Wisconsin Mortgage Bankers Association

Wisconsin Mortgage Bankers Association
 


 

2020 Mortgage Boot Camp is now all virtual!

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


UPDATE: We’ve made a change to the Mortgage Boot Camp schedule due to COVID restrictions. We will now complete the 2020-2021 Mortgage Boot Camp class with two additional 2-hour virtual sessions replacing the half day in-person session. We will still have a Mortgage Boot Camp graduation reception at a date/time to be determined.

 
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:
Kristin Nesbitt, Summit Credit Union
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

 
VIRTUAL Session 5

Wednesday - April 28, 2021

10:00 am - 12:00pm
120 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: 
Mary Kay Scully, National Trainer, 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.


 
VIRTUAL Session 6

Thursday - May 20, 2021

10:00 am - 12:00pm
120 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:
Scott Meerstein, Mortgage Guaranty Insurance Corp.

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:

Steve Richman, National Trainer, Genworth Mortgage 
 

 
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
  April 28, 2021 10:00am - 12:00pm
  May 20, 2021 10:00am - 12:00pm
   
   
Registration Fee: WMBA Members - $150
  Non-Members - $300
 








Registration Fee includes registration for all six virtual sessions. Also included is a free registration for the 2021 Best in Business Award Dinner & Award Celebration. All graduates from the 2020 Mortgage Boot Camp will be recognized at the award ceremony. The dinner is scheduled for November 3, 2021. Registration and all details will be available soon.

Mortgage Boot Camp registration is for all six virtual sessions. 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. 

 



You can still register for Mortgage Boot Camp!!


 
 
   

 
           

Contact Us

Wisconsin Mortgage 
Bankers Association
PO Box 1606
Madison, WI 53701

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