Non-Agency Training Series: Bank Statement Loans, Aug. 26

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About the Event

Join us for this session in our Non-Agency Training Series, where we’ll focus on Bank Statement Loans —a key solution in today’s evolving mortgage landscape. Designed for mortgage professionals looking to lead with non-Agency products, this webinar will explore how to position Bank Statement Loans proactively, rather than relying on them after conventional options fall short.

We’ll also highlight current market opportunities, broker and referral strategies, pricing and liquidity considerations, and underwriting challenges specific to this product. Whether you’re new to non-Agency lending or looking to sharpen your expertise, you’ll walk away with a clearer understanding of how Bank Statement Loans fit into a modern loan officer’s toolkit.

If you missed the previous offerings in our Non-Agency Training Series, be sure to check out the Webinar Recordings page on mba.org!

Date/Time:

Tuesday, August 26 (3:00 PM – 4:00 PM ET)

Objectives:

Overview of the landscape and opportunities for Bank Statement lending
How to source leads from referral partners
Underwriting considerations and overview of required documentation
Discussion on various risks and risk mitigation tactics
Compliance considerations and how to prepare
How to succeed and grow your business

Target Audience:

Heads of Production and Business Development
Loan Officers and Branch Managers
Secondary and Capital Markets Professionals
Compliance Professionals and Risk Management Staff
Investor-Focused Real Estate Teams

Speaker(s):

Rudy Orman, CMB, SVP TPO Lending, NQM Funding
Catherine Parsell, VP of Business Development and Training, Deephaven Mortgage
TBA