Agenda

March 26, 2026
11:00 am - 12:00 pm EST

As a new loan officer, you are likely beginning training on the products, services, and programs offered by your institution. Beyond learning these options, you must be prepared for the array of regulatory lending requirements you will encounter in the field and avoid costly compliance issues. This session will start at the beginning of the loan process — the initial conversation with an applicant — and follow the loan all the way to the closing table. We’ll examine the regulatory requirements that impact the loan at every phase and provide best practices, tips, and essential details to help you make compliant loans while delivering excellent service.

Topics

KEY WEBINAR TAKEAWAYS:

• Fair lending obligations
• Appraisal requirements
• What information to gather at application under HMDA rules
• When flood insurance is required and how to determine the required amount
• TRID applicability and the basics of completing and providing the loan estimate and closing disclosures
• Tools and resources to assist with compliance requirements

Speaker(s)

Dawn Kincaid
Brode Consulting Services, Inc.

Dawn Kincaid began her banking career while attending The Ohio State University. She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact