The Introduction to Mortgage Servicing Examination Training builds upon a base knowledge developed through the Day One: Mortgage Examiner Training and the Introduction to Mortgage Origination Examinations Training. The course accelerates attendees’ mortgage servicing examination knowledge and adds value to their regulatory agency. The school includes focused hands-on exercises to reinforce what attendees learn and permits them to apply their knowledge to real-life exam situations. The course is taught by experienced mortgage servicing examiners.
The capacity for this school is 30 participants that will be filled on a first come, first served basis.
Learning Format:
Virtual based learning through instructor presentations, break-out sessions, and group discussions.
Learning Objectives:
Upon completion of this course, attendees are able to:
- Understand the mortgage servicing supervision and the tools available to assist with examinations.
- Review mortgage servicing loan files
- Discuss basic financial analysis, including ratios and reporting requirements.
- Understand the key areas of a mortgage servicing examination.
- Practice running an effective meeting.
Time Commitment:
- Pre-Course Work:
- Completion of Day One: Mortgage Examiner Training; and
- Completion of Introduction to Mortgage Origination Examinations Training or equivalent training.
- Virtual Sessions: 6 half-days over 2 weeks
- Post-Course Work: None
Level/Target Audience:
Examiners with less than two years of experience in mortgage servicing examinations. More seasoned examiners are welcome. However, please note this is an introductory course.
Pre-Approved Credit Hours:
19.2 CPEs. Hours subject to change.