Classroom Course

In this course we will introduce you to concepts that must be addressed when providing quality control as it relates to servicing loans. We will also direct you to resources that will help keep you up to date on guidelines, tools, and best practices. You’ll have an opportunity to learn from and ask questions of our experts in the field who will take you through the key aspects involved in reviewing files and managing risk.

What it's about

This course is designed for those who are providing quality control for the servicing divisions/companies.

Class Schedule

Wednesday, August 2 – Thursday, August 3, 2017, 8:00 a.m. - 5:00 p.m.
Chicago, IL
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Thursday, December 7 – Friday, December 8, 2017, 8:00 a.m. - 5:00 p.m.
Charlotte, NC
Register

View Education Calendar

Learning Goals and Objectives:

Upon completion of this course, students will be able to:

  • Identify the role and responsibilities of quality control professionals regarding servicing
  • Follow agency guidelines
  • Recognize regulatory requirements
  • Explain staffing and vendor management responsibilities
  • Identify requirements for documentation
  • Follow the reporting process
  • Complete the steps to verify quality assurance

Program Details

Day One - Topics

  • Agency Requirements
  • Subservicer Oversight Requirements
  • Testing Script Design

Day Two - Topics

  • Incorporating Red Flags Review
  • How to Audit
  • Reporting Process
  • Quality Assurance & Follow Up Process
  • QC Plan Review

Benefits

Upon returning to the office, you will be able to:

  • Explain the specifics to quality control as it relates to servicing
  • Recall regulatory requirements that impact servicing QC
  • Explain staffing and vendor management responsibilities

Target Audience

  • Quality Control staff members
  • Risk Management
  • Servicing Oversight
  • Compliance staff/auditors

Course Location and Lodging Information

August Information

MicroTek - Chicago
Local Contact: Allegra Denes
230 W Monroe St, Suite 900
Chicago, IL 60606
(312) 236-3811

  • Click here for Site Information
  • Ask the hotel about shuttle availability to and from the training center, and be sure to ask for the MicroTek negotiated rate.
  • If you have any questions regarding the training center or other logistics, please contact MicroTek at (312) 236-3811.
  • Dress for the program is business casual.

December Information

MicroTek - Charlotte, NC
Local Contact: Denise Buchanan
5200 77 Center Drive, Suite 200A
Charlotte, NC 28217
(704) 523-2226
deniseb@metroteklearning.com

  • Click here for Site Information
  • Ask the hotel about shuttle availability to and from the training center, and be sure to ask for the MicroTek negotiated rate.
  • If you have any questions regarding the training center or other logistics, please contact MicroTek at (704) 523-2226.
  • Dress for the program is business casual.

Additional Resources

For more information, call our sales and customer service department at (800) 848-4904 or email sales@allregs.com.

Tuition & Registration: $1,200