Mortgage Compliance School

Bismarck, ND

Mortgage Compliance School with Jeremy Smith
May 22, 2018 | Bismarck, ND

This training session lead by Jeremy Smith, Compliance Officer with PolicyWorks, will focus on the role regulations play within the lending process. 
Agenda items will include changes to the Mortgage Servicing Rule, fair lending, compliance hot topics and more!

Hotel Information
Quality Inn and Suites
1030 E. Interstate Ave.

Bismarck, ND 58503

Room rates - $83.70 Single, $91.00 double
701-223-1911 to book a room 

(ask for the block of rooms listed under Credit Union Association of the Dakotas)

Event Information
9:00am - 4:00pm
Quality Inn and Suites - Conference Room
Price $299

Please note, meals are on your own.


Agenda Summary

  • The regulations that impact Fair Lending

  • The regulation lifecycle – How the regulations impact each section of the lending lifecycle

  • A refresher on the recent change to the Mortgage Servicing Rule

  • A recap on the changes to TRID that go into effect later this year

  • Lending compliance hot topics

About Our Presenter, Jeremy Smith

As Compliance Officer, Jeremy assists credit unions across the country with ensuring their compliance programs conform to Federal rules. In addition, he helps credit unions strategically plan for upcoming compliance changes, provides consulting relative to current regulations, and provides education services to credit union professionals. Before coming to PolicyWorks, Jeremy worked in regulatory compliance developing policies, coordinating and communicating with state and federal examiners, developing and monitoring the company’s compliance risk assessment and developing a compliance management system.



For questions, please contact Amy Kleinschmit, Chief Compliance Officer, 800.279.6328, Ext: 964.

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