The Telephone Consumer Protection Act (TCPA) is, at its core, a privacy statute enacted for the purpose of protecting consumers from excessive, unsolicited phone calls delivered by means of automated telephone dialing system. This course provides an overview of the statute, the exceptions, and best practices for compliance.

About the Author:

Genevieve Walser-Jolly is an attorney at Severson & Werson who represents financial institutions. She handles litigation involving forward paying loans and has a niche practice involving reverse mortgage loans. She also handles class action defense for TCPA matters.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

The Home Mortgage Disclosure Act (HMDA) requires many financial institutions to maintain, report, and publicly disclose information about mortgages. Course attendees will be equipped with clarifying guidance on facilitating compliance.

About the Author:

Brian Gurta is an associate attorney at Potestivo & Associates, primarily serving the Landlord and Litigation Department. He is experienced in real estate financing and credit, property, landlord-tenant, and environmental law.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

This course covers additional mortgage servicing fundamentals and offers participants the chance to lay down a foundation of knowledge surrounding error resolution, information requests, delinquent borrowers, and loss mitigation.

About the Author:

Loren Coe is an experienced attorney in the Financial Services Practice Group at Severson & Werson. Coe’s expertise lies in his ability to formulate creative solutions to complicated problems, particularly in the mediation context. For those matters that can’t be quickly resolved, Coe takes an aggressive yet practical approach to litigation with client expectations in mind.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Everything starts with the fundamentals. Fitting for the professionals new to the industry or seasoned servicers for the reinforcement of basics learned long ago, this course offers the participants the chance to lay down a foundation of knowledge surrounding servicing and loan ownership transfers, account maintenance, escrow accounts, force-placed insurance, and more.

About the Author:

Loren Coe is an experienced attorney in the Financial Services Practice Group at Severson & Werson. Coe’s expertise lies in his ability to formulate creative solutions to complicated problems, particularly in the mediation context. For those matters that can’t be quickly resolved, Coe takes an aggressive yet practical approach to litigation with client expectations in mind.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Hiring the right person for the job presents a challenge for most organizations. Avoiding discrimination and fair hiring practices should be an intentional focus at most companies. This course covers best practices and processes for screening applicants, employee onboarding, and much more.

About the Author:

Rhonda Nelson is an experienced attorney at Severson & Werson. Navigating and complying with the technical and complicated employment laws in California is downright challenging, and Nelson helps employers find cost-effective solutions to day-to-day employment problems to reduce the risk of litigation.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Finding the most qualified and suitable candidate for open positions presents a challenge for most organizations. Guidance is offered on methods companies can employ for finding and retaining employees including and creating effective and fresh job descriptions and interviewing.

About the Author:

Randy Miller is the President of Randall S. Miller & Associates. Randall S. Miller & Associates, focuses its practice on the representation of mortgage lenders, servicers, financial institutions, and private investors. Miller’s law practice has its roots in mortgage servicing and maintains a strong, unique philosophy that the firm must treat each client as if the law firm is in-house counsel. He is also an active member of the legal community on a national and local level.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Analytical approaches to diversity and inclusion are detailed in this course. Case study analysis of an organizations commitment to the subject of D&I in terms of morale, culture, talent attraction, reputation, customer experience, and bottom line are covered. Contemplations on accountability and effective measurement are discussed.

About the Author: 

Jamie Stewart is the Implementation Manager at Janeway Law Firm, which provides legal representation in Colorado to mortgage servicers for the areas of foreclosure, bankruptcy, eviction, replevin, title/REO, and collection. Jamie’s role at Janeway Law Firm includes managing operations and working closely with clients; particularly onboarding new clients and ensuring that client, agency, and local municipality compliancy requirements are met. She is also tasked with executing technology oriented strategies of the firm.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Differences in ideas, beliefs, and background make occasional disagreement in the workplace inevitable. Left unchecked, these conflicts deteriorate the culture and morale of organizations, the ability to retain good employees, the effectiveness work efforts, and ultimately the profitability of a company. Strategies are presented for providing consideration of the interest of all parties involved, a neutral platform for effective and factual communication, and fostering a path toward peaceful resolution that can be embraced by all.

About the Authors:

Annie Rivers is the Client Relationship Manager at JunkBoyz Preservation. She brings her years of marketing management experience to JunkBoyz where she strives to make every client feel as though he or she is our only client.

Elona Hamilton is the owner and managing broker at Hamilton Realtor Group. She has many years’ experience in REO foreclosure management and sales. Her team has pricing, maintenance, and sales down to a science, and they treat each property as if it were their own. Hamilton’s specialties include distressed properties and distressed home owners.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

Professional behavior has a direct impact on the viability of a company. High personal ethics are as essential to business as is personal performance. This course discusses how lapses in ethics drives policy development and provides guidance and strategy for participants in their awareness and development of effective workplace ethics. This course also challenges participants to understand unconscious bias and the various types that exist, consider their own biases, and identify opportunities to improve their societal mindset and interactions because of the understanding.

About the Author:

Diane Cragg an experienced litigation attorney at Severson & Werson who strongly advocates for clients while striving to maintain a pragmatic and efficient approach to litigation. Her goal is always to obtain the best results for clients.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.

A program for the use and development of small, minority, women, veteran, and LGBTQ supplier partners offers many business benefits. Consumers naturally like to spend money with organizations that better reflect and positively influence members of their own social class, status, or community. Quantitative and qualitative enhancements to business bottom lines, reputation, talent attraction, and customer loyalty are discussed.

About the Author: 

Carrie Thompson is an experienced attorney at Vial Fotheringham Law and has spent most of her legal career working on behalf of financial institutions, investors, developers, and businesses to protect real estate assets and mitigate potential losses during tough economic times. In representing her clients through both lean and robust economic cycles, Carrie has focused on protecting and enforcing her clients’ interests.

As you progress through a course, please ensure to click the ‘Mark Complete‘ button at the end of each lesson.