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Category Archives: Continuing Education
Post Closing Course available on Learntitle
The Closing is Over but What About the Post Closing
This course is approved in several states. Choose one to enroll and get continuing education credit.
This course is approved for 1 credit.
The following is an outline of what will be covered in the course:
Eye on the Prize/ Get it Closed
- Fiduciary Responsibility / Commitments
- Disbursements
- Risk Factors
What Is Post-Closing?
- Recordings
- Money
- Lien Release and Trustee Services
- Original Documents
- Culture – the details
Recording – Priority
- Importance of Immediate Recordation
- Compliance
- Policy Liability / Gap
- Customer Satisfaction
- Underwriter Relationship
- Minimize Title Liability
- Supports prompt funding
- What is E-Recording? How does it help?
Follow the Money
- Payoffs
- Insurance, Taxes, High Risk Items
- Good Funds vs. Collected Funds
Reconciliation
- 3 way reconciliation
- Consumer funds
- Balance in Files
- Fraud
- Security
- Escheat
- Protecting consumer funds
Lien Release Tracking
- Have a process
- Follow through
- What to do when you can’t wrap it up
Outsourcing
- How does it all work?
- Curative
- Settlement
The Challenge of Change
- Getting Staff buy in
- Creating a culture that supports thorough post-closing processes
This course is approved in several states. Choose one to enroll and get continuing education credit.
Presenting this course are:
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Liz Tanner![]() Tanner Law, Ltd. Final Trac 16B Gooding Ave, Bristol RI 02809 (401) 253-7854 |
Financial Fraud in the Title Industry course approved in New Jersey
Learntitle has another course approved for 1 credit.
Click Here to Enroll
This course will cover:
- ALTA Best Practice #2
- Various types of Fraud
- How to detect it
- How to prevent it
- Internal Fraud
- External Fraud
- Why ALTA Best Practice compliance is important
- Phishing
Click Here to Enroll
Presenter is Tracy Milanese
Vice President, Relationship Manager at Access National Bank
Tracy joined Access National Bank in 2012 as a Vice President, Relationship Manager. She has 10 years of
experience in the banking industry. With Access National Bank, Tracy is responsible for business development and
relationship management of title companies as well as other types of small businesses, including medical
practitioners and veterinarians.
Tracy is involved with various associations such as VLTA, the Practice Managers
Association, the Bull Run Rotary Club, the Prince William Chamber of Commerce, and the Prince William affiliate
of Habitat for Humanity.