• 2019 Credit Union Reality Check Conference

    February 18 - 20
    Borgata Hotel Casino & Spa, Atlantic City, NJ

    FHLBNY Financial Economist, Brian Jones, will be presenting an Economic Update during the conference on Tuesday, February 19.

    We look forward to connecting with our credit union members during the conference, presented by the New Jersey Credit Union League (NJCUL) along with New York Credit Union Association and Pennsylvania Credit Union Association.

    Check out the conference blog featuring Q&A between Brian Jones and David Frankil, President/CEO of NJCUL. More information on the conference and registration can be found here as well.

    HLB Attendees: Brian Jones, Angel Santos and Mike Desiderio

  • Detecting and Avoiding Fraud in Loan Files

    Topic: MPF Solutions February 19
    02:00 pm EDT (1 hour)
    Register | +

    This webinar focuses on understanding what constitutes fraud hot spots, cost, and affect to lenders and communities, and how to identify red flags in the mortgage loan file. Participants develop their awareness of fraud by reviewing documents from actual fraud investigations. Discussion includes tips for minimizing fraud risk, which could save their company thousands of dollars in losses.

    The presentation is recommended for:

    • Loan Officers
    • Processors
    • Underwriters
    • Closers
    • Quality Control staff

    We recommend participants become familiar with the contents of the following MPF Guide chapters before the webinar: Origination Guide Chapters 26, 28.11, 31.8

  • What's Trending in MPF® Quality Control

    Topic: MPF Solutions February 21
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    Have you ever wondered what kind of exceptions the MPF® Quality Control department sees on both a regular and not so regular basis?

    In this presentation, we will offer insight into some recent and on-going situations encountered by the MPF QC Department. Current examples will be provided along with guidance on how to prevent these exceptions from happening in the future.

    In addition to covering QC exception trends, the MPF Program requirements for a successful in-house QC review program will be included, along with ideas to improve overall file quality

    • Which documents are required and why
    • What happens after the files are delivered
    • How to request a file
    • Evaluation of preliminary and final invoices
    • Custody Reports

    Who should attend?

    The presentation is recommended for:
    • Quality Control Managers
    • Quality Control Underwriters
    • Quality Control Processors
    • Underwriters
    • Loan Processors
  • New Jersey Bankers Association (NJBankers) - Board & Management Summit

    March 8
    The Hilton Short Hills, Short Hills NJ

    We look forward to connecting with our New Jersey bank members during the summit.

    For more information, visit www.njbankers.com.

    HLB Attendees: Maureen Kalena

  • Credit Union Executive Society (CUES) New Jersey/Metro New York Council Meeting

    March 8
    Maggiano's Little Italy, Bridgewater, NJ

    We look forward to connecting with our credit union members in attendance.

    Check for updates at www.cues.org

    HLB Attendees: Michael Beifeld

  • Condominium Project Eligibility and Review

    Topic: MPF Solutions March 12
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    The MPF® Provider presents a webinar on condominium project eligibility under the MPF Program. The differences between a condominium, PUD and site condominium are explained, along with the different methods for reviewing projects. Both limited and manual review requirements will be discussed. Learn about what makes a project ineligible and what documentation is necessary for a thorough project review.

    Who should attend?

    This presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Reviewers
  • Coalition of Community Development Financial Institutions - CDFI Coalition Institute

    March 13 - 14
    Washington Plaza Hotel, Washington, DC

    We look forward to learning more about the opportunities for our country's CDFIs and connecting with our CDFI members in attendance. 

    For more information, visit www.cdfi.org.

    HLB Attendees: Michael Beifeld

  • MGIC Presents: Basics of Self–Employed Borrower Income Analysis

    Topic: MPF Solutions March 13
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    In this webinar presented by MGIC, you will build and strengthen your self-employed borrower income analysis skills. This webinar will focus on the most common types of income and expenses from self-employment:

    • Sole Proprietorship (Schedule C)
    • Partnership Income (K-1s)
    • Unreimbursed Business Expenses
    • Rental Income and Losses

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control taff
  • Radian Presents: Not Your Ordinary Income

    Topic: MPF Solutions March 14
    02:00 pm EDT (1 hour)
    Register | +

    Overview

    In this webinar presented by Radian, participants will gain a better understanding of some of the out-of-the-ordinary income types that appear in loan files.

    In this course you will learn to:

    • Understand the GSE requirements for documentation of Social Security, child support, alimony, military Income, disability, and retirement income.
    • The importance of establishing stability, predictability and continuance of these complex income sources as they relate to the risk of the loan
    • Calculate and gross-up non-taxable income sources

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff
  • AM Best's 26th Annual Insurance Ratings Conference: Review & Preview

    March 18 - 20
    Fairmont Scottsdale Princess, Scottsdale, Arizona

    We look forward to learning more about the key issues affecting the insurance marketplace and connecting with our member insurers during the conference.

    For more information, visit www.ambest.com.

    HLB Attendees: Alex Sornoza

  • Construction to Permanent Loans: Guidelines for MPF® Traditional Products and MPF Xtra® Products

    Topic: MPF Solutions March 21
    02:00 pm EDT (90 minutes)
    Register | +

    This webinar will explore the eligibility requirements for construction to permanent loans delivered under the MPF® Traditional and MPF Xtra® products. The differences between single-close and dual-close transactions will be discussed along with guidance on determining loan-to-value ratios. General industry information about construction lending and terminology will also be included in this session.

    Who should attend?

    The presentation is recommended for:
    • Loan Originators
    • Processors
    • Underwriters
    • Closers
    • Post-closing staff
  • New York League of Independent Bankers (NYLIB) - Second Annual Conference

    March 26
    Times Square Tower, Offices of Pryor Cashman, New York, NY

    We look forward to connecting with our independent bank members throughout the metro area.

    Check for updates and more information at www.nylib.org.

    HLB Attendees: Al O'Connell

  • New Jersey Bankers Association (NJBankers) - CRA and Fair Lending Conference

    March 27
    Kean University, STEM Building, Union, NJ

    We look forward to discussing how membership can be leveraged to suppport the CRA efforts of our New Jersey bank members.

    For more information, visit www.njbankers.com.

    HLB Attendees: Maureen Kalena

  • New York Government Finance Officers Association (NYGFOA) - 40th Annual Conference

    March 27 - 29
    Albany Marriott Hotel in Albany, NY

    Stop by our exhibit during the conference. We look forward to discussing the advantages of our Letter of Credit product with NY government finance officers and our member lenders in attendance.

    For more information, visit nysgfoa.org.

    HLB Attendees: Tom Settino and Michael Beifeld

  • Title Insurance Basics

    Topic: MPF Solutions April 3
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    This webinar is designed to introduce the basic principles of the title insurance industry. Attention will be given to the unique terminology associated with this area of business. We will break down a title commitment into its different components and discuss the importance of the information being provided.

    Who should attend?

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

  • Radian Presents: Blueprint for Taking a Quality Application

    Topic: MPF Solutions April 11
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    Are you looking for a way to develop a better understanding of what is needed to establish a complete, accurate loan application? Are you tired of requesting more information from borrowers after a loan application is submitted? Loan applications are more than just filling out a form. It’s actually similar to creating the blueprint for a new home. Complete, quality information ensures everyone knows the plans for successful execution.

    In this session you will learn:

    • What information is required to take a quality application
    • How an AUS decision is impacted
    • Engagement techniques and probing questions to help a borrower feel more open to sharing their financial details.

    We'll also review how to address part time income, employment gaps, unemployment benefits, and contractual employment. There will be a focus on documentation requirements and clarification as to when income can and can’t be used for qualifying purposes.

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff
  • Financial Managers Society (FMS) NY/NJ Chapter - Half Day Seminar with NJBankers

    April 12
    The Stony Hill Inn, Hackensack, NJ

    We look forward to connecting with our members during the seminar.

    For more information, visit www.fmsnynj.org.

    HLB Attendees: Maureen Kalena

  • MGIC Presents: Self-Employed Borrowers - Business Tax Return Analysis

    Topic: MPF Solutions April 17
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    This comprehensive workshop will help you dig deeper through business tax returns to develop a clearer picture of your self-employed borrower’s income and business financial standing. Whether you use the AGI or the SAM method, the good news is there is only one way to look at the business tax return analysis — you follow the same process whether you use AGI or SAM.

    This workshop will provide:

    • A closer look at Partnership K-1s & S Corporation K-1s, including Form 8825;
    • An in-depth look at business tax returns Form 1065 partnerships, 1120 S Corporations and the 1120 U.S. Corporate returns;
    • An overview of financial statements;
    • Ways to increase efficiency in processing and underwriting SEB loan applications; and
    • A review of documentation requirements, acceptable income and underwriting criteria

    Who should attend?

    This presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff
  • New Jersey Bankers Association (NJBankers) - 115th Annual Conference

    May 1 - 5
    The Broadmoor, Colorado Springs, CO

    We look forward to connecting with our New Jersey bank members at exhibition and throughout the conference.

    For more information, visit www.njbankers.com.

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

  • Insurance Council of New Jersey - Seminar

    May 3
    Forsgate Country Club, Monroe Township, NJ

    We look forward to connecting with our New Jersey insurance company members.

    Check for updates at www.icnj.net.

    HLB Attendees: Alex Sornoza

  • Memorial Day - Bank will be closed

    May 27
  • Independent Bankers Association of New York State (IBANYS) - Annual Convention & Trade Show

    June 10 - 12
    Turning Stone Resort and Casino, Verona NY

    We look forward to connecting with our bank members at the trade show and throughout convention.  

    For more information, visit www.ibanys.net.

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

  • New York Credit Union Association (NYCUA) - Excel 19, the Annual Meeting & Convention

    June 13 - 16
    The Sagamore Resort, Bolton Landing, NY

    We look forward to connecting with our NY credit union members during the trade show and throughout convention.

    For more information, visit www.nycua.org.

    HLB Attendees: Angel Santos and Mike Desiderio

  • Independence Day - Bank will be closed

    July 4
  • Labor Day - Bank will be closed

    September 2
  • Columbus Day - Bank will be closed

    October 14
  • Veterans' Day - Bank will be closed

    November 11
  • Thanksgiving Day - Bank will be closed

    November 28
  • Christmas Day - Bank will be closed

    December 25

 

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

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

The email should contain the webinar 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 webinars or the MPF Program, please contact Muriel Brunken at (212) 441-6712, or the MPF Help Desk at (877) 345-2673.

  • Memorial Day - Bank will be closed

    May 27
  • Independence Day - Bank will be closed

    July 4
  • Labor Day - Bank will be closed

    September 2
  • Columbus Day - Bank will be closed

    October 14
  • Veterans' Day - Bank will be closed

    November 11
  • Thanksgiving Day - Bank will be closed

    November 28
  • Christmas Day - Bank will be closed

    December 25

  • 2019 Credit Union Reality Check Conference

    February 18 - 20
    Borgata Hotel Casino & Spa, Atlantic City, NJ

    FHLBNY Financial Economist, Brian Jones, will be presenting an Economic Update during the conference on Tuesday, February 19.

    We look forward to connecting with our credit union members during the conference, presented by the New Jersey Credit Union League (NJCUL) along with New York Credit Union Association and Pennsylvania Credit Union Association.

    Check out the conference blog featuring Q&A between Brian Jones and David Frankil, President/CEO of NJCUL. More information on the conference and registration can be found here as well.

    HLB Attendees: Brian Jones, Angel Santos and Mike Desiderio

  • New Jersey Bankers Association (NJBankers) - Board & Management Summit

    March 8
    The Hilton Short Hills, Short Hills NJ

    We look forward to connecting with our New Jersey bank members during the summit.

    For more information, visit www.njbankers.com.

    HLB Attendees: Maureen Kalena

  • Credit Union Executive Society (CUES) New Jersey/Metro New York Council Meeting

    March 8
    Maggiano's Little Italy, Bridgewater, NJ

    We look forward to connecting with our credit union members in attendance.

    Check for updates at www.cues.org

    HLB Attendees: Michael Beifeld

  • Coalition of Community Development Financial Institutions - CDFI Coalition Institute

    March 13 - 14
    Washington Plaza Hotel, Washington, DC

    We look forward to learning more about the opportunities for our country's CDFIs and connecting with our CDFI members in attendance. 

    For more information, visit www.cdfi.org.

    HLB Attendees: Michael Beifeld

  • AM Best's 26th Annual Insurance Ratings Conference: Review & Preview

    March 18 - 20
    Fairmont Scottsdale Princess, Scottsdale, Arizona

    We look forward to learning more about the key issues affecting the insurance marketplace and connecting with our member insurers during the conference.

    For more information, visit www.ambest.com.

    HLB Attendees: Alex Sornoza

  • New York League of Independent Bankers (NYLIB) - Second Annual Conference

    March 26
    Times Square Tower, Offices of Pryor Cashman, New York, NY

    We look forward to connecting with our independent bank members throughout the metro area.

    Check for updates and more information at www.nylib.org.

    HLB Attendees: Al O'Connell

  • New Jersey Bankers Association (NJBankers) - CRA and Fair Lending Conference

    March 27
    Kean University, STEM Building, Union, NJ

    We look forward to discussing how membership can be leveraged to suppport the CRA efforts of our New Jersey bank members.

    For more information, visit www.njbankers.com.

    HLB Attendees: Maureen Kalena

  • New York Government Finance Officers Association (NYGFOA) - 40th Annual Conference

    March 27 - 29
    Albany Marriott Hotel in Albany, NY

    Stop by our exhibit during the conference. We look forward to discussing the advantages of our Letter of Credit product with NY government finance officers and our member lenders in attendance.

    For more information, visit nysgfoa.org.

    HLB Attendees: Tom Settino and Michael Beifeld

  • Financial Managers Society (FMS) NY/NJ Chapter - Half Day Seminar with NJBankers

    April 12
    The Stony Hill Inn, Hackensack, NJ

    We look forward to connecting with our members during the seminar.

    For more information, visit www.fmsnynj.org.

    HLB Attendees: Maureen Kalena

  • New Jersey Bankers Association (NJBankers) - 115th Annual Conference

    May 1 - 5
    The Broadmoor, Colorado Springs, CO

    We look forward to connecting with our New Jersey bank members at exhibition and throughout the conference.

    For more information, visit www.njbankers.com.

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

  • Insurance Council of New Jersey - Seminar

    May 3
    Forsgate Country Club, Monroe Township, NJ

    We look forward to connecting with our New Jersey insurance company members.

    Check for updates at www.icnj.net.

    HLB Attendees: Alex Sornoza

  • Independent Bankers Association of New York State (IBANYS) - Annual Convention & Trade Show

    June 10 - 12
    Turning Stone Resort and Casino, Verona NY

    We look forward to connecting with our bank members at the trade show and throughout convention.  

    For more information, visit www.ibanys.net.

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

  • New York Credit Union Association (NYCUA) - Excel 19, the Annual Meeting & Convention

    June 13 - 16
    The Sagamore Resort, Bolton Landing, NY

    We look forward to connecting with our NY credit union members during the trade show and throughout convention.

    For more information, visit www.nycua.org.

    HLB Attendees: Angel Santos and Mike Desiderio


  • Detecting and Avoiding Fraud in Loan Files

    Topic: MPF Solutions February 19
    02:00 pm EDT (1 hour)
    Register | +

    This webinar focuses on understanding what constitutes fraud hot spots, cost, and affect to lenders and communities, and how to identify red flags in the mortgage loan file. Participants develop their awareness of fraud by reviewing documents from actual fraud investigations. Discussion includes tips for minimizing fraud risk, which could save their company thousands of dollars in losses.

    The presentation is recommended for:

    • Loan Officers
    • Processors
    • Underwriters
    • Closers
    • Quality Control staff

    We recommend participants become familiar with the contents of the following MPF Guide chapters before the webinar: Origination Guide Chapters 26, 28.11, 31.8

  • What's Trending in MPF® Quality Control

    Topic: MPF Solutions February 21
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    Have you ever wondered what kind of exceptions the MPF® Quality Control department sees on both a regular and not so regular basis?

    In this presentation, we will offer insight into some recent and on-going situations encountered by the MPF QC Department. Current examples will be provided along with guidance on how to prevent these exceptions from happening in the future.

    In addition to covering QC exception trends, the MPF Program requirements for a successful in-house QC review program will be included, along with ideas to improve overall file quality

    • Which documents are required and why
    • What happens after the files are delivered
    • How to request a file
    • Evaluation of preliminary and final invoices
    • Custody Reports

    Who should attend?

    The presentation is recommended for:
    • Quality Control Managers
    • Quality Control Underwriters
    • Quality Control Processors
    • Underwriters
    • Loan Processors
  • Condominium Project Eligibility and Review

    Topic: MPF Solutions March 12
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    The MPF® Provider presents a webinar on condominium project eligibility under the MPF Program. The differences between a condominium, PUD and site condominium are explained, along with the different methods for reviewing projects. Both limited and manual review requirements will be discussed. Learn about what makes a project ineligible and what documentation is necessary for a thorough project review.

    Who should attend?

    This presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control Reviewers
  • MGIC Presents: Basics of Self–Employed Borrower Income Analysis

    Topic: MPF Solutions March 13
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    In this webinar presented by MGIC, you will build and strengthen your self-employed borrower income analysis skills. This webinar will focus on the most common types of income and expenses from self-employment:

    • Sole Proprietorship (Schedule C)
    • Partnership Income (K-1s)
    • Unreimbursed Business Expenses
    • Rental Income and Losses

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control taff
  • Radian Presents: Not Your Ordinary Income

    Topic: MPF Solutions March 14
    02:00 pm EDT (1 hour)
    Register | +

    Overview

    In this webinar presented by Radian, participants will gain a better understanding of some of the out-of-the-ordinary income types that appear in loan files.

    In this course you will learn to:

    • Understand the GSE requirements for documentation of Social Security, child support, alimony, military Income, disability, and retirement income.
    • The importance of establishing stability, predictability and continuance of these complex income sources as they relate to the risk of the loan
    • Calculate and gross-up non-taxable income sources

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff
  • Construction to Permanent Loans: Guidelines for MPF® Traditional Products and MPF Xtra® Products

    Topic: MPF Solutions March 21
    02:00 pm EDT (90 minutes)
    Register | +

    This webinar will explore the eligibility requirements for construction to permanent loans delivered under the MPF® Traditional and MPF Xtra® products. The differences between single-close and dual-close transactions will be discussed along with guidance on determining loan-to-value ratios. General industry information about construction lending and terminology will also be included in this session.

    Who should attend?

    The presentation is recommended for:
    • Loan Originators
    • Processors
    • Underwriters
    • Closers
    • Post-closing staff
  • Title Insurance Basics

    Topic: MPF Solutions April 3
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    This webinar is designed to introduce the basic principles of the title insurance industry. Attention will be given to the unique terminology associated with this area of business. We will break down a title commitment into its different components and discuss the importance of the information being provided.

    Who should attend?

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

  • Radian Presents: Blueprint for Taking a Quality Application

    Topic: MPF Solutions April 11
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    Are you looking for a way to develop a better understanding of what is needed to establish a complete, accurate loan application? Are you tired of requesting more information from borrowers after a loan application is submitted? Loan applications are more than just filling out a form. It’s actually similar to creating the blueprint for a new home. Complete, quality information ensures everyone knows the plans for successful execution.

    In this session you will learn:

    • What information is required to take a quality application
    • How an AUS decision is impacted
    • Engagement techniques and probing questions to help a borrower feel more open to sharing their financial details.

    We'll also review how to address part time income, employment gaps, unemployment benefits, and contractual employment. There will be a focus on documentation requirements and clarification as to when income can and can’t be used for qualifying purposes.

    Who should attend?

    The presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff
  • MGIC Presents: Self-Employed Borrowers - Business Tax Return Analysis

    Topic: MPF Solutions April 17
    02:00 pm EDT (90 minutes)
    Register | +

    Overview

    This comprehensive workshop will help you dig deeper through business tax returns to develop a clearer picture of your self-employed borrower’s income and business financial standing. Whether you use the AGI or the SAM method, the good news is there is only one way to look at the business tax return analysis — you follow the same process whether you use AGI or SAM.

    This workshop will provide:

    • A closer look at Partnership K-1s & S Corporation K-1s, including Form 8825;
    • An in-depth look at business tax returns Form 1065 partnerships, 1120 S Corporations and the 1120 U.S. Corporate returns;
    • An overview of financial statements;
    • Ways to increase efficiency in processing and underwriting SEB loan applications; and
    • A review of documentation requirements, acceptable income and underwriting criteria

    Who should attend?

    This presentation is recommended for:
    • Loan Officers
    • Loan Processors
    • Underwriters
    • Quality Control staff

 

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

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

The email should contain the webinar 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 webinars or the MPF Program, please contact Muriel Brunken at (212) 441-6712, or the MPF Help Desk at (877) 345-2673.

February 2010

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