The Introduction to Mortgage Origination Examinations Training builds upon a base knowledge developed through the Day One: Mortgage Examiner Training. The course accelerates attendees mortgage 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. This course is taught by experienced mortgage originations 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 mortgage supervision and the tools available to assist with examinations.
- Discuss basic financial analysis, including ratios and reporting requirements.
- Understand the key areas of a mortgage origination examination.
- Apply critical thinking to develop better report content.
- Discuss best practices for running effective meetings
Time Commitment:
- Pre-Course Work: Completion of Day One: Mortgage Examiner Training or equivalent training.
- Virtual Sessions: 7 half-days over 2 weeks
- Post-Course Work: None
Level/Target Audience:
Examiners with less than two years of experience in mortgage origination examinations. More seasoned examiners are welcome. However, please note this is an introductory course.
Pre-Approved Credit Hours:
30.5 CPEs. Hours subject to change.
