Residential Mortgage Lender Certificate


A thorough review of banking, credit analysis, and legal principles that support the mortgage process, underscoring relationship sales skills in addition to the mechanics of the mortgage loan. The certificate is designed for aspiring mortgage lenders and those individuals new to the mortgage area of the bank, including mortgage loan clerks, loan processors, and closers.

Required Courses:

Banking Basics Suite or Principles of Banking or Banking Fundamentals

Appraisal Procedures

Basics of Mortgage Processing

Completing the HUD-1 (optional)

Discovering FHA Programs

Effective Referrals Suite or Effective Client Referrals

Elements of Title Insurance

Essentials of Mortgage Lending

Ethical Issues for Bankers

Explaining Loan Modifications

Gathering the Facts on Mortgage Fraud

Mortgage Customer Counseling and Prequalification

Personal Tax Return Analysis

Preparing the Closing Disclosure

Preparing The Loan Estimate

Processing and Underwriting Credit

Processing Income and Assets

Reviewing the Appraisal Report
* The entire Residential Mortgage Lender Certificate program is available as a self-paced online bundled program.

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