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Course/Product Description
Title:

Counseling the Consumer II – Home Refinance Transactions: What You Need to Know

SKU:WT-1000817
Format: Webinar
Description:

This webinar course provides an overview of four areas to help retail branch personnel counsel their customers for mortgage financing in refinance transactions:

  • Compliance Concerns and Acceptable Practices  
  • Home Refinance Transaction Practices I
  • Home Refinance Transaction Practices II
  • Home Refinance Mortgage Programs

The course combines teaching modules that includes:

  • Technical mortgage information
  • Skills development on how to deliver this information to customers

This program will help develop consumer contact / retail branch personnel who are comfortable in a consultative sales approach to meet their customer's mortgage financing needs.

This course is highly interactive, with several short exercises to engage the students. Class discussion and participation is encouraged.

Other sessions in the Counseling the Consumer series provide guidance on:

  • Refinance transactions
  • Specialized mortgage loan programs
  • Specialized transactions (new construction, etc.)
  • Each session uses exercises to help develop your skills

Covered Topics Include:

  • Counseling vs Qualifying vs Loan origination:
  • Refinance Transaction Practices
  • Property and Borrower Issues
  • Mortgage Program Eligibility and Qualification
    • Refinance vs Home Equity vs HELOC vs Home Improvement
    • Conventional and Government Programs

Who Should Attend

Branch managers, Assistant Managers, CSRs, all retail and servicing customer contact personnel who discuss mortgage programs with consumers.

The Presenter

Thomas Pinkowish works in mortgage and consumer lending at the national, state, and local level as a lender, educator, and consultant. Over his twenty-nine year career, Tom worked with regulators, government agencies, thrifts, community banks, credit unions, and national trade associations, as well as local and national mortgage companies.

Tom has twenty years of experience designing and teaching courses for hundreds of bank, credit union, and mortgage banking employees, as well as their state and federal regulators.

As a lender and consultant, Tom worked in lending and compliance with lenders ranging from $11 million to $70 billion in assets. He held management positions in: residential and consumer lending; secondary marketing; loan servicing; compliance; and operations. In addition to managing lending departments and staff, Tom's experience includes: underwriting in over 31 states; integrating mortgage banking operations into community banks; redesigning loan origination and servicing departments; and developing policies, procedures, and operations for residential, consumer, construction, income property, and secondary market lending.

About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Counseling the Consumer II – Home Refinance Transactions: What You Need to KnowCD/On-Demand$325.00

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