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Lending Company Regulatory Examination Case Study

13 minPRO
5/6

Key Takeaways

  • Pre-examination self-assessments reduce examination findings by 40-60%.
  • State examinations typically review 20-30 loan files and cover licensing, disclosures, advertising, complaints, and financial condition.
  • Corrective action plans must include root cause analysis, specific corrective actions with dates, and systemic changes to prevent recurrence.
  • A well-executed examination response builds regulatory credibility; denial or delay triggers escalation.
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Test Your Knowledge

1.What is the first step a lending company should take when notified of a regulatory examination?

2.What is a Consent Order in regulatory enforcement?

3.What action typically reduces the severity of examination findings?