• Custodial Account Reconciliation

    Topic: About MPF, MPF Solutions April 29
    11:00 am EST (2 hours)
    Register | +

    The MPF Program presents a webinar designed to provide your servicing staff with increased knowledge on how to reduce errors and discrepancies associated P&I and T&I custodial account reconciliations. The presentation will help:

    • Identify adjustments associated with the A/A remittance type
    • Explain how to research and clear differences between the servicer’s and its MPF Bank’s accounts

    This presentation is recommended for:

    • Loan Accounting staff

    We recommend participants review the following MPF Guide material before the webinar:

    • Servicing Guide Chapter 105
    • Form SG320A – Custodial P&I Account Reconciliation
    • Form SG321A – Custodial T&I Account Reconciliation
  • New Jersey Bankers Association (NJBankers) - 110th Annual Conference

    April 30 - May 4
    Marco Island Marriott Beach Resort, Marco Island, FL

    Stop by and visit the FHLBNY at exhibit 36. We look forward to seeing you at the conference.

    For more information, visit www.njbankers.com.

    HLB Attendees: José R. González, Adam Goldstein and Maureen Kalena

  • Independent Bankers Association of New York State - CFO & Sr. Management Conference

    May 5 - 7
    Turning Stone Resort, Verona, NY

    Don't miss the Wednesday morning session, "Funding — The Key to Margin Retention," presented by Adam Goldstein, SVP, Head of Sales & Development at the FHLBNY and KPN Consulting. We look forward to seeing you at the conference.

    For more information, visit www.ibanys.net.

    HLB Attendees: Adam Goldstein, Al O'Connell, and Tom Settino

  • Liquid Assets Eligibility & Documentation

    Topic: MPF Solutions May 5
    11:00 am EST (90 minutes)
    Register | +

    Liquid assets include checking accounts, savings accounts, CDs, gifts, stocks, mutual funds, bonds, stock options and business funds. This webinar explains how the most common liquid assets work and what documentation is required to use these assets to qualify for conventional mortgage financing.

    In this session, we will:

    • Walk through industry guidelines for liquid assets;
    • Present documentation examples; and
    • Discuss the rules for what can be included, when it can be included and how to value these assets.

    Who should attend: Loan Officers, Processors, and Underwriters and Quality Control Staff

    Prerequisites: We recommend participants become familiar with the contents of following MPF Guide chapters before the webinar:

    • Underwriting Guide Chapter 4.7 – 4.7.15
    • MPF Xtra Manual – Underwriting Guide Chapters 4.71, 4.74, 4.78, 4.17.12, 4.7.13 and 4.7.15
  • Quality Control Program - Updated Requirements

    Topic: About MPF, MPF Solutions May 6
    11:00 am AST (2 hours)
    Register | +

    The MPF Program presents a webinar explaining the requirements for a PFI’s In-House Quality Control Program, including the updated requirements effective January 1, 2014 announced with PFI Notice 2013-2 published October 18, 2013.

    The presentation will highlight:

    • PFI’s In-House QC Program Requirements
    • Pre-Closing Quality Control Review
    • Post-Closing Quality Control Review
    • Common Exceptions and Red Flags
    • Anti-Predatory Lending Requirements

    The presentation is recommended for:

    • Quality Control Managers
    • Quality Control Underwriters
    • Quality Control Processors
    • Underwriters
    • Loan Processors

    We recommend participants review the following MPF Guide material before the webinar:

    • PFI Notice 2013-2 (10/18/13)
    • Origination Guide Chapter 28 (updated 10/18/13)
    • Quality Mortgage Guidance PFI Advisories dated 3/29/13 and 8/16/13
  • Rural Property Underwriting

    Topic: MPF Solutions May 8
    11:00 am EST (2 hours)
    Register | +

    The MPF Program presents a webinar to provide guidance to PFIs on how to evaluate mortgages when the property is located in a rural area. The primary focus of the webinar will be the evaluation of the acceptability of a rural property as security for a conventional mortgage. In addition, we will also provide guidance on the analysis of common farm income and debt scenarios.

    The presentation is recommended for all PFI staff including:

    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Auditors

    We recommend that participants review the following MPF Guide material before the webinar:

    • Underwriting Guide Chapters 5.1.3, 5.1.6, 5.2.3 and 5.2.7
  • Not Your Ordinary Assets

    Topic: MPF Solutions May 12
    11:00 am EST (90 minutes)
    Register | +

    In this webinar presented by Radian, PFIs will learn to evaluate less common assets that provide funds for closing. The primary focus will be on documenting assets that are converted to cash and instances that generate cash for example: tax refunds, real estate commissions and 1031 exchanges.

    This webinar is recommended for Loan Officers, Processors, and Underwriters and Quality Control staff.

    We recommended participants become familiar with the contents of the MPF Underwriting Guide Chapter 4.7-4.7.15 prior to attending the webinar.

  • Condominium Project Eligibility

    Topic: MPF Solutions May 20
    11:00 am EST (2 hours)
    Register | +

    The MPF® Program presents a webinar on condominium project eligibility under the MPF Program*. The webinar will provide a review of the condominium project requirements and approval options for the MPF portfolio product as stated in the MPF Guides.

    The presentation is recommended for:

    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Reviewers

    We recommend participants review the following MPF Guide material before the webinar:

    • Origination Guide Chapters 13.10 33
    • Underwriting Guide Chapters 2.13, 5.2.1 and 5.2.2

    *Please note MPF Xtra is currently not offered by the FHLBNY

  • MGIC's Introduction to Underwriting

    Topic: MPF Solutions May 22
    11:00 am EST (90 minutes)
    Register | +

    In MGIC’s Introduction to Underwriting workshop, you will get the tools you need to:

    • Understand the “why” of guidelines
    • Assess the risks of the loan request
    • Efficiently underwrite loan applications
    • Properly document the mortgage file including:
      • To meet Desktop® (DU®) or Loan Prospector® (LP) requirements
      • For unusual circumstances

    In this session, you will evaluate a sample loan file using the 4 C’s of underwriting with your underwriter’s pen in hand.

    The presentation is recommended for: Loan Officers, Processors, Underwriters, Quality Control staff

  • Memorial Day

    May 26
  • New York Bankers Association/Long Island Bankers Division - 117th Annual Golf Outing and Dinner

    June 2
    Southward Ho Country Club, Bay Shore, NY

    We look forward to seeing our Long Island members at the outing.

    For more information, visit www.nyba.com.

    HLB Attendees: José R. González, Kevin Neylan, Adam Goldstein, Tom Settino, and Al O'Connell

  • Independence Day

    July 4
  • Labor Day

    September 1
  • Columbus Day

    October 13
  • Veterans' Day

    November 11
  • Thanksgiving Day

    November 27
  • Christmas Day

    December 25

 

FREE online MPF workshops for all interested members! Register early, space is limited!

To register for these webinars, click the Register link next to the workshop or email MPFTraining@fhlbc.com and cc fhlbny@fhlbny.com.

The email should contain the workshop name, webinar date, participant's name, institution, email address, phone number, and street mailing address.

Approximately one week prior to the presentation, you will receive an email with instructions on how to access the presentation on the Internet and the audio portion through a conference call.

If you should have any questions regarding these workshops or the MPF Program, please contact either Heather Gostomski at (212) 441-6701, Tom Doyle at (212) 441-6712, or the MPF Help Desk at (877) 345-2673.

  • Memorial Day

    May 26
  • Independence Day

    July 4
  • Labor Day

    September 1
  • Columbus Day

    October 13
  • Veterans' Day

    November 11
  • Thanksgiving Day

    November 27
  • Christmas Day

    December 25

  • New Jersey Bankers Association (NJBankers) - 110th Annual Conference

    April 30 - May 4
    Marco Island Marriott Beach Resort, Marco Island, FL

    Stop by and visit the FHLBNY at exhibit 36. We look forward to seeing you at the conference.

    For more information, visit www.njbankers.com.

    HLB Attendees: José R. González, Adam Goldstein and Maureen Kalena

  • Independent Bankers Association of New York State - CFO & Sr. Management Conference

    May 5 - 7
    Turning Stone Resort, Verona, NY

    Don't miss the Wednesday morning session, "Funding — The Key to Margin Retention," presented by Adam Goldstein, SVP, Head of Sales & Development at the FHLBNY and KPN Consulting. We look forward to seeing you at the conference.

    For more information, visit www.ibanys.net.

    HLB Attendees: Adam Goldstein, Al O'Connell, and Tom Settino

  • New York Bankers Association/Long Island Bankers Division - 117th Annual Golf Outing and Dinner

    June 2
    Southward Ho Country Club, Bay Shore, NY

    We look forward to seeing our Long Island members at the outing.

    For more information, visit www.nyba.com.

    HLB Attendees: José R. González, Kevin Neylan, Adam Goldstein, Tom Settino, and Al O'Connell

  • Custodial Account Reconciliation

    Topic: About MPF, MPF Solutions April 29
    11:00 am EST (2 hours)
    Register | +

    The MPF Program presents a webinar designed to provide your servicing staff with increased knowledge on how to reduce errors and discrepancies associated P&I and T&I custodial account reconciliations. The presentation will help:

    • Identify adjustments associated with the A/A remittance type
    • Explain how to research and clear differences between the servicer’s and its MPF Bank’s accounts

    This presentation is recommended for:

    • Loan Accounting staff

    We recommend participants review the following MPF Guide material before the webinar:

    • Servicing Guide Chapter 105
    • Form SG320A – Custodial P&I Account Reconciliation
    • Form SG321A – Custodial T&I Account Reconciliation
  • Liquid Assets Eligibility & Documentation

    Topic: MPF Solutions May 5
    11:00 am EST (90 minutes)
    Register | +

    Liquid assets include checking accounts, savings accounts, CDs, gifts, stocks, mutual funds, bonds, stock options and business funds. This webinar explains how the most common liquid assets work and what documentation is required to use these assets to qualify for conventional mortgage financing.

    In this session, we will:

    • Walk through industry guidelines for liquid assets;
    • Present documentation examples; and
    • Discuss the rules for what can be included, when it can be included and how to value these assets.

    Who should attend: Loan Officers, Processors, and Underwriters and Quality Control Staff

    Prerequisites: We recommend participants become familiar with the contents of following MPF Guide chapters before the webinar:

    • Underwriting Guide Chapter 4.7 – 4.7.15
    • MPF Xtra Manual – Underwriting Guide Chapters 4.71, 4.74, 4.78, 4.17.12, 4.7.13 and 4.7.15
  • Quality Control Program - Updated Requirements

    Topic: About MPF, MPF Solutions May 6
    11:00 am AST (2 hours)
    Register | +

    The MPF Program presents a webinar explaining the requirements for a PFI’s In-House Quality Control Program, including the updated requirements effective January 1, 2014 announced with PFI Notice 2013-2 published October 18, 2013.

    The presentation will highlight:

    • PFI’s In-House QC Program Requirements
    • Pre-Closing Quality Control Review
    • Post-Closing Quality Control Review
    • Common Exceptions and Red Flags
    • Anti-Predatory Lending Requirements

    The presentation is recommended for:

    • Quality Control Managers
    • Quality Control Underwriters
    • Quality Control Processors
    • Underwriters
    • Loan Processors

    We recommend participants review the following MPF Guide material before the webinar:

    • PFI Notice 2013-2 (10/18/13)
    • Origination Guide Chapter 28 (updated 10/18/13)
    • Quality Mortgage Guidance PFI Advisories dated 3/29/13 and 8/16/13
  • Rural Property Underwriting

    Topic: MPF Solutions May 8
    11:00 am EST (2 hours)
    Register | +

    The MPF Program presents a webinar to provide guidance to PFIs on how to evaluate mortgages when the property is located in a rural area. The primary focus of the webinar will be the evaluation of the acceptability of a rural property as security for a conventional mortgage. In addition, we will also provide guidance on the analysis of common farm income and debt scenarios.

    The presentation is recommended for all PFI staff including:

    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Auditors

    We recommend that participants review the following MPF Guide material before the webinar:

    • Underwriting Guide Chapters 5.1.3, 5.1.6, 5.2.3 and 5.2.7
  • Not Your Ordinary Assets

    Topic: MPF Solutions May 12
    11:00 am EST (90 minutes)
    Register | +

    In this webinar presented by Radian, PFIs will learn to evaluate less common assets that provide funds for closing. The primary focus will be on documenting assets that are converted to cash and instances that generate cash for example: tax refunds, real estate commissions and 1031 exchanges.

    This webinar is recommended for Loan Officers, Processors, and Underwriters and Quality Control staff.

    We recommended participants become familiar with the contents of the MPF Underwriting Guide Chapter 4.7-4.7.15 prior to attending the webinar.

  • Condominium Project Eligibility

    Topic: MPF Solutions May 20
    11:00 am EST (2 hours)
    Register | +

    The MPF® Program presents a webinar on condominium project eligibility under the MPF Program*. The webinar will provide a review of the condominium project requirements and approval options for the MPF portfolio product as stated in the MPF Guides.

    The presentation is recommended for:

    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Reviewers

    We recommend participants review the following MPF Guide material before the webinar:

    • Origination Guide Chapters 13.10 33
    • Underwriting Guide Chapters 2.13, 5.2.1 and 5.2.2

    *Please note MPF Xtra is currently not offered by the FHLBNY

  • MGIC's Introduction to Underwriting

    Topic: MPF Solutions May 22
    11:00 am EST (90 minutes)
    Register | +

    In MGIC’s Introduction to Underwriting workshop, you will get the tools you need to:

    • Understand the “why” of guidelines
    • Assess the risks of the loan request
    • Efficiently underwrite loan applications
    • Properly document the mortgage file including:
      • To meet Desktop® (DU®) or Loan Prospector® (LP) requirements
      • For unusual circumstances

    In this session, you will evaluate a sample loan file using the 4 C’s of underwriting with your underwriter’s pen in hand.

    The presentation is recommended for: Loan Officers, Processors, Underwriters, Quality Control staff


 

FREE online MPF workshops for all interested members! Register early, space is limited!

To register for these webinars, click the Register link next to the workshop or email MPFTraining@fhlbc.com and cc fhlbny@fhlbny.com.

The email should contain the workshop name, webinar date, participant's name, institution, email address, phone number, and street mailing address.

Approximately one week prior to the presentation, you will receive an email with instructions on how to access the presentation on the Internet and the audio portion through a conference call.

If you should have any questions regarding these workshops or the MPF Program, please contact either Heather Gostomski at (212) 441-6701, Tom Doyle at (212) 441-6712, or the MPF Help Desk at (877) 345-2673.

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