Fundamentals of Mortgage Banking for Servicing Professionals

February 13, 2023 10:00 AM-3:30 PM 1-5 Beginner Education Loan Administration & Servicing Residential Workshop
Share to
Before January 2, 2023After January 2, 2023
Member Price$250.00$300.00
Non-Member Price$500.00$600.00

About the Event

Join MBA Education for a virtual workshop tailored specifically for servicing professionals working at residential mortgage lenders and servicers. This interactive discussion will help ensure attendees understand the current mortgage lending environment and the critical elements of the loan lifecycle. Once the foundation is set, industry experts will provide an update on where the industry stands after a tumultuous couple of years. In just a short period of time, standard business assumptions and processes have completely been disrupted and this will be your opportunity to bring clarity to everything that has transpired.

The second part of the workshop will be a conversation on the issues and potential hurdles facing mortgage companies in the coming months and how you can help support your organization. Attendees will be provided a list of what to keep in mind, but will also be asked to bring their questions and share with the others in the class the question of “what is keeping you up at night”. Whether you are a conference attendee or not, this will be a great opportunity to network with your industry peers and gain key insights that pertain specifically to your line of work.  

* In order to make the last part of this workshop most beneficial to all attendees, please email Amanda Straub with questions or concerns you would like to be addressed.


Monday, February 13 (10:00 AM - 3:30 PM ET)

Learning Objectives:

Attendees should expect to:

  • Review the basic components of residential mortgage servicing, lifecycle, key industry players, and how money is made
  • Understand the importance of your organization's goals while building and maintaining a servicing portfolio that supports those goals
  • Identify the differences (and similarities) between depository and non-depository pricing, secondary marketing, delivery, servicing value and accounting practices
  • Consider the unique issues still facing lenders and servicers as a result of the pandemic
  • Discuss issues keeping servicers up at night and address common problems encountered by attendees  

Who Should Attend?

  • Servicing professionals

Experience Level(s): 

  • Entry-Level
  • Intermediate


  • Charles Fues, Manager, Business Analysis, Cenlar FSB
  • Pat Taylor, New Directions Consulting Services

Program Schedule: 

  • The workshop will be divided into four parts, with short breaks and a lunch break.

Special Pricing & Discounts:

If you are attending the Servicing Solutions Conference and Expo, this workshop is available for $50.  Please email [email protected] for this discount.

For mPact members, use promo code MPACTVW150 to receive this workshop for $150.

For Education Pro and Premium subscribers, this workshop is complimentary with your subscription! Please email Shawn McGory take advantage of this benefit. Contact Jeff Schummer  to learn more about Education Advantage !