Webinar: Steps to SAFE Act Registration, Renewal & Compliance for Mortgage Loan Originators
- Nuts and bolts of SAFE Act compliance from a federal and state registration perspective
- Insight into how the SAFE Act correlates to the Loan Originator Compensation Rule
- Compensation methods for MLOs
- Tools to monitor internal compliance
- TAKE-AWAY TOOLKIT
- SAFE Act fact sheet
- Checklist to monitor your SAFE Act compliance internally
- Loan originator compensation fact sheet
- Reference guide for compensation methods
- SAFE Act and Loan Originator Compensation FAQs
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for individuals employed as mortgage loan originators under federal registration or state licensing/registration. It will also benefit managers responsible for overseeing and administering the registration/licensing process.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Angela Lucas, Brode Consulting Services, Inc.
In 2003, Angela Lucas began her career as an Associate National Bank Examiner with the OCC, where she was responsible for performing regulatory examinations of nationally-chartered community banks. Her areas of concentration included commercial and retail credit and consumer compliance, with extensive focus on BSA and anti-money laundering. Later, Angela became a compliance examiner at Federated Investors, Inc.
Angela joined Brode Consulting Services in 2009 as a compliance consultant and loan-review specialist. While her focus remains compliance-based, Angela has expanded to training initiatives. In 2013, she was named Vice President of Compliance for the firm. Angela has a Bachelor’s in Business Administration from Duquesne University with a dual major in Finance and Investment Management.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
Listen to the
Instructions will be emailed with the archived webinar link.
2. ARCHIVED WEBINAR & FREE CD ROM*
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.
As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.
3. BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)
Options 1 and 2 described above
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
*CD ROM is for Mac and PC use only
This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar
July 29th, 2014 2:00 PM through 3:30 PM