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Home Resources Category: Residential MSRs

Read this article: Community Bank Leverage Ratio Finalized

Key Takeaway Wilary Winn provides robust life-of-loan credit loss estimates that quantify capital at risk under various macroeconomic scenarios. How Can We Help You? Released September 2019 Introduction On September…

Read this article: Guide to Reporting Under BASEL III for FHLB MPF Program Participants [Resource]

Summary A guide to help you complete your regulatory call report risk-based capital schedule under Basel III. The BASEL III capital rules became effective with the March 2015 regulatory call…

Read this article: All You Ever Wanted to Know About Mortgage Banking [AICPA PowerPoint]

Summary Initially offered at the 2017 AICPA Conference on Credit Unions, All You Ever Wanted to Know About Mortgage Banking offers an all-inclusive insight into a credit union’s mortgage banking operation. This…

Read this article: BASEL III [White Paper]

Key Takeaway We provide valuation, financial accounting and regulatory capital advice related to loan servicing rights, non-Agency MBS and TruPs.  How Can We Help You? Released January 2015 Introduction  BASEL…

Read this article: Mortgage Lending in the Near Term – The Good, The Bad and The Ugly [FHLB Topeka PowerPoint]

Summary Interest rates are up, refinances are down, and the CFPB has recently released dizzying amounts of regulation regarding mortgage lending, with more to come. Lenders are asking – should…

Read this article: Accounting & Regulatory Reporting for Mortgage Banking Derivatives [White Paper]

This white paper addresses the accounting and regulatory reporting requirements related to interest rate lock commitments, forward mortgage loans sales commitments, and closed loans held for sale.

Read this article: Accounting & Regulatory Reporting for Mortgage Servicing Rights [White Paper]

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and turnkey advice on how to properly account for them. How Can We Help You? Released January 2012 Introduction Mortgage…

Read this article: Accounting for Sales of Seasoned Loans [White Paper]

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and turnkey advice on how to properly account for them. How Can We Help You? Released May 2011 Introduction Accounting…

Read this article: Mortgage Servicing Rights RSM McGladrey Seminar [PowerPoint]

Summary Wilary Winn presented this Mortgage Servicing Rights seminar on June 27, 2005, focusing on information about the valuation of MSRs, required repurchases and fraud issues, as well as the accounting requirements….