Wisconsin Mortgage Bankers Association

Wisconsin Mortgage Bankers Association
 


 

Do you want to be a stronger mortgage professional?

Join us for the WMBA 3rd ANNUAL MORTGAGE BOOT CAMP!

This year the Mortgage Boot Camp will be a combination of four virtual online sessions and a half day in-person session. The virtual sessions will start in November and conclude in March. The in-person session will be the afternoon before the 2020 Best in Business Award Ceremony and Dinner on April 28, 2021 at the Hyatt Regency Milwaukee. Each registrant for Boot Camp will receive a complimentary registration for the Best in Business award ceremony and dinner.

 
Who should attend?
The WMBA Mortgage Boot Camp is designed for anyone who works in the mortgage industry! Our seasoned presenters will walk you through the mortgage loan cycle from start to finish to provide each participant with advanced knowledge of each step of the mortgage process. There are many opportunities to learn and interact with your peers throughout the sessions.
 
Any and all” in the mortgage profession are welcome. This is not just for newbies!

 


 
Thank you to our Event Sponsor!
 


WMBA 2020 Boot Camp Agenda 
Check back for names of presenters.
 
VIRTUAL Session 1

Thursday - November 12, 2020

10:00 am - 11:30 am
75 minutes
 
Welcome & Introductions
• Introductions Sponsor/Moderator - Nicole Kane, Account Executive, WHEDA

• Brief description of the agenda for session
Taking the Application
Regulations, documentation needs, setting expectations for the process and how to effectively interview a borrower.
Presenter:
Chris Boland – VP Consumer Lending, North Shore Bank

 
VIRTUAL Session 2

Wednesday - January 13, 2021

10:00 am - 11:30 am
75 minutes 

 
Welcome & Introductions
• Introductions Sponsor/Moderator- Nicole Kane, Account Executive, WHEDA
• Brief description of the agenda for session
Processing for Success
Develop great relationships and close more loans Review best practices for communication both internally and externally through the loan process and review the typical personality type differences between operations and sales.
Presenter:
TBD
VIRTUAL Session 3

Wednesday - February 10, 2021

10:00 am - 11:30 am
75 minutes 

 
Welcome & Introductions
• Introductions Sponsor/Moderator- Nicole Kane, Account Executive, WHEDA
• Brief description of the agenda for session
Understanding Secondary Market – High level overview of Understanding the “Big Picture”: Who are the players in the industry, how do they relate to one another, What does it mean for me and my borrower?
Presenter:
Robert Selingo – SVP Secondary Market, Waterstone Mortgage Corp.
VIRTUAL Session 4

Wednesday - March 10, 2021

10:00 am - 11:30 am
75 minutes 

 
Welcome & Introductions
• Introductions Sponsor/Moderator- Nicole Kane, Account Executive, WHEDA
• Brief description of the agenda for session
Mortgage Lending Compliance
An overview of the top mortgage regulations you need to know as a mortgage lender.
Presenter:
Heidi Wier – Managing Director, CrossCheck Compliance

 
Live Boot Camp

Hyatt Milwaukee
April 28, 2020

12:30 pm – 1:45 pm
75 minutes
Welcome & Introductions
• Introductions Sponsor/Moderator- Nicole Kane, Account Executive, WHEDA
• Brief description of the agenda for the day
Underwriting – Section 1
Who are the people behind the approval curtain? A review of how an underwriter looks at a loan and what factors are included. 4 C’s of Credit, Income Quality
Presenter: 
Julie Jewell – Training Consultant, Genworth Mortgage


Underwriting – Section 2
Who are the people behind the approval curtain? Third Party involvement, appraisal and title review.
Presenter:
Scott Hutchison – Branch Counsel, Knight Barry Title, Inc.


 
1:45 – 2:00 Break
2:00 – 2:45
45 minutes
Mortgage Insurance Basics –
Getting the coverage you need to get the approval you want. Coverage options and how mortgage insurance works. Explore the claims process and some delinquency scenarios where MI made the difference.
Presenters:
TBD

 
2:45 pm – 5:15 pm
90 minutes
Business Development Planning – Panel Discussion
Best Practices to Grow Your Business! How to plan your sales activities for the next year. Walk away motivated with solid tip and ideas to use right away.
Presenter:
Sarajane Trier – Loan Officer, Bell Bank Mortgage


 
5:00 pm – 5:15 Wrap Up, Dismissal and Certificates

 
Dates/Times - VIRTUAL SESSIONS: November 12, 2020 10:00am - 11:30am
  January 13, 2021 10:00am - 11:30am
  February 10, 2021 10:00am - 11:30am
  March 10, 2021 10:00am - 11:30am
   
Date/Time - IN PERSON CLASS April 28, 2021 12:30pm - 5:15pm
  Hyatt Regency Milwaukee
   
Registration Fee: WMBA Members - $150
  Non-Members - $300
 








Registration Fee includes registration for all four virtual sessions and the half-day in-person class on April 28, 2021. Also included is a free registration for the 2020 Best in Business Award Dinner & Award Celebration. All graduates from the 2020 Mortgage Boot Camp will be recognized at the award ceremony. 

Mortgage Boot Camp registration is for all four virtual sessions and the in-person half day session. Individual virtual sessions are not available for registration. Virtual sessions will be recorded and will be made available to registrant to view if they miss a session. 

 



Please register by November 12, 2020


 
 
   

 
           

Contact Us

Wisconsin Mortgage 
Bankers Association
PO Box 1606
Madison, WI 53701

Phone: 608-255-4180
Fax: 608-204-9818
info@wimba.org