Mortgage Training

Hali PlacheckiHali Plachecki is a Regional Trainer who works for MGIC as a customer trainer, training customers on technical mortgage banking skills as well as soft skills, such as customer service, conflict management, and communication styles.

Hali knows first-hand from her thirty years in the mortgage industry, the value of training and its importance in the ever changing world of mortgage banking. Hali strives to make the training fun, informative and hopes you leave one of her sessions feeling satisfied about your time spent together.

Hali has over fourteen years experience as an underwriter and a strong background in mortgage operations, spending over half of her career managing processing and underwriting, training and mentoring. She has worked in retail, wholesale, and correspondent lending giving her a well rounded knowledge of the various styles of mortgage operations.

Hali is an FHA delegated underwriter, as well as VA LAPP/SAR certified underwriter.

Agenda

Day 1

  • 9:00 to 12:00 – Fundamentals of the Mortgage Process & Understanding the Mortgage Cycle
  • 12:00 to 1:00 – Lunch
  • 1:00 to 2:30 – "Give 'em the Pickle" – Member Service Training
  • 2:30 to 2:45 – Break
  • 2:45 to 5:00 – The Art of Networking

Day 2

  • 9:00 to 11:30 – Evaluating Self-Employed Borrowers
  • 11:30 to 12:00 – Finding Refis in a Purchase Market
  • 12:00 to 1:00 – Lunch
  • 1:00 to 2:00 – Social Media Strategies
  • 2:00 to 2:30 – Break
  • 2:30 to 3:30 – How to Review an Appraisal
  • 3:30 to 4:00 – Trends that will Drive the 2018 Mortgage Market

Back to Expand Expo