RISK MANAGEMENT & QA TRACK: Adopting Best Practices for Pre-Funding QA and Post Closing QC
Come join a panel of experts to discuss the pre-funding QA and post-closing QC requirements from the GSEs and what lenders are doing to implement these guidelines. Panelists share how they targeted reviews to maximize capacity, identify high risk loans and meet the changes in reporting and timelines.
Speakers
Moderator
Expertise translating GSE and Lender guidelines into technology automation to streamline the audit process and optimize auditor productivity. Leads LoanLogics’ team of Audit Services Managers through strategic projects driven by innovation, automation targeting operational efficiency and audit best practices. Previously, worked in various leadership roles over the past twenty years at Truist, PHH Mortgage, Merrill Lynch, and Bank of America with focus on client relationships, quality, operations, and training.
Speakers
Julie is Quality Control Manager of Norcom Mortgage and with the company since 2015. Her career spans over 20 years within the industry from originating to underwriting and management. Her role requires precise use of technology to produce data-driven results and strong communication skills. She a certified as administrator on Aces Quality Software, a QC tech giant. Having capacity in various areas, she believes staying current on all quality/fraud trends, legislative updates/mortgage industry news as well as advocating for the industry is important. She is co-chair of Connecticut Mortgage Banker's Young Mortgage Professionals. She is passionate about fraud detection and education on how to manufacture a quality loan.
Candace serves Senior Director of Loan Quality at Fannie Mae. Candace develops, implements, and monitors loan quality standards; evaluates the quality of loan deliveries; and oversees the effectiveness of lender quality control practices. This includes leading a team that works with Fannie Mae lenders focused on loan manufacturing controls, quality control practices, and quality results.
Planet Home Lending Vice President of Quality Control Helen Law’s more than 30 years of expertise spans correspondent, retail, and retention originations. As the former Chair of MBA’s Risk Committee, she's renowned for creating robust quality control and compliance programs, streamlining processes, elevating customer experience, and mitigating fraud. She earned her B.A. in Mathematics and Economics from the University of California, Santa Barbara.
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