2019 Mortgage Bankers Conference
Agenda
9:00 a.m. – REGISTRATION-COFFEE AND PASTRIES
9:30 a.m. – BUSINESS SESSION
Opening Remarks
Travis A. Minter, Chairman, SCBA Mortgage Bankers Committee, Executive Vice President, Director of Mortgage & Retail Banking, South Atlantic Bank, Myrtle Beach
9:35 a.m. – Loan Originator Compensation and Compliant Marketing Strategies
Daniella Casseres, Esq., Principal Chair, Financial Institutions Regulatory Group, Offit Kurman, Attorneys at Law, New York
This session will cover ways to set up competitive compensation for loan originators in Compliance with federal loan originator compensation rules. Daniella Casseres, a partner with the law firm Offit Kurman, will also discuss how to compliantly market your mortgage business and strategies for advertising with referral partners.
10:35 a.m. – NETWORKING BREAK
11:00 a.m. – Examination Process as it Relates to Mortgage Banking
Zach Presley, Senior Capital Markets Specialist, FDIC, Atlanta
In this session Mr. Presley will provide an overview of the areas reviewed within a mortgage banking examination, as well as common issues/ concerns recently found on exams.
Noon – LUNCHEON
1:15 p.m. – Leveraging FHLBank Atlanta as Your Partner in Affordable Housing
Jan Hadder, Vice President – Associate Director Community Investment Services, Federal Home Loan Bank of Atlanta, Atlanta
ShaDonte Butler, Assistant Vice President- Community Investment Business Development Manager, Federal Home Loan Bank of Atlanta, Atlanta
Jan Hadder and ShaDonte Butler will discuss how FHLBank Atlanta’s products and services can be used to create new mortgage opportunities and meet compliance objectives.
2:15 p.m. – Making Sense out of Chaos
Frank Hefner, Professor of Economics and Director of the Office of Economic Analysis, College of Charleston, Charleston
Making decisions in an uncertain economic environment has always been difficult. It may seem that policy is more chaotic and uncertain than in the past. What kinds of trends and underlying dynamics will drive the economy in the near future? In this session we will review the national, state, and select MSA’s in SC economies (Lowcountry, Midlands, Upstate, for example) with particular emphasis on housing and construction trends. Looking ahead, we will pull out the ole crystal ball and make a stab at forecasting interest rates, employment, and income growth at the national, state, and substate regions.
3:30 p.m. – ADJOURNMENT
FEES
$275/Member | $695/Non-Member
REGISTRATION DEADLINE
May 6, 2019
REFUND DEADLINE
May 13, 2019 @ noon
For more information, contact Anne Gillespie, agillespie@scbankers.org.