Completing the TRID Closing Disclosure
Line-by-Line
(90-minute webinar – recording also available)
Monday, July 13, 2020
12:00 PM Pacific 1:00 PM Mountain
2:00 PM Central 3:00 PM Eastern
TRID has consumed much of the compliance “oxygen” during the last few years. As rules and guidance evolve, examiners look deeper into institutions’ practices and procedures. Learn how to properly complete the TRID closing disclosure for a variety of loans, including single and separate closings on construction loans.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Describe field requirements for each section of the closing disclosure (CD)
- Understand requirements for single-close, and separate construction- and permanent-phase closings for construction loans
- Review projected payment amounts and other calculations for accuracy
- Test charges subject to tolerance standards
- Identify when a corrected CD is required
WEBINAR DETAILS
Over the last few years, significant compliance efforts have been devoted to implementing TRID and ensuring timely, accurate disclosures are provided to borrowers. TRID rules are continuing to grow and evolve with recent guidance for construction loans. In addition, examiners are delving deeper into financial institutions’ disclosures and processes to ensure applicants and borrowers are provided accurate documents.
This session will review sample integrated disclosures for fixed-rate, adjustable-rate, and construction loans. While reviewing these documents, the presenter will address regulatory requirements, dive into the guidance, and review common closing disclosure errors.
WHO SHOULD ATTEND?
This informative session is designed for loan officers, loan operations personnel, compliance officers, and internal auditors.
TAKE-AWAY TOOLKIT
- TRID tolerance chart
- Formulas to test TRID calculations
- Completed sample forms
- Employee training log
- Interactive quiz
DON’T MISS THESE RELATED WEBINARS!
Completing the TRID Loan Estimate Line-by-Line
on Wednesday, June 10, 2020
SAFE Act Compliance for Mortgage Loan Originators (MLOs)
on Wednesday, September 2, 2020
 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
- LIVE WEBINAR
The live webinar option allows you to have unlimited 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. For upcoming webinars, click here.
- 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.
- 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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