 1:30 pm

We'll go in-depth on the details of the appraisal and valuation process, from both the lender and appraiser side of the game.

Carl Pry Lending

Lending 101

Wednesday, November 28th, 2012 - 10:00 am

In this webinar, Anne Lolley will summarize the nuts and bolts of the federal lending requirements.

Anne Lolley Lending
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