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Small Business Lending Data Collection

This webinar will look at the key issues of this newly proposed rule in plain English.

OnDemand
Recorded Friday,
October 15th, 2021
Presented by Jerod Moyer
1h 30m total length
2 CRCM Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Lending
  • Commercial Lender
  • Compliance Officer
  • Internal Auditor
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Senior Management
  • Small Business Lender

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Based on the proposal, covered institutions would need to collect and report certain data for small business credit applications. This includes information specific to the credit request, such as the purpose and amount; information specific to the business, such as the number of workers and time in business; and information on the demographics of the principal owners or ownership status. Data would also need to be reported annually to the CFPB.

The Small Business Lending Data Collection webinar has been approved for 2 CRCM credits. This statement is not an endorsement of this program or its sponsor.Credits are redeemable for Live attendance only. Certification holders must report these credits at https://aba.csod.com.

What You'll Learn

  • Will Your Financial Institution be Required to Comply?
  • Proposed Effective Dates & Mandatory Compliance Dates
  • Recommendations for CMS, Change Management & Your Action Plan
  • Covered Applications, Transactions & Exclusions
  • What is a Small Business?
  • Requirements to Collect & Report Data
  • Your Questions, Plain English Answers & Much More

Who Should Attend

This webinar is designed for the management, compliance officers, auditors, loan officers, loan processors and other loan operations personnel.

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

Small Business Lending Data Collection has been approved for 2 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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