Telephone – Webcast – Audio/Visual CD Rom

 

Fair Lending Pitfalls

 

Tuesday, February 12, 2008

 

12:00 – 1:30 PM Pacific Time           2:00 – 3:30 PM Central Time

1:00 – 2:30 PM Mountain Time        3:00 – 4:30 PM Eastern Time

 

 

How will your institution be evaluated in the next Fair Lending exam?  Have you already been targeted for a “special” Fair Lending review?   How can you prevent potential Fair Lending problems?   

 

Do you know what your regulatory agency is telling Congress to explain the disparity in loan approvals for minority versus non-minority applicants?  A 2006 Federal Reserve study of national HMDA data showed that 55% of African-Americans and 46% of Hispanics received higher priced first-lien mortgages than 17% of non-Hispanic whites.  Borrower-related factors for income and loan amount accounted for only one-fifth of the disparity.    As growing mortgage default rates continue to make daily headlines, regulators will be pressured to explain why the foreclosures may be greater within various groups based on race, ethnicity and gender.

 

In this session you will learn about the most current “red flags” identified by regulators in conducting Fair Lending exams.  You can avoid many of these pitfalls by developing simple internal controls and monitoring exceptions to policies and procedures in accordance with interagency guidelines.   

 

WHAT WILL BE DISCUSSED?

 

  • What are the fundamentals of Fair Lending including best practices for inquiries, loan interviews, application processing, and denials?
  • What should you know about the interagency Fair Lending examination procedures used by the OCC, FDIC, Federal Reserve, OTS and NCUA?
  • There are the six compliance program risk factors in Fair Lending.  How do you prevent from being a high-risk institution?
  • How can an effective internal Fair Lending review help detect problems before the examiners arrive?
  • Do you know what HMDA data “triggers” are being used by the FDIC and Federal Reserve to identify “outlier” institutions for a special Fair Lending investigation?    

 

WHY SHOULD YOU PARTICIPATE?

This session is a cost-effective way to train all staff in the requirements of Fair Lending and the consequences of non-compliance. Attendees will learn not only the fundamentals but what their role is in helping your institution develop and maintain a strong Fair Lending program.  You may train as many individuals as you like for one set price.  There will be no travel costs, time lost from work and no one will be required to leave the institution.

 

WHO SHOULD ATTEND?

This informative session will benefit front-line loan staff, loan officers, loan processors, compliance officers, auditors, and senior management.

 

ABOUT THE PRESENTER –   Susan Costonis, gettechnical, inc.

Susan Costonis is a trainer and consultant for gettechnical, inc.  She specializes in compliance management along with deposit and lending regulatory training. Most of her 30-year career was spent as a banker in several areas including lending, marketing, electronic banking, compliance, community reinvestment, and senior management. Susan has written numerous training manuals and successfully managed compliance programs and exams for institutions supervised by the OCC, FDIC, and Federal Reserve. Susan regularly presents to audiences ranging from small community banks to banking association groups in several states. She became a Certified Regulatory Compliance Manager in 1998.  Susan has completed ABA Graduate Compliance School and was also an honors graduate of the University of Colorado’s Business College School of Banking.

 

WHAT IS A TELEPHONE/WEBCAST SEMINAR?

This training method allows unlimited listeners on your office speaker phone.  By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be one hour and fifteen minutes in length with an additional fifteen minutes for questions and answers.  Seminar materials will be sent prior to the broadcast along with hook up instructions.  Your pin number, hookup instructions and handouts can be emailed to you or sent U.S. Mail.  If you would like them emailed you will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.

 

CAN’T ATTEND THE SCHEDULED TRAINING?  SCHEDULE YOUR OWN TRAINING SESSION!  

 

ORDER THE AUDIO/VISUAL CD ROM*.

The CD Rom is complete with the audio track and visual presentation from the original webcast, question & answer sessions, plus participant handouts.   You will also have the ability to contact the presenter with follow-up questions. With this CD, you will have an “off-the-shelf” training program for your review, for use by those who were not able to attend the live seminar or for future training purposes. Affordable, professional training, when and where you choose!

 

*CD Rom for PC use only