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Event Date Tue Apr 21 EDT (almost 2 years ago)
Region All
Details

Complying with the open-ended provisions of Regulation Z is a complicated issue. There are many intricate requirements to follow, from disclosures, servicing, and advertising. Plus, there are differing requirements depending on whether the plan is a home equity line of credit (HELOC), credit card plan, or personal or overdraft line.

This webinar will focus on the personal/overdraft lines and HELOC requirements. We will discuss how to ensure all the Reg. Z rules are followed, especially around disclosures. We'll also touch on some of the other rules that impact HELOCs, such as appraisal rules and the coming HMDA requirements.

Who Should Attend?
Anyone in the institution having responsibilities in offering, underwriting or servicing consumer-purpose open-ended credit plans, including loan officers, processors, clerks, closing agents, and so forth. Also compliance officers and counsel will benefit from the information provided in this webinar.

Speakers

2020 Speaker

Carl Pry
Managing Director, Treliant Risk Advisors