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Description: This B2B Webinar will review the Regulation Z compliance requirements for Home Equity Lines of Credit (“HELOCs”). We will discuss the requirements for documentation and disclosures, as well as a few exemptions, advertising considerations, common pitfalls, and frequently asked questions. This Back2Basics webinar may serve as a refresher for individuals who may be recently getting back into home equity lending, or as a basic training for those just getting started in lending or compliance.
Key Takeaways:
Specific advertising rules for HELOCS
Considerations to keep in mind for Home Equity Lines of Credit
Disclosure timing, content, and limitations
Presenter:
Jessica Lamoreux, JD
Director of Education
Jessica Lamoreux, JD, works as Director of Education for Compliance Alliance. She first joined Compliance Alliance in 2023 as Associate Counsel. In addition to assisting members through the Compliance Hub Hotline, Jessica has also written a variety of articles, webinars, summaries, and newsletters.
Jessica graduated magna cum laude from Case Western Reserve University School of Law and also holds a Bachelor’s degree in Political Science from Kenyon College. She is licensed to practice in Ohio. She began in consumer financial services as the Compliance Attorney for a mid-size debt collection law firm and later as Associate Counsel for a consumer lender. More recently, Jessica was the Director of Risk & Compliance at an SaaS startup, where she advised on the design of software for managing the placement of defaulted receivables with third party collectors.