Each course offer 2 CPE credits

Our Instructor:

Sara Taylor , Director at  TurtleBay Advisory Services, has over 20 years of executive leadership experience valuing and trading loans in both a principal and in an advisory capacity.  Sara has a focus on the financial services industry using technology to leverage risk management and business processes.  She has worked with companies such as Wells Fargo, US Bank, Toyota Financial, UBS and others.   

Sara’s previous experience includes over 15 years serving as the Secondary Markets Executive for various firms where she lead the transaction and servicing portfolios structuring for ABN Amro, Ocwen Financial and Chevy Chase Bank, FSB.  Sara was instrumental in bringing Bank Rate Monitor into the digital age, moving the database from a paper newsletter to a public company. 

For several years, Sara served as the Vice President of Business Development for Fiserv where her focus centered on developing business-to-business partnerships for commercial banking operation, payment systems, data aggregation and designing technology solutions for shared environments.   

Sara holds degrees in Finance from the Pennsylvania State University and has been a FINRA 7, 24, 36 licensees.

1-US Mortgage Lending: 2 hour session

History of Government Sponsored Lending

  • Where it Began:  FHA
    • History
    • Purpose              
    • Success factors
  • What is an FHA Loan?
  • Why they work.
    • FHA loan features:
      • Down payment
      • Other peoples’ money:
      • Prepayment penalty
      • Assumable
      • Qualification
  • Who qualifies to lend using FHA loans?  
    • Originate, underwrite, close, endorse, service, purchase, hold, or sell FHA-insured Mortgages.
  • Managing the qualified lenders
  • Standards in Servicing
  • Standards in utilizing the FHA insurance if needed
  • Issues and Trends with the FHA loan product
  • Other types of loans with FHA insurance
  • Adding GSE programs : why and when
  • Today’s market
    • Market Share
    • Pricing
    • Performance

2-Market Impact of GNMA – 2 hour session

  • Where it Began: 
    • History
    • Purpose      
    • Success factors
  • Issuance Structure
  • Issuers Qualification
    • Example of an Issuer
    • Responsibilities of an issuer
  • Monitoring of an issuer
  • Balance sheet
  • Portfolio performance
  • Market and liquidity



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