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Boost Your Mortgage Lending Skills at 2016 Seminars
Tuesday, November 17, 2015 6:25 AM

Wallace Jones

Boost your mortgage lending skills at Cornerstone's upcoming Mortgage Lending Seminars, which will take place in Dallas, Houston, Little Rock, and Oklahoma City on select dates. Register early and save your credit union money through early bird discounts.

Who should attend? Those involved in originating, application, processing, closing and servicing home equity and/or residential real estate lending. This training is very beneficial for those in quality control, underwriting and compliance auditing, no matter what level of expertise.

Wallace Jones will be your presenter. Jones has more than 25 years' experience as a mortgage loan officer, a construction loan officer, an appraiser for residential mortgages, and a branch manager. He joined CU Members Mortgage as a loan officer in March of 1996 and became National Training Manager in 2002, a position he currently holds. In addition to overseeing the training department Jones also oversees internet origination platforms for both the direct and correspondent divisions of CU Members Mortgage. He has written articles for credit union periodicals and is often asked to speak at CUREN and credit union league functions.

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.

Dates & Locations

Dallas, February 16-17
Early Bird Deadline: December 15
Cornerstone Credit Union League
Farmers Branch, TX 75244

Little Rock, August 23-24
Early Bird Deadline: April 22
Arkansas Credit Union Association
Little Rock, AR 72201

Oklahoma City, May 24-25
Early Bird Deadline: February 22
Credit Union House
Oklahoma City, OK 73105

Houston, October 4-5
Early Bird Deadline: June 6
Member Source Credit Union
Houston, TX 77042

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.

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