Presenter: Susan Costonis, Compliance Consulting and Training for Financial Institutions Date: Tuesday, July 24, 2012 Time: 2:00 - 3:30 pm Central
Focus: You’ve just been promoted to a new position as a Mortgage Lender. Now what do you do? If the average 60-page mortgage closing package seems intimidating, then this webinar is for you. A mortgage lender is responsible for providing accurate disclosures within very specific timeframes. Understanding why the disclosures are required, who receives them, and what must be included will be presented in this step-by-step session. Participants will learn the basic requirements for both an initial mortgage and a refinance transaction. (The speaker will not address state-specific mortgage lending laws.)
What You Will Learn
Who Should Sign Up? This informative session is designed for the new mortgage lender, but will also serve as a review for loan processors and more-experienced lending staff. The handout materials will include examples of the critical disclosures and can be used as an effective training tool.
About the Presenter: Susan Costonis is a compliance consultant and trainer who is also affiliated with gettechnical inc as an associate trainer. She specializes in compliance management along with deposit and lending regulatory training. Most of her 32-year career was spent as a banker in several areas including lending, marketing, electronic banking, compliance, community reinvestment, and senior management.
Susan has written numerous training manuals and successfully managed compliance programs and exams for institutions supervised by the OCC, FDIC, and Federal Reserve. She is a Certified Regulatory Compliance Manager, completed the ABA Graduate Compliance School, and graduated from the University of Akron and the Graduate Banking School of the University of Colorado. She regularly presents to financial institution audiences in several states.