Finance Charges: Getting It Right! - Details
Session Available from: Jan 1, 2020 12:00 to Dec 31, 2020 12:00

Session Options: Recorded Webinar + Free Digital Download Only

Live Session Date: Jan 1, 2020 | Dec 31, 2020

 
Add to calendar /education-events/event/1024/Finance-Charges--Getting-It-Right!?Itemid114= 2020-01-01 00:00:00 2020-12-31 00:00:00 0 Finance Charges: Getting It Right! Finance Charges: Getting It Right! Management wants to charge a new fee on a loan. You have never heard of it. Is it a finance charge or not? Then an out-of-st... - - YYYY/MM/DD

Event description:

Finance Charges: Getting It Right!

Management wants to charge a new fee on a loan. You have never heard of it. Is it a finance charge or not? Then an out-of-state title company presents another unfamiliar fee. What do you do next? Although Regulation Z doesn’t provide a specific list of items that are or aren’t finance charges, it provides a road map. This program will explain what we call the “Regulation Z Finance Charge Decision Tree” to ensure you make the right decision every time. This webinar will cover the regulation in detail; explain the decision tree for fees not set forth in the regulation; and address how the wrong decision could impact your institution.

Recorded May 10, 2018

Continuing Education:   Attendance verification for CE credits upon request

HIGHLIGHTS

  • What Regulation Z says about finance charges – what’s in and what’s out
  • An approach to making the right decision every time
  • The results when you make the right – or wrong – decision, and the impact on your institution

  • TAKE-AWAY TOOLKIT
    • Charts and graphics regarding which fees are finance charges and which fees are not
    • Decision tree for both mortgage and non-mortgage loans
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session is designed for staff who work with consumer loans (especially mortgages), including management, lenders, processors, auditors, and compliance staff.

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

Bill Elliott     MEET THE PRESENTER

Bill Elliott has over 40 years of banking experience. As a senior compliance consultant and manager of the compliance division with Young & Associates, Inc., Bill works on a variety of compliance-related issues, including leading compliance seminars, conducting compliance reviews, conducting in-house training, and writing compliance articles and training materials. 

Bill’s career includes 15 years as a compliance officer and CRA officer in a large community bank, as well as working at a large regional bank. He has experience with consumer, commercial, and mortgage loans, and has managed a variety of departments, including loan review, consumer/commercial loan processing, mortgage loan processing, loan administration, credit administration, collections, and commercial loan workout.

Registration options:
Add to cart Qty Ticket Name Ticket Price
Finance Charges: Getting It Right! - Discounted Recorded Webinar + Free Digital Download - ICBND Member
( )
$ 175.00
Add to cart Qty Ticket Name Ticket Price
Finance Charges: Getting It Right! - Discounted Recorded Webinar + Free Digital Download - Non-Member
( )
$ 235.00

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Click Here

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Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

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Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
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We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
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Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here