News Feed

TRID Compliance: The Transition from a Refinance Market to a Purchase Market

June 21st, 2017 9:00 AM – 3:00 PM

REGISTER NOW!

 TRID Compliance: The Transition from a Refinance Market to a Purchase Market
June 21, 2017
9:00 am – 3:00 pm

Session Overview
Rates have increased and refinance transactions have subsided, so the shift to a purchase market has already begun. There are different tactics, especially in marketing, credit unions will need to adopt in order to capture their member’s purchase loan. Credit unions need to capture their members BEFORE the buying process begins, otherwise they risk losing that member’s loan to another lender. In addition to discussing how to grab that purchase business, it is important to make sure that your mortgage loans are processed, underwritten, and closed in a manner that is compliant. In this Post-TRID era, originating a compliant loan is more difficult than it ever has been before, but there are ways to streamline your compliance procedures while ensuring you are meeting your members expectations on turn time. Join us to learn how to ramp up your strategies, operations, marketing and skills to make the shift to a purchase market, while ensuring your loans remain compliant with all applicable agency guidelines.

Session Agenda
8:30 am to 9:00 am - Signing in, networking, light breakfast
9:00 am to 3:00 pm - Training (Lunch is Provided)

About Your Speaker
Leora Ruzin, AVP of Secondary Marketing and Systems Operations
Credit Union Mortgage Association, Inc. 

Leora Ruzin is the AVP of Secondary Marketing and Systems Operations for Credit Union Mortgage Association in Fairfax, VA, and has been with the company for nearly four years. Prior to moving out to the DC area to work for CUMA, she ran the Secondary Marketing department for a retail mortgage company in Denver, Colorado. A native of the Rocky Mountain state, Leora loves the outdoors, and is a diehard Denver Broncos fan. Leora is an active member of the Mortgage Bankers Association, and is passionate about advocacy and education within the mortgage industry. In her free time, Leora enjoys spending family time with her husband, daughter, and two cats in Ashburn, VA.

 

 

Session Fees
$290 for credit unions with >$50M in assets
$145 for credit unions with <$50M in assets
$72.50 for credit unions with <$10M in assets

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

MD|DC CUA
8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info

When

June 21st, 2017 9:00 AM – 3:00 PM

Where

MD|DC CUA
8975 Guilford Road
Suite 190
Columbia, MD 21046

Contact

Phone: 4433250772
Email:

Help spread the word

Please help us and let your friends, colleagues and followers know about our page : TRID Compliance: The Transition from a Refinance Market to a Purchase Market


You can also share the below link in an email or on your website.
https://www.mddccua.org/index.php?q=civicrm/event/info&id=1332&reset=1

Submit Content

Upcoming Events