ProBank TRID for Beginners 2019 | ProBank Austin | 19 February 2019 | Hilton Garden Inn, 5 Wheeler Rd, Burlington, MA 01803, USA

Whether you are new to the TILA-RESPA Integrated Disclosures (TRID) for consumer mortgages or just want a deep dive refresher into the basics, this 2-day TRID Workshop has it all!

A full 2-day seminar and workshop wading through the details of the Loan Estimate (LE) and Closing Disclosure (CD). If you are new to TRID or just want to take a step back and refresh the basics of TRID, this session will not only go through the requirements of the LE and CD, you will actually get hands on experience in completing both forms. Additionally, we will cover timing requirements, "good faith", the tolerance buckets, including which typical fees go where and when and which tolerance bucket, and the latest updates. All this in plain English -- designed for front line disclosure desk, loan officers, and processors as well as compliance and audit staff to ensure your LE and CDs are on track!

The TRID disclosures, timing and tolerances are challenging. If you are new to TRID, this session will get you up to speed on the details of the Loan Estimate (LE) and Closing Disclosure (CD). If you are looking for a refresher with the latest updates, this session offers more than the rule – we will provide insight into examiner findings, trends, gotchas and nuances as we explore the details of the LE and CD.

With a hands-on workshop, you will be challenged to complete the LE and CD key fields (no tough math required)! You will know which fees go where, how to disclose payment streams, which product should you use, and insight into disclosing construction loans.

Who Should Attend?
This program is suitable for all personnel involved in consumer mortgage lending, including loan officers, loan processors, mortgage brokers, closing staff and closing/settlement agents. Compliance officers and auditors responsible for ensuring the financial institution is fulfilling its regulatory responsibilities will find the program content a valuable job aide. Those who work as or with closing/settlement agents will benefit from the most comprehensive training available on the duties and limitations imposed by the TRID rules, and completion of the new mortgage disclosures.

2019 Presenter

Leah Hamilton
Vice President and Senior Consultant, ProBank Austin

2019 Partners

• UTAH BANKERS
• NCBANKERS
• MONTANA BANKERS ASSOCIATION
• Indiana Credit Union League
• IOWA BANKERS
• CBA
• WVBA
• IBAT
• PA Bankers
• CBAO
• TSL
• NYBA
• MBA
• LBA
• ibc
• oba
• KBA
• WBA
• VIRGINIA BANKERS ASSOCIATION
• TENNESSE BANKERS
• mba
• NHBA
• IDAHO BANKERS ASSOCIATION
• BCAC
• INDIANA BANKERS
• OBL