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Escrow Accounts A to Z

This webinar will give you a clear understanding of how to set up and maintain compliant escrow accounts in plain English.

OnDemand
Recorded Monday,
September 30th, 2024
Presented by Jerod Moyer
2h total length
2.5 CRCM Credits
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • General Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Compliance Officer
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender

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Compliance with the escrow requirements can be tricky. The rules are vague, certain terms are not defined, and we’ve even seen investors make up rules that contradict the regulatory requirements.

If you aren’t in compliance, the chances are good that it’s a systemic issue, which can lead to more serious consequences.

While the Regulation hasn’t changed in many years, the Consumer Financial Protection Bureau (CFPB) updated their Mortgage Servicing FAQs in June 2021. These updates include many FAQs specific to escrow accounts, escrow account analysis and escrow account deficiencies, shortages, and surpluses.

What You'll Learn

  • CFPB Escrow Accounts FAQs
  • Required vs. Voluntary Escrow Accounts
  • Initial, Annual, Short-Year, and Payoff Statements
  • Surpluses, Shortages, and Deficiencies
  • Step-by-Step Escrow Account Analysis
  • TILA’s HPML, TRID, and Flood Insurance Intersections
  • Best Practices, Plain English Answers to Your Questions, and Much More!

Who Should Attend

This webinar is designed for consumer real estate loan officers, loan processors, compliance, audit, and other loan operations personnel that handle escrow accounts.

Jerod Moyer

Instructor Bio

Jerod is the leader of Banker's Compliance Consulting's training productions. He is a nationally recognized speaker. Whether it's a conference, seminar, school, webinar or luncheon, it's easy to stay engaged when he presents due to the amount of passion and energy he brings to each and every compliance topic. Jerod has spoken on behalf of the American Banker's Association, BankersOnline, many state banking associations, private compliance groups and financial institutions. He is a Certified Regulatory Compliance Manager (CRCM) and BankersOnline Guru.

Jerod likes to spend his time (between reading regulations and producing compliance training!) relaxing at the lake with his wife and three children, following their activities or engaged in something sports related!

Continuing Education Credit Information

Escrow Accounts A to Z has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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