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Event Date Tue Oct 12 EDT (about 1 year ago)
Location Webinar
Region All

The Mortgage Accounting Series webinar series is presented in collaboration with MBA Education and Mortgage Banking Solutions (MBS), a consulting firm servicing the residential mortgage lending industry. Join us as well delve into the fundamentals and complexities of mortgage accounting. The completion of this series will provide you with the information necessary to master this form of accounting. Anyone who desires to increase their knowledge of mortgage loan accounting will benefit from this session that is designed for business owners, executive management, accountants, and non-CPA accounting managers.

Part II:
This session presents the basics of full transaction based loan accounting that tracks all the revenue, expense, assets and liabilities associated with the closing and sale of a mortgage loan. The structure of accounting methods presented in this session is a requirement to comply with the reporting demands of the NMLS Call Report.

• Measurement and Productivity
• Chart of Accounts – Foundation for Reporting
• Document Flow for Loan Level Accounting
• Journal Entry Basics: Loan Closing & Loan Sale
• Data Source – Accuracy is Key

Who Should Attend?
• Business Owners
• Executive Management
• Accountants
• Non-CPA Accounting Managers


2021 Speakers

Dr. Andy Schell, Ph.D., CPA, CMB
Managing Partner, Mortgage Banking Solutions

Theresa Marie
CIO & Managing Director, Strategic Technology & Operations, Mortgage Banking Solutions