MSR Transfers: Balancing Risk, Customer Experience and Efficiency June 15
With anticipated sector consolidation and associated MSR transfer activity, servicers will be required to balance customer experience and regulatory scrutiny with efficiency. The process of transferring MSRs from one entity to another is complex and impacts all segments of performing and nonperforming servicing, accounting, investor reporting and data reconciliation.
Join MBA Education and industry professionals on Thursday, June 15 from 2:00 PM – 3:00 PM ET to establish a playbook, enhanced by effective serving transfer project management and transfer event process automation. This discussion will cover how to improve the servicing transfer process for the buyer, seller as well as the borrowers.
Objectives:
Discuss current industry challenges and opportunities
Analyze leading practices in transfer governance and risk management
Examine automation and the impacts it can have on the customer and client experiences
Who Should Attend?
Capital markets leadership
Performing and non performing servicing leadership
Collateral management and document management leadership
Customer correspondence and call center leaders
Regulatory compliance leaders (thinking about the CFPB guidance here)
Experience Level:
Entry-Level
Speakers:
Joe Sennett, Senior Manager, PwC
Jacob Garrett, Senior Manager, PwC
Jessica Pejka, VP, Transaction Management, Incenter Mortgage Advisors, LLC Joey Prince, SVP, Servicing Operations & Advance Management, Shellpoint