Historical List of VMBA Education 1995 4/95 HUD/FHA Lender Selection of Appraisal Seminar 1996 1/96 Internet Seminar 3/96 Credit Scoring 9/96 Condo Financing 11/96 Self-Employed Borrower 1997 2/97 Regulatory Review 4/97 The Closing Process & Title Insurance 1998 1/98 Make The Customer Say WOW! 2/98 Detecting Fraud & Misrepresentation 2/98 Analysis of the Self-Employed Borrower 5/98 What’s Up With FHA? 10/98 How To Process a Loan 12/98 FHA 203k 1999 5/99 Negotiating the Road to Closing 7/99 Mortgage Insurance Cancellation 2000 1/00 FHA Educational Seminar 2/00 VA Educational Seminar 3/00 Evaluating the Self-Employed Borrower 4/00 Automated Underwriting 7/00 HUD Educational Seminar 11/00 Evaluating the Self-Employed Borrower 2001 1/01 HUD Educational Seminar 3/01 Automated Underwriting 10/01 Customer Service Excellence 2002 2/02 Credit Scoring 4/02 Self-Employed Borrower 2003 2/03 How to Process a Loan 3/03 ESPA, HOEPA, Freddie Mac 4/03 Title Insurance 4/03 Self-Employed Borrower 10/03 School of Mortgage Banking: Course I Class 1 October 8, 2003: HISTORY OF MORTGAGE LENDING, SECONDARY MORTGAGE MARKET Class 2 October 15, 2003: ORIGINATION AND MORTGAGE PRODUCTS Class 3 October 22, 2003: COMPLIANCE AND DOCUMENTATION, UNDERSTANDING THE CREDIT REPORT Class 4 October 29, 2003: ORIGINATING AND PROCESSING CONVENTIONAL MORTGAGES, PRIVATE MORTGAGE INSURANCE Class 5 November 5, 2003: UNDERWRITING CONVENTIONAL MORTGAGES Class 6 November 12, 2003: OVERVIEW OF FHA, VA, RURAL HOUSING, AND VHFA Class 7 November 20. 2003: REAL ESTATE RESIDENTIAL APPRAISAL Class 8 December 3, 2003: SERVICING AND QUALITY CONTROL Class 9 December 10, 2003: CLOSING THE REAL ESTATE LOAN, SECURITY INSTRUMENTS, FUNDAMENTALS OF REAL ESTATE LAW 11/03 Predatory Lending 2004 1/04 Credit Scoring 2/04 Sales Strategies 3/04 Construction Lending 4/04 Self Employed Borrower 10/04 School of Mortgage Banking: Course I Class 1 October 6, 2004: Overview of Mortgage Lending, History and Role of Mortgage Lending in the Economy Pricing, Rate Sheets, Products and Programs Class 2 October 13, 2004: Processing Conventional Mortgages, Private Mortgage Insurance Class 3 October 20, 2004: Originating the Loan File, Products & Qualification, Sales Strategies Class 4 October 27, 2004: Compliance and Documentation Class 5 November 3, 2004: Understanding the Credit Report Class 6 November 10, 2004: Underwriting Conventional Mortgages Class 7 November 17. 2004: Overview of FHA, VA, Rural Housing and VHFA Class 8 December 1, 2004: Residential Real Estate Appraisal Class 9 December 8, 2004: Closing the Real Estate Loan, Fundamentals of Real Estate Law 2005 1/05 School of Mortgage Banking Course II Class 1 Advanced Sales Techniques Class 2 Secondary Market and Pricing Class 3 Servicing and Quality Control Class 4 Advanced Underwriting, Automated Underwriting, Underwriting the Appraisal Class 5 Underwriting Self-employed Borrowers Class 6 Condominium Analysis, Stormwater Issues 10/05 School of Mortgage Banking: Course I Class 1 Wed., October 12 Overview of Mortgage Lending - History and Role of Mortgage Lending in the Economy, Rate Sheets, Products and Programs Class 2 Wed., October 19 Processing Conventional Mortgages, Private Mortgage Insurance Class 3 Wed., October 26 Originating the Loan File, Products & Qualifications, Sales Strategies Class 4 Wed., November 2 Compliance and Documentation: Fair Lending & Disclosures and VT State Regulatory Highlights Class 5 Wed., November 9 Understanding the Credit Report Class 6 Wed., November 16 Underwriting Conventional Mortgages Class 7 Wed., November 30 FHA & VA, VHFA, Rural Housing Class 8 Wed., December 7 Residential Real Estate Appraisal & Underwriting the Appraisal Class 9 Wed., December 14 Closing the Real Estate Loan, Fundamentals of Real Estate Law 11/05 VA Training 12/05 Appraisals - Underwriting and New Forms 2006 1/06 School of Mortgage Banking Course II January 25 1p - 4p Secondary Market and Pricing February 1 1p - 4p Servicing and Quality Control February 8 1p - 5p Underwriting Self-employed borrowers February 15 1p - 4p Condominium Financing February 22 12:30p - 3:30p Ten Secrets to Successful Customer Retention, Tellin Ain't Sellin: A Sales Training Clinic 5/06 VBA/VMBA Mortgage Day Nov. 15 Fraud Seminar (Qualifies for Ethic's Education for CMP Program) 2007 January 23, Program Updates and Issues February 13 Joint Conference - Manchester, NH Bus Trip to Sales Seminars and Marketplace Reception March - RD Guarantee Lender Training - March 20 2:00 April -Reverse Mortgage Seminar - Thursday, April 5 Critical Closing Issues - Wednesday, April 11 May -FRAUD and Consequences - Wednesday, May 2 Program 8:30 - 12:00 Jerome Mayne - National author, speaker and Convicted FRAUD Felon. (Qualifies for Ethic's Education for CMP Program) RD Guarantee Lender Training May 8 10:00 AM Teleconference. Spend 45 minutes with the RD Staff VBA Mortgage Day Seminar May 15 8:30 - 3:00 October 11 -Economic Update Seminar What Went Wrong? What's Next? Freddie Mac Deputy Chief Economist, Amy Crews Cutts, Ph.D and Ben Niles will review the Mortgage Crisis and Forecast for 2008 Sheraton Conference Center 870 Williston Road, Burlington Registration 8:30 Program 9:00 - 12:00 November November 8 - VA Program Update November 15 - Conventional & VHFA Loans November 29 - FHA Update Echo at the Leahy Center for Lake Champlain December Holiday Social - December 5 5:30 - 8:00 Inn at Essex 12/5 Sales Seminar 1:30 - 5:00 Essex Outlet Theater 2008 February 6 & 7 Annual NH Joint Mortgage Conference Radisson Hotel - Center of NH Manchester, NH February 14, 2008 Understanding Credit Scores and Current Issues Essex Outlet Theater Registration 8:30, Seminar 9:00 - 12:00 Tuesday, February 26, 2008 USDA RURAL DEVELOPMENT GUARANTEED LOANS FREE WEB TRAINING FEBRUARY 26, 2008—10:00 AM March 20 Condo Update Seminar Sheraton, Burlington 9:30 - 12:00 Freddie & Fannie review the new Condo Rules April 9th Legislative Training & Luncheon 8:30 - 9:30 Breakfast Social at the Statehouse 9:30 - 10:30 How to make a difference - effective input - Chris Rice 10:30 - 11:30 View committee meeting or general session 12:00 Lunch at Capitol Plaza with Rep. Shap Smith and BISHCA Reps April 10 Special Membership Event - Rutland Credit Seminar 3:00 - 5:00 South Station, 170 South Main Street, Rutland Network at Night 5:00 - 7:00 Thursday, May 1 - Compliance Update Seminar BISHCA Reps, Tom Candon, Sue Clark, Steve Knudson along with David Hadlock, of Hadlock Law Offices, Natick, MA, will review current regulations, the new licensing process, and more. Note - this program meets the VMBA CMP Ethics Education requirement May 7th Vermont Mortgage Bankers Association Annual Meeting & Recognition Dinner Sheraton Conference Center, Burlington More Information May 14 VBA/VMBA Joint Mortgage Day Seminar Capitol Plaza Hotel, Montpelier VMBA 2008 Golf Open & BBQ at Rocky Ridge Wednesday, June 4th 12:00 Check-in 12:30 Shotgun Start 4:30 - Social Hour. BBQ 5:30 June 26 9 - 11:30 RESPA Do's and Don't Seminar at ECHO Ruth Dillingham, First American Title (Qualifies for Ethic's Education for CMP Program) New England Mortgage Banking Conference NEMBC - Sept 24 - 26 More than 10 Educational Sessions available over 3 days October Thursday, October 16 Analyzing Self Employed Borrowers Beyond the Basics Instructor: Charles Kron, Training Specialist Genworth Mortgage Insurance 8:00 Registration 8:30 - 12:00 Class ECHO Lake Aquarium & Science Center November 5 Registration 1:00, Class 1:20 - 4:30 Appraisal Challenges in Today's Market - Understanding the Rules, Roles and Responsibilities of the Lender, Appraiser and Investor This program has been approved by the VT Board of RE Appraisers for 3 hours of credit. Sheraton Hotel & Conference Center, Burlington November 18 VT Statewide Housing Conference 9 - 4:00 (Registration at 8) Sheraton Burlington Conference Center Click Here for More Information Thursday, December 4th, 2008 Sheraton Hotel & Conference Center, Burlington Holiday Social 5:30 - 8:00 & Seminar The Market Has Changed. The Borrower Has Changed. Have YOU? 1:30 Registration Class 2:00 - 5:00 An in-depth and practical look at today's mortgage market, borrower trends, attitudes and behaviors, what type of borrowers live where, and discover how to make this information differentiate you from the competition and drive more volume into your door. Sponsored by Genworth Mortgage Insurance Instructor: Steve Richman, National Spokesperson & Customer Sales Trainer 2009 FHA Fundamentals Workshop Brought to you by CampusMBA and Vermont MBA January 22, 2008 8:30 - 5:00 (Registration begins at 8:00) New England Federal Credit Union Education Center eWednesday, March 18 Economic and Housing Market Outlook Webinar Amy Crews Cutts, Deputy Chief Economist, Freddie Mac 9:30 - 11:00 VMBA & CampusMBA Co-host Relief Refinance Mortgage Freddie Mac's Implementation of the Home Affordable Mortgage Program (HASP) Webinar Monday, April 20, 2009 2:00 p.m. - 3:30 p.m. VBA/VMBA Joint Mortgage Day Seminar - May 12, 2009 Registration 8:30 Program 9 - 12:00 Lunch 12:15 Capitol Plaza Hotel, Montpelier June 23, 2009 New TILA Requirements Live Online Workshop Amendments to Reg Z are Effective July 30, 2009 Webinar June 23, 2009 2:00 p.m. - 3:30 p.m. To Register Call 1-800-793-6222, select option 3 Wednesday, August 5th - 5:00 - 7:30 Summer Gala Social at SPLASH September 9 3 Hour RESPA Federal Law PE Training NMLS Course #1028 Registration - 8:30 Class 9:00 - 12:00 Hampton Inn, Burlington New England Mortgage Banking Conference NEMBC - Sept 30 - Oct 2 Providence, RI October October 13 Full Day Program - Two Sessions - 8 Hours Reverse Mortgage Seminar Registration at 8. Class 8:30 - 12:30 Sheraton, Burlington NMLS Approved Course #1102 Trainer - Mark Burton, CSA, Director of Community Lending Services, American Home Bank Reverse Plus 4 Hour VT Mortgage Law 101 Seminar Registration at 1:00. Class 1:30 - 5:30 NMLS Approved Course #1131 - 4 Hour Elective PE Credit Prepare for the State Licensed Lenders Test - What you need to know Presented by Vermont Department of Banking Reps, Sue Clark & Steve Knudson November 7 NMLS Approved Ethics Class FHA, Fair Lending & Consumer Credit Protection 4 Hour Class WEBINAR Preparing to Take the SAFE MLO Test Tuesday, November 24 or Wednesday 12/2 9:00 - 10:00 2010 Wednesday, January 13 Reverse Mortgage Seminar Capitol Plaza Hotel, Montpelier, VT NMLS Approved Course #1102 12:00 - Light Lunch Registration 12:45 Class 1:00 - 5:00 Note - This is a repeat class - do not take a second time! Trainer - Mark Burton, CSA, Thursday, January 28 - Afternoon session SOLD OUT - SORRY - EMAIL DIANE FOR MORE INFO 4 Hour VT Mortgage Law 101 Seminar NMLS Approved Course #1131 - 4 Hour Elective PE Credit Prepare for the State Licensed Lenders Test - What you need to know Presented by Vermont Department of Banking Reps, Sue Clark & Steve Knudson Capitol Plaza Hotel, Montpelier, VT 12:00 - Lunch Registration 12:45 Class 1:00 - 5:00 February 8th Registration 1:00 Class 1:30 - 4:30 The Art of Evaluating the Appraisal NMLS Class #1249 3 Hour PE Elective February 9th Registration - 8:30 Class 9 - 1:00 Analyzing Self- Employed Borrowers NMLS Class #1250 4 Hour PE Elective 9 - 12:00 Morning Session FULL New Session Added - 1:30 - 4:30 141 Harvest Lane, Williston NEFCU Education Center F 3 Hour SAFE Federal Laws & Regulations CMBA NMLS Approved Class #1287 Need an overview of the Federal Mortgage Laws and Regulations? Then this course is for you. $65 Member On-Time Registration ($85 after 3/24) $150 NonMembers April 6 1:00 - 5:00 in Southern VT Holiday Inn Express, 100 Chickering Drive, Brattleboro Analyzing the Self-Employed Borrower Repeat Pre-Licensing Elective Class #1250 Listen and learn about all the tips, techniques and standards in use by the underwriting industry today. And then, you'll have the chance to test your understanding with a complex and realistic case-study. Our trainer will be Brendan Browne, senior underwriter with MGIC. April 22 ( & Tues 5/18 Brattleboro) 1:00 - 5:00 Reverse Mortgage Class VSECU Conference Room One Bailey Ave, Montpelier, VT This is a REPEAT Class for those who need their Non-Traditional NMLS Approved Training, or anyone who wants to know all about Reverse Mortgage Loans Register NOW Wednesday, May 12 VBA/VMBA Joint Mortgage Day Don't miss this annual educational event! Contact VBA to Register Now Friday, May 21 Ethics Training 8:30 - 12:30 This is a REPEAT Class for those who need the NMLS Approved Ethics Training - or anyone who want to attend a great seminar on covering Ethical Issues and Mortgage Lending. NEFCU Education Center- 141 Harvest Lane, Williston June Tuesday, June 15 VMBA 2010 Golf Open & Social Rocky Ridge 8 - 8:30 Check-in 9:00 Shotgun Start 1:30 BBQ Lunch Sponsorships Available July September New England Mortgage Banking Conference 9/15 - 9/17 Providence, RI October Thursday, October 7 VMBA Oktoberfest 5:30 - 9:00 Rocky Ridge More Information December Wednesday, December 8th Windjammer Upper Deck Pub Holiday Social 5:30 - 8:30 Sponsored by Radian Guaranty REGISTER NOW & Sales Seminar From Chaos to Control This workshop will help you take control of the present while positioning yourself for the future presented by Lynne Swatek, MGIC Trainer 2:00 - 5:00 January 3 Hour SAFE Federal Laws - Regulatory Reform & Its Affects on Mortgage Finance (Provider NHMBBA #1400374/Course 1827) January 12, 2011 1:00 - 4:00 Sheraton, Burlington NH & VT Mortgage Bankers Associations Mortgage Compliance Conference Cultivating Success Amid Growing Regulation Lake Morey Resort - March 3 & 4, 2011 More Information May 11 & May 12 8 Hours SAFE Comprehensive Continuing Education Class Course #2226 Provider CMBA #1400074 More Information Wednesday, 12:30 - 5:00 & Thursday, 8:30 - 1:00 REGISTER NOW New England Mortgage Banking Conference September 21 - 23 Newport, RI VBA/VMBA Joint Mortgage Day October 12 - BISHCA Seminar Are You Ready? Understanding the New Examination Standards With Thomas Candon, Deputy Commissioner of Banking & Ed Haase, Director of Examinations & Enforcement 9:00 - 12:00, Hampton Inn, Colchester 2011 Compliance Check-up November 15 Have you implemented all that you should have in 2011? Come & Confirm - You are ready for 2012 9:00 - 11:00, NEFCU Education Center, Williston |