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Loan Origination in the Current Regulatory Environment Webinar
View Registrations Tell a Friend About This EventTell a Friend

When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Recent regulations, including the latest CFPB mortgage rules, greatly impact examiner focus and your loan origination process.  This, coupled with the fact that quality, compliant loans are a priority for 2014, will cause financial institutions to experience increased compliance scrutiny and greater risk exposure – driving up the likelihood of exceptions and loan application costs.  In addition, the new regulatory environment has slowed loan decisions and sacrificed the "faster decisions” competitive advantage.  This webinar will provide information about streamlining the loan origination process to minimize risks, decrease turnaround times, and lower application costs, while effectively meeting the growing compliance requirements.


  • Focus on the loan origination process
    • What the examiners are scrutinizing
    • How to address it without compromising efficiency or member service
    • Policy, process, and technology implications
    • The future of automated scoring and decision making
  • Loan origination best practices and performance benchmarks for
    • Consumer
    • Small business
    • Commercial 
    • Mortgage
  • Automating loan policies/processes for improved risk management and easier exams
    • What to expect from loan origination systems (LOS)
    • Moving from document imaging to document management with workflow
  • Five secrets to success with your online lending programs
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

This informative session is designed for CEOs, chief lending officers, loan operations managers, credit officers, compliance staff, and internal auditors.

ABOUT THE PRESENTER – Brad Smith, Abound Resources
Brad Smith has over 20 years’ experience helping financial institutions achieve their business goals by integrating strategy with sales, marketing, operations, and technology best practices.  Brad is an advisor to several trade associations, an instructor at several banking schools, and a frequent speaker at state and national conventions.

Brad is the co-founder and President of Abound Resources, a full service management consulting firm, which helps community and small regional financial institutions achieve their goals – whether strategic, sales, operations, technology, or risk management.  Brad is a graduate of the University of Texas with a degree in finance and a minor concentration in accounting.  Prior to co-founding Abound Resources, Brad served as the Manager of Deloitte & Touche’s Community Bank Technology Consulting practice.

Educational Investment:

Lending Council Members receive 10% discount.

Asset Size Archive Only
Over $75 million


$25 - $75 million


Under $25 million


Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.