Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday, December 17, 2024

  • 2:30 – 4:30 pm (Eastern Time)

  • 1:30 – 3:30 pm (Central Time)

  • 12:30 – 2:30 pm (Mountain Time)

  • 11:30 – 1:30 pm (Pacific Time)

Curriculum

There is a huge amount of mortgage servicing information to keep straight and get right.  Do you know what does and does not apply to your financial institution? Either:

  1. You are in need of a fresh look at your small-servicer status to confirm (and document) your exempt status; as well as review what still applies to you;
  2. You are on the bubble and might become a larger servicer as of January 1st; and you need to prepare for what is in store for you;
  3. You are already living the larger servicer life, and you need to make sure you are getting everything right!


Regardless of your current status – this webinar is for you!  Join in to learn all about:

  • The small servicer exemption
  • Escrow accounts: When you must escrow & how, along with cancellation notice requirements
  • ARM disclosures and notices
  • Force-placement of hazard insurance
  • Error Resolution and Information Requests
  • Prompt payment crediting, conforming payments, and payoff requests
  • Periodic statement requirements (including for bankrupt borrowers)
  • Transfer of servicing requirements
  • Loss mitigation:
    1. Early intervention
    2. Continuity of contact
  • Successors in Interest
  • Policies and procedures for it all

Instructor

Founder - Elucidate LLC Rebekah Leonard

Rebekah is the owner of Elucidate LLC, a compliance training and consulting company. Elucidate means to “make clear, explain, throw light upon”, and describes Rebekah’s desire to illuminate the complexities of compliance with passion and fun. She’s created and produced a TRID music video parody and several Compliance Breakout escape rooms, which she frequently provides at state banking compliance conferences. She is an accomplished speaker and regularly provides webinars through BOL and Compliance Resource. Rebekah is currently serving as the VP Director of Compliance for a $6 Billion community bank in Montana. She began her career in 1995 at a private lending company, but soon settled into banking, where she’s covered nearly all of it – customer service and teller work, loan processing and review, BSA, and security and business continuity. She now oversees CRA and all aspects of compliance as a senior leader. She has successfully navigated numerous FDIC Compliance, CRA, and BSA Exams. Rebekah has a bachelors’ degree in Organizational Leadership from Chapman University (Magna cum Laude), attended the American Bankers Association National Compliance School in 2003, and has held her Certified Regulatory Compliance Manager designation since 2006. She is a BOL Compliance Guru.