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Attend a 2016 Mortgage Lending Seminar in Oklahoma City
Tuesday, March 8, 2016 6:25 AM

Throughout 2016, a number of Mortgage Lending Seminars will be offered in the Cornerstone region. First up, Oklahoma City on May 24-25.

Oklahoma City, May 24-25

Early Bird Deadline: March 28
Regular Rate Deadline: April 25
Credit Union House
631 E Hill Street
Oklahoma City, OK 73105
More information and registration.

Join your colleagues to learn about mortgage programs, best practices, red flags, regulatory topics, underwriting, and growing your market share. Register before the early bird rate deadline of March 28, and save your credit union money.

Day One Topics

  • Best practices and options for offering a complete mortgage program to your members
  • Taking a complete loan application
  • UW red flags
  • Products overview (including portfolio product ideas)

Day Two Topics

  • Regulatory topics and NCUA/CFPB audits
  • Self-employed borrower underwriting
  • Growing your market share through increasing purchase money applications
  • Growing your market share to emerged markets and millennials

Participants are encouraged to attend both days of training for the maximum learning experience. Some topics may overlap both days with different approaches.

Who Should Attend?

Those involved in originating, application, processing, closing and servicing home equity and/or residential real estate lending. In addition, this training is beneficial to those in quality control, underwriting, and compliance auditing, no matter what level of expertise.

Your Presenter

Wallace Jones, national training manager for CU Members Mortgage, has more than 25 years in the mortgage business as a mortgage loan officer and a construction loan officer. He also performed appraisals for residential mortgages and served as a branch manager. In addition to overseeing the training department, he also oversees internet origination platforms for both the direct and correspondent divisions of CU Members Mortgage.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation grants manager, at 469-385-6483 for more information.


Call 800-442-5762, ext. 6630, or 469-385-6630 or email Cristina Lau at