WBA Residential Mortgage Lending School

The 2025 WBA Residential Mortgage Lending School will be held March 24-27 at the Wisconsin Bankers Association Office in Madison. Classes will begin at 9:00 a.m. on Monday and conclude at 2:30 p.m. on Thursday.

Students will gain the knowledge and tools needed to be successful in this complex and highly competitive field. You will learn from seasoned professionals the concepts needed to reach that success and also learn from your fellow students through case study work as you and other team members collaborate on assignments.

Curriculum Includes:

• Finance Basics
• Compliance for Residential Mortgage Lenders, Including:
  • Truth in Lending (Regulation Z)
  • FACT Act
  • ECOA (Regulation B)
  • HMDA (Regulation C)
  • Flood Protection Act
  • SAFE Act
  • Fair Lending
• Application Generation
• Product Knowledge
  • Conventional mortgage products
  • Government programs available for residential loans
  • Construction loans
• Underwriting
• Application Process
• Sales Skills
• Title Insurance
• Closing Documentation
• Pricing Considerations
• Valuable Networking Opportunities

Attendees will also participate in a group case study that encompasses the full curriculum.

Who Should Attend?

Personal bankers, consumer lenders, loan processors, closers and new residential mortgage lenders.

Registration Information:

The student fee of $1,045 includes program registration, instruction and electronic materials delivered via email a few days prior to the school, daily lunch buffets, and a Real Estate Master II Qualifier Plus calculator.

• PRINTED MATERIALS OPTION: If you prefer to have printed materials provided with your school registration, there is a fee of $100.00 for the printed materials that can be added to your registration. Registrants wishing to purchase the printed materials need to be registered by March 3, 2025.

Admission Recommendations:

It is recommended that each potential student have two years or less of experience in the residential mortgage lending area of the bank. Lending experience is helpful, but not required.

School Requirements:

In order to successfully complete the program, students will be expected to participate actively in all class discussions, attend all classes, and, with your peer group, successfully present a case study to the School Advisory Board of Directors.

Please be sure to bring a laptop or tablet to class for accessing the PDF materials, unless you’ve chosen to purchase a printed copy.

Hotel Information:

Visit www.wisbank.com/Hotels for a list of special rates available to WBA members.

Refund Policy:

A refund, less a $150 administrative fee, is provided for written cancellations received by WBA on or before March 17, 2025. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.