RMA Business Services

Examine best practices in structuring, organizing, and effectively managing the loan operations function

Agenda (PDF)

Forum Overview
RMA's Loan Operations Management Forum, a peer learning event, provides loan operations professionals the opportunity to discuss issues related to structuring, organizing, and effectively managing the loan operations function. The interactive sessions focus on managerial and operational topics and help create efficiency when organizing operational responsibilities. Concepts of functional structure, service quality, performance metrics and use of technology are included in the discussions. Because the role of the loan operations department varies widely among banks, the different responsibilities housed within the function and staffing models will be discussed. The forum presents a valuable opportunity for you to meet and discuss common challenges with your peers and to identify best practices that you can take back to your institution to enhance the value of your loan operations function.

The forum will feature a lead facilitator, round table group discussions, and small breakout groups that will delve deeper into issues of specific interest. You will benefit from the problem solving techniques discussed by your peers, regardless of the size of the particular institution. Participants share information, ask questions, and exchange ideas to broaden their knowledge and understanding of the issues discussed in a round table environment. Best of all, attendees will have a network of peers to reach out to in the future.

Who will benefit?

• Managers of loan operations departments at financial institutions with up to $10 billion in assets.
• Team leaders and regional managers of loan operations departments at institutions with more than $10 billion in assets.

Discussion Topics (partial list):

• Loan operations' department structure and organization
• Functions included in loan operations
• Performance metrics
• Staffing models
• Training and staff development
• Technology as it relates to the department's function
• Document and record management
• Meeting business partners needs and expectations
• Fraud
• Regulatory compliance

Hotel Information
A limited number of rooms are available for $169 single occupancy per night plus tax at the Sheraton Inn Harbor Hotel. Reservations must be made by August 31, 2012 to guarantee the rate.

Sheraton Inn Harbor Hotel
300 S Charles St
Baltimore, MD 21201
1-800-325-3535

Forum Schedule
Day 1, 8:00 a.m. to 5:00 p.m.
Day 2, 8:00 a.m. to 12:00 p.m.

This event is sold-out. If you would like to be placed on our waiting list for our future Loan Operations Management Forum events, please call 1-800-677-7621.