Non-Agency Training Series: Jumbo Loans, Sept. 16

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About the Event

Join us for this session in our Non-Agency Training Series, where we’ll focus on Jumbo 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 Jumbo Loans proactively to stand out from the competition.

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 Jumbo 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, September 16 (3:00 PM – 4:00 PM ET)

Objectives:

Overview of the landscape and opportunities for Jumbo Loans

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

Speakers:

David Adamo, CEO, Luxury Mortgage

Nicole Smith, Senior Mortgage Banker, US Bank

Catherine Parsell, VP of Business Development and Training