Regulatory Compliance

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Sunday, September 12, 2021

  • Emerging Compliance Challenges Track: Online Lead Generation: Licensing and Other Compliance Considerations

    Location: Independence Ballroom E,
    Independence Level


    Jerra Ryan, SVP, Compliance & QC, SWBC Mortgage

    David Shirk, Managing Member, Shirk Law PLLC

    The second part of this two-part session will focus on licensing requirements and other potential compliance issues that may arise in connection with the use of online lead generation tools.


    Jerra Ryan, SVP, Compliance & QC, SWBC Mortgage

    Jerra H. Ryan, SVP of Compliance and QC at SWBC Mortgage Corporation, is a mortgage professional with three decades of service in lending. Well-versed in all areas of residential loan production, from origination through processing, underwriting and closing, Jerra set the standard for loan quality excellence and led $250-million in production as a top-ranked originator and producing branch manager before moving her unique fusion of experience into senior leadership as a compliance officer. Jerra advocates for what we can do in mortgage compliance and production. She believes compliance should provide guardrails for business, not road blocks, and brings clarity to complex rules to drive the alignment between sales and regulations.

    David Shirk, Managing Member, Shirk Law PLLC

    David Shirk is the managing member of Shirk Law PLLC. He represents financial institutions, retail and wholesale mortgage bankers, lead generators, and software vendors. David advises innovating clients on state and federal regulatory compliance, licensing, originator compensation, and responding to exams or Bureau investigations. Prior to joining LotsteinLegal in 2011, which changed its name to Shirk Law in 2020, David spent 20 years in executive roles at mortgage companies. Including as functional architect of Countrywide’s next generation loan origination system. David is admitted to the bar in ten states. He holds a J.D. and an MBA.

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