Lending Council Seminar

Loan Growth Strategies, TRID and More

Hosted by your Lending Council

Avoid the hidden lending pitfalls by being informed and staying ahead of the game. The lending landscape is changing rapidly and it is essential that lenders stay current on the ever-evolving industry changes. In addition to staying on top of the day to day requirements, lenders must also avoid big-picture mistakes that could disrupt their compliance.  This lending seminar will focus on one of the most recent regulatory changes, as well as provide you with new and innovative approaches to growing your loan portfolio and increasing your revenue.  Don’t miss this informative training event, as well as the opportunity to network with other lending professionals.

Who Should Attend?

All lending, compliance and audit personnel would benefit from attending this seminar.

Dates & Locations

Oklahoma City, November 16

Credit Union House
631 E Hill Street
Oklahoma City, OK 73105
Lodging Offers

Dallas, November 17

Cornerstone Credit Union League
4455 LBJ Freeway, 10th Floor Boardroom
Dallas, TX 75244
Lodging Offers


8:30 a.m. - 9:00 a.m. Registration/Continental Breakfast
9:00 a.m. - 10:15 a.m. Understanding TransUnion's New Credit Score Model
10:15 a.m. - 11:30 a.m. What You Need to Know About the TRID Changes
11:30 a.m. - 12:30 p.m. Lunch (provided for all attendees)
12:30 p.m. - 1:45 p.m. Successful Loan Growth and Income Strategies
1:45 p.m. - 2:00 p.m. Closing

Featured Sessions

Successful Loan Growth and Income Strategies

Speakers: Galli Davis and Mark Schultz, ASG Results

Listening to borrowers talk about the emotions behind their needs, rather than talking to them about things they don’t care about, can help loan officers build trust and provide better member/client service.  The speakers will introduce sales tactics designed to help you compete with auto dealerships and in capturing back-end sales of ancillary loan products. With over 50 years of combined consumer lending experience, you can’t afford to miss it.

What You Need to Know About the TRID Changes  

Speaker: Patti Hetzel Parker, Mortgage Consultant and Senior Mortgage Originator for 1st UCU Home Mortgage

Patti will address the mortgage industry and the fact that it is still coming to terms with the day to day task of maintaining TRID compliance and other, broader systematic risks still looming, if overlooked could significantly disrupt lending operations.  For instance, CFPB’s recently implemented TILA-RESPA Integrated Disclosure Rule (TRID) will have more riding on the accuracy of the initial cost estimates in the new Truth in Lending Act/Real Estate Settlement Procedures Act Integrated Disclosures than mortgage lenders realize.  Patti will encourage interactive discussions during her session. With more than 40 years of mortgage origination and underwriting experience, Patti will help bring the new changes into better focus.

Understanding TransUnion’s New Credit Scoring Model

Your Lending Council is proud to bring a representative from TransUnion who will provide a first look at their new credit scoring model, CreditVision® LinkSM. This new risk score is the first and only score in market to combine both trended credit bureau data and alternative data sources, resulting in a clearer picture of a consumer’s risk, as well as their ability to manage financial commitments.  You won’t want to miss this one.

Educational Investment

No Cost for Lending Council Members
$50 for Non-Council Members (includes 2016 Lending Council Membership)

2 for 1 Special

Attend this event and receive a 2016 Lending Council Membership for a co-worker*

*Valid for first-time council members only


Call 800-442-5762 ext. 6403 or 469-385-6403 or email Cristina Martinez at cmartinez@cornerstoneleague.coop.