Fair Lending for Frontline Staff
Your customer-facing staff can make or break your fair lending compliance program, but they are often left out of “lending” training. This session will focus on how your front line can engage customers and sell loans without violating fair lending laws. This session covers the regulations that deal with fair lending — Regulation B, Regulation C, and the Fair Housing Act — as well as “best practices”.
What You’ll Learn
- Fair Lending Regulations
- Best Practices to avoid Fair Lending issues
- Real life examples and scenarios
Who Should Attend
This webinar is designed for customer-facing branch and lending staff.
Presenter
Jamin Carlisle has 15 years of experience in banking and credit union compliance as well as the Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) certifications. His primary areas of expertise include BSA/AML, vendor management, disaster recovery, and staff training. In addition to in-house credit union compliance experience, he has served on planning committees for fraud awareness and elder abuse conferences and given presentations to local community colleges, high schools, and community groups. Carlisle has developed and provided compliance and BSA training for groups as large as 350 people.
Prior to beginning his career in compliance, Carlisle completed his BA and MA at The University of Tennessee Knoxville and worked as a graduate lecturer.
Registration Options
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $75 per person
