Click here to download a PDF of the WMBA Mortgage Boot Camp Flier.
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Date: November 13 - 14, 2018
Location: Delafield Brew Haus
3832 Hillside Drive
Delafield, WI 53018
Time: November 13, 2018
8:30am - 5:00pm
November 14, 2018
8:00am - 12 noon
Cost: Advance purchase through Nov 2, 2018
WMBA Members $150
Non-Members $300
Purchase from November 3-12, 2018
WMBA Members $170
Non-Members $340
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Register by November 12, 2018
AGENDA AND PRESENTERS
Tuesday, November 13, 2018
8:30 – 9:00 am |
Registration and Breakfast |
9:00 – 9:05 am |
Welcome & Introductions |
9:05 – 10:15 am
75 minutes |
Taking the Application
Roundtable / Panel
Regulations, documentation needs, setting expectations for the process and how to effectively interview a borrower.
Presenters:
Moderator – Amy Lirette, Assistant Vice President, Wisconsin Mortgage
Aleena Heldt, Loan Officer, Wisconsin Mortgage
Daniel Berzsenyi, Loan Officer, Wisconsin Mortgage
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10:30am – 12:00 Noon
90 minutes |
Processing for Success
Develop great relationships and close more loans Review best practices for communication both internally and externally through the loan process and review the typical personality type differences between operations and sales.
Presenters:
Kristin M. Nesbitt, VP, Mortgage Processing Spec Manager, Old National Mortgage
Nicole B. Daniels, Vice President, North Shore Bank |
12 Noon – 12:45 pm |
Buffet Lunch |
12:45 pm – 2:00 pm
75 minutes |
Understanding Secondary Market
Understanding the “Big Picture”: Who are the players in the industry, how do they relate to one another, how is a mortgage funded and where do the rules come from?
Presenter:
Tom Faughnan, Executive Vice President, Director of Residential Lending, Associated Bank |
2:00 – 2:15 pm |
Break |
2:15 pm – 3:45 pm
90 minutes |
Underwriting
Who are the people behind the approval curtain? A review of how an underwriter looks at a loan and what factors are included. Credit, income, appraisal and title review.
Presenters:
Anita Fehler, Vice President, Underwriting Manager, Associated Bank
Tammy Kurey, Vice President, Underwriting Manager, Associated Bank |
3:45 pm – 4:00 pm |
Break |
4:00 pm – 5:00 pm
60 minutes |
Mortgage Insurance Basics
Getting the coverage you need to get the approval you want. Coverage options and how mortgage insurance works. Explore the claims process and some delinquency scenarios where MI made the difference.
Presenter:
JoAnn Honeycutt, Account Manager, National MI |
5:00 pm – 7:00 pm |
Cocktails and Hors de oeuvres - Networking with presenters and participants |
Wednesday, November 14, 2018
Day Two
8:00 am – 8:25 am |
Continental Breakfast |
8:25 am – 8:30 am |
Welcome & Introductions |
8:30 am – 10:30 am
120 minutes |
Mortgage Lending Compliance
An overview of the top mortgage regulations you need to know as a mortgage lender.
Presenter:
Karen Cullen, Director of Fair Lending and Compliance, CrossCheck Compliance |
10:30 – 10:45 am |
Break |
10:45 am – Noon
75 minutes
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Business Development Planning
Grow Your Business! A guided process to plan your sales activities for the next year. Walk away with a plan you can use daily.
Presenter:
Jennifer Jensen, National Trainer, Business Development, Inlanta Mortgage
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Noon |
Dismissal and Certificates |
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Contact Us
Wisconsin Mortgage
Bankers Association
4075 Vilas Road
Cottage Grove, WI 53527
Phone: 608-255-4180
info@wimba.org
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