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Layoffs Loom as Mortgage Boom Wanes
WXXI, NY ^ | 2003-07-25 | Philip Klein and Aleksandrs Rozens (Reuters)

Posted on 07/25/2003 1:57:13 PM PDT by Willie Green

For education and discussion only. Not for commercial use.

NEW YORK (Reuters) - With the boom in mortgage refinancings expected to lose steam as interest rates rise, the home loan industry, which expanded at a staggering pace over the last three years, is now bracing for layoffs.

Interest rates remain near historic lows and refinancing activity should reach a new record this year. But with 30-year mortgage loan rates now up nearly a percentage point from recent lows, the tide is turning.

Loan applications, particularly refinancings, have ebbed in recent weeks. While total lending in the mortgage industry is expected to hit an all-time record of $3.4 trillion this year, it could fall to $1.5 trillion in 2004.

The hectic and profitable pace of business in mortgage banking has, in recent years, attracted many newcomers who may be out of a job in the next two years as lending dries up, cautions James B. Nutter, a Kansas City, Missouri-based mortgage banker.

In May, the mortgage banking business employed about 409,900 people -- up sharply from January, when the industry employed 387,100, and from January 2001 levels of 272,300, the Mortgage Bankers Association of America said, citing Labor Department data.

"It (layoffs) won't start happening for a while. The degree and timing depends on how far and how soon rates move," said Douglas Duncan, chief economist at the MBA.

John Westermeier, who has recruited for the industry for 13 years, knows what can happen when rates suddenly head north, as they did in 1994 after the last major refinancing rush.

"It's a pretty steep downhill slide. It can go pretty fast," said Westermeier, a managing director at mortgage career firm Contemporary Services Inc. "Folks who were asking for an astronomical amount of money are willing to take just about anything they can," he said.

At the peak of the 1993 to 1994 refinancing boom, 246,000 people were employed by mortgage banks. By March of 1995, that number dropped to 186,000.

With the experience of 1994 clearly in mind, Westermeier, like others in the recruitment field, is shifting his focus from jobs that generate and process new loans to the more routine positions of servicing loans already on the books.

Lending firms like Nutter's have specifically built up servicing arms to weather downturns in the business of underwriting home loans. "We try to have servicing so we can get through times which are not robust. When you have a servicing arm, that means you are looking at the long term," he said.

Servicing, an important source of profit in mortgage lending, involves the collection of monthly principal and interest payments from borrowers.

"You generally see that those on the operations side are the first to feel cutbacks because they are on the forefront of the refinancing market," said Graham Harwood, chief executive of recruiter Harwood & Harwood, Inc.

Joanne James, who runs financial career site Bestheadhunters.com, said one of the mortgage recruitment firms she works with is anticipating a downturn and looking to other industries, such as firms that provide security.

Leif Thomsen, owner of Walpole, Massachusetts-based brokerage Mortgage Master Inc., said the company is keeping busy closing mortgages it sold in recent months. But he said he sees an upside to a slowdown in the mortgage market.

"It would actually be welcome to see some more normality in this industry right now," Thomsen said. "It weeds out the people that shouldn't be there in the first place."


TOPICS: Business/Economy; Culture/Society; Government
KEYWORDS: recession; thebusheconomy
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Related thread: U.S. mortgage demand falls in July 18 week-MBA
1 posted on 07/25/2003 1:57:13 PM PDT by Willie Green
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To: Willie Green
I don't know where demand is falling. Some news show this week had feature on Los Angeles buyers who bid on several homes at thousands over the asking price and were disappointed again and again because someone outbid them. Even in jobless Seattle, RE sales continue strong.
2 posted on 07/25/2003 2:06:55 PM PDT by PoisedWoman (Fed up with the CORRUPT liberal media)
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To: PoisedWoman

Never underestimate the power of dumb money. Dumb Money is the money that flooded into Nasdaq in early 2000, pushing it to 5K, and dumb money has flooded into real estate, pushed by the herd mentality of "Lock in low rates".
3 posted on 07/25/2003 2:30:57 PM PDT by JNB
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To: JNB
Absolutely. The jack@ss who "locks in the low rates" this year on a $400,000 house is going to end up with a mortgage that exceeds the value of his home when the rates go back up.
4 posted on 07/25/2003 2:37:20 PM PDT by Alberta's Child
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To: Alberta's Child
Like The Millionaire Next Door says, buy when rates are high: you can always renegotiate your interest rate, you can never renegotiate your purchase price.
5 posted on 07/25/2003 3:06:21 PM PDT by Tauzero (This was not the sand-people, this was the work of Imperial Storm Troopers: only they are so precise)
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To: Willie Green
NEW YORK (Reuters) - With the boom in mortgage refinancings expected to lose steam as interest rates rise, the home loan industry....................

This is NOT an industry. They don't make jack sh!t. They shuffle papers
6 posted on 07/25/2003 3:09:55 PM PDT by dennisw (G-d is at war with Amalek for all generations)
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To: Alberta's Child
And then the real winners in every market, the bankers will get it all once again.
7 posted on 07/25/2003 3:23:05 PM PDT by highpockets
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To: Alberta's Child
But those who are refinancing their homes are not risking a thing, assuming they aren't taking cash out.
8 posted on 07/25/2003 3:26:43 PM PDT by Dog Gone
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To: Alberta's Child
Absolutely. The jack@ss who "locks in the low rates" this year on a $400,000 house is going to end up with a mortgage that exceeds the value of his home when the rates go back up.

Regardless if I locked in or not...if my $340,000 home value falls below my $130,000 mortgage; as an indicator; we are all scr*wed.

9 posted on 07/25/2003 3:26:52 PM PDT by Swanks
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bfl
10 posted on 07/25/2003 4:54:16 PM PDT by Museum Twenty
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To: Grampa Dave
Reuters America-hate attack alert!
11 posted on 07/25/2003 4:56:34 PM PDT by Timesink
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To: Alberta's Child
Absolutely. The jack@ss who "locks in the low rates" this year on a $400,000 house is going to end up with a mortgage that exceeds the value of his home when the rates go back up.

Okay, my mind's blanking. Unless it's an ARM, why would your contract's rates change at all when the overall market's rates go back up? Will the actual value of the house go down?

12 posted on 07/25/2003 4:59:01 PM PDT by Timesink
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To: Willie Green
I was at Escrow today signing off on my Re-Fi. It was NUTS!!!! in there. The lady told me they have a FULL BAR in the back for employees to Imbibe after working hours....

I gotta look into that....LOL!!!!
13 posted on 07/25/2003 5:04:07 PM PDT by cmsgop (Has anyone seen my Schwab ?)
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To: Dog Gone
You're right -- I should have been more clear about that. I was referring to second mortgages and home equity loans in particular. Almost everyone I know who has refinanced in the last couple of years has also taken a chunk of equity out of the house, too.
14 posted on 07/25/2003 5:23:15 PM PDT by Alberta's Child
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To: Timesink
Sorry about that -- See #14. I was referring to people who take advantage of low rates to secure a second mortgage or a home equity loan. When rates go up, the value of the home will decline because potential buyers will not be able to afford the same sized mortgage as the one who is paying at a lower rate.

For example, the monthly payment on a 30-year mortgage for $200,000 at 6% is about $1,200. If the rate goes up to 8%, then someone who could afford the monthly payments on a $200,000 mortgage at 6% can only afford about a $163,000 mortgage. The 2-point rise in interest rates will effectively knock about $37,000 off the value of the home.

15 posted on 07/25/2003 5:29:07 PM PDT by Alberta's Child
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To: Alberta's Child
The 2-point rise in interest rates will effectively knock about $37,000 off the value of the home.

Don't believe it. The price/value of a home is determined by what someone is willing to pay, not the interest rate!

The only thing an uptick of 2 points in the interest rate will do is decrease the number of potential buyers that can afford the house payment.

16 posted on 07/25/2003 6:42:03 PM PDT by varon
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To: varon
I think you're wrong

A decrease in buyers=less demand. Less demand means lower prices to keep supply/demand curve in equilibrium. (Less buyers for the same amount of goods)

Conversely, more demand and stagnant supply equals higher prices. (More buyers chasing fewer goods.)
17 posted on 07/25/2003 6:51:47 PM PDT by NickRails
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To: varon; NickRails
The only thing an uptick of 2 points in the interest rate will do is decrease the number of potential buyers that can afford the house payment.

NickRails is right. A rise in interest rates doesn't mean that nobody will be able to pay a premium price for your home, but that fewer people will. And if you have fewer buyers for your home at the higher price, you'll usually have a decline in the price. The numbers I used were not supposed to be exact, but were used to illustrate how this generally occurs.

18 posted on 07/25/2003 8:43:49 PM PDT by Alberta's Child
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To: NickRails
I think you're wrong

A decrease in buyers=less demand. Less demand means lower prices to keep supply/demand curve in equilibrium. (Less buyers for the same amount of goods)

Conversely, more demand and stagnant supply equals higher prices. (More buyers chasing fewer goods

You proved me right. Price/value is determined by supply and demand. Interest is neither supply or demand.

Demand can be affected by lack of jobs, size of family, commuting distance etc.

When was the last time you saw Cadillac prices drop to those of Oldsmobile because fewer people could afford them?

19 posted on 07/26/2003 4:49:47 AM PDT by varon
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To: varon
No, I didn't prove you right.

On goods that are financed, such as real estate and often cars, interest is a component of overall cost (price), which would factor into supply/demand. An example of this is less ethical car dealers who discount purchase price only when you finance with them. The interest rate is then very high, which is where they make their money.
20 posted on 07/26/2003 9:22:24 AM PDT by NickRails
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