AI for Compliance and Risk Management Professionals

Join MBA Education and PhoenixTeam for a hands-on training that will help mortgage compliance and risk professionals manage oversight, detect anomalies, and ensure regulatory alignment. This 90-minute virtual training is designed specifically for compliance officers, auditors, and risk managers who want to harness AI tools to enhance accuracy, efficiency, and foresight in their daily work.

Participants will learn how to use AI to streamline compliance reviews, automate data analysis, identify emerging risks, and generate actionable insights that will help protect both the organization and the consumer. The session also explores the responsible use of generative AI for document summarization, policy monitoring, and internal reporting, while reinforcing guardrails for regulatory integrity and ethical governance.

To thrive in today’s mortgage environment, professionals must pair compliance expertise with a working understanding of prompt engineering, data validation, and AI literacy. This course provides the foundational skills to evaluate, adopt, and apply AI technologies effectively and responsibly.

Date:

• Tuesday, June 23 (2:30 PM - 4:00 PM ET) 

Objectives:

• Apply AI tools to streamline compliance reviews by generating document summaries, identifying missing elements, and comparing outputs to regulatory requirements.
• Detect and interpret anomalies or emerging risks in sample mortgage data using AI-assisted analysis and explain how findings align with existing risk frameworks.
• Construct and refine effective prompts that improve the accuracy, clarity, and regulatory alignment of AI-generated outputs in compliance and risk workflows.
• Evaluate AI outputs for accuracy, bias, and regulatory integrity by applying validation techniques and established organizational guardrails for responsible use.

Experience Level:

• Foundational 
• Intermediate

Target Audience:

• All single-family mortgage professionals! AI is for everyone and MBA wants to ensure you stay at the forefront of this rapidly emerging and ever evolving landscape.

Speaker(s):

• Tela Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst

Special Discounts: 

• Contact David Upbin for group pricing or pricing for multiple registrations.