The registration period is from May 1, 2020 12:00 to Dec 10, 2020 12:00
Completing The TRID Loan Estimate Line-by-Line - Details
Registration for this event is open from: May 1, 2020 12:00 to Dec 10, 2020 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: Jun 10, 2020

 
Add to calendar /education-events/event/1237/Completing-the-TRID-Loan-Estimate--Line-by-Line?Itemid114= 2020-06-10 14:00:00 2020-06-10 15:30:00 0 Completing the TRID Loan Estimate Line-by-Line Completing the TRID Loan Estimate Line-by-Line ... - US - YYYY/MM/DD

Event description:

Completing the TRID Loan Estimate
Line-by-Line

(90-minute webinar – recording also available)

Wednesday, June 10, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

Is your institution due for a TRID checkup?  Have you accounted for recent construction loan guidance?  Attend this jam-packed webinar for a thorough review of best practices, examiner expectations, and information about the latest TRID-related developments. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Define loans covered by TRID rules
  • Distinguish between the loan purpose under TRID versus HMDA versus URLA
  • Explain when a revised Loan Estimate is necessary
  • Understand requirements for single-close and separate construction, and permanent phase closings for construction loans
  • Test your projected payment amounts and other calculations for accuracy

WEBINAR DETAILS

For some, complying with the integrated disclosure rules (TRID) has been much like planning for and raising children.  We read all the books (regulations) and attended classes.  We vetted the best systems and talked to peers to see what they were using. Then, on October 3, 2015, the rules went into effect, and just like with parenting, no one (systems providers, bankers, examiners) was really prepared.  Fast-forward a few years and the TRID rules continue to grow and evolve with recent guidance for construction loans.  Examiners are focusing on disclosures and processes to ensure you are providing accurate documents to applicants and borrowers. 

This session will review sample integrated disclosures for fixed rate, adjustable rate, and construction loans.  It will cover the regulatory requirements, dive into the guidance, and review common errors when completing the Loan Estimate.

WHO SHOULD ATTEND?

This informative session is designed for loan officers, loan operations personnel, compliance officers, and internal auditors. 

TAKE-AWAY TOOLKIT

  • Sample changed circumstances form
  • TRID tolerance chart
  • Formulas to test TRID calculations
  • Employee training log
  • Interactive quiz 

DON’T MISS THESE RELATED WEBINARS!

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 Dawn Kincaid     MEET THE PRESENTER - Dawn Kincaid, Brode Consulting Services, Inc.

Dawn Kincaid began her banking career while attending The Ohio State University.  She has 19 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance.  Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services.  Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer.  She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.

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.

THREE REGISTRATION OPTIONS

  1. LIVE WEBINAR

The live webinar option allows you to have up to three internet connections. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, 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

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

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