Lender Oversight PACE Lap2019-02-04T17:11:56+00:00

JUNE 6 – 8, 2016 | CHARLOTTE, NC

Lender Oversight PACE Lap Sessions

Monday, June 6 starting @ 1:00 pm ET

new2016Lenders are demanding more of title and settlement agents, and the Summit’s all new Lender Oversight PACE Lap features four sessions engineered to help title and settlement agents position their businesses for success in a challenging lender oversight compliance environment. This half-day track features top title and settlement industry professionals and others who will share first-hand experiences and address topics ranging from Best Practices and third-party certification to preparing for the latest in advanced lender oversight compliance. Attendees also will hear directly from lenders who are on the front lines of vendor management within their organizations.

Session Schedule

1:00 - 1:30 pm

Turn 1 - Best Practices and Self-Certification
Respond to lender oversight requirements by leveraging Best Practices. This session will discuss what Best Practice compliance looks like at a foundational level. You also will learn about steps involved in obtaining a Best Practices self-certification.

John Hollenbeck, President, American Land Title Association

1:30 - 2:00 pm

Turn 2 - Conquering Third-Party Certifications
Untangle the web of third-party certification and attestation options available to title agents, and determine which may be right for your organization. Learn what to expect when engaging a third-party audit firm. You also will learn tips for evaluating your lender's expectations and how to weigh the ROI for your business.

Brent Laliberte, President, Bayou Title Inc.

2:00 - 2:10 pmBreak
2:10 - 2:40 pm

Turn 3 - Supercompliance
Explore the latest in advanced lender oversight compliance and discover what the future may hold for title and settlement agents hoping to remain among their lenders’ most trusted partners. You also will learn about the wide range of lender expectations agents face and how you can position your organization for success in this challenging environment.

Jaime Kosofsky, Managing REO and Closing Attorney, Brady & Kosofsky, PA
Keesha Warmsby, Associate, BakerHostetler

2:40 - 3:20 pm

Turn 4 - The Lender Perspective
Title and settlement agents are facing a wide range of compliance expectations from lenders. Hear directly from bank and non-bank lenders about how they manage third-parties and their expectations for title and settlement partners.

Kate Steineman, Vice President, Business Liaison Manager- Strategic Engagement Management, Wells Fargo Home Mortgage
Kenneth Pack, Executive Vice President, Mortgage Division, Bank of North Carolina

*Times and events subject to change
“As a new business owner, information on our industry can be hard to find. Thank you for supplying me with the information you did. Mostly everything presented were questions or thoughts in my mind, on top of things I did not think of. Thank you!”
Summit Attendee