School of Mortgage Banking II: April 2025: Charlotte, NC

April 22-25, 2025 6-10 CMB Points Accredited Mortgage Professional (AMP) Advanced Capital & Secondary Markets Classroom Cross-Functional Education Finance, Tax, & Accounting Intermediate Loan Administration & Servicing Loan Production (Origination, Underwriting, Processing) Residential School of Mortgage Banking School of Mortgage Banking II Technology
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By March 11, 2025After March 11, 2025
Member Price$1,650.00$1,850.00
Non-Member Price$2,500.00$2,800.00

About the Event

MBA Education’s School of Mortgage Banking II analyzes managing profitability and risk in mortgage banking. It emphasizes effective organization and management of the production, servicing and secondary marketing departments for the purpose of controlling risks and maximizing bottom-line profits. This course covers developing new markets, production management, servicing portfolio management and valuation, marketing risk management and pricing strategy.

Note: Students who intend to acquire their AMP designation need to first complete SOMB I and pass the exam, then complete SOMB II and pass the exam. Students who are not working toward AMP designations do not need complete SOMB I to enroll in SOMB II.


  • Technology: Drivers and Choices
  • Profitable Production Management
  • Secondary Marketing Revisited
  • MBSs & CMOs
  • The Art & Science of Pricing 
  • Pipeline Hedging
  • Servicing Portfolio Valuation


  • Classroom/Workshop


  • Each session of the School of Mortgage Banking II is taught by an industry professional considered a thought leader by MBA and other subject matter experts in that area of mortgage lending. Click to read about MBA's School of Mortgage Banking II instructors.

Intended Audience:

  • Individuals interested in taking an in-depth look at managing profitability and risk in the residential mortgage lending industry
  • Individuals interested in obtaining the AMP or the CMB designation
  • Mortgage professionals in any role in the residential mortgage industry

Experience Level(s):

  • Intermediate
  • Advanced

Program Times:

  • Tuesday, April 22 (8:30 AM - 5:00 PM)
  • Wednesday, April 23 (8:30 AM - 5:00 PM)
  • Thursday, April 24 (8:30 AM - 5:00 PM)
  • Friday, April 25 (8:30 AM - 5:00 PM))

Breakfast will be served at 8:00 AM and lunch will be served at 12:00 PM.

View Sample Agenda


Ally Bank
601 South Tryon St
Charlotte, NC 28202

*Location subject to change

Hotel Registration Information:

MBA Education recommends you wait until after you receive our registration confirmation email before you make any travel arrangements. MBA assumes no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties, or other incidental costs that a registrant might incur. To review all of MBA Education policies, please click here.

Scholarship Availability & Discounts:

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MBA’s Path to Diversity Scholarship is designed to support employees from diverse and traditionally under-represented backgrounds to advance their professional growth and career development by receiving up to $2,000 in education funds. Learn more and apply at

Your organization can get two complimentary seats to this class with an Education Advantage subscription! Contact Kathy Ryan to learn more about Education Advantage!



Effective May 11, 2023, the White House and federal Centers For Disease Control (CDC) officially ended the COVID-19 public health emergency. Proof of minimally required COVID-19 vaccination is no longer part of the registration process. While the health emergency is over, the MBA will continue monitoring developments and supporting attendees’ choices to protect themselves, including wearing masks at MBA-sponsored events. Please be respectful of other attendees and their decisions to take preventative measures.

By registering for this event, you also have agreed that you will at all times during this event abide by the MBA EVENT CODE OF CONDUCT. You should familiarize yourself with this policy before attending the event as violations of the MBA EVENT CODE OF CONDUT may result in removal from or denial of access to the MBA sponsored event without a refund of registration fees, or disqualification from attendance at future MBA events.