Reporting Purchased Loans for HMDA 2017 and 2018

With Kathleen Blanchard

Reporting Purchased Loans for HMDA 2017 and 2018

With Kathleen Blanchard
  • 1 Video
  • 4 Downloads
  • 2.0 hrs
Course description

ICB Credit: 2.5 CRCM

Whether you purchase one loan or 1,000 loans, you need to know the special requirements for HMDA reporting. For HMDA, certain fields can be reported Not Applicable for purchased loans. Learn the rules and get tools so that you do not have to waste time on research every time.
Knowing how to report can greatly reduce the time spent on HMDA. Attend this webinar and speed up your reporting and improve accuracy.

In this webinar, we will look at how to report purchased loans for 2017 as well as for 2018! After all, you still have one more HMDA submission under the current rules.

Attendees of this webinar will

  • Learn which fields have special rules for purchased loans for both 2017 and 2018 HMDA reporting
  • Receive tools to use while preparing the LAR. Use these job aids for all staff responsible for HMDA data entry. The right tools greatly increase efficiency and reduce costs.
  • Eliminate wasteful repetitive research whenever purchased loans must be reported.

Who Should Attend This Webinar?
Anyone who needs to enter data on the HMDA LAR for purchased loans or test the data - Customer contact staff, Loan Officers, Compliance Officers, Auditors, Quality Assurance staff, Examiners, and lending and loan operations staff responsible 

Course Curriculum

Video
81:34
Reporting Purchased Loans for HMDA 2017 and 2018
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Materials
Slides
Slides
HMDA and Reg Z Related Fields Chart
Questions and Answers
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Instructor

Kathleen  Blanchard
Kathleen Blanchard

Kathleen Blanchard has over 32 years of experience in banking. She has developed lending and regulatory processes as a banker and consultant and presents detailed regulatory training that is very process specific. Her banking background includes commercial and private banking lending, credit review, credit policy and procedures, risk management and regulatory compliance at both community, regional and large international banks.

Kathleen has been providing training and consulting services for banks, credit unions and non-bank lenders on their regulatory compliance processes, HMDA and CRA reporting, process development and training since 2006. She is a Certified Regulatory Compliance Manager and a BOL Guru for BankersOnline.com. Kathleen presents her views and advice on HMDA and CRA and other regulatory matters at her website, www.kaybeescomplianceinsights.com


Since 2015, Kathleen has been delivering in depth regulatory compliance consulting and training via The HMDA Academy, a unique personalized combination of consulting, training and resources delivered online to assist financial institutions and vendors in learning and applying the revised HMDA process and rules going into effect in 2017 and 2018.