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PROGRAM DESCRIPTION

Getting Ready for a Fair Lending Examination

When the examiners visit your credit union, will you be ready to prove your fair lending practices? Prepare in advance to meet examiner expectations by following the tips and information you’ll receive from Marissa Blundell of CliftonLarsonAllen.

At the end of this session, you will be able to:

  • Identify the elements of a fair lending program
  • Recognize the relationship between accuracy in HMDA reporting and fair lending examination procedures
  • Outline the difference between electronic analysis using system data and reviewing completed files of closed or non-closed loans

Who should attend?

  • Compliance
  • Internal Auditor
  • Operations
  • Lending

Meet the presenter:
Marissa Aquila Blundell, J.D., VP,  is a client services director with Bankers Advisory, a CliftonLarsonAllen LLP Division. She serves as a contracts administrator and customer relationship manager. Marissa develops and implements compliance training to clients and serves on the compliance committee and co-chairs the Legislative Committee for the Massachusetts Mortgage Bankers Administration. She is a graduate of Skidmore College and earned her Juris Doctor at the New England School of Law.

   
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Getting Ready for a Fair Lending Examination
 
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