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Loan Operations Management Forum

List Price

$1,795

Member Price

$1,250

Event Id:

698478961

Product code:

343001-25

Format:

Forum: In-Person

Date:

3/11/2025 - 3/12/2025

Registration Fees

Members $1,250
Nonmembers $1,795

Members qualify for savings.

Log in to see if you qualify for a lower rate, or  become a member to save as much as $545 or more.

Item Details

Site Information:
The Westin Tempe
11 E. 7th Street
Tempe, AZ 85281

Booking Link:
The Westin Tempe
Reserve by: Monday, February 10, 2025

Session Dates and Times: March 11, 2025 7:30AM to 6:30PM MT & March 12, 2025 7:30AM to 11:00AM MT

Check out last year’s agenda
Loan Operations Management Forum Agenda - March 14 & 15, 2024

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 helps 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, roundtable 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 roundtable environment. Best of all, attendees will have a network of peers to reach out to in the future.

Learning Objectives:
1. You will benefit from the problem-solving techniques discussed by your peers, regardless of the size of your institution.
2. Expect to share information, ask questions, and exchange ideas to broaden your knowledge and understanding of the issues discussed.
3. The forum presents an excellent opportunity for you to meet and discuss common challenges with your peers..

Who will benefit?
1. Managers of loan operations departments at financial institutions with up to $20 billion in assets
2. Team leaders and regional managers of loan operations departments at institutions with more than $20 billion in assets.