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Steps to SAFE Act Registration, Renewal & Compliance Webinar
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Steps to SAFE Act Registration, Renewal & Compliance Webinar Export to Your Calendar

7/29/2014

When: Tuesday, July 29
2:00 - 3:30 p.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is available until: 7/29/2014
Details

OVERVIEW:
What does it mean to be a mortgage loan originator (MLO) in the current regulatory environment?  While compliance with the SAFE Act has been part of the responsibility for several years, there are still questions about the activities that constitute mortgage loan origination and how MLOs may be compensated.  First we had the Act, then we had the Loan Originator Compensation Rule.  This webinar will address these rules, cover the SAFE Act from A to Z, and provide an overview of the Loan Originator Compensation Rule, including compliant compensation methods for MLOs. 

HIGHLIGHTS:

  • Nuts and bolts of SAFE Act compliance from a federal and state registration perspective
  • Insight into how the SAFE Act correlates to the Loan Originator Compensation Rule 
  • Compensation methods for MLOs
  • Tools to monitor internal compliance
  • TAKE-AWAY TOOLKIT
    • SAFE Act fact sheet
    • Checklist to monitor your SAFE Act compliance internally 
    • Loan originator compensation fact sheet
    • Reference guide for compensation methods
    • SAFE Act and Loan Originator Compensation FAQs
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?
This informative session is designed for individuals employed as mortgage loan originators under federal registration or state licensing/registration.  It will also benefit managers responsible for overseeing and administering the registration/licensing process.


ABOUT THE PRESENTER – Angela Lucas, Brode Consulting Services, Inc.
In 2003, Angela Lucas began her career as an Associate National Bank Examiner with the OCC, where she was responsible for performing regulatory examinations of nationally-chartered community banks.  Her areas of concentration included commercial and retail credit and consumer compliance, with extensive focus on BSA and anti-money laundering.  Later, Angela became a compliance examiner at Federated Investors, Inc.

Angela joined Brode Consulting Services in 2009 as a compliance consultant and loan-review specialist.  While her focus remains compliance-based, Angela has expanded to training initiatives.  In 2013, she was named Vice President of Compliance for the firm. Angela has a Bachelor’s in Business Administration from Duquesne University with a dual major in Finance and Investment Management.

Educational Investment:

Lending Council members received 10% discount.

Asset Size Live Webinar Only Archive Only Live Webinar & Archive
Over $75 million

$159

$159

$179

$25 - $75 million

$139

$139

$159

Under $25 million

$79

$79

$79

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.

APPLY TODAY!

  

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.

  

 
 

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