2019 Second Annual
WMBA Mortgage Bootcamp
Early Bird pricing extended!
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Click here to download a PDF of the WMBA Mortgage Boot Camp Flier.
See detailed Agenda below with Presenters:
WMBA Boot Camp Details, Delafield Brewhaus, Delafield, Wisconsin - Tuesday, November 12, 2019
| 8:30 – 9:00 am |
Registration and Breakfast |
| 9:00 – 9:30 am |
Welcome & Introductions |
9:30 – 10:45 am
75 minutes |
Taking the Application
Roundtable / Panel
Regulations, documentation needs, setting expectations for the process and how to effectively interview a borrower.
Presenters:
Dave Leeder, Branch Manager and Sr. Loan Officer, Inlanta Mortgage
Sara Whitley, Mortgage Loan Specialist, Old National Bank |
| 10:45 – 11:00 |
Break |
11:00 – 12:15
75 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:
Nicole B. Daniels, Vice President, North Shore Bank
Tony Larke, Residential Lending Administrator, North Shore Bank |
| 12:15 – 1:00 pm |
Buffet Lunch |
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1:00 pm – 2:00 pm
60 minutes |
Underwriting – Section 1
Who are the people behind the approval curtain? A review of how an underwriter looks at a loan and what factors are included. 4 C’s of Credit, Income Quality
Presenter:
Jenny Jewell, National Trainer, Genworth Mortgage Insurance |
2:00 pm – 3:00 pm
60 minutes |
Underwriting – Section 2
Who are the people behind the approval curtain? Third Party involvement, appraisal and title review.
Presenters:
Tom Kneesel, VP, Residential Appraisal, Associated Bank
Scott Hutchison, Branch Counsel, Knight Barry Title Company |
| 3:00 pm – 3:15 pm |
Break |
3:15 – 4:15 pm
60 minutes |
Understanding Secondary Market – High level overview of Understanding the “Big Picture”: Who are the players in the industry, how do they relate to one another, What does it mean for me and my borrower?
Presenter:
Bob Selingo, SVP Secondary Marketing at Waterstone Mortgage Corp. |
4:15 pm – 5:00 pm
45 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:
Scott Meerstein, Sr. Lead Sales, MGIC |
| 5:00 pm – 7:00 pm |
Cocktails and Hors de Oeuvres - Networking with presenters and participants |
Wednesday, November 13, 2019
Day Two
8:00 am – 8:25 am |
Continental Breakfast |
| 8:25 am – 8:30 am |
Welcome & Introductions |
8:30 am – 10:00 am
75 minutes |
Mortgage Lending Compliance
An overview of the top mortgage regulations you need to know as a mortgage lender.
Presenter:
Heidi Wier, Managing Director of Compliance and Audit, CrossCheck Compliance |
| 10:00 – 10:15 am |
Break |
10:15 am – 11:45 am
90 minutes |
Business Development Planning – Panel Discussion
Best Practices to Grow Your Business! How to plan your sales activities for the next year. Walk away motivated with solid tip and ideas to use right away.
Presenters:
Chris Boland, VP Consumer Lending Manager, North Shore Bank
Sarajane Trier, Mortgage Loan Officer, Bell Bank Mortgage
Tom McCormick, Broker/Owner, Exit Realty Horizons |
| 11:45 - Noon |
Wrap Up, Dismissal and Certificates – |
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Date: November 12 - 13, 2019
Location: Delafield Brew Haus
3832 Hillside Drive
Delafield, WI 53018
Time: November 12, 2019
8:30am - 5:00pm
November 13, 2019
8:00am - 12 noon
Cost: Early Bird Pricing EXTENDED through Nov 11, 2019
WMBA Members $150
Non-Members $300
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Please register by November 8, 2019
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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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